Jun 2026 (Q1 FY27) — Jul 30, 2026
Allegro MicroSystems Q1 FY27 — Record Data Center Sales and Strong Bookings Growth
Read the full callAllegro MicroSystems (ALGM) earnings
- Jun 2026
- Jun 2026 (Q1 FY27)
- Mar 2026
Allegro MicroSystems earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 259 | +27.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 9.8 | +11.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 15.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
35 of 47 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Non-GAAP Effective Tax Rate | approximately 9% | Mar 2026 | The effective tax rate for the quarter was 9.7%. | Achieved |
| Weighted Average Diluted Share Count | 187 million shares | Mar 2026 | The first quarter diluted share count was 188 million shares | Missed |
| Data Center Sales Growth | well above 20% | Mar 2026 | This proven momentum across both our power and sensor ICs gives us confidence that fiscal 2027 data center sales will more than double over fiscal 2026. | Revised Up |
12 of ALLEGRO MICROSYSTEMS, INC.'s 65 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 62 more targets are in the full ledger.
Claimed
- First quarter sales were $259 million, above the high end of guidance and representing a 27% increase year-over-year.
- First quarter EPS was $0.23, increasing 156% over Q1 of fiscal 2026.
- Data center sales increased 32% sequentially to a new quarterly record, establishing 17% of total sales.
- Automotive sales grew 15% year-over-year, outpacing the long-term target of greater than 10% growth.
- Bookings increased for the seventh consecutive quarter, with auto bookings up 30% year-over-year.
Qualified
- Majority of auto customer contracts saw low single-digit price declines at the beginning of the calendar year.
- Some in-lead-time orders in data center and auto could not be shipped in Q1, building delinquency for future quarters.
Price
$32.36 +0.43% · +$0.14
Performance +17.2% 1Y
1Y: $27.61 on 14 Oct 2025 → $32.36. High $69.62 (30 Jun 2026), low $22.8 (20 Nov 2025).
- Previous close
- $32.22
- 52-week range
- $22.8 – $69.62
- One year
- +12.05%
Overview
- Symbol
- ALGM
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
35 of 47 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Non-GAAP Effective Tax Rate | approximately 9% | Mar 2026 | The effective tax rate for the quarter was 9.7%. | Achieved |
| Weighted Average Diluted Share Count | 187 million shares | Mar 2026 | The first quarter diluted share count was 188 million shares | Missed |
| Data Center Sales Growth | well above 20% | Mar 2026 | This proven momentum across both our power and sensor ICs gives us confidence that fiscal 2027 data center sales will more than double over fiscal 2026. | Revised Up |
Claimed
- First quarter sales were $259 million, above the high end of guidance and representing a 27% increase year-over-year.
- First quarter EPS was $0.23, increasing 156% over Q1 of fiscal 2026.
- Data center sales increased 32% sequentially to a new quarterly record, establishing 17% of total sales.
- Automotive sales grew 15% year-over-year, outpacing the long-term target of greater than 10% growth.
- Bookings increased for the seventh consecutive quarter, with auto bookings up 30% year-over-year.
Qualified
- Majority of auto customer contracts saw low single-digit price declines at the beginning of the calendar year.
- Some in-lead-time orders in data center and auto could not be shipped in Q1, building delinquency for future quarters.
