Semiconductors & Related Devices · SIC 3674

ALPHA & OMEGA SEMICONDUCTOR Ltd

AOSL

Watch

Latest revenue

$163.8M

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

5.4
of 10

ActaClear Score

Neutral
#46 of 88 in Semiconductors & Related Devices
new
Profitability·25%
3.7
Growth·15%
6.1
Value·20%
5.3
Quality·20%
8.9
Momentum·20%
3.7

Computed from 5 years of SEC fundamentals + latest market data, ranked within Semiconductors & Related Devices (88 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

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Price · 5Y

+6.9% / yr 12.8 pts / yr vs S&P 500 39.3% total
Compare:

Live market

delayed ≤15 min
$41.92
16.58%
Market cap
$1.25B
Enterprise value
$1.07B
P/E (trailing)
Forward P/E
P/B
1.57×
Dividend yield
0.0%
52-wk high
$54.34
52-wk low
$17.01
Beta
Shares out
29.9M

5-year trend

What this company does

AI

Item 1.Business Forward Looking Statements This Annual Report on Form 10-K and the documents incorporated herein by reference contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections. Forward-looking statements are based on our management's beliefs and assumptions and on information currently available to our management. In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “could,” “intend,” “would,” “expect,” “plan,” “anticipate,” “believe,” “estimate,”…

AI summary unavailable — showing raw filing excerpt

Generated from AOSL's filing dated 2025-08-28

Key risks

AI

Item 1A.Risk Factors Our operations and financial results are subject to various risks and uncertainties, including those described below, that could adversely affect our business, financial condition, results of operations, cash flows, and the trading price of our common stock. Risk Factor Summary Risks Related to Our Business •Our operating results and financial conditions are affected by downturns in the semiconductor industry, changes in end-market demand and other macro-economic trends. •The decline of personal computing (“PC”) markets may have a material adverse effect on our results of operations. •Our strategy of diversification into different market segments may not succeed…

AI summary unavailable — showing raw filing excerpt

Generated from AOSL's filing dated 2025-08-28

Profitability

Gross margin

23.1%

11.6%

Operating margin

-4.1%

614.8%

Net margin

-13.9%

726.3%

Return on equity

-10.9%

767.6%

Return on assets

-9.4%

868.8%

Leverage

Debt / equity

0.16×

45.8%

Long-term debt / equity

0.02×

44.8%

Debt / assets

13.8%

39.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$163.8M-0.5%

Q4 2025

2025-12-31

$162.3M-6.3%

Q3 2025

2025-09-30

$182.5M+0.3%

Q2 2025

2025-06-30

$176.5M+9.4%

Q1 2025

2025-03-31

$164.6M+9.7%

Q4 2024

2024-12-31

$173.2M+4.8%

Q3 2024

2024-09-30

$181.9M+0.7%

Q2 2024

2024-06-30

$161.3M

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Semiconductors & Related Devices · SIC 3674

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Insider activity

Insider buying

$640.8K

Insider selling

$2.4M

Net activity

−$1.8M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-22

Claudia Chen

Director

Sale3,844$39.47$151.7K
2026-05-22

Claudia Chen

Director

Sale217$40.54$8.8K
2026-05-18

Bing Xue

EVP-WW Sales & Bus Development

Sale4,916$41.00$201.6K
2026-04-17

Yifan Liang

CFO and Corp Secretary

Sale8,625$35.00$301.9K
2026-04-17

Stephen Chunping Chang

Chief Executive Officer

Sale1,492$32.90$49.1K
2026-04-17

Stephen Chunping Chang

Chief Executive Officer

Sale3,481$33.90$118.0K
2026-04-17

Stephen Chunping Chang

Chief Executive Officer

Sale9,911$34.90$345.9K
2026-04-16

Bing Xue

EVP-WW Sales & Bus Development

Sale1,832$31.21$57.2K
2026-04-14

Yifan Liang

CFO and Corp Secretary

Sale7,391$29.00$214.3K
2026-04-14

Yifan Liang

CFO and Corp Secretary

Sale7,939$30.00$238.2K
2026-04-14

Yifan Liang

CFO and Corp Secretary

Sale11,187$32.00$358.0K
2026-04-14

Stephen Chunping Chang

Chief Executive Officer

Sale5,594$31.90$178.4K
2026-03-16

Bing Xue

EVP-WW Sales & Bus Development

Sale2,408$21.92$52.8K
2026-03-09

Mike F Chang

Director

Purchase33,727$19.00$640.8K
2026-02-17

Bing Xue

EVP-WW Sales & Bus Development

Sale2,460$22.33$54.9K
2026-01-15

Bing Xue

EVP-WW Sales & Bus Development

Sale737$22.43$16.5K
2025-12-15

Bing Xue

EVP-WW Sales & Bus Development

Sale1,845$20.56$37.9K
2025-11-14

Bing Xue

EVP-WW Sales & Bus Development

Sale1,845$18.16$33.5K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AOSL

Institutional value

$267.7M

Total shares held

12.5M

Distinct holders

101

-66 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.9M$86.5M-4.1K (-0.1%)Trimmed
2DIMENSIONAL FUND ADVISORS LP1.6M$34.7M-20.2K (-1.3%)Trimmed
3VANGUARD PORTFOLIO MANAGEMENT LLC1.2M$25.9MNew
4VANGUARD CAPITAL MANAGEMENT LLC1.1M$23.3MNew
5WEBER CAPITAL MANAGEMENT LLC /ADV542.3K$12.0M-5.0K (-0.9%)Trimmed
6ROYCE & ASSOCIATES LP518.1K$11.5M+44.1K (+9.3%)Added
7Invesco Ltd.375.8K$8.3M-6.0K (-1.6%)Trimmed
8Connor, Clark & Lunn Investment Management Ltd.336.7K$7.5M+132.2K (+64.6%)Added
9JPMORGAN CHASE & CO344.0K$7.2M+106.5K (+44.8%)Added
10UBS Group AG188.7K$4.2M-28.4K (-13.1%)Trimmed
11GAGNON SECURITIES LLC167.9K$3.7M-47.8K (-22.2%)Trimmed
12VANGUARD FIDUCIARY TRUST CO162.9K$3.6MNew
13PEREGRINE CAPITAL MANAGEMENT LLC161.8K$3.6M-15.6K (-8.8%)Trimmed
14Bank of New York Mellon Corp139.5K$3.1M-5.8K (-4.0%)Trimmed
15Gagnon Advisors, LLC120.2K$2.7M+0 (+0.0%)No change
16PRINCIPAL FINANCIAL GROUP INC120.1K$2.7M+1.2K (+1.0%)Added
17WEDGE CAPITAL MANAGEMENT L L P/NC112.6K$2.5MNew
18BNP PARIBAS FINANCIAL MARKETS105.3K$2.3M+99.1K (+1599.8%)Added
19Public Sector Pension Investment Board88.4K$2.0M+2.0K (+2.3%)Added
20SEI INVESTMENTS CO83.8K$1.9M+216 (+0.3%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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