Alpha and Omega Semiconductor 과거 순이익 실적
과거 기준 점검 0/6
Alpha and Omega Semiconductor 의 수입은 연평균 -65%의 비율로 감소해 온 반면, Semiconductor 산업은 연평균 1.8%의 비율로 증가했습니다. 매출은 연평균 1%의 비율로 감소해 왔습니다.
핵심 정보
-65.00%
순이익 성장률
-64.79%
주당순이익(EPS) 성장률
| Semiconductor 산업 성장률 | 27.66% |
| 매출 성장률 | -0.96% |
| 자기자본이익률 | -13.28% |
| 순이익률 | -15.51% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
분석 기사 • Jun 19
Alpha And Omega Semiconductor (AOSL) Stock Could Be 31% Overvalued After Insider Selling Signals
Alpha and Omega Semiconductor (AOSL) has drawn attention after reports of extensive insider selling with no corresponding purchases, a decline in institutional ownership, and ongoing profitability challenges reflected in its negative P/E ratio. See our latest analysis for Alpha and Omega Semiconductor. Despite concerns around insider selling and valuation, Alpha and Omega Semiconductor’s recent share price performance has been strong, with a 90 day share price return of 130.74% and a 1 year...
내러티브 업데이트 • Jun 15
AOSL: AI Infrastructure Shift Will Elevate Execution Risks And Restrain Returns
Analysts have raised their fair value price target range for Alpha and Omega Semiconductor from about $19.00 to roughly $36.00. The change reflects updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers.
내러티브 업데이트 • Jun 01
AOSL: Power Products And Earnings Quality Will Support Balanced Future Re Rating
Analysts have raised their price target for Alpha and Omega Semiconductor to $50, citing updated assumptions for fair value, revenue, profit margins, and future P/E that align with recent Street research. Analyst Commentary Bullish analysts point to the updated US$50 price target as a sign of growing confidence in how Alpha and Omega Semiconductor is positioned, with recent Street work feeding into refreshed assumptions for fair value, revenue, profit margins, and future P/E.
내러티브 업데이트 • May 11
AOSL: AI Power Products And Higher P/E Assumptions Will Shape Returns
Analysts have raised their average price target for Alpha and Omega Semiconductor from $24.00 to about $36.67, citing updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions reflected in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as better aligned with their updated fair value work, which folds in revised assumptions around revenue trends, margin profile, and terminal P/E multiples.내러티브 업데이트 • Apr 22
AOSL: Higher Assumed P/E Will Likely Restrict Future Share Upside
Analysts have raised their price target on Alpha and Omega Semiconductor by $2 to $24, citing slightly lower required returns, a small adjustment in long term profit expectations, and a modestly higher assumed future P/E multiple as the key drivers of the change. Analyst Commentary Recent Street research on Alpha and Omega Semiconductor highlights a mix of optimism about the company’s execution and growth optionality, alongside caution around what is already reflected in the share price after the latest price target increase.내러티브 업데이트 • Apr 07
AOSL: Fair Outlook As AI Power Demand And Lower P/E Assumptions Reshape Expectations
Analysts have lowered their price target on Alpha and Omega Semiconductor by $2.33 to $22.00, citing updated assumptions around revenue growth, profit margins, fair value, and future P/E levels. Analyst Commentary Recent research around the revised US$22.00 price target highlights a mix of constructive and cautious views on Alpha and Omega Semiconductor, focused on how updated revenue, margin and P/E assumptions stack up against current execution risks.내러티브 업데이트 • Mar 24
AOSL: Higher Future P/E And Power Products Will Support Re Rating
Analysts have trimmed their price target on Alpha and Omega Semiconductor by $5 to reflect updated views on future revenue growth, profit margins, and a much higher projected P/E multiple. Analyst Commentary Even with the trimmed price target, bullish analysts still frame Alpha and Omega Semiconductor as a name with room for constructive re rating, pointing to the updated P/E multiple as a key part of the thesis rather than a red flag.내러티브 업데이트 • Mar 10
AOSL: Rich P/E And Execution Risks Will Temper Future Return Potential
Narrative Update on Alpha and Omega Semiconductor Analysts have trimmed their price target on Alpha and Omega Semiconductor by $5, reflecting updated views on discount rates, revenue growth assumptions, profit margins and future P/E expectations discussed in recent research. Analyst Commentary Bearish analysts cutting the price target by $5 are signaling a more cautious stance on how much they are willing to pay for Alpha and Omega Semiconductor given current information on growth, margins and valuation multiples.내러티브 업데이트 • Feb 23
