Alpha and Omega Semiconductor Ltd (AOSL)
Gross profit margin
| Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross profit (ttm) | US$ in thousands | 161,003,714 | 161,151 | 161,529 | 165,519 | 171,918 | 175,062 | 170,293 | 179,333 | 199,536 | 218,177 | 259,793 | 275,117 | 268,556 | 265,914 | 246,203 | 226,587 | 204,543 | 172,897 | 142,665 | 118,322 |
| Revenue (ttm) | US$ in thousands | 696,161,678 | 680,974 | 666,399 | 658,528 | 657,274 | 657,503 | 640,003 | 663,478 | 691,321 | 723,755 | 794,434 | 798,993 | 777,552 | 760,902 | 726,875 | 692,386 | 656,902 | 601,988 | 539,628 | 498,658 |
| Gross profit margin | 23.13% | 23.66% | 24.24% | 25.13% | 26.16% | 26.63% | 26.61% | 27.03% | 28.86% | 30.15% | 32.70% | 34.43% | 34.54% | 34.95% | 33.87% | 32.73% | 31.14% | 28.72% | 26.44% | 23.73% |
June 30, 2025 calculation
Gross profit margin = Gross profit (ttm) ÷ Revenue (ttm)
= $161,003,714K ÷ $696,161,678K
= 23.13%
The gross profit margin of Alpha and Omega Semiconductor Ltd demonstrates a trajectory characterized by initial growth followed by a gradual decline over the evaluated period. Between September 30, 2020, and March 31, 2022, there was a consistent upward trend, with the margin increasing from 23.73% to a peak of approximately 34.95%. This suggests an improvement in the company's ability to control costs relative to revenue or to achieve higher selling prices during this interval.
After reaching this peak in March 2022, the gross profit margin exhibits a slight downward trend, decreasing to 34.54% by June 30, 2022, and continuing to decline gradually over the subsequent quarters. By September 30, 2023, the margin had fallen to 27.03%, and further declines are observed, with figures reaching approximately 24.24% by December 2024. This downward movement may indicate increasing cost pressures, pricing competition, or shifts in product mix affecting profitability.
Overall, while the company's gross profit margins experienced notable growth in the early period, suggesting operational improvements or favorable market conditions, the subsequent decline indicates potential challenges impacting gross profitability. The trend highlights the importance of monitoring cost control measures, pricing strategies, and market conditions that influence the company's profit margins over time.
Peer comparison
Jun 30, 2025