Company overview
What does ALPHA & OMEGA SEMICONDUCTOR Ltd do?
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 3674 (Semiconductors & Related Devices).
What does ALPHA & OMEGA SEMICONDUCTOR Ltd do?
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 3674 (Semiconductors & Related Devices).
What industry is ALPHA & OMEGA SEMICONDUCTOR Ltd in?
Technology · Semiconductors & Related Devices
What was ALPHA & OMEGA SEMICONDUCTOR Ltd's latest reported revenue?
$163.8M for Q1 2026, from 10-Q filed May 6, 2026.
What changed in the latest comparable period?
Revenue declined -0.5% ($164.6M to $163.8M; Q1 2025 vs Q1 2026).
Business model (from the public record)
Belvedere describes the business using the issuer’s SEC classification and the company description extracted from public filings. Segment mix, customer identity, and recurring-versus-transactional revenue are shown only when those facts are identified in the filing extract—not inferred.
Technology · Semiconductors & Related Devices · United States
Financial profile
- Revenue
- $163.8M 10-Q · Q1 2026 · Filed May 6, 2026
- Revenue growth YoY
- -0.5% Belvedere calculation · 10-Q · Q1 2026 · Filed May 6, 2026
- Gross margin
- +21.1% Belvedere calculation · 10-Q · Q1 2026 · Filed May 6, 2026
- Operating margin
- -8.6% Belvedere calculation · 10-Q · Q1 2026 · Filed May 6, 2026
- Net income
- -$13.8M 10-Q · Q1 2026 · Filed May 6, 2026
- Operating cash flow
- — Not identified in latest matched XBRL period
- Capex
- — Not identified in latest matched XBRL period
- Belvedere FCF
- — Not identified in latest matched XBRL period
- FCF margin
- — Not identified in latest matched XBRL period
- Cash
- $180.8M 10-K · Jun 30, 2026 · Filed Aug 27, 2026
- Debt
- $3.6M Belvedere calculation · 10-K · Jun 30, 2026 · Filed Aug 27, 2026
- Net debt
- -$177.1M Belvedere calculation · 10-K · Jun 30, 2026 · Filed Aug 27, 2026
- Shares
- 30,253,000 10-K · Jun 30, 2026 · Filed Aug 27, 2026
Balance sheet snapshot
Cash $180.8M. Identified debt $3.6M. Net debt -$177.1M. Missing debt tags are not treated as a zero-debt capital structure.
Financial information is derived from public filings and other identified sources. Belvedere calculations may differ from company-defined non-GAAP measures. See methodology and source notes. Valuation multiples are omitted because a licensed market-data provider is not configured.
Latest filings
| Form | Filed | Period | Accession | Source |
|---|---|---|---|---|
| 10-K | Aug 27, 2026 | Jun 30, 2026 | 0001628280-26-059261 | SEC |
| 8-K | Aug 12, 2026 | Aug 12, 2026 | 0001628280-26-056197 | SEC |
| 8-K | Jul 10, 2026 | Jul 8, 2026 | 0001628280-26-047884 | SEC |
| 8-K | May 12, 2026 | May 11, 2026 | 0001628280-26-034090 | SEC |
| 10-Q | May 6, 2026 | Mar 31, 2026 | 0001628280-26-031360 | SEC |
| 8-K | May 6, 2026 | May 6, 2026 | 0001628280-26-031274 | SEC |
| 8-K | Apr 17, 2026 | Apr 13, 2026 | 0001628280-26-025742 | SEC |
What changed
Each line is an arithmetic comparison of sourced facts. It is not a thesis.
Research view
Belvedere has not published an initiation or update on ALPHA & OMEGA SEMICONDUCTOR Ltd. Universe inclusion is not a rating, a forecast, or coverage in the sell-side sense.
