AOSL FY2026 10-K: Full-Year Loss Widens, JV Sale Closes, Shanghai Flood Disrupts Production
AOSL sits 54% above its 52-week low of $17.01.
Summary
AOSL's FY2026 10-K shows a wider full-year loss, negative operating cash flow, and a typhoon-related production disruption in Shanghai, offset by the completed $150M JV stake sale and an $18.2M buyback.
Key Events · Earnings and Guidance · AOSL
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FY2026 Net Loss Widens to $42.3M
Full-year revenue fell 2.5% to $678.9M; operating loss widened to $43.2M from $28.4M; gross margin declined to 22.3% from 23.1%.
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Operating Cash Flow Turns Negative
Cash from operations swung to a $16.3M outflow in FY2026 from a $29.7M inflow in FY2025, driven by higher inventory and lower payables.
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JV Stake Sale Completed for $150M
The 20.3% equity interest in the Chongqing JV was sold for $150M in four installments, reducing AOSL's ownership to 18.9% and generating $147.7M in investing cash flow.
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Shanghai Facilities Flooded by Typhoon
In August 2026, a strong typhoon flooded the Shanghai packaging and testing facilities, causing temporary production suspension and additional cleanup and outsourcing costs.
Analysis · AOSL · Manufacturing
Alpha and Omega Semiconductor's fiscal 2026 annual report confirms a difficult year: revenue fell 2.5% to $678.9 million, the operating loss widened to $43.2 million from $28.4 million, and operating cash flow swung to a $16.3 million outflow from a $29.7 million inflow a year earlier. The company did complete the $150 million sale of 20.3% of its Chongqing JV, which provided liquidity but reduced its stake to 18.9%. A new disclosure reveals that an August 2026 typhoon flooded the Shanghai packaging and testing facilities, forcing a temporary production halt and adding cleanup and outsourcing costs — a fresh operational risk not in the Q4 earnings release. Against that backdrop, the board authorized a $30 million buyback in November 2025 and repurchased $18.2 million of stock at an average $19.22 per share, well below today's $26.23 price.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30.2% of the 2009 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, AOSL was trading at $26.23 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $785.1M. The 52-week trading range was $17.01 to $54.34. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.