Alpha & Omega Semiconductor (NASDAQ: AOSL) reported Q3 EPS of ($0.28), $0.15 worse than the analyst estimate of ($0.13). Revenue for the quarter came in at $163.8 million versus the consensus estimate of $153.47 million.

GUIDANCE:

Alpha & Omega Semiconductor sees Q4 2026 revenue of $158-178 million, versus the consensus of $171.13 million.

The company also anticipates

• GAAP gross margin to be 22.3%, plus or minus 1%. We anticipate non-GAAP gross margin to be 23.0%, plus or minus 1%.
• GAAP operating expenses to be in the range of $52.0 million, plus or minus $1.0 million. Non-GAAP operating expenses are expected to be in the range of $45.5 million, plus or minus $1.0 million.
• Interest income is expected to be $1.0 million higher than interest expense, and
• Income tax expense to be in the range of $1.0 million to $1.2 million.

For earnings history and earnings-related data on Alpha & Omega Semiconductor (AOSL) click here.