{"id":76890,"date":"2026-01-29T12:04:05","date_gmt":"2026-01-29T12:04:05","guid":{"rendered":"https:\/\/english.saigonbiz.com\/vn\/allegro-microsystems-reports-third-quarter-2026-results\/"},"modified":"2026-01-29T12:04:05","modified_gmt":"2026-01-29T12:04:05","slug":"allegro-microsystems-reports-third-quarter-2026-results","status":"publish","type":"post","link":"https:\/\/english.saigonbiz.com\/vn\/allegro-microsystems-reports-third-quarter-2026-results\/","title":{"rendered":"Allegro MicroSystems Reports Third Quarter 2026 Results"},"content":{"rendered":"
\n

Sales Increased 29% Year-Over-Year and 7% Quarter-Over-Quarter to $229 Million<\/em><\/p>\n

MANCHESTER, N.H., Jan. 29, 2026 (GLOBE NEWSWIRE) — Allegro MicroSystems, Inc. (\u201cAllegro\u201d or the \u201cCompany\u201d) (Nasdaq: ALGM<\/strong>), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced financial results for its third quarter ended December 26, 2025.<\/p>\n

\u201cWe delivered strong third quarter results, with sales of\u00a0$229 million exceeding the high end of our guidance range. Additionally,
non-GAAP EPS more than doubled year-over-year to $0.15. This performance was driven by broad strength in Automotive sales, which grew 28% year-over-year, including a 46% increase in e-Mobility. Our Industrial sales also saw robust growth, increasing 31% year-over-year, led by another record quarter in Data Center,\u201d said Mike Doogue, President and CEO of Allegro. \u201cWe continued to see growing bookings and backlog, and a significant annual increase in year-to-date design wins. We are excited to provide a deeper look into our longer-term strategy, growth drivers and target model at our upcoming Analyst Day.\u201d<\/p>\n

Third Quarter Financial Highlights:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
In thousands, except per share data<\/td>\nThree-Month Period Ended<\/strong><\/td>\n\u00a0<\/td>\nNine-Month Period Ended<\/strong><\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\nDecember 26,
2025<\/strong><\/td>\n		\u00a0<\/td>\nSeptember 26,
2025<\/strong><\/td>\n		\u00a0<\/td>\nDecember 27,
2024<\/strong><\/td>\n		\u00a0<\/td>\nDecember 26,
2025<\/strong><\/td>\n		\u00a0<\/td>\nDecember 27,
2024<\/strong><\/td>\n		\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n(Unaudited)<\/strong><\/td>\n\u00a0<\/td>\n(Unaudited)<\/strong><\/td>\n\u00a0<\/td>\n(Unaudited)<\/strong><\/td>\n\u00a0<\/td>\n(Unaudited)<\/strong><\/td>\n\u00a0<\/td>\n(Unaudited)<\/strong><\/td>\n\u00a0<\/td>\n<\/tr>\n
Net Sales<\/strong><\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Automotive<\/td>\n$<\/td>\n164,543<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n155,845<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n128,637<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n464,652<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n395,711<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Industrial and Other<\/td>\n\u00a0<\/td>\n64,667<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n58,449<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n49,235<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n182,257<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n136,471<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Total net sales<\/td>\n$<\/td>\n229,210<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n214,294<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n177,872<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n646,909<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n532,182<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
GAAP Financial Measures<\/strong><\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Gross margin %<\/td>\n\u00a0<\/td>\n46.7<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n46.3<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n45.7<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n46.0<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n45.4<\/td>\n%<\/td>\n\u00a0<\/td>\n<\/tr>\n
Operating margin %<\/td>\n\u00a0<\/td>\n4.2<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n2.9<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u2014<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n2.0<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n(1.2<\/td>\n)%<\/td>\n\u00a0<\/td>\n<\/tr>\n
Diluted EPS<\/td>\n$<\/td>\n0.04<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.03<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n(0.04<\/td>\n)<\/td>\n\u00a0<\/td>\n$<\/td>\n0.01<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n(0.31<\/td>\n)<\/td>\n\u00a0<\/td>\n<\/tr>\n
Non-GAAP Financial Measures<\/strong><\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Gross margin %<\/td>\n\u00a0<\/td>\n49.9<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n49.6<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n49.1<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n49.2<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n48.9<\/td>\n%<\/td>\n\u00a0<\/td>\n<\/tr>\n
Operating margin %<\/td>\n\u00a0<\/td>\n15.4<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n13.9<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n10.8<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n13.6<\/td>\n%<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n9.6<\/td>\n%<\/td>\n\u00a0<\/td>\n<\/tr>\n
Diluted EPS<\/td>\n$<\/td>\n0.15<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.13<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.07<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.37<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$<\/td>\n0.18<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n<\/tr>\n<\/table>\n

Business Outlook<\/strong><\/p>\n

For the fourth quarter of fiscal year 2026 ending March 27, 2026, the Company expects total net sales to be in the range of
$230 million to $240 million. At the midpoint of this range, it implies growth in net sales of 22% year-over-year.<\/p>\n

The Company also estimates the following results on a non-GAAP basis:<\/p>\n