Filing Flows › Allegro Microsystems (ALGM) › Q2 FY27 › vs Q1 FY27
Allegro Microsystems (ALGM) Q2 FY27 vs Q1 FY27 (quarter over quarter)
Allegro Microsystems's revenue rose $17.6M (+7%) from $259M in Q1 FY27 to $277M in Q2 FY27. The biggest changes: Power Integrated Circuits +$9.4M (+9%); Magnetic Sensors +$8.2M (+5%). Gross margin 49.2% against 48.5% (+0.7 pts).
Allegro Microsystems, Q2 FY27: revenue $277M (+29% year over year), operating margin 12.8%, net earnings $23.3M, operating cash flow $36.8M. The chart draws each line against Q1 FY27, the increases inside each band.
Margins
| Q2 FY27 | Q1 FY27 | Change | |
|---|---|---|---|
| Gross margin | 49.2% | 48.5% | +0.7 pts |
| Operating margin | 12.8% | 9.8% | +3.0 pts |
| Net margin | 8.4% | 6.1% | +2.3 pts |
| Free cash flow margin | 11.0% | 5.4% | +5.6 pts |
Every line
| Line | Q2 FY27 | Q1 FY27 | Change | % |
|---|---|---|---|---|
| Magnetic Sensors | $158M | $150M | $8.2M | +5% |
| Power Integrated Circuits | $119M | $109M | $9.4M | +9% |
| Revenue | $277M | $259M | $17.6M | +7% |
| Gross profit | $136M | $126M | $10.6M | +8% |
| Cost of revenue | $141M | $134M | $7.1M | +5% |
| Operating profit | $35.4M | $25.5M | $10.0M | +39% |
| Operating expenses | $101M | $100M | $571K | +0.6% |
| Pre-tax earnings | $27.8M | $17.4M | $10.4M | +60% |
| Other expense, net | $7.6M | $8.0M | −$422K | -5% |
| Research & development | $55.8M | $55.2M | $588K | +1% |
| SG&A | $45.0M | $45.0M | −$17K | 0% |
| Net earnings | $23.3M | $15.9M | $7.4M | +46% |
| Income tax | $4.5M | $1.5M | $3.0M | +199% |
| Depreciation & amortization | $17.2M | $16.9M | $374K | +2% |
| Share-based compensation | $14.1M | $14.1M | $14K | +0.1% |
| Working capital & other | $17.9M | $24.9M | −$7.1M | -28% |
| Operating cash flow | $36.8M | $22.0M | $14.9M | +68% |
| Free cash flow (OCF − capex) | $30.5M | $14.0M | $16.5M | +118% |
| Capital expenditures | $6.3M | $8.0M | −$1.7M | -21% |
Questions
How much did Allegro Microsystems's revenue grow quarter over quarter in Q2 FY27?
Allegro Microsystems's revenue rose $17.6M (+7%) from $259M in Q1 FY27 to $277M in Q2 FY27.
What drove Allegro Microsystems's revenue change in Q2 FY27?
Power Integrated Circuits +$9.4M (+9%); Magnetic Sensors +$8.2M (+5%).