Alpha & Omega reports Q1 EPS 13c, consensus 9c

Reports Q1 revenue $182.5M, consensus $183.2M. AOS Chief Executive Officer Stephen Chang commented, “Our September quarter results were inline with our guidance as growth in Computing and Communications more than offset expected softness in Consumer and Power Supply and Industrial. Power IC revenue increased 37.3% year-over-year to a record quarterly high and now represents nearly 40% of total product revenue. The richer mix of Power IC benefits gross margins, and combined with increased controller sales, underscores our transformation from a component supplier to a total solutions provider. Looking ahead, near-term demand is normalizing following an earlier increase of customer orders in response to tariff announcements and typical seasonality, but our long-term outlook remains positive. We are building on our core strengths in PCs and smartphones to extend our leadership into adjacent, higher-growth areas including graphics, AI, and data-center power. Supported by a strengthened balance sheet, we are driving innovation through disciplined investments and a focused strategy to capture these opportunities and accelerate future growth.”