NASDAQ$ALGM

Allegro MicroSystems Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Allegro MicroSystems reported Q1 2026 revenue of $203.4M, a net loss of $13.2M, diluted EPS of $-0.07.

For Q1 2026, Allegro MicroSystems reported Revenue was $203.4M, net loss was $13.2M, diluted EPS was $-0.07. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $203.4M for Q1 2026.
  • Net loss $13.2M.
  • Diluted EPS $-0.07.

Headline financials

Total Revenue

$203M

Previous: $167M+21.9%
EPS (adj)

-$0.07

Previous: -$0.09+22.2%
Non-GAAP Gross Margin

48.2%

Previous: 48.8%-1.2%
Non-GAAP Operating Margin

11.1%

Previous: 6.0%+85.0%
Adjusted EBITDA Margin

16.4%

Previous: 13.1%+25.2%
Non-GAAP Free Cash Flow % of Net Sales

25.1%

Previous: 13.9%+80.6%
Operating Margin

-1.3%

Previous: -6.4%+79.7%
GAAP Gross Margin

44.9%

Previous: 44.8%+0.2%
Capital Expenditures

-$10.6M

Previous: -$11M+3.4%
Free Cash Flow

-$23.8M

Previous: -$28.7M+16.8%
Net Income

-$13.2M

Previous: -$17.7M+25.2%
Operating Income

-$2.74M

Previous: -$10.6M+74.2%
Gross Profit

$91.3M

Previous: $74.8M+22.1%
Cash & Equivalents

$129M

Previous: $173M-25.4%
Total Assets

$1.39B

Previous: $1.45B-4.1%

Revenue & EPS history

Allegro MicroSystems · Revenue · Quarterly

$203M

Q1 2026+21.9%vs Q1 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Allegro MicroSystems · $890M total across 2 segments · Q4 2026

  • Automotive
    $629M
  • Industrial and Other
    $262M

Forward guidance

Biotech and growth outlook emphasize pipeline milestones, partnerships, and path to profitability.

Tailwinds

  • Collaboration economics and product launches when applicable.
  • Cost discipline and cash runway.

Headwinds

  • Clinical, regulatory, and funding risk.
  • Operating losses until commercial scale.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.4%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+7.0%

Avg return

30 days after

62%

16 / 26 earnings

Positive

+15.2%

Q3 2023

Best reaction

-16.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-6.7%+14.4%+32.9%
Q3 2026+9.8%+12.6%+5.6%
Q2 2026-1.3%-10.7%-13.2%
Q1 2026-7.2%-7.8%-8.9%
Q4 2025+12.7%+40.7%+54.1%
Q3 2025+5.0%+4.8%-2.4%
Q2 2025-5.0%-7.1%-2.2%
Q1 2025-5.2%-11.4%+2.0%
Q4 2024-8.9%-2.8%+0.1%
Q3 2024+10.5%+14.0%+25.2%
Q2 2024+1.3%+1.6%+5.9%
Q1 2024-16.3%-17.6%-25.9%
Q4 2023+4.8%+3.2%+5.7%
Q3 2023+15.2%+20.7%+28.3%
Q2 2023+11.8%+14.0%+36.5%
Q1 2023+3.9%+6.4%+2.2%
Q4 2022-9.4%-6.6%-3.2%
Q3 2022+0.9%-2.0%-5.1%
Q2 2022+2.0%-4.0%-5.4%
Q1 2021+8.4%+11.6%+20.3%
Q1 2022+8.4%+11.6%+20.3%
Q4 2020+3.1%-0.7%+11.7%
Q4 2021+3.1%-0.7%+11.7%
Q3 2020-4.4%-0.6%-16.2%
Q3 2021-4.4%-0.6%-16.2%
Q2 2021+5.5%+9.4%+17.4%
Q2 2020
Q1 2020

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