Jun 2026 (Q4 FY26) — Aug 12, 2026
Alpha and Omega Semiconductor Q4 FY26 — Advanced Computing Drives Growth Amidst Market Headwinds
Read the full callAlpha and Omega Semiconductor earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 170 | −3.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -6.5 | +0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -13.1 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $30.46 on 17 Oct 2025 → $22.6. High $53.32 (2 Jun 2026), low $17.47 (17 Nov 2025).
Overview
Call summaries
Alpha and Omega Semiconductor Q4 FY26 — Advanced Computing Drives Growth Amidst Market Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: +83% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 182 | 173 | 165 | 176 | 183 | 162 | 164 | 170 |
| Operating profit | -0 | -6 | -11 | -12 | -5 | -14 | -14 | -11 |
| Operating margin | −0.1% | −3.4% | −6.5% | −6.6% | −2.5% | −8.4% | −8.6% | −6.5% |
| Interest | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 0 |
| Profit before tax | -0 | -5 | -10 | -13 | -2 | -12 | -13 | -10 |
| Tax rate | −231.6% | −25.8% | −6.3% | 91.5% | −121.7% | −12.7% | −8.0% | −31.2% |
| Net profit | -2 | -7 | -11 | -77 | -2 | -13 | -14 | -13 |
| EPS ($ per share) | -0.09 | -0.23 | -0.37 | — | -0.07 | -0.45 | -0.46 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 125 | 119 | 177 | 630 | 642 | 631 | 534 | 492 |
| Total liabilities | 296 | 361 | 402 | 445 | 316 | 253 | 212 | 166 |
| Fixed assets | 410 | 412 | 437 | 319 | 358 | 337 | 314 | 315 |
| Total assets | 739 | 793 | 919 | 1,299 | 1,200 | 1,145 | 1,034 | 964 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 31 | 62 | 129 | 219 | 20 | 26 | 30 | -16 |
| Cash from investing | -112 | -61 | -73 | -131 | -110 | -36 | -36 | 86 |
| Cash from financing | 75 | 38 | -19 | 22 | -30 | -10 | -15 | -42 |
| Net cash flow | -7 | 38 | 42 | 110 | -119 | -20 | -22 | 28 |
| Capital expenditure | — | -62 | -73 | -138 | -110 | -37 | -37 | -52 |
| Free cash flow | — | -0 | 56 | 81 | -90 | -11 | -8 | -68 |
62 filings between Oct 20, 2025 and Aug 24, 2026.
Purchases
$640.8K
1 purchase by 1 insider
Sales
$2.68M
19 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 12 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Liang Yifan | — | $1.11M | Apr 17, 2026 |
| Xue Bing | — | $715.7K | Jul 16, 2026 |
| Chang Stephen Chunping | — | $691.4K | Apr 17, 2026 |
| Chang Mike F | $640.8K | — | Mar 9, 2026 |
| Chen Claudia | — | $160.5K | May 22, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 24, 2026 | Chang Stephen Chunping Chief Executive Officer | Gift | 100,947 | $0 |
| Aug 24, 2026 | Chang Mike F Director | Gift | 100,947 | $0 |
| Aug 13, 2026 | Chang Mike F Director | Gift | 3,000,000 | $0 |
| Jul 20, 2026 | Chien Joshua C. Director | Award | 1,368 | $0 |
| Jul 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Sale 10b5-1 plan | 875 | $29.7K |
| Jul 13, 2026 | Chang Mike F Director | Gift | 23,754 | $0 |
| Jun 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Sale 10b5-1 plan | 4,916 | $231.5K |
| Jun 1, 2026 | Chang Mike F Director | Gift | 30,000 | $0 |
| May 26, 2026 | Chang Mike F Director | Gift | 39,780 | $0 |
| May 22, 2026 | Chang Mike F Director | Gift | 736,252 | $0 |
| May 22, 2026 | Chen Claudia Director | Sale 10b5-1 plan | 3,844 | $151.7K |
| May 22, 2026 | Chen Claudia Director | Sale 10b5-1 plan | 217 | $8.8K |
| May 21, 2026 | Chang Stephen Chunping Chief Executive Officer | Gift | 2,000 | $0 |
