earnings
confidence high
sentiment negative
materiality 0.80
Alpha & Omega Semiconductor posts Q4 GAAP net loss of $77M with $68M goodwill impairment; guides Q1 rev $170-$178M
ALPHA & OMEGA SEMICONDUCTOR Ltd
2025-FY EPS
reported -$3.30
vs consensus -$0.09
▼ miss
(-3782.4%)
- Q4 revenue $176.5M (+9.4% YoY); GAAP gross margin 23.4% vs. 25.7% a year ago; GAAP operating loss $11.6M.
- GAAP net loss $77.1M ($2.58 EPS) includes $67.9M non-cash goodwill impairment on Power segment.
- Non-GAAP Q4 net income $0.7M ($0.02 EPS) vs $2.6M ($0.09) prior year; Non-GAAP operating income $2.3M.
- Fiscal 2025 revenue $649.4M; GAAP net loss $76.1M ($2.54 EPS); Non-GAAP net income $15.5M ($0.52 EPS).
- Q1 FY2026 guidance: revenue $170M-$178M, GAAP gross margin 25.1%-27.0%, non-GAAP diluted EPS $0.02-$0.06.