The earnings call reflects a generally positive outlook with strong financial performance, innovation, and strategic wins, though tempered by challenges in legacy automotive, operational costs, and competition in China.

Company Guidance

During the Allegro MicroSystems First Quarter Fiscal Year 2026 earnings call, the company reported sales of $203 million and a gross margin of 48.2%, both surpassing the high end of their guidance ranges. Non-GAAP EPS was $0.09, exceeding the midpoint of the guidance range. The automotive segment, led by e-Mobility, experienced sequential sales growth of 3% and a year-over-year increase of 13%, with e-Mobility sales specifically growing by 16% sequentially and 31% year-over-year. Industrial and Other sales rose 11% sequentially and 50% year-over-year. The company highlighted a strong pipeline of design wins, with over 75% in strategic focus areas such as e-Mobility, Data Center, Robotics and Automation, Clean Energy, and Medical Applications. Allegro also outlined its second-quarter outlook, forecasting sales between $205 million and $215 million, with a gross margin of 48% to 50% and non-GAAP EPS ranging from $0.10 to $0.14.

Strong First Quarter Financial Performance

Sales reached $203 million, exceeding guidance, with a gross margin of 48.2% and non-GAAP EPS of $0.09, above the midpoint of guidance.

Significant Growth in Automotive and Industrial Segments

Automotive sales increased by 13% year-over-year, driven by a 31% increase in e-Mobility. Industrial and Other sales rose by 50% year-over-year, with notable growth in Data Center, Robotics, and Automation.

Innovative Product Releases

Released an ASIL-C current sensor for xEV inverters and a 48-volt motor driver IC for AI data center cooling fans, demonstrating leadership in innovation.

Strong Design Win Activity

Over 75% of design wins in strategic areas like e-Mobility, Data Center, Robotics, and Clean Energy, with notable traction inverter win in China.

Positive Second Quarter Outlook

Sales guidance for Q2 2026 is between $205 million to $215 million, indicating a 12% year-over-year increase.

Allegro MicroSystems (ALGM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALGM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2026 (Q2)	0.12 / -	0.08	―	―	―
Jul 31, 2025	2026 (Q1)	0.08 / 0.09	0.03	200.00% (+0.06)
May 08, 2025	2025 (Q4)	0.05 / 0.06	0.25	-76.00% (-0.19)
Jan 30, 2025	2025 (Q3)	0.06 / 0.07	0.32	-78.13% (-0.25)
Oct 31, 2024	2025 (Q2)	0.06 / 0.08	0.4	-80.00% (-0.32)	―
Aug 01, 2024	2025 (Q1)	0.02 / 0.03	0.39	-92.31% (-0.36)
May 09, 2024	2024 (Q4)	0.21 / 0.25	0.37	-32.43% (-0.12)
Feb 01, 2024	2024 (Q3)	0.29 / 0.32	0.35	-8.57% (-0.03)	―
Nov 02, 2023	2024 (Q2)	0.37 / 0.40	0.31	29.03% (+0.09)	―
Aug 01, 2023	2024 (Q1)	0.37 / 0.39	0.24	62.50% (+0.15)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALGM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$33.87	$31.41	-7.26%
May 08, 2025	$18.69	$21.07	+12.73%
Jan 30, 2025	$22.85	$24.00	+5.03%
Oct 31, 2024	$22.22	$20.84	-6.21%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Allegro MicroSystems (ALGM) report earnings?

Allegro MicroSystems (ALGM) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Allegro MicroSystems (ALGM) earnings time?

Allegro MicroSystems (ALGM) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ALGM EPS forecast?

ALGM EPS forecast for the fiscal quarter 2026 (Q2) is 0.12.

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