AOS reports Q4 FY26 net loss of $13.1M; revenue $170.4M, down 3.5% YoY

ALPHA & OMEGA SEMICONDUCTOR Ltd

Q4 FY26 revenue $170.4M, up 4% sequentially from $163.8M but down 3.5% YoY from $176.5M.
GAAP net loss $13.1M ($0.43 diluted EPS), improved from $77.1M loss ($2.58 EPS) in year-ago quarter.
Non-GAAP net loss $4.0M ($0.13 diluted EPS) vs $0.7M income a year ago; non-GAAP operating loss $4.8M.
GAAP gross margin 23.1% (23.7% non-GAAP) vs 23.4% GAAP and 24.4% non-GAAP in Q4 FY25.
CFO Yifan Liang said on the call he will provide guidance for the September 2026 quarter.

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