ALGM

MKT CAP:$8B

Allegro MicroSystems, Inc.

Market Cap

$8B

Technology·Semiconductors·🇺🇸 United States·NASDAQ

Technology·Semiconductors·🇺🇸·NASDAQ

Stock Price

$44.65+$17.74 (+65.92%)

Apr 24, 2026

Company Details

Allegro MicroSystems, Inc. designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific analog power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, su...

CEO

Michael C. Doogue

IPO Date

Oct 29, 2020

Website

www.allegromicro.com/en

Key Metrics TTM

Revenue

$798M

-14.9% YoY

Net Income

-$55M

EPS (Diluted)

-$0.30

Free Cash Flow

$85M

Revenue / Share

$4.28

Gross Margin

44.6%

Operating Margin

-0.7%

Net Margin

-6.9%

FCF Margin

10.7%

P/S

10.3x

P/E

—

Earnings Reports

Q3 2026

May 14, 2026

PENDING

Q2 2026

Oct 31, 2025

$214M+14.4%EPS $0.04

Q1 2026

Aug 1, 2025

$203M+21.9%EPS -$0.07

FY 2025

May 22, 2025

$725M-30.9%EPS -$0.39

Q4 2025

May 22, 2025

$193M-19.9%EPS -$0.08

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q2 22	$194M	$103M	$39M
Q3 22	$187M	$104M	$36M
Q4 22	$200M	$110M	$30M
Q1 23	$218M	$118M	$15M
Q2 23	$238M	$132M	$60M
Q3 23	$249M	$143M	$66M
Q4 23	$269M	$153M	$63M
Q1 24	$278M	$158M	$71M
Q2 24	$276M	$160M	$73M
Q3 24	$255M	$134M	$37M
Q4 24	$241M	$123M	$16M
Q1 25	$167M	$75M	-$11M
Q2 25	$187M	$86M	$4M
Q4 25	$193M	$80M	-$13M
Q1 26	$203M	$91M	-$3M
Q2 26	$214M	$99M	$6M

Valuation

Quarter	P/S	P/E
Q2 22	9.4x	82.8x
Q3 22	9.1x	66.3x
Q4 22	7.2x	46.1x
Q1 23	5.2x	40.4x
Q2 23	4.9x	34.5x
Q3 23	6.3x	37.7x
Q4 23	9.4x	49.0x
Q1 24	8.4x	36.6x
Q2 24	5.7x	24.3x
Q3 24	4.9x	23.7x
Q4 24	4.9x	33.9x
Q1 25	5.8x	72.7x
Q2 25	5.3x	—
Q4 25	5.9x	—
Q1 26	8.4x	—
Q2 26	6.7x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q2 22	$31M	$13M
Q3 22	$49M	$27M
Q4 22	$38M	$23M
Q1 23	$37M	$22M
Q2 23	$55M	$34M
Q3 23	$54M	$40M
Q4 23	$48M	$17M
Q1 24	$49M	$4M
Q2 24	$47M	$16M
Q3 24	$73M	$38M
Q4 24	$13M	-$2M
Q1 25	$34M	$23M
Q2 25	$16M	$6M
Q4 25	$20M	$15M
Q1 26	$62M	$51M
Q2 26	$20M	$14M

Capital Expenditures

Quarter	CapEx
Q2 22	$18M
Q3 22	$22M
Q4 22	$14M
Q1 23	$14M
Q2 23	$21M
Q3 23	$14M
Q4 23	$30M
Q1 24	$45M
Q2 24	$31M
Q3 24	$34M
Q4 24	$14M
Q1 25	$11M
Q2 25	$10M
Q4 25	$5M
Q1 26	$11M
Q2 26	$6M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q2 22	+10.9%	-0.4%
Q3 22	+36.6%	+21.6%
Q4 22	+14.4%	+9.2%
Q1 23	+15.7%	+30.2%
Q2 23	+22.8%	+14.7%
Q3 23	+33.3%	+21.3%
Q4 23	+34.5%	+21.3%
Q1 24	+27.8%	+2.2%
Q2 24	+15.9%	+13.9%
Q3 24	+2.5%	+19.2%
Q4 24	-10.7%	+8.9%
Q1 25	-40.0%	-14.5%
Q2 25	-32.0%	-9.5%
Q4 25	-24.4%	-5.6%
Q1 26	-15.5%	-8.3%
Q2 26	+28.4%	+17.2%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q2 22	$6M	3.2%
Q3 22	$8M	4.1%
Q4 22	$15M	—
Q1 23	$34M	15.7%
Q2 23	$8M	3.5%
Q3 23	$9M	3.6%
Q4 23	$11M	3.9%
Q1 24	$11M	4.0%
Q2 24	$11M	3.9%
Q3 24	$11M	4.3%
Q4 24	$10M	4.0%
Q1 25	$10M	6.1%
Q2 25	$12M	6.2%
Q4 25	$0	0.0%
Q1 26	$11M	5.3%
Q2 26	$0	0.0%

