Alpha and Omega Semiconductor Limited (AOSL)

From the record

Alpha and Omega Semiconductor Limited's filings since 2017 show 5 warning events of 2 kinds: an auditor change (8-K item 4.01, 4 times, the latest 2025-06-04); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2022-08-30) (its current reports).

From the record

Alpha and Omega Semiconductor Limited's 10 filed years say what it did: revenue went from $383 million in fiscal 2017 to $679 million in fiscal 2026, up 6.6% a year; it rose in 6 of 9 years; the deepest fall was 15% from fiscal 2022 to fiscal 2024; net income was positive in 6 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-06-30, Alpha and Omega Semiconductor Limited's diluted share count grew about 0.5% a year, and dividends and buybacks returned about 46% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 19 sales (19 under scheduled 10b5-1 plans) and 1 purchase of their own stock on the open market in the year to 2026-09-30, buying about $641 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-06-30, Alpha and Omega Semiconductor Limited lost about 5 cents for every dollar of shareholders' money, and gross profitability: its products earned about 16 cents per dollar of everything the company owns. Leverage: it owed about 17 cents per dollar of assets, and net share issuance: its share count grew 1.9% over the year (the filed statements).

From the record

Alpha and Omega Semiconductor Limited's standing among 97 graded names in its industry family: revenue of $679 million in fiscal 2026 ranks in the bottom 46% by size; a net margin of -6.2% ranks in the bottom 38%; revenue growth of -0.6% a year over the last 3 filed years ranks in the top 49% (its annual reports).

From the record

Alpha and Omega Semiconductor Limited's leadership, from its insiders' filings and its current reports: the chief executive on the record is Chang, Stephen Chunping (Chief Executive Officer, as filed), filing under that title since 2023-03-17, 3.7 years (bottom 45% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 7.1 years (top 37%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (top 23%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Alpha and Omega Semiconductor Limited's room to grow, from the newest filed statements (fiscal 2026): cash of $181 million against debt of $537 thousand leaves 18.7% of its assets as net cash, top 34% of its family; cash from operations less capital spending is -10% of revenue (bottom 30%); a gross margin of 22.3% (bottom 23%); research spending of 15.3% of revenue (bottom 41%) (its annual report).

From the record

Alpha and Omega Semiconductor Limited's growth drivers, from the filed years to fiscal 2026: revenue grew -0.6% a year over the last three filed years against 6.6% over all 10, slowing (top 49% of its family); the newest year grew -2.5% (bottom 23%); research spending grew 5.6% a year (bottom 49%); capital spending grew -22.3% a year (bottom 20%) (its annual reports). Alpha and Omega Semiconductor Limited reported 3 product lines in fiscal 2026: Power Discrete at $438 million (65%), Power Ic at $234 million (34%), Packaging and Testing Services at $7 million (1%); 2 of 3 grew against the year before (its annual report).

From the record

Alpha and Omega Semiconductor Limited's newest year against its own record: revenue of $679 million in fiscal 2026 came in 2.8% below the $699 million its prior three years' pace pointed to (bottom 20% of its family); net income of $42 million against a prior three-year average of $32 million (bottom 38%); a net margin of -6.2% against -4.6% before (bottom 47%) (its annual reports).