Competition & Peer Data API & CSV Delivery

Alpha And Omega Semiconductor Limited's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Alpha And Omega Semiconductor Limited (AOSL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q4 2026
Competitors Tracked
19
Publicly traded peers
Peer Group Market Share
1.50 %
vs 1.85 % a year ago
Revenue Growth Y/Y
-3.90 %
Peers: 19.25 %
Net Margin
-7.67 %
Peers: 24.14 %

Key Findings: Alpha And Omega Semiconductor Limited vs Its Competitors

  • TTM: Trailing 12-month revenue of 678M vs 41,037M combined for tracked competitors (1.6% combined share).
  • Trending: Latest-quarter revenue run-rate is holding steady (+0.6% annualized vs trailing 12 months), vs accelerating (+9.1%) for its tracked peer group.
  • Growth: Alpha And Omega Semiconductor Limited generated -3.9% revenue growth year over year in Q4 2026, vs 19.3% for its tracked competitors combined.
  • Profitability: Its -7.7% net margin compares with 24.1% for the peer group.
  • Scale: Alpha And Omega Semiconductor Limited ranks #75 of 117 companies by market capitalization in the Semiconductors industry, holding 0.0% of industry market cap.
  • Peer revenue share: Alpha And Omega Semiconductor Limited accounted for 1.5% of combined revenue among its tracked peer group, down from 1.9% a year earlier.
  • Peer differentiation: Revenue per employee of $0.27M compares with $0.40M for the peer group (0.7x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

AOSL Sales vs. its Competitors, Q4 2026

Alpha And Omega Semiconductor Limited reported revenue contraction of 3.90 % year on year in Q4 2026, below its competitors' combined revenue growth of 19.25 %.

With a net margin of -7.67 %, Alpha And Omega Semiconductor Limited reported lower profitability than its competitors (24.14 %).

Alpha And Omega Semiconductor Limited generated 1.50 % of the combined sales of its peer group, down from 1.85 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/AOSL/competitors
https://api.csimarket.com/api/v1/companies/AOSL/relationships
https://api.csimarket.com/api/v1/companies/AOSL/similar
Programmatic access for models, analytics, and integration workflows.

Alpha And Omega Semiconductor Limited vs. its Competitors, Q4 2026

Revenue growth, year on year

Alpha And Omega Semiconductor Limited -3.9 %
Competitors combined +19.3 %

Net margin

Alpha And Omega Semiconductor Limited -7.7 %
Competitors combined +24.1 %

Revenue run-rate vs trailing 12 months

Alpha And Omega Semiconductor Limited +0.6 %
Competitors combined +9.1 %

TTM net margin

Alpha And Omega Semiconductor Limited -6.2 %
Competitors combined +20.1 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Alpha And Omega Semiconductor Limited and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Alpha And Omega Semiconductor Limited $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (6) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (8) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Alpha And Omega Semiconductor Limited's competitor groups requires a Commercial License.

For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs -3.9% for Alpha And Omega Semiconductor Limited. Alpha And Omega Semiconductor Limited's share of combined industry revenue moved from 0.03% to 0.03%, a gain of 0.00 percentage points.

Alpha And Omega Semiconductor Limited's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Alpha And Omega Semiconductor Limited No No No No
Competitors combined (19) 74% 63% 53% 18%
High-Confidence Competitors (8) 75% 50% 50% 13%
Similar-Size Competitors (10) 40% 56% 44% 30%
Similar Growth & Profitability (8) 37.50 % (3 of 8) 37.50 % (3 of 8) 0.00 % (0 of 8) 33.30 % (2 of 6)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q4 2026

1.5%market share
  • Alpha And Omega Semiconductor Limited1.5%
  • Competitors combined98.5%

Share of combined quarterly revenue of Alpha And Omega Semiconductor Limited and its 19 tracked competitors.