AOSL: Rich P/E And Reduced Cushion Will Pressure Future Returns
Analysts have reduced their price target on Alpha and Omega Semiconductor by $5, citing revised assumptions for the discount rate, revenue growth, profit margin, and future P/E ratio, which still support a fair value estimate of $19.00. Analyst Commentary Bearish analysts are signaling a more cautious stance on Alpha and Omega Semiconductor after trimming their price target by $5, bringing their fair value estimate to $19.00.Seeking Alpha • Feb 12
Alpha And Omega Semiconductor: Cheaper Stock, Unproven Earnings Durability
Summary Alpha and Omega Semiconductor remains a Hold as margin stability and topline growth are not yet evident. AOSL's gross margins declined to ~21% in Q2 FY26, with operating losses widening and inventory days rising, highlighting ongoing execution challenges. Management is increasing R&D spending by 25% in 2026, aiming for higher-value products, but near-term earnings durability is lacking. While AOSL is cheaper with a cleaner balance sheet post-Chongqing sale, valuation alone does not justify a Buy until consistent margin improvement materializes. Read the full article on Seeking Alpha내러티브 업데이트 • Feb 09
AOSL: Thinner Margins And Richer P/E Will Pressure Future Returns
Analysts have trimmed their fair value estimate for Alpha and Omega Semiconductor from US$25.00 to US$19.00, citing updated assumptions that pair higher revenue growth expectations with a much lower profit margin outlook, along with a substantially higher future P/E multiple. Analyst Commentary Recent Street research points to a more cautious stance around Alpha and Omega Semiconductor, with at least one price target cut, including a US$5 reduction from a prior published level.분석 기사 • Feb 08
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Just Reported, And Analysts Assigned A US$22.00 Price Target
Last week, you might have seen that Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) released its second-quarter...내러티브 업데이트 • Jan 26
AOSL: Reset Expectations And Paused AI Demand Will Support Future Upside
Narrative Update on Alpha and Omega Semiconductor Analysts have cut their price target on Alpha and Omega Semiconductor to US$24 from US$40, reflecting mixed fiscal Q1 results, materially lower Q2 guidance versus consensus, a temporary pause in the company's artificial intelligence opportunity, and fresh concerns about the path back to profitability. Analyst Commentary Recent commentary frames Alpha and Omega Semiconductor as a name facing real execution questions, but not one that is broken.내러티브 업데이트 • Jan 12
AOSL: Fair Outlook As AI Pause And Profitability Reset Shape Expectations
Analysts have cut their price target on Alpha and Omega Semiconductor to $24 from $40, reflecting mixed fiscal Q1 results, materially lower than expected Q2 guidance, concern about the path back to profitability, and a view that the artificial intelligence story is effectively paused for at least a quarter. Analyst Commentary Bullish Takeaways Some bullish analysts still see value in the reset price target at $24, arguing that part of the weaker outlook and paused artificial intelligence story is already reflected in the lower valuation.내러티브 업데이트 • Dec 27
AOSL: Delayed AI Power Demand Will Likely Drive Future Upside
Analysts cut their price target on Alpha and Omega Semiconductor to $24 from $40, citing mixed fiscal Q1 results, materially weaker than expected Q2 guidance, delayed artificial intelligence opportunities, and growing concerns about the company's path back to profitability. Analyst Commentary Bullish analysts acknowledge that the near term will be pressured by softer guidance, but they continue to see structural opportunities for Alpha and Omega Semiconductor tied to artificial intelligence, power management, and data center demand.분석 기사 • Dec 18
Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Dec 13
AOSL: AI Data Center Demand Reset Will Likely Drive Future Upside
