Allegro Microsystems, Inc. (ALGM)
NASDAQ:ALGM
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed materially positive operating momentum: broad-based revenue growth (23% FY), expanding design wins and backlog, record free cash flow, and margin improvement despite commodity headwinds. Management acknowledged cost pressures (notably gold, fuel/freight) and seasonality-driven effects in China and pricing negotiations, and some new product revenue is back-end loaded. On balance, the scale and durability of revenue, margin progress, and cash generation outweigh the manageable near-term headwinds.Company Guidance
Consistent Revenue and EPS Growth
Q4 sales of $243M (5th consecutive quarter of sales growth), Q4 non-GAAP EPS $0.17 (nearly 3x YoY). Fiscal 2026 sales $890M, up 23% YoY; FY26 non-GAAP EPS $0.54, more than doubled YoY.
Automotive Outperformance and Content Expansion
Total auto sales $629M (71% of revenue) increased 17% YoY; focused auto (xEV and ADAS) $349M, up 30% YoY and represented 55% of auto sales. Company cites share gains and content uplift (2–3x in some steer-by-wire applications).
Strong Industrial and Data Center Momentum
Industrial & other sales grew 38% YoY in FY26. Data center revenues established a Q4 record at 14% of sales (up from 10% in Q3), with sequential Q4 industrial/other growth of 23% and data center more than quadrupling for FY26.
Product and Technology Milestones
Released industry-first 10 MHz TMR current sensor (EDN 2025 Sensor Product of the Year), ASIL D passive TMR angle sensor, and first isolated SiC gate driver. TMR accounted for ~30% of sensor product releases, supporting higher bandwidth/accuracy leadership.
Design Wins and Backlog Strength
Fiscal 2026 design wins rose >30% YoY, led by focused auto and data center. Company exited FY26 with backlog at a multiyear high, supporting forward revenue visibility.
Margin Expansion and Profitability
Q4 gross margin 50% (up from 45.6% YoY), Q4 operating margin 15.6% (up 660 bps YoY). FY26 gross margin 49.4% (improved 140 bps YoY) and adjusted EBITDA 19.1% for the year.
Strong Free Cash Flow and Deleveraging
Record FY26 free cash flow $125M. Ended Q4 with $175M cash, generated $36M operating cash in Q4, $17M CapEx in Q4. Voluntary debt repayments of $60M in FY26 reduced total debt to $285M and net debt to $116M.
Q1 FY27 Financial Guidance
Q1 sales guided to $245–$255M (midpoint +23% YoY). Gross margin guidance 50–51%. Non-GAAP EPS guidance $0.19–$0.23, operating expenses expected to decline to ~$80M.
ALGM Earnings History
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 |
|---|---|---|---|
May 07, 2026 | $51.37 | $47.93 | -6.70% |
Jan 29, 2026 | $34.55 | $37.98 | +9.93% |
Oct 30, 2025 | $30.74 | $30.27 | -1.53% |
Jul 31, 2025 | $33.87 | $31.41 | -7.26% |
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, Inc. (ALGM) report earnings?
Allegro Microsystems, Inc. (ALGM) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Allegro Microsystems, Inc. (ALGM) earnings time?
Allegro Microsystems, Inc. (ALGM) earnings time is at Jul 30, 2026, 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 2027 (Q1) is 0.21.