The full ledger
Open ALLEGRO MICROSYSTEMS, INC.’s full ledger
A free account opens 5 company ledgers a month. All 65 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q4 FY26) — May 7, 2026
Allegro MicroSystems Q4 FY26 — Record Data Center Sales and Strong Auto Growth Drive Momentum
Read the full callEvery analysed call
Allegro MicroSystems earnings calls (ALGM)
Financials
What the filings say
Net profit, year on year: +220% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 187 | 178 | 193 | 203 | 214 | 229 | 243 | 259 |
| Operating profit | 4 | -0 | -13 | -3 | 6 | 10 | 5 | 25 |
| Operating margin | 2.2% | −0.0% | −6.8% | −1.4% | 2.9% | 4.2% | 2.2% | 9.8% |
| Interest | 10 | 8 | 7 | 6 | 6 | 5 | 5 | 4 |
| Profit before tax | -43 | -8 | -18 | -10 | -3 | 0 | -3 | 17 |
| Tax rate | 22.0% | 10.6% | 20.1% | −31.7% | 342.5% | −1592.7% | −511.7% | 8.6% |
| Net profit | -34 | -7 | -15 | -13 | 7 | 8 | -16 | 16 |
| EPS ($ per share) | -0.18 | -0.04 | — | -0.07 | 0.04 | 0.04 | — | 0.09 |
| Line item | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | — | 194 | 4 | 123 | 310 | 463 | -54 | -68 |
| Total liabilities | — | 184 | 161 | 157 | 214 | 399 | 490 | 460 |
| Fixed assets | — | 332 | 192 | 210 | 263 | 321 | 303 | 308 |
| Total assets | — | 818 | 748 | 893 | 1,181 | 1,531 | 1,421 | 1,416 |
| Line item | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 81 | 121 | 156 | 193 | 182 | 62 | 163 |
| Cash from investing | -42 | -68 | -66 | -100 | -517 | -41 | -42 |
| Cash from financing | 83 | -72 | -5 | -20 | 199 | -112 | -77 |
| Net cash flow | 117 | -16 | 86 | 69 | -137 | -91 | 44 |
| Capital expenditure | -46 | -41 | -70 | -80 | -125 | -40 | -38 |
| Free cash flow | 36 | 80 | 86 | 113 | 57 | 22 | 125 |
ALGM revenue by segment
| Segment | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Automotive End Market | 76% | 73% | 68% | 71% | 73% | 72% | 67% | 64% | +14.6% |
| Magnetic Sensors | — | — | — | 64% | 61% | 60% | 58% | 58% | +16.0% |
| Power Integrated Circuits | 31% | 36% | 39% | 37% | 39% | 40% | 42% | 42% | +47.4% |
| Industrial and Other End Market | 24% | 27% | 32% | 29% | 27% | 28% | 33% | 36% | +58.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q1 FY2027 · share of revenue
- CN 25% ↓ 1 pt
- JP 17% ↓ 3 pt
- TW 17%
- Europe 13% ↓ 2 pt
- US 10% ↓ 5 pt
- KR 8% ↓ 2 pt
- Other Asia 7% ↓ 4 pt
- Other Americas 3%
As ALGM cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
47 filings between Nov 11, 2025 and Aug 17, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$5.22M
13 sales by 9 insiders
Compensation
not trading decisions- 20
- Award — granted as compensation
- 13
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 disposition to issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Briansky Sharon | — | $1.99M | May 11, 2026 |
| Doogue Michael | — | $1.42M | May 11, 2026 |
| Lynch Susan D | — | $759.6K | May 14, 2026 |
| Madormo Richard | — | $263.6K | Jun 3, 2026 |
| Webster Roald Graham | — | $234.2K | May 21, 2026 |
| Coleman Troy | — | $205.7K | May 22, 2026 |
| Hagen Erin | — | $192.4K | Aug 10, 2026 |
| Kent Ian | — | $109.8K | May 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Raubacher Jennie Director | Sale | 1,000 | $45.3K |
| Aug 10, 2026 | Hagen Erin SVP, CHRO | Sale | 2,285 | $101.4K |
| Aug 5, 2026 | MARTIN JOSEPH R Director | Award | 4,251 | $0 |
| Aug 5, 2026 | Suzuki Yoshihiro Director | Award | 4,251 | $0 |
| Aug 5, 2026 | PUMA MARY G Director | Award | 4,251 | $0 |
| Aug 5, 2026 | Palepu Krishna G. Director | Award | 4,251 | $0 |
| Jun 17, 2026 | WHITE BRIAN C Director | Award | 594 | $0 |
