Filing Flows › Allegro Microsystems (ALGM) › Q2 FY27 › vs Q2 FY26
Allegro Microsystems (ALGM) Q2 FY27 vs Q2 FY26 (year over year)
Allegro Microsystems's revenue rose $62.6M (+29%) from $214M in Q2 FY26 to $277M in Q2 FY27. The biggest changes: Power Integrated Circuits +$35.3M (+42%); Magnetic Sensors +$27.3M (+21%). Gross margin 49.2% against 46.3% (+2.8 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 Q2 FY26, the increases inside each band.
Margins
| Q2 FY27 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 49.2% | 46.3% | +2.8 pts |
| Operating margin | 12.8% | 2.9% | +9.9 pts |
| Net margin | 8.4% | 3.1% | +5.3 pts |
| Free cash flow margin | 11.0% | 6.5% | +4.5 pts |
Every line
| Line | Q2 FY27 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Magnetic Sensors | $158M | $131M | $27.3M | +21% |
| Power Integrated Circuits | $119M | $83.6M | $35.3M | +42% |
| Revenue | $277M | $214M | $62.6M | +29% |
| Gross profit | $136M | $99.3M | $36.9M | +37% |
| Cost of revenue | $141M | $115M | $25.7M | +22% |
| Operating profit | $35.4M | $6.2M | $29.2M | +468% |
| Operating expenses | $101M | $93.0M | $7.7M | +8% |
| Pre-tax earnings | $27.8M | −$2.7M | $30.5M | — |
| Other expense, net | $7.6M | $9.0M | −$1.3M | -15% |
| Research & development | $55.8M | $50.9M | $4.9M | +10% |
| SG&A | $45.0M | $42.2M | $2.8M | +7% |
| Net earnings | $23.3M | $6.6M | $16.7M | +254% |
| Income tax | $4.5M | −$9.3M | $13.8M | — |
| Depreciation & amortization | $17.2M | $16.6M | $630K | +4% |
| Share-based compensation | $14.1M | $13.7M | $461K | +3% |
| Working capital & other | $17.9M | $16.5M | $1.3M | +8% |
| Operating cash flow | $36.8M | $20.4M | $16.5M | +81% |
| Free cash flow (OCF − capex) | $30.5M | $13.9M | $16.6M | +119% |
| Capital expenditures | $6.3M | $6.4M | −$101K | -2% |
Questions
How much did Allegro Microsystems's revenue grow year over year in Q2 FY27?
Allegro Microsystems's revenue rose $62.6M (+29%) from $214M in Q2 FY26 to $277M in Q2 FY27.
What drove Allegro Microsystems's revenue change in Q2 FY27?
Power Integrated Circuits +$35.3M (+42%); Magnetic Sensors +$27.3M (+21%).