Earnings summaries and quarterly performance for ALLEGRO MICROSYSTEMS.
Executive leadership at ALLEGRO MICROSYSTEMS.
Board of directors at ALLEGRO MICROSYSTEMS.
JM
Jennie M. Raubacher
Detailed
Director
JR
Joseph R. Martin
Detailed
Lead Independent Director
KK
Katsumi Kawashima
Detailed
Director
KG
Krishna G. Palepu
Detailed
Director
MG
Mary G. Puma
Detailed
Director
RR
Richard R. Lury
Detailed
Director
SD
Susan D. Lynch
Detailed
Director
Y(
Yoshihiro (Zen) Suzuki
Detailed
Chairman of the Board
Research analysts who have asked questions during ALLEGRO MICROSYSTEMS earnings calls.
JB
Joshua Buchalter
TD Cowen
4 questions for ALGM
Also covers: ADI, AIP, AMD +15 more
QB
Quinn Bolton
Needham & Company, LLC
4 questions for ALGM
Also covers: ALAB, AMBA, AMBQ +22 more
Vijay Rakesh
Mizuho
4 questions for ALGM
Also covers: ALV, AMAT, ARM +16 more
BC
Blayne Curtis
Jefferies Financial Group
3 questions for ALGM
Also covers: ADI, AIP, ALAB +18 more
CC
Christopher Caso
Wolfe Research
3 questions for ALGM
Also covers: ADI, AMAT, ASML +16 more
Gary Mobley
Loop Capital
3 questions for ALGM
Also covers: CDNS, CRUS, LSCC +7 more
TO
Thomas O’Malley
Barclays Capital
3 questions for ALGM
Also covers: ALAB, AMD, AVGO +21 more
Timothy Arcuri
UBS
3 questions for ALGM
Also covers: ADI, AMAT, AMD +17 more
JM
Joseph Moore
Morgan Stanley
2 questions for ALGM
Also covers: ADI, AEVA, ALAB +22 more
Mark Lipacis
Evercore ISI
2 questions for ALGM
Also covers: ALAB, ARM, GFS +5 more
CC
Chris Caso
Wolfe Research LLC
1 question for ALGM
Also covers: ADI, AMAT, ASML +12 more
GJ
Grant Jason
UBS
1 question for ALGM
Joe Quatrochi
Wells Fargo
1 question for ALGM
Also covers: AEIS, AMAT, ARM +10 more
Joseph Quatrochi
Wells Fargo Securities, LLC
1 question for ALGM
Also covers: AEIS, AMAT, ARM +10 more
VA
Vivek Arya
Bank of America Corporation
1 question for ALGM
Also covers: ADI, AMAT, AMBQ +23 more
Recent press releases and 8-K filings for ALGM.
Allegro MicroSystems Discusses Strategic Shifts, Inventory Correction, and Growth Drivers
ALGM
CEO Change
Guidance Update
New Projects/Investments
- Allegro MicroSystems is nearing the end of an automotive inventory correction, which began in December 2023, with distribution inventories returning to 10-12 weeks on hand.
- The company expects a strong December quarter, guiding for a 4% sequential increase, driven by continued strength in automotive and a resurgence in the data center business, which comprised 8% of revenue last quarter.
- Strategic focus under the new CEO (promoted February 2025) is on innovation and expanding into fast-growing industrial areas like data centers and humanoid robotics, where content opportunities are estimated at $100-$110 per robot.
- Allegro holds the number one market share in magnetic sensing at 23% and is leveraging its TMR technology to deliver higher precision and speed across its product portfolio, including an industry-leading 10 MHz TMR current sensor.
Dec 10, 2025, 3:00 PM
Allegro MicroSystems Discusses Inventory Correction Recovery, Automotive Content Growth, and Industrial Expansion
ALGM
Demand Weakening
Revenue Acceleration/Inflection
New Projects/Investments
- Allegro MicroSystems is nearing the end of an automotive inventory correction, which caused a 30% sequential revenue decline in the June 2024 quarter. The company projects a 4% sequential revenue increase for the December quarter, driven by strong automotive demand and a resurgence in its data center business.
- The company is strategically expanding into high-growth industrial markets, leveraging its automotive technology. Its data center business, which accounted for 8% of revenue last quarter, is benefiting from the industry's shift to higher voltages and new product offerings.
