Alpha and Omega Semiconductor Limited (AOSL) Stock

Alpha and Omega Semiconductor Limited (AOSL) is a Technology stock trading at $26.19 (as of 2026-08-20), with a market capitalization of $783.86M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products, including power discrete devices such as MOSFETs and insulated gate bipolar transistors, and power ICs for power delivery and power management. These components are used in applications spanning computing, consumer electronics, communication, and industrial equipment.

Understand Alpha and Omega Semiconductor Limited: how it makes money

Alpha and Omega Semiconductor designs and supplies power semiconductor devices (including MOSFETs and related components) used in items like smartphone chargers, battery packs, notebooks, desktops, servers, and base stations, and it makes money mainly from selling these power semiconductor products, plus some license and engineering service revenue.

Gross margin is positive (21.1%), but the company is still loss-making at the operating level (operating margin -8.6%), so profitability is mainly determined by whether operating costs can be covered by gross profit generated from product revenue mix.

Revenue by segment (latest quarter)
DD-MOSFET$0.1B
Discrete-MOSFET$0.1B
Lic&Eng$0.0B

Business quality (Weak): Clear product revenue mix is provided, gross margin is positive, but the company is currently operating at a loss (operating margin -8.6%), so investors will likely focus on working capital and whether revenue can support operating expenses.

Bull case

  • Positive gross margin on a roughly $0.2B revenue base: For the period shown, gross margin is 21.1%, indicating the company generates gross profit from its power semiconductor products.
  • Core product revenue visibility: The largest reported revenue contributor is Double-Diffused Metal-Oxide Semiconductor revenue (0.12B), with additional contribution from Discrete MOSFET revenue (0.08B).

Bear case

  • Operating losses: Operating margin is -8.6%, meaning operating costs exceed gross profit in the period shown.
  • Working capital intensity: Average Days in Inventory is 139, which can tie up cash and increase risk if demand or inventory turns weaken.
Valuation — source: SEC EDGAR (first-party)
Price$26.19
Market Cap$783.86M
EV / EBITDA34.7
Price / Book0.98
Price / Sales1.14
FCF Yield-5.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$696.16M
Net Margin-13.9%
Revenue Growth (YoY)-0.5%
EPS Growth (YoY)24.3%
FCF Growth (YoY)1836.2%
Financial Health — source: SEC EDGAR
Altman Z-Score3.81 (safe)
Piotroski F-Score4/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Technology)33.9
Industry P/E (Electronic Equipment)39.4
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($86.53M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryElectronic Equipment
CEOStephen Chunping Chang
Employees2,332
CountryUS
IPO Date2010-04-29

Related Companies (Business model: Fabless Semiconductors; 8 closest by market cap; US-domiciled)

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  • indie Semiconductor, Inc. (INDI)
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AOSL earnings history · AOSL institutional & insider holders · AOSL KPIs & operating metrics · AOSL financials · AOSL investor presentations & press releases · AOSL SEC filings · AOSL peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.