See Alpha And Omega Semiconductor Limited's full market share breakdown »

AOSL Stock Performance relative to its Competitors

AOSL Competitors (weighted) Percent change over the selected range

Alpha And Omega Semiconductor Limited's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
83.3%beat U.S.A. 500
Competitors Combined
(15 of 18)
100%beat U.S.A. 500
High-Confidence
(8 of 8)
50%beat U.S.A. 500
Similar-Size
(5 of 10)
0%beat U.S.A. 500
Similar Growth & Profitability
(0 of 2)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Alpha And Omega Semiconductor Limited -5.60 % Underperformed
Competitors combined (18) 40.4% 63.2%
High-Confidence Competitors (8) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (2) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Alpha And Omega Semiconductor Limited's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

AOSL Stock Performance relative to High-Confidence Competitors

AOSL High-Confidence Competitors (equal-weighted, 9) Percent change over the selected range

AOSL Stock Performance relative to Similar-Size Competitors

AOSL Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

AOSL Stock Performance relative to Similar Growth & Profitability Competitors

AOSL Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Semtech Corp 282.9% Outperformed
2 Macom Technology Solutions Holdings Inc 282.9% Outperformed
3 Vishay Precision Group Inc 282.9% Outperformed
4 Vishay Intertechnology Inc 282.9% Outperformed
5 Stmicroelectronics N v 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Alpha And Omega Semiconductor Limited's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Alpha And Omega Semiconductor Limited's Comment on Competition and Industry Peers

The power semiconductor industry is fragmented, with numerous competitors varying by product line and geographic region. Key competitors in power discrete semiconductors include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated, and Vishay Intertechnology, Inc. Major competitors in power integrated circuits (ICs) include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc., and Vishay Intertechnology, Inc. Additional competitors identified in company filings include Global Mixed-mode Technology Inc. and MagnaChip Semiconductor Corporation.

Publicly Traded Peers of Alpha And Omega Semiconductor Limited

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Alpha And Omega Semiconductor Limited 813.17 677.57 -42.27 2,519
Texas Instruments Incorporated 256,045.20 19,453.00 6,052.00 33,000
Monolithic Power Systems Inc 66,307.38 3,273.20 804.49 4,501
Stmicroelectronics N v 48,681.75 11,800.00 180.00 21,000
On Semiconductor Corporation 30,592.86 6,198.80 631.70 22,670
Macom Technology Solutions Holdings Inc 22,061.55 1,163.97 240.93 2,000
SUBTOTAL 488,661.41 55,811.90 6,890.59 139,945
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Sources: Alpha And Omega Semiconductor Limited's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Alpha And Omega Semiconductor Limited versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Alpha And Omega Semiconductor Limited's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Diodes Incorporated Named by the company 85% 2022 to 2026 3
ON Semiconductor Corp. Named by the company 85% 2022 to 2026 3
MagnaChip Semiconductor Corporation Named by the company 85% 2022 to 2026 3
STMicroelectronics N.V. Named by the company 85% 2022 to 2026 3
Vishay Intertechnology, Inc. Named by the company 85% 2022 to 2026 3
Monolithic Power Systems, Inc. Named by the company 85% 2022 to 2026 3
Texas Instruments Inc. Named by the company 85% 2022 to 2026 3
Semtech Corporation Named by the company 85% 2022 to 2026 3
Toshiba Corporation Named by the company 85% 2022 to 2026 3
Global Mixed-mode Technology Inc. Named by the company 85% 2022 to 2026 3
Richtek Technology Corp. Named by the company 85% 2022 to 2026 3
Infineon Technologies AG Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Alpha And Omega Semiconductor Limited's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

Alpha And Omega Semiconductor Limited's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Alpha And Omega Semiconductor Limited 813 268,984 -16,778
Texas Instruments Incorporated 256,045 589,485 183,394
Monolithic Power Systems Inc 66,307 727,217 178,736
Stmicroelectronics N v 48,682 561,905 8,571
On Semiconductor Corporation 30,593 273,436 27,865
Macom Technology Solutions Holdings Inc 22,062 581,987 120,463
PEERS TOTAL 487,848 401,193 50,448
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Alpha And Omega Semiconductor Limited's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Alpha And Omega Semiconductor Limited Hong Kong 95.18 % China 2.81 % United States 1.32 %
Monolithic Power Systems Inc CN 51.13 % TW 22.59 % KR 10.17 %
Stmicroelectronics N v Singapore 55.62 % Switzerland 24.98 % United States 12.88 %
On Semiconductor Corporation United Kingdom 25.92 % Hong Kong 24.38 % Singapore 21.29 %
Macom Technology Solutions Holdings Inc United States 39.45 % China and Hong Kong 34.32 % Other Countries 14.65 %
Skyworks Solutions Inc United States 75.41 % Taiwan 7.76 % China 7.12 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Alpha And Omega Semiconductor Limited's Business Segment Mix vs Peers

