Allegro MicroSystems, Inc. focuses on the creation, production, and worldwide distribution of sophisticated integrated circuits (ICs). Their primary offerings consist of sensor ...
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Est. EPS $0.26 · Revenue $276.68M · 7 analysts
Est. EPS $0.29 · Revenue $290.09M · 4 analysts
Est. EPS $1.03 · Revenue $1.10B · 7 analysts
Est. EPS $0.32 · Revenue $302.32M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $890.1M | +22.8% | +6.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-14.9M | +79.6% | +196.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +46.4% | +4.5% | +3.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +4.8% | +275.6% | +36.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -1.7% | +83.4% | +190.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $124.9M | +468.8% | -22.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +14.0% | +363.3% | -27.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 30.0% | -24.2% | -0.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.45x | -19.8% | +7.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.4B | -0.3% | -0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.08 vs 0.53 | -115.2% | 0.08 vs 0.26 | -69.6% |
| Revenue Surprise | $890.1M vs $882.9M | +0.8% | $259.2M vs $276.7M | -6.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Raubacher Jennie | director | Common Stock | D | 1,000 | $45.32 |
| Aug 10, 2026 | Hagen Erin | officer: SVP, CHRO | Common Stock | D | 2,285 | $44.39 |
| Aug 5, 2026 | Suzuki Yoshihiro | director | Common Stock | A | 4,251 | — |
| Aug 5, 2026 | MARTIN JOSEPH R | director | Common Stock | A | 4,251 | — |
| Aug 5, 2026 | PUMA MARY G | director | Common Stock | A | 4,251 | — |
Operator: Good morning, and welcome to Allegro MicroSystems Fourth Quarter and Full Fiscal Year 2026 Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to Jalene Hoover, Vice President of Investor Relations and Corporate Communications. Jalene Hoover: Thank you, Alliah. Good morning, and thank you for joining us today to discuss Allegro's fiscal fourth quarter and full fiscal year 2026 results. I'm joined today by Allegro's President and Chief Executive Officer, Mike Doogue; and Allegro's Chief Financial Officer, Derek D'Antilio. They will provide highlights of our business, review our fourth quarter and full fiscal year 2026 financial results and share our first quarter outlook. We will follow our prepared remarks with a Q&A session. Today's call includes remarks about future expectations, plans and prospects, which are forward-looking statements. Such statements are based on current expectations and assumptions as of today's date and are subject to risks and uncertainties that could cause actual results and events to differ materially from those anticipated or projected on today's call. The company assumes no obligation to update these statements, except as required by law. For a discussion of these risks and uncertainties, please refer to today's press release and the risk factors contained in our periodic filings with the SEC. Additionally, we will refer to non-GAAP financial measures during today's call. Today's earnings press release, which is available on the Investor Relations page of our website at www.alllegromicro.com, contains important information about our non-GAAP financial presentation and also includes reconciliations of our non-GAAP financial measures to the most directly comparable GAAP measures. This call is also being webcast, and a replay will be available in the Events and Presentations section of our IR page shortly. It is now my pleasure to turn the call over to Allegro's President and CEO, Mike Doogue. Mike? Michael Doogue: Thank you very much, Jalene, and good morning. Thank you all for joining our fourth quarter and full fiscal year 2026 earnings call. We finished fiscal year 2026 with strong momentum, delivering a fifth consecutive quarter of sales growth at $243 million. Fourth quarter EPS was $0.17, nearly tripling year-over-year. FY '26 sales increased by 23% year-over-year to $890 million and EPS more than doubled to $0.54 per share. This performance is a result of our team's dedicated execution of strategic initiatives discussed at our February Analyst Day. In automotive end markets, our focused auto sales, which includes xEV and ADAS, increased 30% in FY '26. Content expansion and share gains drove this growth. FY '26 growth included gains in steering and braking for ADAS applications, increased adoption of high-voltage traction inverters and ramping programs for VLDC motor drivers and xEV powertrain systems. As a …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Sharon S. Briansky | Senior Vice President, General Counsel & Corporate Secretary | USD 1,031,539 | Female | 1974 | Active |
Richard A. Madormo | Senior Vice President of Worldwide Sales | USD 1,015,700 | Male | 1968 | Active |
Troy Coleman | Senior Vice President & GM of Products | USD 784,016 | Male | 1976 | Active |
Michael C. Doogue | President, Chief Executive Officer & Director | USD 774,482 | Male | 1976 | Active |
Derek D'Antilio | Executive Vice President, Chief Financial Officer & Treasurer | USD 662,031 | Male | 1973 | Active |
Ian Kent | Senior Vice President of Operations | — | Male | 1968 | Active |
Jalene A. Hoover | Vice President of IR & Corporate Communications | — | Female | — | Active |
Roald G. Webster | Vice President & Chief Accounting Officer | — | Male | 1978 | Active |
Erin Hagen | Senior Vice President & Chief Human Resources Officer | — | Female | 1977 | Active |
Jamie Haas | VP & CTO | — | Male | — | Active |
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