US Equity · NASDAQ · Earnings Dossier

AOSL earnings intelligence

Alpha and Omega Semiconductor Ltd

Technology · Semiconductors · USD reporting basis

Current earnings profile Delivery strong, expectations demanding

Results have usually cleared estimates, but price has not consistently rewarded the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Wednesday 12 August 2026

After the close · Fiscal period ending 30 Jun 2026

82event risk

High

Countdown0 dayscalendar proximity
EPS estimate-0.51 USDprovider consensus
Estimate growth-2650.0%versus comparable year-ago actual
Historical movement10.8%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

Earnings power must be positive through the latest visible week.

Beat rate83.3%10 beats in 12 measured quarters
Average surprise+118.2%median 39.3%
Delivery streak11 consecutive beats
Average response-4.7%12 measured reactions
Result-price confirmation58%same directional sign
Surprise variability238.6 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-year on year
Revenue growth0.6%year on year
Average surprise0.2%latest four quarters
SUE0.33standardised surprise
Net margin-15.5%trailing basis
Cash conversion-0.40xcash flow / net income
P/E-current snapshot
Data completeness79%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close36.08 USDcompleted week
13-week return-4.8%price momentum
Fair-value gap23.6%price versus current fair value
Relative strength11.2exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided52.0%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period6 May 202631 Mar 2026 · exact
EPS actual / estimate-0.28 / -0.36USD
Surprise+22.2%Beat
EPS growth-180.0%year on year
Revenue / growth163792000-0.5% · USD
Next close / four weeks-12.0% / +5.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period5 Feb 202631 Dec 2025 · exact
EPS actual / estimate-0.16 / -0.08USD
Surprise-100.0%Miss
EPS growth-277.8%year on year
Revenue / growth162263000-6.3% · USD
Next close / four weeks-3.3% / -4.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period5 Nov 202530 Sep 2025 · exact
EPS actual / estimate-0.10 / -0.16USD
Surprise+37.5%Beat
EPS growth-147.6%year on year
Revenue / growth182501000+0.3% · USD
Next close / four weeks-27.6% / -27.7%completed weekly closes
ReadDivergedresult versus price sign
Reported / period6 Aug 202530 Jun 2025 · exact
EPS actual / estimate0.02 / -0.01USD
Surprise+300.0%Beat
EPS growth-77.8%year on year
Revenue / growth176484000+9.4% · USD
Next close / four weeks+4.1% / +15.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period7 May 202531 Mar 2025 · exact
EPS actual / estimate-0.10 / -0.17USD
Surprise+41.2%Beat
EPS growth-150.0%year on year
Revenue / growth164635000+9.7% · USD
Next close / four weeks+4.1% / +1.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period5 Feb 202531 Dec 2024 · exact
EPS actual / estimate0.09 / 0.08USD
Surprise+12.5%Beat
EPS growth-62.5%year on year
Revenue / growth173156000+4.8% · USD
Next close / four weeks+3.7% / -21.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period4 Nov 202430 Sep 2024 · exact
EPS actual / estimate0.21 / 0.22USD
Surprise-4.5%Miss
EPS growth-36.4%year on year
Revenue / growth181887000+0.7% · USD
Next close / four weeks-22.1% / +22.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period7 Aug 202430 Jun 2024 · exact
EPS actual / estimate0.09 / 0.04USD
Surprise+125.0%Beat
EPS growth-52.6%year on year
Revenue / growth161296000- · USD
Next close / four weeks+4.0% / +20.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period7 May 202431 Mar 2024 · exact
EPS actual / estimate-0.04 / -0.14USD
Surprise+71.4%Beat
EPS growth-year on year
Revenue / growth150060000- · USD
Next close / four weeks+20.8% / +31.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 Feb 202431 Dec 2023 · exact
EPS actual / estimate0.24 / 0.15USD
Surprise+60.0%Beat
EPS growth-year on year
Revenue / growth165285000- · USD
Next close / four weeks-7.0% / -9.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period6 Nov 202330 Sep 2023 · exact
EPS actual / estimate0.33 / 0.32USD
Surprise+3.1%Beat
EPS growth-year on year
Revenue / growth180633000- · USD
Next close / four weeks-18.7% / -15.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period9 Aug 202330 Jun 2023 · exact
EPS actual / estimate0.19 / 0.02USD
Surprise+850.0%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-2.4% / -4.7%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context