NASDAQ$ALGM

Allegro MicroSystems Inc · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Allegro MicroSystems reported Q2 2026, revenue of $285M, net income of $6.5M, diluted EPS of $0.03.

For Q2 2026, Allegro MicroSystems reported revenue of $285M, net income of $6.5M, diluted EPS was $0.03. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $285M.
  • Net income $6.5M.
  • Diluted EPS $0.03.

Headline financials

Total Revenue

$214M

Previous: $187M+14.4%
EPS (adj)

$0.03

Previous: $0.08-62.5%
Capital Expenditures

-$17M

Previous: -$20.9M+18.6%
Free Cash Flow

-$10.5M

Previous: -$54.6M+80.7%
Net Income

$6.52M

Previous: -$33.7M+119.4%
Operating Income

$6.24M

Previous: $4.07M+53.5%
Gross Profit

$99.3M

Previous: $85.7M+15.9%
Cash & Equivalents

$117M

Previous: $189M-37.8%
Total Assets

$1.38B

Previous: $1.49B-7.2%

Revenue & EPS history

Allegro MicroSystems · Revenue · Quarterly

$214M

Q2 2026+14.4%vs Q2 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

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

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 2026

Historical avgQ2 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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