| Jun 3, 2026 | Madormo Richard SVP, Worldwide Sales | Sale | 5,000 | $263.6K |
| May 22, 2026 | Coleman Troy SVP, General Manager, Products | Sale | 4,500 | $205.7K |
| May 21, 2026 | Webster Roald Graham VP, Chief Accounting Officer | Sale | 5,217 | $234.2K |
| May 18, 2026 | Kent Ian SVP, Global Operations | Sale | 2,642 | $109.8K |
| May 16, 2026 | Coleman Troy SVP, General Manager, Products | Tax withheld | 9,670 | $416.8K |
| May 16, 2026 | Briansky Sharon SVP, GC and Secretary | Tax withheld | 13,942 | $600.9K |
| May 16, 2026 | Doogue Michael President and CEO | Tax withheld | 60,508 | $2.61M |
| May 16, 2026 | Webster Roald Graham VP, Chief Accounting Officer | Tax withheld | 4,277 | $184.3K |
| May 16, 2026 | Madormo Richard SVP, Worldwide Sales | Tax withheld | 5,439 | $234.4K |
| May 16, 2026 | D'Antilio Derek EVP, CFO & Treasurer | Tax withheld | 37,840 | $1.63M |
| May 16, 2026 | Hagen Erin SVP, CHRO | Tax withheld | 5,815 | $250.6K |
| May 16, 2026 | Kent Ian SVP, Global Operations | Tax withheld | 2,345 | $101.1K |
| May 14, 2026 | Lynch Susan D Director | Sale | 16,711 | $759.6K |
| May 13, 2026 | Coleman Troy SVP, General Manager, Products | Award | 18,116 | $0 |
| May 13, 2026 | Briansky Sharon SVP, GC and Secretary | Award | 15,852 | $0 |
| May 13, 2026 | Webster Roald Graham VP, Chief Accounting Officer | Award | 4,756 | $0 |
| May 13, 2026 | Webster Roald Graham VP, Chief Accounting Officer | Award | 544 | $0 |
| May 13, 2026 | Hagen Erin SVP, CHRO | Award | 9,058 | $0 |
| May 13, 2026 | Doogue Michael President and CEO | Award | 77,135 | $0 |
| May 13, 2026 | Doogue Michael President and CEO | Award | 83,700 | $0 |
| May 13, 2026 | Briansky Sharon SVP, GC and Secretary | Award | 2,611 | $0 |
| May 13, 2026 | Madormo Richard SVP, Worldwide Sales | Award | 19,815 | $0 |
| May 13, 2026 | D'Antilio Derek EVP, CFO & Treasurer | Award | 29,439 | $0 |
| May 13, 2026 | D'Antilio Derek EVP, CFO & Treasurer | Award | 30,438 | $0 |
| May 13, 2026 | Kent Ian SVP, Global Operations | Award | 8,492 | $0 |
| May 13, 2026 | Willett Robert Director | Award | 1,094 | $0 |
| May 11, 2026 | Doogue Michael President and CEO | Sale | 30,089 | $1.42M |
| May 11, 2026 | Briansky Sharon SVP, GC and Secretary | Sale | 8,948 | $425.4K |
| Mar 24, 2026 | Madormo Richard SVP, Worldwide Sales | Disposition to issuer | 6,498 | $211.7K |
| Mar 2, 2026 | Briansky Sharon SVP, GC and Secretary | Sale | 9,727 | $340.4K |
| Mar 2, 2026 | Hagen Erin SVP, CHRO | Sale | 2,598 | $90.9K |
| Feb 27, 2026 | D'Antilio Derek EVP, CFO & Treasurer | Tax withheld | 9,995 | $364.5K |
| Feb 27, 2026 | Briansky Sharon SVP, GC and Secretary | Tax withheld | 9,107 | $332.1K |
| Feb 27, 2026 | Hagen Erin SVP, CHRO | Tax withheld | 1,996 | $72.8K |
| Feb 17, 2026 | Briansky Sharon SVP, GC and Secretary | Sale | 9,258 | $384.8K |
| Feb 13, 2026 | D'Antilio Derek EVP, CFO & Treasurer | Tax withheld | 17,808 | $754.7K |
| Feb 13, 2026 | Briansky Sharon SVP, GC and Secretary | Tax withheld | 8,991 | $381.0K |
| Feb 2, 2026 | Kent Ian SVP, Global Operations | Award | 9,183 | $0 |
| Dec 10, 2025 | Briansky Sharon SVP, GC and Secretary | Sale | 27,873 | $836.2K |
| Nov 11, 2025 | Coleman Troy SVP, General Manager, Products | Award | 73,530 | $0 |
| Aug 22, 2025 | Webster Roald Graham VP, Chief Accounting Officer | Sale | 8,266 | $271.2K |
| Aug 12, 2025 | Lury Richard R. Director | Sale | 7,000 | $222.7K |
| Aug 7, 2025 | Lury Richard R. Director | Award | 5,932 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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