Allegro Microsystems Inc
allegromicro.comWhat Do They Do?
Designs and sells magnetic sensor chips and application-specific power chips for automakers, automotive suppliers, and industrial customers.
10-K for FY2026, filed May 21, 2026The Company is a global leader in the design, development, and marketing of sensor integrated circuits (“ICs”) and application-specific…View ↗
Our sensor ICs provide critical feedback for motion, position, speed, and electrical current sensing, while our power ICs control motors…View ↗
We maintain our market leadership through deep, long-standing customer relationships, often collaborating early in the design cycle to…View ↗
How Do They Make Money?
Automakers, industrial customers, and distributors pay for sensor and power chips, usually when the products ship or are delivered. For consignment sales, payment follows when a distributor takes products from inventory.
10-K for FY2026, filed May 21, 2026(2) Identify the performance obligations in the contract — Performance obligations are identified as products and services that will be…View ↗
(5) Recognize revenue when a performance obligation is satisfied — Revenue is recognized when control of the product is transferred to the…View ↗
The Company sells products globally through its direct sales force, third-party distributors, independent sales representatives and…View ↗
For consignment arrangements with distributors, delivery occurs and revenue is recognized when the distributor pulls product from…View ↗
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10-K for FY2026, filed May 21, 2026
FY2026 revenue by product or service ↗
$890.1M
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10-K for FY2026, filed May 21, 2026
$890.1M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Automotive
Sold outright
10-K for FY2026, filed May 21, 2026 |
71%
FY2023: 66%
|
Automotive, FY2026
$628.6M Sources
|
Sold outright |
|
Industrial and Other
Sold outright
10-K for FY2026, filed May 21, 2026 |
29%
FY2023: 34%
|
Industrial and Other, FY2026
$261.5M Sources
|
Sold outright |
Who Are Their Customers?
Major global automakers and their key suppliers, along with industrial companies, buy products directly or through distributors. The company also sells through independent sales representatives.
10-K for FY2026, filed May 21, 2026We sell our products worldwide through multiple sales channels, including through our direct sales force, distributors and independent…View ↗
CustomersView ↗
We sell our products to major global OEMs and their key suppliers, primarily in the automotive and industrial markets. We sold to more than…View ↗
Do Revenues Turn Into Profits?
Not on paper. It lost $14.9M in FY2026, but brought in more cash than it spent: $124.9M of free cash flow.
10-K for FY2026, filed May 21, 2026
$18.5MView ↗
10-K for FY2026, filed May 21, 2026
−$14.9MView ↗
10-K for FY2026, filed May 21, 2026
$124.9MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q1 FY2027, filed Jul 31, 2026
$15.9MView ↗
- ▲ Now profitable
- vs −$13.2M in Q1 FY2026
10-Q for Q1 FY2027, filed Jul 31, 2026
Open tableView ↗
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Jul 30, 2026
Allegro raised its second-quarter sales and earnings outlook.
The company expects second-quarter net sales of $265 million to $275 million and non-GAAP diluted earnings per share of $0.23 to $0.26.
Sources
8-K, filed Jul 30, 2026
For the second quarter of fiscal year 2027 ending September 25, 2026, the Company expects total net sales to be in the range of $265…View ↗
Growing. Revenue grew 16% in 4 years, from $768.7M in FY2022 to $890.1M in FY2026, about 4% a year.
Broader industrial markets
The latest report describes AI data centers, robotics, and energy infrastructure as advanced industrial markets and focus areas; the older report grouped data centers with clean energy and described automation more generally.
10-K for FY2023, filed May 25, 2023 10-K for FY2026, filed May 21, 2026Our automotive first philosophy resonates with our industrial customers who appreciate our rigorous quality standards, devices designed to…View ↗
Our motor drivers are heavily adopted in the data center space, mainly for thermal efficiency, as these products reduce complexity and…View ↗
With the growing adoption of factory automation, there is increasing demand for precise motion control and energy efficient technologies…View ↗
The Company is a global leader in the design, development, and marketing of sensor integrated circuits (“ICs”) and application-specific…View ↗
Industrial Focus Applications: AI Data Center, Automation, and RoboticsView ↗
The emergence of AI data centers is driving increased demand for our sensor and power ICs in both cooling and power supply applications.…View ↗
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