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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Allegro MicroSystems (ALGM) investor relations material
Allegro MicroSystems Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary31 Jul, 2025
Executive summary
Net sales reached $203M in Q1 2026, up 22% year-over-year, driven by e-Mobility, industrial automation, and data center applications.
Non-GAAP EPS was $0.09, exceeding guidance and nearly tripling year-over-year; gross margin was 48.2% (non-GAAP).
Free cash flow was $51M (25% of sales), with $35M in voluntary debt repayments.
Positive momentum in bookings, backlog, and design wins in strategic focus areas, including major wins in XEV inverters and ADAS/EV applications.
Net loss narrowed to $13.2M GAAP, reflecting higher sales and improved profitability.
Financial highlights
Q1 net sales: $203M, up 22% year-over-year; Automotive up 13%, Industrial and Other up 50%.
Non-GAAP gross margin: 48.2%; GAAP gross margin: 44.9%.
Non-GAAP net income: $16M; GAAP net loss: $13.2M.
Adjusted EBITDA was $33.4M (16.4% margin), up from $22M a year ago.
Cash flow from operations was $62M; free cash flow $51M (25% of sales).
Outlook and guidance
Q2 sales expected between $205M and $215M, midpoint up 12% year-over-year.
Non-GAAP gross margin guided at 48–50%; non-GAAP EPS expected between $0.10 and $0.14, up 50% year-over-year at midpoint.
OpEx projected at $73M; interest expense $5M; tax rate 10%; diluted share count 186M.
Management expects continued investment in growth initiatives and current liquidity to support operations.
How did customer returns impact net sales?
What is driving the expected gross margin?
Assess risks related to restructuring activities.
How does the new ASIL-C sensor drive xEV market share?
China-for-China strategy: competitive and cost impact.
Gross margin drop-through rate and future drivers.
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Next Allegro MicroSystems earnings date
Q2 202630 Oct, 2025
Next Allegro MicroSystems earnings date
Q2 202630 Oct, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Allegro MicroSystems Inc. develops and manufactures sensor integrated circuits and power semiconductors used in motion control and energy-efficient systems. Its products serve automotive, industrial, and consumer electronics markets. The company is headquartered in Manchester, New Hampshire, and its shares are listed on the NASDAQ.
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