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Makes power semiconductors (MOSFETs, power ICs) used in chargers, computers, EVs and appliances.
Makes power semiconductors (MOSFETs, power ICs) used in chargers, computers, EVs and appliances.
Designs power chips and runs its own wafer fab in Oregon, plus a Chongqing joint venture with local partners that makes and assembles chips for China. Computing and consumer products carry most sales, with data-center and automotive chips the newer targets.
In one line: A smaller peer of ON Semiconductor in power discretes.
Moat: none (process know-how). Owns manufacturing but competes in a commoditized power-discrete market against larger, better-scaled rivals.
Headquarters: Sunnyvale, California, US · Founded: 2000 · Employees: 2,519
Size Alpha and Omega Semiconductor L (AOSL) is a United States Information Technology company (Semiconductors) with a market value of $716M, the 2467th largest of 3,117 United States companies the cockpit tracks. Shares closed at $23.61 on 6 Nov 2026.
Performance Over six months the shares fell 37.7%, against -30.2% for the median peer and -1.1% for the United States market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue fell 2.5% over the last twelve months (peer median +24.3%); the operating margin is -6.4% (peer median 2.4%).
Valuation It trades at 0.8× enterprise value to sales against a peer median of 4.6× (cheapest of 21).
Capital Return on invested capital runs 23.2 points below its cost of capital (17.9% WACC).
Short interest Short interest is 10.5% of the free float (15 Oct 2026).
Next results Next results expected around 8 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $679M | $679M | $696M | $657M | $691M |
| Revenue growth | — | -2% | +6% | -5% | — |
| Gross profit | $152M | $152M | $161M | $172M | $200M |
| EBITDA | $14.1M | $14.1M | $34.0M | $50.0M | $65.7M |
| Net income | -$42.3M | -$42.3M | -$97.0M | -$11.1M | $12.4M |
| Free cash flow | -$67.9M | -$68.1M | -$7.51M | -$11.4M | -$90.0M |
| Capital expenditure | $52.2M | $52.3M | $37.2M | $37.1M | $110M |
| Total debt | $28.0M | $28.0M | $50.9M | $67.2M | $78.8M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Alpha and Omega Semiconductor L AOSL | $716M | -38% | -2% | -6% | 0.8× | n/a |
| ON Semiconductor ON | $24.6B | -39% | +3% | 19% | 3.9× | 20.0% |
| Infineon Technologies IFX.DE | $66.8B | -33% | +6% | 13% | 4.2× | 30.2% |
| Diodes DIOD | $3.56B | -31% | +18% | 5% | 2.0× | 34.0% |
| STM STM | $41.0B | -29% | +16% | 7% | 2.9× | 38.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AOSL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.9% | -15.8% | 10th lowest of 21 |
| 6-month return | -37.7% | -30.2% | 9th lowest of 21 |
| Distance from 52-week high | -56.5% | -53.8% | 9th lowest of 21 |
| Revenue growth (TTM) | -2.5% | +24.3% | 6th lowest of 21 |
| Operating margin | -6.4% | 2.4% | 7th lowest of 21 |
| EV / Sales | 0.8× | 4.6× | cheapest of 21 |
| ROIC minus cost of capital | -23.2 pp | -6.6 pp | 2nd lowest of 21 |
| Net debt / EBITDA | -10.9× | 2.2× | least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Alpha and Omega Semiconductor L AOSL | United States | $716M | -38% | -2% | -6% | 0.8× | n/a | n/a |
| Hd Hyundai Energy Solutions 322000.KS | South Korea | $714M | -63% | +39% | 16% | 1.5× | 3.2% | +4.5% |
| X-FAB Silicon Foundries XFAB.PA | France | $709M | -38% | -8% | 2% | 1.3× | n/a | n/a |
| Changzhou Galaxy Century Microelectronics 688689.SS | China | $723M | -9% | +29% | 11% | 3.1× | n/a | n/a |
| Xinte Energy 1799.HK | Hong Kong | $707M | -41% | +12% | -6% | 1.8× | n/a | n/a |
| SFA Semicon 036540.KS | South Korea | $728M | -27% | +37% | -4% | 2.2× | n/a | n/a |
| Yuneng Technology 688348.SS | China | $729M | -39% | -40% | -58% | 5.6× | n/a | n/a |
| Lingda 300125.SZ | China | $702M | -26% | +54% | -102% | 26.2× | n/a | n/a |
| Changzhou Shichuang Energy 688429.SS | China | $733M | -13% | +30% | -38% | 5.7× | n/a | n/a |
| Shenzhen Sunmoon Microelectronics 688699.SS | China | $698M | -24% | +50% | 9% | 4.9× | 30.7% | +4.9% |
| RFHIC 218410.KS | South Korea | $697M | -61% | +46% | 19% | 4.3× | 16.1% | +21.4% |
| Zhejiang MTCN Technology 003026.SZ | China | $742M | -24% | +29% | 17% | 9.5× | 30.7% | +9.5% |
| UniTTEC 000925.SZ | China | $688M | -24% | +18% | 3% | 2.9× | n/a | n/a |
| Talant Optronics (suzhou) 301045.SZ | China | $683M | -15% | -10% | 3% | 8.4× | n/a | n/a |
| Foshan Blue Rocket Electronics 301348.SZ | China | $681M | -24% | +22% | -2% | 5.8× | n/a | n/a |
| Canadian Solar CSIQ | United States | $755M | -45% | -16% | -2% | 1.7× | n/a | n/a |
| Myson Century 5314.TWO | Taiwan | $759M | -39% | +235% | 19% | 5.9× | 9.2% | +172.5% |
| Sanken Electric 6707.T | Japan | $673M | -43% | -19% | -8% | 2.1× | n/a | n/a |
| CEVA CEVA | United States | $763M | -27% | +9% | -10% | 4.8× | n/a | n/a |
| Orient Semiconductor Electronics 2329.TW | Taiwan | $670M | -46% | +11% | 7% | 1.1× | n/a | n/a |
| Tech Semiconductors 300046.SZ | China | $766M | -33% | +27% | 8% | 9.2× | 45.7% | -1.6% |