Latest Earnings Results: Q4 '26
Estimated EPS
-$0.24
Reported EPS
-$0.13
Surprise
+45.83%
Estimated Rev
$168M
Reported Rev
$170.4M
Surprise
+1.43%
• Reported GAAP EPS of -$0.43 up 83.33% YoY • Reported revenue of $170.37M down -3.46% YoY • Alpha and Omega Semiconductor expects fiscal Q1 revenue of $176 million plus or minus $10 million, with GAAP gross margin at 23.8% and GAAP operating expenses of $52.5 million plus or minus $1 million.
Bullish Takeaway
Alpha and Omega Semiconductor outperformed guidance driven by Advanced Computing strength and new product ramps, with management expecting a favorable mix shift to support higher gross margins through calendar 2026.
Bearish Takeaway
Alpha and Omega Semiconductor faced revenue declines due to PC market softness, ongoing pressure from elevated memory pricing, and structural risks regarding its joint venture and regulatory environments in China.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | -$0.14 | -- | -- | N/A |
Q4 '26 | -$0.24 | -$0.13 | 45.83% | BEAT |
Q3 '26 | -$0.36 | -$0.28 | 22.22% | BEAT |
Q2 '26 | -$0.08 | -$0.16 | -92.00% | MISSED |
Q1 '26 | $0.09 | $0.13 | 44.44% | BEAT |