- Allegro sees substantial content growth in automotive, with an opportunity of approximately $100 per Battery Electric Vehicle (BEV) or hybrid compared to $40 per Internal Combustion Engine (ICE) vehicle. The emerging humanoid robotics market also presents a significant opportunity, with an estimated $100 to $110 content per robot.
- Allegro maintains the number one market share in magnetic sensing at 23% and is integrating its advanced TMR technology across its sensing portfolio to deliver higher precision, speed, and lower power solutions.
Dec 10, 2025, 3:00 PM
Allegro MicroSystems Discusses Strategic Shifts and Market Outlook
ALGM
CEO Change
Guidance Update
Demand Weakening
- Allegro MicroSystems appointed Mike as CEO in February 2025 and is emerging from a significant automotive inventory correction that began in December 2023, which led to a 30% sequential revenue drop in the June 2024 quarter.
- The company projects a 4% sequential increase in revenue for the December quarter, outperforming typical seasonal trends, driven by sustained strength in automotive and a resurgence in the data center business.
- Key growth areas include the data center market, which recently accounted for 8% of revenue , and the automotive sector, where content opportunity is up to $100 per Battery Electric Vehicle (BEV) or Hybrid Electric Vehicle (HEV). Humanoid robotics also presents a significant future opportunity, estimated at $100-$110 per robot.
- Allegro maintains its position as the number one market shareholder in magnetic sensing with approximately 23% market share and is leveraging its TMR technology to enhance product performance across its sensing portfolio.
Dec 10, 2025, 3:00 PM
Allegro MicroSystems Announces Q2 Fiscal Year 2026 Results and Q3 Outlook
ALGM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allegro MicroSystems reported Q2 fiscal year 2026 net sales of $214 million and non-GAAP earnings per share of $0.13, with a gross margin of 49.6%. Sales increased 5% sequentially and 14% year-over-year.
- The company experienced strong performance in automotive sales, which grew 8% sequentially and 12% year-over-year, with E-Mobility sales increasing 21% year-over-year. Data Center sales reached a new quarterly record, driven by AI workloads and demand for fan driver ICs and high-speed TMR current sensors.
- For Q3 fiscal year 2026, Allegro MicroSystems anticipates net sales in the range of $215 million to $225 million, non-GAAP gross margin between 49% and 51%, and non-GAAP EPS between $0.12 and $0.16 per share.
- Management highlighted positive momentum with multi-year highs in Q2 bookings and backlog, strong design win activity in E-Mobility and Data Center, and the release of the industry's first 10 MHz TMR current sensor. The company also made a voluntary debt repayment of $25 million, reducing total debt to $285 million.
Oct 30, 2025, 12:30 PM
Allegro MicroSystems Announces Q2 FY26 Results and Q3 FY26 Guidance
ALGM
Earnings
Guidance Update
Product Launch
- Allegro MicroSystems reported Q2 FY26 Non-GAAP Net Sales of $214 million, a 14% year-over-year increase, with a Gross Margin of 49.6% and EPS of $0.13.
- The company issued Q3 FY26 Non-GAAP guidance, projecting Sales between $215 million and $225 million (midpoint implying 24% year-over-year growth), Gross Margin between 49% and 51%, and EPS between $0.12 and $0.16.
- Business highlights for Q2 FY26 included 12% year-over-year growth in Auto sales (with e-Mobility up 21%) and 23% year-over-year growth in Industrial and Other sales (driven by Data Center).
- Allegro introduced the industry's first 10 MHz TMR Current Sensor, a disruptive IC for Data Center, Clean Energy, and xEV markets.
- In July 2024, Allegro repurchased approximately 39 million shares from Sanken, reducing Sanken's ownership from 51.5% to 32.5% and increasing the free float by ~30% while retiring 10 million shares.
Oct 30, 2025, 12:30 PM
Allegro MicroSystems Reports Q2 2026 Financials and Provides Q3 Outlook
ALGM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allegro MicroSystems delivered strong Q2 2026 results, with net sales of $214 million and non-GAAP EPS of $0.13, both above the midpoint of guidance. Sales increased 5% sequentially and 14% year-over-year, driven by broad strength in automotive (E-Mobility sales up 21% year-over-year) and a record quarter for Data Center sales.
