Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

ALLEGRO MICROSYSTEMS, INC.
Next earnings Jul 29, 2026 · consensus $0.21 EPS, $256M rev
Last earnings -6.7% on 2026-05-07
Auto/industrial sensor chipmaker recovering off a cyclical trough, but a 12.3x sales multiple prices in the rebound.
Sources: SEC EDGAR (CIK 0000866291, latest 10-K filed 2026-05-21) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:14 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Allegro MicroSystems is an analog and mixed-signal semiconductor maker focused on magnetic sensing and power ICs for automotive (including EVs) and industrial markets. The FY2026 (year ended March 27, 2026) numbers show a clear cyclical recovery off the FY2025 trough: revenue rebounded 22.8% to $890M, gross profit rose 28.1% to $412M (46.3% gross margin), operating income swung back to positive $18.5M (+193.4%), and the net loss narrowed sharply to -$14.9M from -$73.0M. Operating cash flow jumped 163.4% to $163M, and the company deleveraged, cutting long-term debt 17.1% to $286M against a clean 0.48x liabilities/equity balance sheet.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $769M | $974M | $1.05B | $725M | $890M |
| Gross profit | $407M | $546M | $575M | $322M | $412M |
| Operating income | $137M | $203M | $196M | -$19.8M | $18.5M |
| Net income | $119M | $187M | $153M | -$73.0M | -$14.9M |
| Diluted EPS | $0.62 | $0.97 | $0.78 | -$0.39 | -$0.08 |
| Net margin | 15.5% | 19.2% | 14.6% | -10.1% | -1.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Last 90 days: 0 open-market buys · 4 sales
| 2026-06-17 | WHITE BRIAN C Director | Award | 594.00 | |
| 2026-06-03 | Madormo Richard SVP, Worldwide Sales | Sell | 5.00K @ $52.72 | $264K |
| 2026-05-22 | Coleman Troy SVP, General Manager, Products | Sell | 4.50K @ $45.72 | $206K |
| 2026-05-21 | Webster Roald Graham VP, Chief Accounting Officer | Sell | 5.22K @ $44.89 | $234K |
| 2026-05-18 | Kent Ian SVP, Global Operations | Sell | 2.64K @ $41.56 | $110K |
| 2026-05-16 | Hagen Erin SVP, CHRO | Tax | 5.82K @ $43.10 | $251K |
| 2026-05-16 | Kent Ian SVP, Global Operations | Tax | 2.35K @ $43.10 | $101K |
| 2026-05-16 | D'Antilio Derek EVP, CFO & Treasurer | Tax | 37.8K @ $43.10 | $1.63M |
| 2026-05-16 | Madormo Richard SVP, Worldwide Sales | Tax | 5.44K @ $43.10 | $234K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.