| May 18, 2026 | Xue Bing EVP-WW Sales & Bus Development | Sale 10b5-1 plan | 4,916 | $201.6K |
| Apr 28, 2026 | Liang Yifan CFO and Corp Secretary | Gift | 300 | $0 |
| Apr 27, 2026 | Liang Yifan CFO and Corp Secretary | Gift | 300 | $0 |
| Apr 17, 2026 | Liang Yifan CFO and Corp Secretary | Sale 10b5-1 plan | 8,625 | $301.9K |
| Apr 17, 2026 | Chang Stephen Chunping Chief Executive Officer | Sale 10b5-1 plan | 9,911 | $345.9K |
| Apr 17, 2026 | Chang Stephen Chunping Chief Executive Officer | Sale 10b5-1 plan | 1,492 | $49.1K |
| Apr 17, 2026 | Chang Stephen Chunping Chief Executive Officer | Sale 10b5-1 plan | 3,481 | $118.0K |
| Apr 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Sale 10b5-1 plan | 1,832 | $57.2K |
| Apr 14, 2026 | Liang Yifan CFO and Corp Secretary | Sale 10b5-1 plan | 7,939 | $238.2K |
| Apr 14, 2026 | Chang Stephen Chunping Chief Executive Officer | Sale 10b5-1 plan | 5,594 | $178.4K |
| Apr 14, 2026 | Liang Yifan CFO and Corp Secretary | Sale 10b5-1 plan | 11,187 | $358.0K |
| Apr 14, 2026 | Liang Yifan CFO and Corp Secretary | Sale 10b5-1 plan | 7,391 | $214.3K |
| Mar 16, 2026 | Li Wenjun Chief Operating Officer | Tax withheld | 3,319 | $71.1K |
| Mar 16, 2026 | Li Wenjun Chief Operating Officer | Tax withheld | 2,288 | $49.0K |
| Mar 16, 2026 | Chang Mike F Director | Award | 22,500 | $0 |
| Mar 16, 2026 | Chang Mike F Director | Tax withheld | 14,419 | $309.0K |
| Mar 16, 2026 | Li Wenjun Chief Operating Officer | Award | 10,000 | $0 |
| Mar 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Sale 10b5-1 plan | 2,408 | $52.8K |
| Mar 16, 2026 | Chang Stephen Chunping Chief Executive Officer | Award | 67,500 | $0 |
| Mar 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Award 10b5-1 plan | 15,000 | $0 |
| Mar 16, 2026 | Chang Stephen Chunping Chief Executive Officer | Award | 67,500 | $0 |
| Mar 16, 2026 | Chang Stephen Chunping Chief Executive Officer | Tax withheld | 17,839 | $382.3K |
| Mar 16, 2026 | Chang Stephen Chunping Chief Executive Officer | Tax withheld | 25,644 | $549.6K |
| Mar 16, 2026 | Liang Yifan CFO and Corp Secretary | Award | 22,500 | $0 |
| Mar 16, 2026 | Liang Yifan CFO and Corp Secretary | Tax withheld | 4,610 | $98.8K |
| Mar 16, 2026 | Liang Yifan CFO and Corp Secretary | Tax withheld | 6,889 | $147.6K |
| Mar 16, 2026 | Liang Yifan CFO and Corp Secretary | Award | 22,500 | $0 |
| Mar 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Award 10b5-1 plan | 15,000 | $0 |
| Mar 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Tax withheld 10b5-1 plan | 3,584 | $76.8K |
| Mar 16, 2026 | Xue Bing EVP-WW Sales & Bus Development | Tax withheld 10b5-1 plan | 5,598 | $120.0K |
| Mar 9, 2026 | Chang Mike F Director | Purchase | 33,727 | $640.8K |
| Feb 17, 2026 | Xue Bing EVP-WW Sales & Bus Development | Sale 10b5-1 plan | 2,460 | $54.9K |
| Jan 15, 2026 | Xue Bing EVP-WW Sales & Bus Development | Sale 10b5-1 plan | 737 | $16.5K |
| Jan 2, 2026 | Xue Bing EVP-WW Sales & Bus Development | Tax withheld 10b5-1 plan | 8,627 | $178.2K |
| Jan 2, 2026 | Liang Yifan CFO and Corp Secretary | Tax withheld | 8,627 | $178.2K |
| Jan 2, 2026 | Chang Stephen Chunping Chief Executive Officer | Tax withheld | 12,002 | $248.0K |
| Jan 2, 2026 | Chang Mike F Director | Tax withheld | 16,700 | $345.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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