NASDAQ$ALGM
Allegro MicroSystems Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Allegro MicroSystems reports fourth quarter and fiscal year 2025 results
Allegro MicroSystems reported Q4 fiscal year 2025 results with sales of $193 million, an 8% sequential increase, but a 20% decrease year-over-year. Non-GAAP EPS was $0.06.
- Fourth Quarter Sales increased 8% sequentially to $193 million.
- GAAP diluted EPS for Q4 2025 was $(0.08).
- Non-GAAP diluted EPS for Q4 2025 was $0.06.
- Full fiscal year 2025 net sales were $725 million, a decrease of 31% year-over-year.
Headline financials
Revenue & EPS history
Allegro MicroSystems · Revenue · Quarterly
$193M
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 first quarter of fiscal year 2026, Allegro MicroSystems expects total net sales between $192 million and $202 million, and non-GAAP diluted earnings per share between $0.06 and $0.10. Non-GAAP gross margin is expected to be between 46% and 48%.
Tailwinds
- Expected sequential net sales growth in Q1 FY26.
- Mid-point of Q1 FY26 net sales guidance implies 18% year-over-year growth.
- Expected positive non-GAAP diluted EPS in Q1 FY26.
- Expected non-GAAP gross margin between 46% and 48% in Q1 FY26.
- Voluntary debt payment of $25 million made in April 2025.
Headwinds
- Environment remains dynamic.
- Guidance provided on a non-GAAP basis, with no reconciliation to GAAP.
- Difficulty in reasonably providing a forward-looking estimate between non-GAAP and GAAP measures.
- Certain factors materially significant to estimating reconciling items are out of control and/or cannot be reasonably predicted.
- Interest expense of approximately $5 million expected in Q1 FY26.
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 Q4 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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