- The company provided an optimistic Q3 2026 outlook, projecting sales between $215 million and $225 million and non-GAAP EPS between $0.12 and $0.16 per share. The midpoint of the sales guidance equates to a 24% year-over-year increase and is above seasonal expectations, primarily due to continued strength in automotive and data center markets.
- Growth is fueled by significant design wins and product innovation, particularly in E-Mobility and Data Center. Data Center momentum is driven by AI workloads and the transition to higher voltage architectures, with the company sampling new high-voltage gate drivers for silicon carbide and releasing the industry's first 10 MHz TMR current sensor.
- Allegro's content opportunity is expanding, with EV dollar content at $60 (potentially $100 with new products) compared to $40 in internal combustion engine cars, and up to $425 in Gen A type servers compared to $150 in conventional high compute servers. The company also noted that the distribution channel inventory burn is nearing its end, and the pricing environment is expected to be more stable.
Oct 30, 2025, 12:30 PM
Allegro MicroSystems Reports Strong Q2 2026 Results and Provides Q3 2026 Guidance
ALGM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allegro MicroSystems (ALGM) reported Q2 2026 net sales of $214 million, a gross margin of 49.6%, and non-GAAP EPS of $0.13, exceeding the midpoint of guidance ranges. Sales grew 5% sequentially and 14% year-over-year.
- Strong performance was driven by automotive sales, with E-Mobility increasing 21% year-over-year, and a record quarter for Data Center sales fueled by AI workloads.
- For Q3 2026, ALGM provided guidance of $215 million to $225 million in sales, non-GAAP EPS between $0.12 and $0.16, and a gross margin of 49% to 51%.
- The company highlighted growing sales in China since Q1 FY2025, with lean inventory levels, and introduced the industry's first 10 MHz TMR current sensor to enhance competitive advantage in EV and data center applications.
Oct 30, 2025, 12:30 PM
Allegro MicroSystems Reports Strong Second Quarter 2026 Results
ALGM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allegro MicroSystems, Inc. reported total net sales of $214.294 million for the second quarter ended September 26, 2025, marking a 14% increase year-over-year.
- Non-GAAP diluted earnings per share (EPS) was $0.13, representing an increase of over 60% year-over-year.
- Sales growth was primarily driven by the Automotive segment, which increased 12% to $155.845 million, and the Industrial and Other segment, which grew 23% to $58.449 million year-over-year.
- For the third quarter of fiscal year 2026, the company expects net sales between $215 million and $225 million and non-GAAP diluted EPS between $0.12 and $0.16.
Oct 30, 2025, 11:07 AM
Allegro MicroSystems Reports Strong Q1 2026 Results and Provides Q2 2026 Guidance
ALGM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allegro MicroSystems reported Q1 2026 sales of $203 million and non-GAAP EPS of $0.09, with sales increasing 22% year-over-year and 5% sequentially.
- The company provided Q2 2026 sales guidance of $205 million to $215 million and non-GAAP EPS guidance of $0.10 to $0.14.
- Growth was driven by e-mobility sales, up 31% year-over-year, and industrial and other sales, up 50% year-over-year, with strong contributions from data center and robotics/automation.
- Allegro introduced new current sensor ICs for XEV inverters and a new motor driver IC for AI data centers, and continued to focus on debt reduction, making $35 million in voluntary repayments in Q1 2026 and another $25 million in Q2 2026.
Aug 1, 2025, 6:52 PM
Allegro Microsystems Announces Special Conference Call Updates
ALGM
CEO Change
Product Launch
New Projects/Investments
- Allegro detailed its automotive strategy, noting that about 75% of sales come from auto—with strong emphasis on ADAS and xEV powertrain opportunities, including isolated gate drivers driving significant content gains.
- The company highlighted its well‐diversified geographic mix with 27% of shipments in China (roughly half for domestic use), 20% in Japan, 15% in North America, with the remainder spread across Asia and Europe.
- Operational restructuring steps were discussed, including relocating key functions to the Philippines to achieve approximately $15M in cost reductions on a run rate basis from both COGS and OpEx.
- A leadership update was provided as Mike Doogue, a long‐time executive with over 25 years at Allegro, assumes the CEO role, focusing on execution, operational efficiency, and advancing product innovation.
May 31, 2025, 8:21 AM
Quarterly earnings call transcripts for ALLEGRO MICROSYSTEMS.
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