Every material Form 8-K Alpha and Omega Semiconductor filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Alpha and Omega Semiconductor reported results for its fiscal first quarter of 2027, ended September 30, 2026. Revenue rose 4.3% from the June quarter to $177.8 million but fell 2.6% from a year earlier, and the GAAP net loss was $6.1 million, or $0.20 per diluted share, compared with a $2.1 million loss a year earlier. The company expects fiscal second-quarter revenue of approximately $180 million, plus or minus $10 million, so shareholders face sequential improvement alongside a year-over-year decline in profit and sales.
Revenue was $177.8 million, up 4.3% from $170.4 million in the June 2026 quarter and down 2.6% from $182.5 million a year earlier.
GAAP net loss was $6.1 million, or $0.20 per diluted share, versus a $13.1 million loss ($0.43) in the June quarter and a $2.1 million loss ($0.07) a year earlier.
Non-GAAP net loss was $2.1 million, or $0.07 per share, compared with non-GAAP net income of $4.2 million ($0.13 per share) a year earlier.
Fiscal Q2 guidance: revenue of approximately $180 million, plus or minus $10 million, and GAAP gross margin of 25.1%, plus or minus 1%.
Alpha and Omega Semiconductor (AOS) reported fiscal fourth-quarter revenue of $170.4 million, down 3.5% from a year earlier and up 4.0% from the March quarter, with a GAAP net loss of $13.1 million, or $0.43 per diluted share, compared with a $77.1 million loss a year earlier. It guided fiscal first-quarter revenue to $176 million, plus or minus $10 million. Revenue and non-GAAP profit declined year over year, while the quarter improved from the prior quarter.
Q4 revenue was $170.4 million, versus $176.5 million a year earlier and $163.8 million in the March 2026 quarter.
GAAP net loss was $13.1 million ($0.43 per diluted share), versus a $77.1 million loss ($2.58 per share) a year earlier; non-GAAP net loss was $0.13 per share, versus non-GAAP earnings of $0.02 per share a year earlier.
Fiscal 2026 revenue was $678.9 million, versus $696.2 million in fiscal 2025; GAAP net loss was $42.3 million, versus $97.0 million.
Guidance for the quarter ending September 30, 2026: revenue of $176 million plus or minus $10 million and non-GAAP gross margin of 24.5% plus or minus 1%.
Alpha and Omega Semiconductor's board appointed Joshua Chien, former Chief Commercial Officer of SMTC Corporation, as an independent director on July 8, 2026, effective immediately. He serves until the 2026 annual general meeting of shareholders, and the filing describes him as a non-employee director compensated under the company's standard policy.
Appointed by the Board on July 8, 2026, upon recommendation from the Nominating and Corporate Governance Committee
Annual cash retainer of $60,000 and annual restricted share unit award valued at $170,000
Mr. Chien was Chief Commercial Officer of SMTC Corporation from 2021 to April 2026 and currently serves as EVP, Product & Strategy Officer at Sonatus, Inc.
On July 14, 2025, Alpha & Omega Semiconductor agreed to sell about 20.3% of the equity in its Chongqing, China power semiconductor joint venture to SIMIC Holdings Co., Ltd. The company received the final of four cash installments, totaling $150 million, on May 11, 2026, and the transaction was completed that day. The filing says the disposed interest was not significant under Regulation S-X, so no pro forma financial statements were provided.
Sold about 20.3% of the equity interest in the joint venture, which covers power semiconductor packaging, testing and 12-inch wafer fabrication in Chongqing, China.
Aggregate cash consideration of $150 million, paid in four installments; the last installment was received May 11, 2026.
Filing states the equity interest disposed of was not significant under Rule 11-01(b)(2) of Regulation S-X, and no pro forma financial statements are included.
Alpha and Omega Semiconductor reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue of $163.8 million, up 0.9% from the prior quarter but down 0.5% from a year earlier. GAAP net loss widened to $13.8 million, or $0.46 per diluted share, from $10.8 million, or $0.37 per share, a year earlier, and management guided fiscal fourth-quarter revenue to approximately $168 million, plus or minus $10 million.
Q3 revenue $163.8 million, up 0.9% sequentially and down 0.5% year over year
GAAP net loss $13.8 million ($0.46 per diluted share) vs. $10.8 million ($0.37) a year earlier
Non-GAAP net loss $8.3 million ($0.28 per share) vs. $2.9 million ($0.10) a year earlier
Fiscal Q4 guidance (quarter ending June 30, 2026): revenue about $168 million, plus or minus $10 million; GAAP gross margin 22.3%, plus or minus 1%
Alpha & Omega Semiconductor said director Dr. Lucas S. Chang notified the company on April 13, 2026 of his decision to retire from its Board of Directors, effective April 17, 2026. The filing does not state a reason for the retirement or name a replacement.
Dr. Lucas S. Chang notified the company on April 13, 2026 of his retirement decision
Retirement from the Board of Directors is effective April 17, 2026
The filing does not announce a successor director or a reason for the departure
Alpha and Omega Semiconductor approved a 2026 incentive cash bonus plan for executive officers, with payouts based on adjusted earnings per share and revenue targets. The filing gives bonus percentages of base salary for named executives, including the CEO at 23% minimum, 100% target and 220% maximum.
Plan approved by the Compensation Committee on March 5, 2026, covering the 2026 calendar year
Payouts range from $0 to a maximum, based on adjusted EPS and revenue, with a specified minimum on each measure
CEO Stephen Chang: 23% minimum, 100% target, 220% maximum of base salary
CFO Yifan Liang, Bing Xue and Wenjun Li: 16% minimum, 70% target, 154% maximum
Alpha and Omega Semiconductor reported fiscal second-quarter 2026 revenue of $162.3 million, down 6.3% from a year earlier, and a GAAP net loss of $13.3 million, compared with $6.6 million a year earlier. Guidance for the March quarter calls for revenue of about $160 million, plus or minus $10 million, so shareholders face a weaker top line and continued losses.
Q2 revenue was $162.3 million, down from $173.2 million a year earlier and $182.5 million in the prior quarter
GAAP net loss was $13.3 million, or $0.45 per diluted share, versus a $6.6 million loss, or $0.23 per share, a year earlier
Fiscal Q3 guidance (ending March 31, 2026): revenue about $160 million, plus or minus $10 million; GAAP gross margin 20.2%, plus or minus 1%
Cash and cash equivalents were $196.3 million at December 31, 2025; operating activities used $8.1 million in the quarter
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Alpha and Omega Semiconductor filing is on SEC EDGAR ↗. 8-K briefs of other companies →