Revenue by operating segment, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Texas Instruments Incorporated Analog 81.33 % Embedded Processing 14.98 % Other Operating 3.69 %
Stmicroelectronics N v Analog Products, MEMS and Sensors Group 43.09 % Embedded Processing 30.34 % Power and Discrete Products 14.28 %
On Semiconductor Corporation Automative 52.69 % Intelligent Power 51.05 % Power Solutions Group 48.68 %
Macom Technology Solutions Holdings Inc Reportable 100.00 % - -
Semtech Corp Signal Integrity Products Group 66.90 % Advanced Protection and Sensing Products Group 66.08 % IoT Systems and Connectivity 57.89 %

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Alpha And Omega Semiconductor Limited's Position in Industry Market Structure

Market-capitalization share and concentration across all 109 companies in Alpha And Omega Semiconductor Limited's industry classification, broader than the peer set above. Market cap in millions of $.

Alpha And Omega Semiconductor Limited ranks #75 of 109 companies by market capitalization in its industry, holding 0.01 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,389, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Nvidia Corp 5,648,317 44.54 %
2 Broadcom Inc 1,783,853 14.07 %
3 Micron Technology Inc 1,220,833 9.63 %
4 Advanced Micro Devices Inc 1,024,665 8.08 %
5 Intel Corporation 1,234 5.2%
6 Applied Materials Inc 1,234 5.2%
7 Arm Holdings Plc 1,234 5.2%
8 Texas Instruments Incorporated 1,234 5.2%
9 Marvell Technology Inc 1,234 5.2%
10 Analog Devices Inc 1,234 5.2%
75 Alpha And Omega Semiconductor Limited 813 0.01 %
Full Industry Market Structure

Market cap and industry share for the rest of Alpha And Omega Semiconductor Limited's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.

Alpha And Omega Semiconductor Limited's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
70 Shoals Technologies Group Inc 1,245 -3.36 % -26.38 % 1.58 0.35
71 Arteris Inc 1,102 136.89 % -33.51 % 2.55 1.40
72 Wolfspeed Inc 1,068 -26.49 % -32.00 % 3.21 0.35
73 T1 Energy Inc 1,035 62.78 % -56.83 % 2.63 0.99
74 Kopin Corporation 1,234 12.3% 4.5% 1.10 0.80
75 Alpha And Omega Semiconductor Limited 813 -5.57 % -26.84 % 2.73 0.34
76 Canadian Solar inc 1,234 12.3% 4.5% 1.10 0.80
77 Kimball Electronics Inc 1,234 12.3% 4.5% 1.10 0.80
78 Indie Semiconductor Inc 1,234 12.3% 4.5% 1.10 0.80
79 Lightpath Technologies Inc 1,234 12.3% 4.5% 1.10 0.80
80 Nve Corp 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Alpha And Omega Semiconductor Limited's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Alpha And Omega Semiconductor Limited's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Semiconductors industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (151 companies).
Metric Company Industry Difference
Gross Margin 22.37 % 34.40 % (avg) -12.0 pp
Operating Margin -6.37 % industry median -9.2 pp
EBITDA Margin 13.55 % 7.07 % (avg) +6.5 pp
Capital Intensity (Capex / Revenue) 7.72 % 9.39 % (avg) -1.7 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Alpha And Omega Semiconductor Limited's Valuation vs Competitive Position

Valuation multiples vs the Semiconductors industry average (151 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.
Metric Company Industry Average Difference
P/E - 43.3x -
EV / EBITDA 11.0x 22.7x -11.7x
P/B 1.5x 6.6x -5.1x
Return on Equity -5.19 % industry aggregate -52.02 %
Return on Invested Capital -2.54 % -0.16 % (avg) -2.38 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Alpha And Omega Semiconductor Limited's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20182019202020212022202320242025
Revenue Growth 10.69 %3.11 %18.19 %34.70 %9.29 %-19.66 %4.43 %2.79 %
Operating Margin -0.39 %-1.90 %2.59 %12.77 %10.53 %-0.56 %-2.73 %-5.90 %
Return on Invested Capital -0.16 %-0.75 %1.16 %6.35 %4.29 %-0.18 %-0.94 %-2.26 %
P/E 69.8x349.7x43.4x3.1x11.8x---

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Alpha And Omega Semiconductor Limited's Strategic Group Map

Every company in Alpha And Omega Semiconductor Limited's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Alpha And Omega Semiconductor Limited is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.

