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Earning Analysis

Welcome to our in-depth analysis of Alpha and Omega Semiconductor Ltd(AOSL) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Alpha and Omega Semiconductor Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q32025-05-07After Hours-0.17-0.10+41.18157.23M164.64M+4.71+3.04+23.58
FY2025Q22025-02-05After Hours0.080.09+12.50170.07M173.16M+1.82-3.72-20.72
FY2025Q12024-11-04After Hours0.220.21-4.55180.07M181.89M+1.01-19.49-15.43
FY2024Q42024-08-07After Hours-0.13-0.03+76.92160.03M161.30M+0.79+4.57+4.84
FY2024Q32024-05-07--0.43-0.34+20.93150.13M150.06M-0.05+0.54+22.70
FY2024Q22024-02-06--0.10-0.06+40.00165.00M165.29M+0.17-1.27-9.28
FY2024Q12023-11-06--0.020.30+1600.00180.03M180.63M+0.33-1.43-18.71
FY2023Q42023-08-09--0.340.08+123.53155.77M161.53M+3.70-5.18-3.67
-2023-05-04--0.55-0.59-7.27----3.43-0.45
-2023-02-06-0.670.23-65.67----3.04-20.27

AOSL Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Alpha and Omega Semiconductor Ltd reported performance for FY2025Q3, announced on 2025-05-07. The company achieved an EPS of -0.10, compared to analyst estimates of -0.17 by 41.18% . Revenue for the quarter reached 164.64M compared to expectations of 157.23M by 4.71% .
The stock price reacted with a 3.04% one-day change and a 23.58% five-day change following the earnings release. These movements reflect market reaction in Alpha and Omega Semiconductor Ltd growth trajectory and strategic initiatives.

AOSL Earnings Forecast

Looking ahead, Alpha and Omega Semiconductor Ltd(AOSL) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 170.03M and an EPS of -0.01.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 1.63%, while EPS estimates have been Revise Upward by 41.46%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 2.18% . These revisions correlate with a -22.08% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Alpha and Omega Semiconductor Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between AOSL's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
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+1.63%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+41.46%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
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+2.18%
In Past 3 Month
Stock Price
Go Down
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-22.08%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:689.70M
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EPS Estimate-Annual FY 2025:0.19
Stock Price21.53

AOSL Revenue and EPS Performance: A Historical Perspective

Alpha and Omega Semiconductor Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-05-07,After Hours):
EPS: -0.10 (Actual) vs.-0.17 (Estimate) (41.18%)
Revenue: 164.64M (Actual) vs. 157.23M (Estimate) (4.71%)
Price Reaction: 3.04%(1-Day), 23.58%(5-Day)
FY2025Q2 (2025-02-05,After Hours):
EPS: 0.09 (Actual) vs.0.08 (Estimate) (12.50%)
Revenue: 173.16M (Actual) vs. 170.07M (Estimate) (1.82%)
Price Reaction: -3.72%(1-Day), -20.72%(5-Day)
FY2025Q1 (2024-11-04,After Hours):
EPS: 0.21 (Actual) vs.0.22 (Estimate) (-4.55%)
Revenue: 181.89M (Actual) vs. 180.07M (Estimate) (1.01%)
Price Reaction: -19.49%(1-Day), -15.43%(5-Day)
Earnings Reaction
The chart below shows how AOSL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AOSL sees a +1.99% change in stock price 10 days leading up to the earnings, and a -2.92% change 10 days following the report. On the earnings day itself, the stock moves by -1.70%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in MAR/2025, the stock changed 3.04% on the day following the earnings release and then changed by 5.93% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Alpha and Omega Semiconductor Ltd (AOSL) Q3 2025 Earnings Call Summary
Neutral
2025-05-07
The earnings call reveals a mixed sentiment. Financial performance shows strong revenue growth, but declining margins and EPS losses are concerning. Product development highlights potential in AI, but supply chain complexities and geopolitical risks pose threats. Market strategy is promising with AI integration and new markets, but the lack of visibility for 2025 is worrisome. Expenses are rising, impacting financial health, while shareholder returns are neutral with limited repurchases. Overall, the sentiment is balanced, with positive growth prospects offset by financial and external uncertainties, suggesting a neutral stock price movement.
Alpha and Omega Semiconductor Ltd (AOSL) Q3 2025 Earnings Call Summary
Negative
2025-05-07
The earnings call reveals mixed signals: revenue growth and AI advancements are positive, but declining margins, increased competition, and cash flow concerns are negative. The guidance is weak with lower margins and increased expenses. The Q&A highlights uncertainties in tariffs and demand, with management's unclear responses exacerbating concerns. Despite a share repurchase, the small-cap stock is likely to face a negative reaction due to the financial and strategic uncertainties, leading to a predicted stock price decline of -2% to -8% over the next two weeks.
Alpha and Omega Semiconductor Ltd (AOSL) Q2 2025 Earnings Call Summary
Negative
2025-02-05
The earnings call reveals several concerns: declining gross margins, EPS, and EBITDAS, alongside ASP erosion and customer deposit refunds impacting cash flow. Management's refusal to address thermal issue reports adds uncertainty. Although revenue increased YoY, it decreased sequentially, and no shareholder return plans were mentioned. Guidance indicates stable revenue but declining margins, with no new partnerships or positive catalysts. Given the company's small market cap, these factors likely lead to a negative stock price reaction.
Alpha and Omega Semiconductor Limited (AOSL) Q1 2025 Earnings Call Summary
Neutral
2024-11-05
The earnings call presented mixed signals. Financial performance was stable, with slight revenue growth and improved EPS sequentially, but gross margin and operating cash flow declined YoY. Concerns about competitive pressures, seasonal declines, and limited future visibility were noted. However, optimistic guidance on AI and graphics card opportunities, alongside desktop share gains, counterbalance these concerns. The lack of shareholder return initiatives is a neutral factor. Considering the market cap, the stock is likely to see a neutral movement within the -2% to 2% range over the next two weeks.
Alpha and Omega Semiconductor Limited (AOSL) Q4 2024 Earnings Call Summary
Neutral
2024-08-08
Financial performance is mixed, with flat revenue YoY but sequential growth, and a slight gross margin improvement. The PC market's slow recovery and competitive pressures are concerns. However, AI opportunities and improved margins are positives. The lack of a share buyback and unclear guidance on design wins and SAM opportunities tempers optimism. Considering the company's small market cap, the stock is likely to remain neutral, with potential volatility due to mixed signals.

FAQ

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What were the key highlights of AOSL’s latest earnings report for FY2025Q3?

AOSL reported its FY2025Q3 earnings on 2025-05-07, showcasing a revenue of 164.64M against an estimate of 157.23M, resulting in a 4.71% surprise. The EPS was -0.1, surpassing the expected -0.17 by 41.18% . The stock experienced a 3.04% price change on the earnings day and a 23.58% change over the next five days, reflecting market reactions to the results.
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How did AOSL’s stock price react after the FY2025Q3 earnings release?

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What are the revenue and EPS estimates for AOSL for 2025/Q4?

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How does AOSL’s stock price correlate with earnings forecast revisions?

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What should investors expect from AOSL’s next earnings report?

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What is the sentiment in Alpha and Omega Semiconductor Ltd (AOSL) Q3 2025 Earnings Call Summary?