AOS(US:AOSL) ZACKSยท2025-11-05 23:36Core Insights - Alpha and Omega Semiconductor (AOSL) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, but down from $0.21 per share a year ago, representing an earnings surprise of +30.00% [1] - The company posted revenues of $182.5 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.3%, compared to $181.89 million in the same quarter last year [2] - Alpha and Omega shares have underperformed the market, losing about 29% year-to-date, while the S&P 500 has gained 15.1% [3] Earnings Outlook - The company's earnings outlook will be influenced by management's commentary during the earnings call, and current consensus EPS estimates for the upcoming quarter are $0.03 on revenues of $174.85 million, and $0.10 on revenues of $703.6 million for the current fiscal year [4][7] - The estimate revisions trend for Alpha and Omega was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Electronics - Semiconductors industry, to which Alpha and Omega belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries tend to outperform those in the bottom 50% by more than 2 to 1 [8]