Analysts have reduced their price target on Alpha and Omega Semiconductor from $35.00 to $25.00, citing mixed recent results, weaker near term growth expectations, and increased uncertainty around the company’s path back to profitability. Analyst Commentary Bullish analysts acknowledge that the latest results and guidance have tempered near term expectations, but they continue to see scope for renewed upside if management can demonstrate clearer progress on key growth initiatives and profitability.내러티브 업데이트 • Nov 29
AOSL: Recovery Will Be Driven by AI Progress Following Mixed Results
Analysts have lowered their price target for Alpha and Omega Semiconductor from $26.67 to $24.33 per share, citing mixed quarterly results and weaker guidance. These factors have raised concerns about the company's profitability outlook and delayed progress in artificial intelligence initiatives.내러티브 업데이트 • Nov 15
AOSL: Improving Margins and AI Progress Will Drive Rebound After Guidance Cut
Analysts have revised their price target for Alpha and Omega Semiconductor significantly downward, from $33.67 to $26.67. They cited mixed quarterly results, lowered forward guidance, and ongoing uncertainty about the company's artificial intelligence initiatives.분석 기사 • Nov 06
It Looks Like Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) CEO May Expect Their Salary To Be Put Under The Microscope
Key Insights Alpha and Omega Semiconductor to hold its Annual General Meeting on 12th of November Salary of US$490.0k...분석 기사 • Nov 01
Revenues Working Against Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Share Price
You may think that with a price-to-sales (or "P/S") ratio of 1.2x Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL...내러티브 업데이트 • Nov 01
AOSL: Expanding AI Data Centers Will Drive Advanced Power Solutions Demand
Analysts have slightly increased their price target for Alpha and Omega Semiconductor from $32 to approximately $33.67, citing incremental improvements in fair value estimates and modest adjustments to financial assumptions. What's in the News Kaynes Semicon shipped 900 Intelligent Power Module (IPM5) Multi-Chip Modules to Alpha and Omega Semiconductor, marking India's first commercial multi-chip module production and delivery under the India Semiconductor Mission 1.0 (Key Developments).내러티브 업데이트 • Oct 18
Expanding AI And Graphics Computing Demand Will Drive Power Management
Analysts have raised their price target for Alpha and Omega Semiconductor from $30.67 to $32.00, citing updated expectations on valuation metrics and market positioning. What's in the News Announced support for NVIDIA's 800 VDC architecture.분석 기사 • Aug 01
Alpha and Omega Semiconductor (NASDAQ:AOSL) Has Debt But No Earnings; Should You Worry?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jul 02
Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Price Is Right But Growth Is Lacking After Shares Rocket 25%
Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) shareholders would be excited to see that the share price has had...분석 기사 • Apr 18
Benign Growth For Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Underpins Stock's 35% Plummet
Unfortunately for some shareholders, the Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) share price has dived...분석 기사 • Apr 01
Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
새로운 내러티브 • Mar 24
Transition To Total Solutions Will Unlock High-Value Market Opportunities
Transitioning to a total solutions provider enables market share growth, increased BOM content, and higher revenue and margin potential across multiple sectors.분석 기사 • Mar 04
Why Investors Shouldn't Be Surprised By Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) 28% Share Price Plunge
Unfortunately for some shareholders, the Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) share price has dived...Seeking Alpha • Feb 26
Alpha And Omega Semiconductor: Catalysts Are Solid, But It's Still Too Expensive
Summary Alpha and Omega Semiconductor Limited has shown promising growth, particularly with its shift towards AI and high-margin semiconductor solutions, but profitability remains a concern. Despite a 42% stock price increase last year, AOSL's recent volatility and current overvaluation suggest a Hold rating until consistent earnings growth and margin improvements are observed. AOSL's strategic pivot to AI and power management solutions for data centers and GPUs positions it for long-term growth, especially with the Nvidia deal. Short-term risks include competitive pressures, geopolitical tensions, and economic slowdowns, which could impact AOSL's recovery from its inventory glut and overall market sentiment. Read the full article on Seeking Alpha분석 기사 • Dec 31
