)
Allegro MicroSystems (ALGM) investor relations material
Allegro MicroSystems Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales reached $214M–$214.3M in Q2, up 14% year-over-year, exceeding guidance midpoints, driven by strong growth in automotive, e-Mobility, and data center markets.
Gross margin was 49.6% non-GAAP and 46.3% GAAP, both above prior periods and guidance.
Non-GAAP EPS was $0.13, up over 60% year-over-year; GAAP diluted EPS was $0.03.
Free cash flow was $13.9M–$14M, with $127M in cash at quarter end.
Major share repurchase from Sanken and voluntary $25M debt repayment were completed.
Financial highlights
Net sales increased 14%–14.4% year-over-year to $214M–$214.3M.
Non-GAAP gross margin was 49.6%; GAAP gross margin was 46.3%.
Non-GAAP operating margin was 13.9%; GAAP operating margin was 2.9%.
Non-GAAP EPS was $0.13; GAAP EPS was $0.03.
Free cash flow for Q2 was $13.9M–$14M, 6%–6.5% of sales.
Outlook and guidance
Q3 sales expected between $215M–$225M, a 24% year-over-year increase at midpoint.
Non-GAAP gross margin guidance: 49%–51%; non-GAAP EPS: $0.12–$0.16.
Tax rate for Q3 and FY26 expected at 8%, down from prior 10%.
Long-term targets: double-digit annual sales growth, gross margin above 58%, operating margin above 32%, free cash flow above 25%.
Next Allegro MicroSystems earnings date
Next Allegro MicroSystems earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)