NASDAQ$ALGM
Allegro MicroSystems Inc · Q3 2025 earnings
Q3 2025 earnings · · Before market open · Investor relations
Briefing
Delivered on commitments with third quarter sales and non-GAAP EPS both above the midpoint of guidance.
Allegro MicroSystems reported Q3 2025 sales of $177.872 million and non-GAAP EPS of $0.07, exceeding the midpoint of guidance. The company introduced a record number of new magnetic sensing and power products, expanding its differentiated portfolios and positioning itself for above-market growth.
- Delivered third quarter sales above guidance.
- Introduced a record number of new magnetic sensing and power products.
- Expanded differentiated portfolios.
- Positioned well for above market growth.
Headline financials
Revenue & EPS history
Allegro MicroSystems · Revenue · Quarterly
$178M
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 fourth quarter of fiscal year 2025 ending March 28, 2025, the Company expects total net sales to be in the range of $180 million to $190 million. The Company also estimates the following results on a non-GAAP basis:
Tailwinds
- Gross Margin is expected to be between 46% and 48%, which contemplates the impact of annual pricing agreements ahead of cost reductions, as well as higher capacity charges resulting from adjusted production levels in the quarter,
- Operating expenses are expected to increase by approximately 5% sequentially to $72 million, primarily due to annual payroll tax resets,
- As a result of the expected repricing of the term loan and anticipated $30 million Q4 debt repayment, the Company now expects Interest Expense to be approximately $6 million, and
- Diluted Earnings per Share are expected to be between $0.03 and $0.07.
- Diluted Earnings per Share are expected to be between $0.03 and $0.07.
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 Q3 2025
+1.4%
Avg return
Earnings day
+3.1%
Avg return
5 days after
+5.9%
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% | — | — | |
| 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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