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Allegro Microsystems (ALGM) earnings and revenue breakdown

Latest: Q2 FY27 · 10-Q filed Oct 30, 2026 · Allegro Microsystems (ALGM) Q2 FY27 earnings results →

Q2 FY27 Revenue up 29% year over year to $277M · 8¢ of every $1 of revenue kept as net profit · operating margin 12.8%

Allegro Microsystems made $277M in Q2 FY27 (+29% Y/Y): Magnetic Sensors $158M, Power Integrated Circuits $119M. Operating margin 12.8%, net earnings $23.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.

Revenue$277M
Year over year+29%
Operating margin12.8%
Net earnings$23.3M
Operating cash flow$36.8M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $276.9M in Q2 FY27, up 29% year over year and up 7% from the previous quarter. Magnetic Sensors was the largest line at 57% of revenue. Power Integrated Circuits added $35.3M year over year (up 42%), 56% of the total change.

Gross margin was 49.2%, up 2.8 points from Q2 FY26. Operating profit was $35.4M, a 12.8% margin (up 9.9 points year over year). Of the extra revenue versus Q2 FY26, 47% reached operating profit, above the 3% margin then. Operating expenses grew 8% against revenue growth of 29%. Net earnings were $23.3M, up 257% year over year. The effective tax rate was 16.2%.

Operating cash flow was $36.8M (up 81% year over year), 158% of net earnings. Non-cash charges added back $17.2M of depreciation and amortization and $14.1M of share-based compensation. Working capital and other items used $17.9M. Capital expenditures of $6.3M left free cash flow of $30.5M.

Quarterly history

Allegro Microsystems revenue by quarterAllegro Microsystems revenue by quarter$193MQ4 FY25$203MQ1 FY26$214MQ2 FY26$229MQ3 FY26$243MQ4 FY26$259MQ1 FY27$277MQ2 FY27
Allegro Microsystems net earnings by quarterAllegro Microsystems net earnings by quarter−$14.7MQ4 FY25−$13.2MQ1 FY26$6.6MQ2 FY26$8.4MQ3 FY26−$16.4MQ4 FY26$15.9MQ1 FY27$23.3MQ2 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 FY2710-QOct 30, 2026$277M+29%12.8%$23.3M$36.8M
Q1 FY2710-QJul 31, 2026$259M+28%9.8%$15.9M$22.0M
Q4 FY2610-KMay 21, 2026$243M+26%2.2%−$16.4M$35.7M
Q3 FY2610-QJan 30, 2026$229M+29%4.2%$8.4M$45.4M
Q2 FY2610-QOct 31, 2025$214M+14%2.9%$6.6M$20.4M
Q1 FY2610-QAug 1, 2025$203M+22%-1.3%−$13.2M$61.6M
Q4 FY2510-KMay 22, 2025$193M-20%-6.8%−$14.7M$20.4M

Charts

Allegro Microsystems: revenue growth, year over year and quarter over quarterAllegro Microsystems: revenue growth, year over year and quarter over quarterY/YQ/Q-20%Q4 FY25+22%+5%Q1 FY26+14%+5%Q2 FY26+29%+7%Q3 FY26+26%+6%Q4 FY26+28%+7%Q1 FY27+29%+7%Q2 FY27
Latest (Q2 FY27): Y/Y +29%, Q/Q +7%.
Allegro Microsystems: where the cash came from (+) and went (−), TTM to Q2 FY27Allegro Microsystems: where the cash came from (+) and went (−), TTM to Q2 FY27Net borrowing (+) / repaid (−)−$286MOther financing$281MOperating cash flow$140MCash drawn (+) / kept (−)−$74.3MCapital spending−$35.5MTaxes on employees’ shares−$21.5MOther investing−$4.5MShares issued$3.2MExchange rates−$2.0MPartners−$21K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Allegro Microsystems: profit against cash, quarter by quarterAllegro Microsystems: profit against cash, quarter by quarterNet incomeOperating cash flow−$6.8M−$8.2MQ3 FY25−$14.7M$20.4MQ4 FY25−$13.2M$61.6MQ1 FY26$6.6M$20.4MQ2 FY26$8.4M$45.4MQ3 FY26−$16.4M$35.7MQ4 FY26$15.9M$22.0MQ1 FY27$23.3M$36.8MQ2 FY27
Latest (Q2 FY27): Net income $23.3M, Operating cash flow $36.8M.
Allegro Microsystems: diluted shares by fiscal yearAllegro Microsystems: diluted shares by fiscal year176MFY21192MFY22194MFY23195MFY24188MFY25185MFY26
+4.9% since FY21: more shares outstanding (issuance, stock pay).
Allegro Microsystems in its industry: growth against margin (80 companies, SIC 3674)Allegro Microsystems in its industry: growth against margin (80 companies, SIC 3674)revenue growth, year over year →↑ operating marginmedian +36%median 11%NVDAMUAVGOINTCAMDAMATTXNADINXPIMRVLAMKRONMCHPQARMFSLRMPWRNXTSWKSQorvo, Inc.UCTTALABPENGCRUSDIODCRDOVIAVMTSIOSISSMTCKLICARRYICHRSEDGSITMSYNAENPHLSCCIPGPFORMAAOITESLABRMBSMXLPLABSHLSCBRSAOSLSkyWater Technology, LLCWOLFPOWINLSTAMBALASRAXTIINDIMXAMBQFTCIAIPTYGOLPTHMRAMNVTSKOPNBZAIGUERLEDSGSITNVECSODIQUIKPRSOGCTSMOBXALMUASTIIPWRALGM (+29%, 13%)
Semiconductors & Related Devices; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Allegro Microsystems

Allegro MicroSystems, Inc. is leveraging more than three decades of expertise in magnetic sensing and power ICs to propel electrification, automation, AI data center, and robotics forward with solutions that enhance efficiency, performance and sustainability. Allegro’s commitment to quality drives transformation across industries, reinforcing our status as a pioneer in “automotive-grade” technology and a partner in our customers’ success. For additional information, please visit https://www.allegromicro.com .

In its own words, from its 8-K, filed Jul 30, 2026.

Allegro Microsystems against its Semiconductors & Related Devices peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +29% against the peers' median +40%. Operating margin: 12.8% against the peers' median 40.1%.

CompanyQuarterRevenueY/YOp. margin
ALGM Allegro MicrosystemsQ2 FY27$277M+29%12.8%
NVDA NVIDIAQ2 FY27$96.2B+106%66.2%
MU Micron TechnologyQ4 FY26$54.2B+379%80.7%
AVGO BroadcomQ3 FY26$29.6B+86%53.9%
INTC IntelQ3 2026$16.5B+21%15.3%
AMD Advanced Micro DevicesQ3 2026$13.4B+45%21.2%
AMAT Applied MaterialsQ3 FY26$9.1B+25%33.7%
TXN Texas InstrumentsQ3 2026$6.1B+28%47.5%
ADI Analog DevicesQ3 FY26$4.0B+40%40.1%

Source: Allegro Microsystems 10-Q on SEC EDGAR · CIK 866291 · Semiconductors & Related Devices

Guidance and outlook

Allegro Microsystems Revenue: guidance against what was reportedAllegro Microsystems Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25$193MQ1 FY26$203M
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Allegro Microsystems: what its forward-looking statements are about (10-Q filed 2026-10-30)Allegro Microsystems: what its forward-looking statements are about (10-Q filed 2026-10-30)Demand7Other6Margins3Financing1
17 statements; tone +0.06 (−1 all cautious, +1 all confident); 5 hedged.
Allegro Microsystems: outlook statements against the filing beforeAllegro Microsystems: outlook statements against the filing beforeConfident3Cautious2

13F: who owns ALGM and who is buying

Largest holders of ALGM (13F)Largest holders of ALGM (13F)FMR LLC$1.8BBlackRock$967MInvesco$952MCapital Research Global Investors$836MVanguard Portfolio Management LLC$534MState Street$395MVanguard Capital Management LLC$384MVanguard Group$375MPrice T Rowe Associates$258MClearbridge Investments, LLC$205M
Funds' net buying of ALGM by quarter (13F)Funds' net buying of ALGM by quarter (13F)$329M2024-09−$38.1M2024-12$423M2025-03−$286M2025-06−$268M2025-09−$46.8M2025-12$49.7M2026-03$360M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on ALGM

History

Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results

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