AOSLALPHA & OMEGA SEMICONDUCTOR Ltd
Semiconductors & Related Devices
- Revenue
- $679M
- 2.5% YoY
- Operating margin
- -6.4%
- 56% YoY
- EBITDA
- $8M
- 69% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -22.4×
- −$177M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear4% of revenueOver 10% of revenue
- Payouts exceed cash flowClear-111% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $778M | $691M | $657M | $696M | $679M | 2.5% |
| Operating income | $102M | $23M | −$4M | −$28M | −$43M | 52% |
| Net income | $453M | $12M | −$11M | −$97M | −$42M | 56% |
| Operating cash flow | $219M | $20M | $26M | $30M | −$16M | 155% |
| Capex | $138M | $110M | $37M | $37M | $52M | 39% |
| Stock-based comp | $31M | $37M | $22M | $30M | $27M | 9.8% |
| Buybacks | $0 | $13M | $0 | $0 | $18M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $641K · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $641K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 156 | 426 |
| FY2025 | — | — | 236 | 278 |
| FY2024 | — | — | 343 | 274 |