Alpha &Omega

Q4 FY2026 EarningsFY26 Q4 results were mixed, delivering a slight top-line beat and an EPS beat despite margin pressure. Revenue of $678.9M marginally exceeded the $676.6M consensus, while GAAP EPS of -$1.41 outperformed the expected -$1.49. However, gross margin of 22.3% missed the 22.8% target due to higher material costs and a 3% YoY decline in unit shipments. The 5.8% YoY growth in the Computing segment was offset by double-digit declines in Consumer and Industrial markets, reflecting ongoing macro headwinds and memory supply constraints.