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Allegro Microsystems Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.163 |
| EPS actual | $0.170 |
| EPS Surprise | 4.17% |
| Revenue estimate | 235.937M |
| Revenue actual | 243.187M |
| Revenue Surprise | 3.07% |
| Release date | Jan 29, 2026 |
| EPS estimate | $0.140 |
| EPS actual | $0.150 |
| EPS Surprise | 7.14% |
| Revenue estimate | 220.844M |
| Revenue actual | 229.21M |
| Revenue Surprise | 3.79% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.120 |
| EPS actual | $0.130 |
| EPS Surprise | 8.33% |
| Revenue estimate | 216.047M |
| Revenue actual | 214.294M |
| Revenue Surprise | -0.81% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0900 |
| Revenue estimate | 209.158M |
| Revenue actual | 203.405M |
| Revenue Surprise | -2.75% |
Last 4 Quarters for Allegro Microsystems
Below you can see how ALGM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $31.41 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0900 |
| Date | Price |
|---|---|
| Jul 25, 2025 | $33.70 |
| Jul 28, 2025 | $34.37 |
| Jul 29, 2025 | $34.01 |
| Jul 30, 2025 | $33.87 |
| Jul 31, 2025 | $31.41 |
| Aug 01, 2025 | $31.26 |
| Aug 04, 2025 | $31.47 |
| Aug 05, 2025 | $31.24 |
| Aug 06, 2025 | $30.81 |
| 4 days before | -6.80% |
| 4 days after | -1.91% |
| On release day | -0.478% |
| Change in period | -8.58% |
| Release date | Oct 30, 2025 |
| Price on release | $30.27 |
| EPS estimate | $0.120 |
| EPS actual | $0.130 |
| EPS surprise | 8.33% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $30.91 |
| Oct 27, 2025 | $30.48 |
| Oct 28, 2025 | $30.66 |
| Oct 29, 2025 | $30.74 |
| Oct 30, 2025 | $30.27 |
| Oct 31, 2025 | $29.92 |
| Nov 03, 2025 | $28.94 |
| Nov 04, 2025 | $27.44 |
| Nov 05, 2025 | $27.43 |
| 4 days before | -2.07% |
| 4 days after | -9.38% |
| On release day | -1.16% |
| Change in period | -11.26% |
| Release date | Jan 29, 2026 |
| Price on release | $37.98 |
| EPS estimate | $0.140 |
| EPS actual | $0.150 |
| EPS surprise | 7.14% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $32.99 |
| Jan 26, 2026 | $32.49 |
| Jan 27, 2026 | $32.66 |
| Jan 28, 2026 | $34.55 |
| Jan 29, 2026 | $37.98 |
| Jan 30, 2026 | $36.91 |
| Feb 02, 2026 | $37.43 |
| Feb 03, 2026 | $38.89 |
| Feb 04, 2026 | $38.20 |
| 4 days before | 15.13% |
| 4 days after | 0.579% |
| On release day | -2.82% |
| Change in period | 15.79% |
| Release date | May 07, 2026 |
| Price on release | $47.93 |
| EPS estimate | $0.163 |
| EPS actual | $0.170 |
| EPS surprise | 4.17% |
| Date | Price |
|---|---|
| May 01, 2026 | $48.98 |
| May 04, 2026 | $49.48 |
| May 05, 2026 | $49.68 |
| May 06, 2026 | $51.37 |
| May 07, 2026 | $47.93 |
| May 08, 2026 | $48.95 |
| May 11, 2026 | $48.39 |
| May 12, 2026 | $45.87 |
| May 13, 2026 | $45.97 |
| 4 days before | -2.14% |
| 4 days after | -4.09% |
| On release day | 2.13% |
| Change in period | -6.15% |
Allegro Microsystems Earnings Call Transcript Summary of Q1 2026
Allegro reported strong Q1 FY2026 results with revenue of $203M (up 22% YoY, 5% sequentially), non-GAAP EPS of $0.09, and gross margin of 48.2% (up 260 bps sequentially). Management highlighted positive momentum: stronger bookings and backlog, improving POS and distributor inventory drawdown, and notable growth in e-Mobility (driven by current sensors for xEV inverters and ADAS) and Industrial (Data Center, Robotics & Automation, Clean Energy). Product innovation remains a key driver — the company launched an ASIL-C current sensor IC that can reduce inverter sensor count and new U-core current sensor ICs, plus a 48V motor driver for data center cooling. China remains an important market with wins at local OEMs and progress on a China-for-China supply chain; management sees competitive pressure but believes differentiated products and local supply capabilities improve positioning. Financially, operating margin and cash flow strengthened (operating margin 11.1%, operating cash flow $62M, free cash flow $51M), net debt is falling following voluntary debt repayments, and Q2 guidance calls for $205M–$215M revenue, 48%–50% gross margin, and non-GAAP EPS $0.10–$0.14 (midpoint +50% YoY). Management expects continued margin improvement driven by utilization, cost roll-through, and favorable mix, while remaining vigilant on pricing dynamics and geopolitical/ tariff risks.