Research Radar
| Kind | Change | Explanation | Source | Date |
|---|---|---|---|---|
| Cash | $180.8M | Cash and cash equivalents were $180.8M as of the latest reported balance-sheet date. | 10-K · CashAndCashEquivalentsAtCarryingValue | Aug 27, 2026 |
| Share count | $30.3M | Shares outstanding were 30,253,000 as of the latest reported date. | 10-K · CommonStockSharesOutstanding | Aug 27, 2026 |
| Revenue | -0.5% | Revenue declined -0.5% ($164.6M to $163.8M; Q1 2025 vs Q1 2026). | 10-Q · RevenueFromContractWithCustomerExcludingAssessedTax | May 6, 2026 |
| Revenue acceleration | +5.8 pp | Quarterly revenue YoY growth moved from -6.3% to -0.5% (+5.8 percentage points). | 10-Q · BelvedereRevenueGrowthYoY | May 6, 2026 |
| Margin change | $0.211 | Reported gross margin was +21.1% in the latest comparable period. | 10-Q · BelvedereGrossMargin | May 6, 2026 |
Rankings
- Revenue Growth Acceleration · rank 34 · 5.8 pp
- Strongest Balance Sheets · rank 30 · +18.4%
- Technology Companies by Revenue Growth · rank 43 · -0.5%
Industry context
ALPHA & OMEGA SEMICONDUCTOR Ltd is mapped to Technology (Semiconductors & Related Devices) from SIC metadata on the SEC submission. Mapping is a classification convenience, not a claim that every peer is economically comparable.
Belvedere Research Profile
This measures researchable information characteristics. It is not investment advice, a credit rating, or a buy/sell/hold recommendation.
Presence of core income-statement, cash-flow and balance-sheet concepts in SEC XBRL.
Comparable-period revenue history and operating-result availability.
Availability of margin, cash-flow and per-share concepts used in screening.
SEC periodic reports, current reports, proxy statement and website identified in submissions.
Distinct filing years in the current archive window plus comparable prior-period revenue.
Risks
Belvedere does not manufacture generic risk language. Material risks are those the issuer discloses in its periodic reports, particularly Item 1A of the latest Form 10-K.
Open latest Form 10-K on SEC.govSources
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q1 2026
- Filed
- May 6, 2026
- Accession
- 0001628280-26-031360
- Concept
- RevenueFromContractWithCustomerExcludingAssessedTax
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q1 2026
- Filed
- May 6, 2026
- Accession
- 0001628280-26-031360
- Concept
- BelvedereRevenueGrowthYoY
(RevenueFromContractWithCustomerExcludingAssessedTax 2026-03-31 / RevenueFromContractWithCustomerExcludingAssessedTax 2025-03-31) - 1
View filing- Source
- U.S. Securities and Exchange Commission
- Form
- 10-K
- Period
- Jun 30, 2026
- Filed
- Aug 27, 2026
- Accession
- 0001628280-26-059261
- Concept
- CashAndCashEquivalentsAtCarryingValue
Disclosure
Belvedere Research publishes informational analysis. Nothing on this site is investment advice, an offer, or a solicitation to buy or sell any security.
This page is a company intelligence / data profile. It is not a research report unless a dated note is attached above. Rankings appearing here are independent of any issuer compensation.
Frequently asked questions
- What does ALPHA & OMEGA SEMICONDUCTOR Ltd do?
- ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 3674 (Semiconductors & Related Devices).
- What industry is ALPHA & OMEGA SEMICONDUCTOR Ltd in?
- ALPHA & OMEGA SEMICONDUCTOR Ltd is classified in Technology (Semiconductors & Related Devices).
- When did ALPHA & OMEGA SEMICONDUCTOR Ltd last file a periodic report?
- ALPHA & OMEGA SEMICONDUCTOR Ltd last filed a 10-K on Aug 27, 2026 (accession 0001628280-26-059261).
- What was ALPHA & OMEGA SEMICONDUCTOR Ltd's latest revenue?
- $163.8M for Q1 2026, sourced from 10-Q filed May 6, 2026.
- Does Belvedere cover ALPHA & OMEGA SEMICONDUCTOR Ltd?
- ALPHA & OMEGA SEMICONDUCTOR Ltd is in the Belvedere universe. Presence in the universe is not the same as active initiation coverage.