Is Alpha and Omega Semiconductor (NASDAQ:AOSL) Using Debt Sensibly?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Dec 11
Alpha and Omega Semiconductor: AI Gains Meet Overheated Valuations
Summary Alpha and Omega Semiconductor's stock has surged over 170% since April but is now overvalued, suggesting a pullback is imminent. The company is transitioning to a high-margin semiconductor solutions provider, clearing inventory backlogs and diversifying into AI, gaming, and renewable energy markets. Despite positive earnings and market positioning, the current valuation is overstretched; technical indicators also point to a likely correction. Investors should wait for a more attractive entry point as the stock's growth story unfolds and management addresses margin concerns. Read the full article on Seeking Alpha분석 기사 • Dec 04
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Surges 37% Yet Its Low P/S Is No Reason For Excitement
The Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) share price has done very well over the last month, posting...분석 기사 • Oct 12
Investors Don't See Light At End Of Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Tunnel
With a price-to-sales (or "P/S") ratio of 1.7x Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) may be sending...Seeking Alpha • Oct 02
Alpha and Omega: Inventory Correction Behind, But Price Remains Overstretched
Summary Alpha and Omega is transitioning from a semiconductor component supplier to a solutions provider, driven by AI demand and emerging market trends. The company has diversified from personal computing to various markets, benefiting from AI integration, foldable smartphones, and high-speed battery charging trends. AOSL is emerging from an inventory correction phase, with signs of demand recovery and resolved supply chain issues boosting its growth prospects. Despite AOSL's significant price increase over the past five years, its staggeringly high valuation ratios compared to peers lead me to rate the stock a sell. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Alpha and Omega Semiconductor가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 685 | -106 | 97 | 100 |
| 31 Dec 25 | 686 | -103 | 97 | 97 |
| 30 Sep 25 | 697 | -97 | 96 | 96 |
| 30 Jun 25 | 696 | -97 | 95 | 94 |
| 31 Mar 25 | 681 | -23 | 88 | 92 |
| 31 Dec 24 | 666 | -23 | 88 | 91 |
| 30 Sep 24 | 659 | -19 | 89 | 90 |
| 30 Jun 24 | 657 | -11 | 86 | 90 |
| 31 Mar 24 | 658 | -9 | 84 | 91 |
| 31 Dec 23 | 640 | -17 | 84 | 90 |
| 30 Sep 23 | 663 | -8 | 84 | 89 |
| 30 Jun 23 | 691 | 12 | 89 | 88 |
| 31 Mar 23 | 724 | 29 | 94 | 86 |
| 31 Dec 22 | 794 | 79 | 96 | 80 |
| 30 Sep 22 | 799 | 456 | 98 | 75 |
| 30 Jun 22 | 778 | 453 | 95 | 71 |
| 31 Mar 22 | 761 | 458 | 91 | 68 |
| 31 Dec 21 | 727 | 442 | 86 | 67 |
| 30 Sep 21 | 692 | 72 | 82 | 66 |
| 30 Jun 21 | 657 | 58 | 78 | 63 |
| 31 Mar 21 | 602 | 38 | 74 | 59 |
| 31 Dec 20 | 540 | 16 | 71 | 57 |
| 30 Sep 20 | 499 | 2 | 67 | 54 |
| 30 Jun 20 | 465 | -7 | 65 | 51 |
| 31 Mar 20 | 454 | -4 | 65 | 49 |
| 31 Dec 19 | 457 | 1 | 66 | 47 |
| 30 Sep 19 | 454 | 0 | 71 | 47 |
| 30 Jun 19 | 451 | 2 | 76 | 46 |
| 31 Mar 19 | 449 | 0 | 78 | 45 |
| 31 Dec 18 | 443 | 4 | 76 | 44 |
| 30 Sep 18 | 432 | 12 | 72 | 40 |
| 30 Jun 18 | 422 | 14 | 66 | 37 |
| 31 Mar 18 | 410 | 17 | 60 | 35 |
| 31 Dec 17 | 400 | 19 | 56 | 33 |
| 30 Sep 17 | 391 | 15 | 52 | 31 |
| 30 Jun 17 | 383 | 14 | 49 | 30 |
| 31 Mar 17 | 377 | 12 | 45 | 29 |
| 31 Dec 16 | 366 | 7 | 43 | 28 |
| 30 Sep 16 | 352 | 2 | 39 | 27 |
| 30 Jun 16 | 336 | -3 | 38 | 26 |
| 31 Mar 16 | 326 | -8 | 38 | 26 |
| 31 Dec 15 | 320 | -11 | 37 | 26 |
| 30 Sep 15 | 321 | -10 | 38 | 26 |
| 30 Jun 15 | 328 | -8 | 38 | 27 |
양질의 수익: AOSL 은(는) 현재 수익성이 없습니다.
이익 마진 증가: AOSL는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: AOSL은 수익성이 없으며 지난 5년 동안 손실이 연평균 65% 증가했습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 AOSL의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: AOSL은 수익성이 없어 지난 해 수익 성장률을 Semiconductor 업계(22.6%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: AOSL는 현재 수익성이 없으므로 자본 수익률이 음수(-13.28%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/21 06:40 |
| 종가 | 2026/06/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Alpha and Omega Semiconductor Limited는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Ross Seymore | Deutsche Bank |
| David Williams | Loop Capital Markets |