Revenue Growth (TTM, %)Operating Margin (%)ISSIFCSCSIQHQCLHSOLSPCBTQNTFNSRAlpha And Omega Semiconductor Limited

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Alpha And Omega Semiconductor Limited's BCG Growth-Share Matrix

Relative market share (vs Alpha And Omega Semiconductor Limited's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) — a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Alpha And Omega Semiconductor Limited

Alpha And Omega Semiconductor Limited falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 10.3% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Nvidia Corp alone holds 45% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

Alpha And Omega Semiconductor Limited's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Moderate Industry HHI of 2,389 (see Industry Market Structure & Concentration above)
Barriers to Entry Lower than typical for the industry Capital intensity (capex / revenue) of 7.72 % vs industry average 9.39 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See Alpha And Omega Semiconductor Limited's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Alpha And Omega Semiconductor Limited's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

Alpha And Omega Semiconductor Limited's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective Alpha And Omega Semiconductor Limited
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Alpha And Omega Semiconductor Limited falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Alpha And Omega Semiconductor Limited's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) — not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

No rule matched.

Weaknesses

  • Operating margin 9.2 points below the industry median.
  • Return on equity 52.0 points below the industry aggregate.
  • Underperforming the U.S.A. 500 over the trailing 12 months.
  • Low relative market share vs the industry leader (0.00x).

Opportunities

  • Industry revenue growing at a healthy 10.3% median pace.

Threats

  • Industry dominated by Nvidia Corp, holding 44.54 % of industry market cap.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Alpha And Omega Semiconductor Limited's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Alpha And Omega Semiconductor Limited 1.39 3.14 0.01 0.68
Texas Instruments Incorporated 1.09 4.53 0.88 0.56
Monolithic Power Systems Inc 2.67 5.07 - 0.75
Stmicroelectronics N v 0.85 3.36 0.14 0.48
On Semiconductor Corporation 1.75 4.36 0.73 0.49
Macom Technology Solutions Holdings Inc 0.33 3.68 0.30 0.56
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Alpha And Omega Semiconductor Limited's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Alpha And Omega Semiconductor LimitedQ2 2026-3.9 %+4.2 %--
Texas Instruments IncorporatedQ2 2026+22.8 %+13.2 %+52.9 %+28.2 %
Monolithic Power Systems IncQ2 2026+47.7 %+22.0 %+92.4 %+33.2 %
Stmicroelectronics N v Q4 2025-11.1 %-11.1 %-88.5 %-88.5 %
On Semiconductor CorporationQ2 2026+9.2 %+6.0 %+32.5 %-
Macom Technology Solutions Holdings Inc Q2 2026+35.8 %+18.4 %+175.7 %+117.4 %
PEERS TOTAL+2.2 %-1.3 %-4.5 %-8.3 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Alpha And Omega Semiconductor Limited's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Alpha And Omega Semiconductor LimitedQ2 2026-3.7 %+1.4 %+3.9 %+6,030.9 %
Texas Instruments IncorporatedQ2 2026+12.7 %+4.2 %-60.6 %-24.0 %
Monolithic Power Systems IncQ2 2026+47.5 %+22.4 %+71.2 %+16.3 %
Stmicroelectronics N v Q4 2025-3.1 %-3.1 %+0.0 %+0.0 %
On Semiconductor CorporationQ2 2026+7.8 %+6.2 %-56.1 %+56.6 %
Macom Technology Solutions Holdings Inc Q2 2026+26.7 %+14.6 %+124.8 %+36.3 %
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Alpha And Omega Semiconductor Limited's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Alpha And Omega Semiconductor Limited---10.067.97
Texas Instruments Incorporated17.31%18.74%35.77%8.851.71
Monolithic Power Systems Inc18.46%20.46%22.22%11.462.48
Stmicroelectronics N v 0.73%0.82%1.01%6.688.95
On Semiconductor Corporation4.95%4.73%8.37%6.871.90
Macom Technology Solutions Holdings Inc 11.51%13.59%17.09%7.192.00
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Alpha And Omega Semiconductor Limited's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Alpha And Omega Semiconductor Limited-1.20-29.121.02
Texas Instruments Incorporated42.3613.161.72415.6614.22
Monolithic Power Systems Inc96.0120.26-303.7717.02
Stmicroelectronics N v 293.004.13-87.712.73
On Semiconductor Corporation48.814.947.3131.024.23
Macom Technology Solutions Holdings Inc 89.9918.95--14.32
PEERS AVERAGE70.928.76202.457.49
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.