Alpha & Omega Semiconductor (AOSL) Cost of Revenue (2010 - 2026)
Alpha & Omega Semiconductor (AOSL) posted quarterly Cost of Revenue of $129.3 million for Q1 2026, down 67.68% year-over-year from $400.0 million in Q1 2025, and up 1.43% quarter-over-quarter from $127.4 million in Q4 2025.
Alpha & Omega Semiconductor (AOSL) Cost of Revenue (2010 - 2026) Analysis & Trends
Alpha & Omega Semiconductor (AOSL) has reported Cost of Revenue for 17 consecutive years, with $129.3 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Cost of Revenue fell 67.68% year-over-year to $129.3 million; the TTM figure through Mar 2026 stood at $796.3 million (down 23.13% YoY), while the FY2025 annual figure was $535.2 million, up 10.26% from the prior year.
- Cost of Revenue improved to $129.3 million in Q1 2026 per AOSL's latest filing, from $127.4 million in the prior quarter.
- Across five years, Cost of Revenue topped out at $400.0 million in Q1 2025 and bottomed at $127.4 million in Q4 2025.
- Historically, Cost of Revenue has averaged $194.5 million across 5 years, with a median of $136.5 million in 2022.
- Annual changes were most pronounced in 2023 — Cost of Revenue jumped 186.49% — and 2026, when it slumped 67.68%.
- Alpha & Omega Semiconductor's Cost of Revenue stood at $135.7 million in 2022, then jumped by 84.94% to $251.0 million in 2023, then plunged by 46.95% to $133.1 million in 2024, then declined by 4.29% to $127.4 million in 2025, then grew by 1.43% to $129.3 million in 2026.
- Business Quant data shows AOSL's Cost of Revenue at $129.3 million in Q1 2026, $127.4 million in Q4 2025, and $139.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing | 10,545.90 Bn | 10,447.64 Bn | 23.77 Bn | 12.11 Bn |
| 2 | Nvidia | 5,009.72 Bn | 4,966.24 Bn | 61.16 Bn | 20.46 Bn |
| 3 | Broadcom | 1,857.88 Bn | 1,838.25 Bn | 15.42 Bn | 4.67 Bn |
| 4 | Micron Technology | 938.47 Bn | 912.45 Bn | 35.06 Bn | 6.40 Bn |
| 5 | Advanced Micro Devices | 789.52 Bn | 777.17 Bn | 5.42 Bn | 4.58 Bn |
| 6 | Intel | 463.88 Bn | 434.15 Bn | 6.51 Bn | 9.62 Bn |
| 7 | Aeluma | 302.44 Bn | 302.40 Bn | 386,000.00 | 836,000.00 |
| 8 | Arm Holdings | 254.34 Bn | 250.45 Bn | 1.25 Bn | 36.00 Mn |
| 9 | Texas Instruments | 245.02 Bn | 238.02 Bn | 3.35 Bn | 2.11 Bn |
| 10 | Alpha & Omega Semiconductor | 935.05 Mn | 744.79 Mn | 34.53 Mn | 129.26 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 129.26 Mn |
| Mar 31, 2026 | 129.26 Mn |
| Dec 31, 2025 | 127.44 Mn |
| Dec 31, 2025 | 127.44 Mn |
| Sep 30, 2025 | 139.66 Mn |
| Sep 30, 2025 | 139.66 Mn |
| Mar 31, 2025 | 399.96 Mn |
| Mar 31, 2025 | 399.96 Mn |
| Dec 31, 2024 | 133.15 Mn |
| Dec 31, 2024 | 133.15 Mn |
| Sep 30, 2024 | 137.36 Mn |
| Sep 30, 2024 | 137.36 Mn |
| Mar 31, 2024 | 365.50 Mn |
| Mar 31, 2024 | 365.50 Mn |
| Dec 31, 2023 | 250.99 Mn |
| Dec 31, 2023 | 250.99 Mn |
| Sep 30, 2023 | 129.71 Mn |
| Sep 30, 2023 | 129.71 Mn |
| Mar 31, 2023 | 374.84 Mn |
| Mar 31, 2023 | 374.84 Mn |