NASDAQ$ALGM
Allegro MicroSystems Inc · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
Delivered results in-line with commitments, with sequential growth in both Automotive and Industrial and Other end markets.
Allegro MicroSystems reported second quarter sales of $187 million, with sequential growth in both Automotive and Industrial and Other end markets. Non-GAAP EPS was $0.08, at the high end of the company's outlook.
- Second quarter sales were $187 million.
- Sequential growth in both Automotive and Industrial and Other end markets.
- Non-GAAP EPS was $0.08, at the high end of the company's outlook.
- Accelerating pace of new product introductions sets the stage for significant growth momentum in the near future.
Headline financials
Revenue & EPS history
Allegro MicroSystems · Revenue · Quarterly
$187M
Revenue by segment
Allegro MicroSystems · $890M total across 2 segments · Q4 2026
- Automotive$629M—70.6%
- Industrial and Other$262M—29.4%
Forward guidance
For the third quarter of fiscal year 2025 ending December 27, 2024, the Company expects net sales to be in the range of $170 million to $180 million.
Tailwinds
- Continued progress toward vehicle electrification
- Ongoing inventory rebalancing as reflected in the latest third-party estimates
- Gross Margin is expected to be between 49% and 51%
- Interest Expense to be approximately $6 million
- Diluted Earnings per Share are expected to be between $0.04 and $0.08.
Headwinds
- Typical December quarter seasonality.
- Estimates of all of the reconciling items cannot be provided without unreasonable efforts.
- Certain factors that are materially significant to Allegro’s ability to estimate these items are out of its control
- Certain factors that are materially significant to Allegro’s ability to estimate these items cannot be reasonably predicted.
- Operates in an evolving environment.
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 Q2 2025
+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
| Quarter | Report date | Reaction (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 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro