---
schema_version: "secwatch.filing_event.v1"
accession: "0001387467-25-000064"
form_type: "8-K"
ticker: "AOSL"
cik: "0001387467"
company_name: "ALPHA & OMEGA SEMICONDUCTOR Ltd"
filed_at: "2025-11-05T23:59:59+00:00"
generated_at: "2026-05-17T00:13:19.051918+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# AOS Q1 FY2026: rev $182.5M, GAAP op loss $4.6M, non-GAAP NI $4.2M ($0.13 EPS)

## Summary
- Revenue $182.5M vs $181.9M YoY (flat); GAAP gross margin 23.5% down from 24.5%.
- GAAP operating loss $4.6M vs loss $0.3M YoY; GAAP net loss $2.1M ($0.07 diluted loss) vs $2.5M.
- Non-GAAP operating income $2.5M vs $7.8M YoY; non-GAAP net income $4.2M ($0.13 EPS) vs $6.4M ($0.21).
- Sequentially, revenue up 3.4% from $176.5M; GAAP net loss improved from $77.1M loss (prior Q included large charge).

## SEC filing metadata
- accession: 0001387467-25-000064
- form_type: 8-K
- ticker: AOSL
- cik: 0001387467
- company_name: ALPHA & OMEGA SEMICONDUCTOR Ltd
- filed_at: 2025-11-05T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1387467/000138746725000064/0001387467-25-000064-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1387467/000138746725000064/aosl-20251105.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001387467-25-000064
- JSON: https://secwatch.observer/filing/0001387467-25-000064.json
- Plain text: https://secwatch.observer/filing/0001387467-25-000064.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.