NASDAQ$ALGM
Allegro MicroSystems Inc · Q4 2026 earnings
Q4 2026 earnings · · Before market open · Investor relations
Briefing
Allegro MicroSystems Inc reported net sales of $890.1 million and a net loss of $14.9 million for the fiscal year ended March 27, 2026.
The company achieved 22.8% revenue growth to $890.1 million, driven by strong demand in automotive and industrial markets including ADAS, xEV, data centers, and robotics. Despite top-line gains, the company recorded a net loss of $14.9 million due to higher operating expenses, restructuring charges, and other costs. Focus on high-growth applications and manufacturing optimization supported margin expansion to 46.3%.
- Net sales rose 22.8% year-over-year to $890.1 million, with automotive up 17.4% and industrial/other up 37.8%.
- GAAP gross margin improved to 46.3% from 44.3% on favorable product mix and higher volumes.
- Operating income turned positive to $18.5 million versus a loss in the prior year.
- Free cash flow reached $124.9 million, supported by strong operating cash generation of $163.1 million.
Headline financials
Revenue & EPS history
Allegro MicroSystems · Revenue · Quarterly
$890M
Revenue by segment
Allegro MicroSystems · $890M total across 2 segments · Q4 2026
- Automotive$629M—70.6%
- Industrial and Other$262M—29.4%
Forward guidance
The company anticipates continued growth in automotive electrification, ADAS, AI data centers, and industrial automation, supported by its sensor and power IC portfolio.
Tailwinds
- Strong design win momentum in xEV and ADAS applications
- Expanding presence in data center cooling and power solutions
- Margin expansion from product mix and manufacturing efficiencies
Headwinds
- Macroeconomic uncertainty and potential demand volatility
- Intense competition in semiconductor markets
- Ongoing geopolitical and supply chain risks
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 2026
+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 | — | — | — |
Discussion
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