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Allegro Microsystems vs Applied Optoelectronics: ALGM and AAOI compared
Allegro Microsystems is the larger company: $277M of revenue in its latest quarter (Q2 FY27) against $270M for Applied Optoelectronics (Q3 2026). Applied Optoelectronics is growing faster (+128% against +29% a year earlier). Allegro Microsystems is more profitable, with an operating margin of 12.8% against -0.5%.
Where the money goes: ALGM and AAOI
Allegro Microsystems (ALGM) · Q2 FY27
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 follows the revenue to costs, profit and cash.
Applied Optoelectronics (AAOI) · Q3 2026
Applied Optoelectronics, Q3 2026: revenue $270M (+128% year over year), operating margin -0.5%, net earnings $6.3M, operating cash flow −$2.9M. The chart follows the revenue to costs, profit and cash.
| Allegro Microsystems (ALGM) | Applied Optoelectronics (AAOI) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q3 2026 |
| Revenue | $277M | $270M |
| Revenue growth, Y/Y | +29% | +128% |
| Gross margin | 49.2% | — |
| Operating margin | 12.8% | -0.5% |
| Net earnings | $23.3M | $6.3M |
| Net margin | 8.4% | 2.3% |
| Operating cash flow | $36.8M | −$2.9M |
| Free cash flow | $30.5M | — |
| Market value | $6.7B | — |
| Analysts’ mean target | $48.85 | — |
Where the revenue comes from
Allegro Microsystems
- Magnetic Sensors: $158M (57%)
- Power Integrated Circuits: $119M (43%)
Applied Optoelectronics
- Data Center: $156M (58%)
- CATV: $111M (41%)
- Telecom: $2.7M (1%)
Questions
Which is bigger, Allegro Microsystems or Applied Optoelectronics?
Allegro Microsystems is the larger company: $277M of revenue in its latest quarter (Q2 FY27) against $270M for Applied Optoelectronics (Q3 2026).
Is Allegro Microsystems or Applied Optoelectronics growing faster?
Applied Optoelectronics is growing faster (+128% against +29% a year earlier).
Which is more profitable, Allegro Microsystems or Applied Optoelectronics?
Allegro Microsystems is more profitable, with an operating margin of 12.8% against -0.5%.
More: Allegro Microsystems earnings · how Allegro Microsystems makes money · Applied Optoelectronics earnings · how Applied Optoelectronics makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 30, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.