10-Q · January 31, 2025
Allegro reported net sales of $177,872,000 and a GAAP diluted loss per share of $(0.04) for the three-month period ended December 27, 2024, a sharp year-over-year decline in revenue and profit. Gross profit fell to…
Earnings analysis · 10-K
ALGM earnings analysis
Filed May 21, 2026 · Our reading of the company's report
The latest report
Allegro MicroSystems reported solid financial growth in fiscal year 2026, with total net sales increasing by 22.8% to $890.1 million, driven by demand for automotive and industrial products. The company achieved a gross…
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Allegro MicroSystems reported solid financial growth in fiscal year 2026, with total net sales increasing by 22.8% to $890.1 million, driven by demand for automotive and industrial products. The company achieved a gross margin of 46.3% and a reduced net loss of $14.7 million, indicating improved efficiency and cost management. The positive trajectory is supported by strong revenue guidance for Q1 2027 between $245 million and $255 million, reflecting sustained demand in key markets.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.08
- Segment
- Automotive
- Segment
- Industrial and Other
What stood out
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Strong Revenue Growth
Total net sales increased by 22.8% to $890.1 million in fiscal year 2026.
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Improved Gross Margin
The gross margin rose to 46.3% in FY 2026 from 44.3% in FY 2025.
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Significant EPS Improvement
The recorded net loss narrowed to $14.7 million, compared to $72.8 million in FY 2025.
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Q1 2027 Revenue Guidance
The company projected revenue for Q1 2027 between $245 million and $255 million.
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Increased Automotive Demand
Automotive sales grew by 17.4% to $628.6 million, driven by ADAS and xEV components.
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Expansion of Product Lines
Growth in industrial automation and robotics contributed to overall sales increase.
What to watch
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Dependence on Automotive Market
70.6% of net sales in FY 2026 were to automotive suppliers, exposing to market volatility.
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Supply Chain Vulnerabilities
Reliance on limited suppliers for semiconductor wafers could disrupt operations.
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Regulatory and Trade Policy Risks
Changes in trade policies and tariffs may impact demand and operational costs.
Management's outlook
Continued growth trends expected into Q1 2027 as indicated in the earnings call.
Earlier filings 4
10-Q · August 2, 2024
Allegro reported net sales of $166,919,000 for the quarter ended June 28, 2024, down from $278,293,000 a year earlier, producing gross profit of $74,771,000 and an operating loss of $10,630,000. The company recorded a…
10-Q · February 1, 2023
Allegro MicroSystems reported strong Q3 results with a revenue increase of 33.3% year-over-year, reaching $248.8 million, exceeding estimates. A notable EPS jump to $0.33 is attributed to improved operating margins…
10-Q · August 1, 2022
Allegro reported Q1 net sales of $217,753,000, up $29,611,000 or 15.7% versus the prior year quarter. Gross margin expanded to 54.37% while operating income fell to $14,737,000 (operating margin 6.77%) and diluted EPS…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.