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Allegro MicroSystems
Allegro MicroSystems (ALGM) investor relations material
Allegro MicroSystems Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Jan, 2026
Executive summary
Q3 FY26 sales reached $229M, up 29% year-over-year and above guidance, with non-GAAP EPS at $0.15, driven by strong bookings, backlog, and design wins in ADAS, xEV, and data center markets.
Automotive sales grew 28% year-over-year, led by e-Mobility (up 46%), with significant content gains and increased adoption of xEV and ADAS systems.
Data center sales reached a record 10% of total sales, up 31% sequentially, fueled by demand for fan driver and current sensor ICs.
Net income for the quarter was $8.4M, reversing a net loss from the prior year period.
Strategic design wins and growing bookings signal robust demand and future growth.
Financial highlights
Q3 net sales: $229M; non-GAAP EPS: $0.15; gross margin: 49.9% (non-GAAP) and 46.7% (GAAP); operating margin: 15.4% (non-GAAP); adjusted EBITDA: 20.1% of sales.
Sales up 7% sequentially and 29% year-over-year; automotive sales up 28% year-over-year; e-mobility sales up 46% year-over-year.
Industrial and other sales up 31% year-over-year, driven by data center strength.
Free cash flow for the quarter was $41.3M (18% of sales); cash and cash equivalents were $155.2M–$163M.
Net income for the quarter was $8.3M–$8.4M; diluted share count: 186M.
Outlook and guidance
Q4 FY26 sales expected between $230M–$240M, midpoint up 22% year-over-year.
Q4 gross margin expected between 49%–51%, midpoint up 440 bps year-over-year.
Q4 non-GAAP EPS expected between $0.14–$0.18; operating expenses to rise ~3% sequentially due to payroll tax resets.
Interest expense projected at $5M in Q4, including $700K from loan repricing; tax rate expected at 8%.
Continued investment in growth markets and expansion in Asia; restructuring charges of ~$4.2M expected by FY26 year-end.
Design win contribution to future sales?
Term loan repricing impact on interest expense?
"Automotive grade" tech competitive advantage?
Data Center margin impact from new products ramp?
Reconcile auto revenue vs. share gain claim.
Robotics revenue ramp: timeline and volume?
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Next Allegro MicroSystems earnings date
Investor Day 202618 Feb, 2026
Allegro MicroSystems
Next Allegro MicroSystems earnings date
Investor Day 202618 Feb, 2026
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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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