OpEx Breakdown

Quarter	R&D	SG&A
Q2 22	$30M	$34M
Q3 22	$30M	$38M
Q4 22	$32M	$47M
Q1 23	$34M	$70M
Q2 23	$36M	$39M
Q3 23	$40M	$37M
Q4 23	$42M	$48M
Q1 24	$43M	$44M
Q2 24	$43M	$43M
Q3 24	$44M	$53M
Q4 24	$44M	$40M
Q1 25	$45M	$40M
Q2 25	$44M	$38M
Q4 25	$48M	$45M
Q1 26	$47M	$48M
Q2 26	$51M	$42M

Revenue Segments

Quarter	Magnetic Sensors And Other	Photonics	Power Integrated Circuits
Q2 22	$128M	$466.0K	$66M
Q3 22	$124M	$227.0K	$63M
Q1 23	$137M	$43.0K	$81M
Q2 23	$140M	—	$97M
Q3 23	$154M	—	$95M
Q4 23	$167M	—	$103M
Q1 24	$174M	—	$104M
Q2 24	$176M	—	$100M
Q3 24	$154M	—	$101M
Q4 24	$146M	—	$94M
Q1 25	$115M	—	$52M
Q2 25	$129M	—	$59M
Q4 25	$117M	—	$76M
Q1 26	$129M	—	$74M
Q2 26	$131M	—	$84M

Revenue by Geography

Quarter	China	Europe	Japan	Korea, Republic Of	Other Americas	Other Asia	United States
Q2 22	$51M	$32M	$37M	$20M	$5M	$20M	$28M
Q3 22	$49M	$30M	$39M	$20M	$5M	$17M	$26M
Q1 23	$55M	$35M	$42M	$21M	$6M	$30M	$28M
Q2 23	$63M	$41M	$45M	$21M	$7M	$35M	$25M
Q3 23	$64M	$40M	$45M	$26M	$6M	$34M	$34M
Q4 23	$71M	$54M	$29M	$29M	$8M	$35M	$44M
Q1 24	$62M	$55M	$42M	$30M	$9M	$32M	$49M
Q2 24	$69M	$47M	$47M	$29M	$10M	$26M	$48M
Q3 24	$77M	$37M	$42M	$28M	$8M	$35M	$28M
Q4 24	$66M	$37M	$45M	$28M	$6M	$35M	$24M
Q1 25	$32M	$27M	$41M	$22M	$5M	$18M	$22M
Q2 25	$49M	$27M	$38M	$18M	$6M	$21M	$28M
Q4 25	$52M	$25M	$39M	$17M	$7M	$30M	$23M
Q1 26	$58M	$30M	$34M	$20M	$9M	$29M	$24M
Q2 26	$62M	$28M	$36M	$18M	$12M	$34M	$24M

War Chest

Quarter	Cash	Short-term Investments	Total
Q4 22	$282M	$0	$282M
Q1 23	$287M	$0	$287M
Q2 23	$294M	$0	$294M
Q3 23	$334M	$0	$334M
Q4 23	$352M	$0	$352M
Q1 24	$353M	$5M	$359M
Q2 24	$370M	$0	$370M
Q3 24	$214M	$0	$214M
Q4 24	$212M	$0	$212M
Q1 25	$173M	$0	$173M
Q2 25	$189M	$0	$189M
Q3 25	$138M	$0	$138M
Q4 25	$121M	$0	$121M
Q1 26	$129M	$0	$129M
Q2 26	$127M	$0	$127M
Q3 26	$163M	$0	$163M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q2 22	192M	+0.3%	+2.1%
Q3 22	192M	+0.2%	+1.4%
Q4 22	192M	+0.0%	+0.7%
Q1 23	192M	+0.1%	+0.7%
Q2 23	193M	+0.1%	+0.5%
Q3 23	194M	+0.7%	+1.0%
Q4 23	195M	+0.5%	+1.5%
Q1 24	195M	-0.0%	+1.3%
Q2 24	195M	+0.1%	+1.3%
Q3 24	195M	-0.3%	+0.3%
Q4 24	193M	-0.7%	-1.0%
Q1 25	193M	+0.2%	-0.8%
Q2 25	189M	-2.2%	-3.0%
Q4 25	184M	-2.6%	-5.3%
Q1 26	185M	+0.2%	-4.4%
Q2 26	186M	+0.9%	-3.7%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q2 22	$50.0K	4K
Q3 22	$48.2K	4K
Q4 22	$49.6K	4K
Q1 23	$54.0K	4K
Q2 23	$58.9K	4K
Q3 23	$61.6K	4K
Q4 23	$57.5K	5K
Q1 24	$59.4K	5K
Q2 24	$58.8K	5K
Q3 24	$54.4K	5K
Q4 24	$52.4K	5K
Q1 25	$36.3K	5K
Q2 25	$40.8K	5K
Q4 25	$47.5K	4K
Q1 26	$50.1K	4K
Q2 26	$52.8K	4K

Revenue / Employee