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Allegro MicroSystems, Inc.

ALGM Technology Semiconductors

Allegro MicroSystems, Inc.’s revenue for fiscal 2026 (year ended March 2026) was $890.1 million, up 22.8% from fiscal 2025.

Revenue
+29.2%
EPS
+212.8%
Free cash flow
+119.2%
Total debt
−0.05%

Quarter to September 2026, against a year earlier

28.14 1.34 +5.00%
Market cap
$5.0B
P/E
170×
Fwd P/E
57.1×
Dividend yield
—
F-score
7/9
Altman Z
8.52
Beneish M
−2.81
Dividend safety
41/100
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Segments Valuation Filings

Revenue by products and services Fiscal 2024

  • Automotive
  • Industrial and Other

Every year since 2020 →

Insider Decisions last twelve months

Sold, $m 4.88
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 1 — 1 1 — 6 1 — 2 — — —
Insider Ownership 32.89%

Capital & Financial Ratios $m

Size
Market Cap 5,000.00
Revenue ttm 1,008.52
Net income ttm 31.16
Free cash flow ttm 104.43
Net debt Q 89.69
Valuation
P/E 170.44 (above 35: high)
Forward P/E 57.10 (above 35: high)
Price / sales 5.20
Forward P/S Powerpack
Price / FCF 50.24
Price / book 5.23
Financial health
Current ratio Q 4.13 (at or above 1.5: strong)
Debt / equity Q 0.29 (at or below 0.5: strong)
Interest coverage Q 4.65
Growth
Revenue growth Q +29.21% (above 0%: growing)
Operating income growth Q +467.80% (above 0%: growing)
EPS, this year +93.51% (at or above 15%: strong)
EPS, next year A +48.13% (at or above 15%: strong)
Revenue, next year A +24.59% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +56.37% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 5.3×, against a ten-year median of 6.3×; over the ten years it ranged from 0.0× in 2020 to 13.8× in 2026.
P/E against its own 10 years 91.64%
10-year low 10-year high
P/S against its own 10 years 24.32%
10-year low 10-year high
P/B against its own 10 years 32.72%
10-year low 10-year high
EV/Sales against its own 10 years 29.41%
10-year low 10-year high
EV/FCF against its own 10 years 30.34%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 222 131 175 201
Receivables 119 87 115 108
Inventory 162 184 182 182
Other — — — 23
572 483 504 561
2024 2025 2026 Q'26
Payables 36 39 44 57
ST’ Debt 6 8 6 5
Other — — — —
118 112 146 136

Compound Annual Growth %

10y 5y 3y
Sales — 8.53% (2.95%)
Cash Flow — 6.22% (5.50%)
Earnings — 0.00% 0.00%
Book Value — 10.26% (0.36%)

Earnings Trends EPS, adjusted, against the consensus

Q2 FY27 Estimate 0.25 Actual 0.26

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY26 0.14 0.15 Beat by 0.01
Q4 FY26 0.16 0.17 Beat by 0.01
Q1 FY27 0.21 0.23 Beat by 0.02
Q2 FY27 0.25 0.26 Beat by 0.01
Q3 FY27 0.28 — Reports 4 February 2027

EPS $

Jun Sep Dec Mar Year
’26 0.08 0.12 — — —
’26 (0.07) 0.03 0.04 (0.09) (0.08)
’25 (0.09) (0.18) (0.04) (0.08) (0.39)
’24 0.31 0.34 0.17 (0.04) 0.78
’23 0.05 0.26 0.33 0.32 0.97
’22 0.14 0.17 0.17 0.13 0.62
’21 0.49 0.96 (0.04) 0.05 0.10
Fiscal quarters ending in the months shown.

Revenue $m

Jun Sep Dec Mar Year
’26 259 277 — — —
’26 203 214 229 243 890
’25 167 187 178 193 725
’24 278 276 255 241 1,049
’23 218 238 249 269 974
’22 188 194 187 200 769
’21 115 137 164 175 591
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Jun Sep Dec Mar Year
’26 22 37 — — —
’26 62 20 45 36 163
’25 34 16 (8) 20 62
’24 50 47 73 13 182
’23 37 55 54 48 193
’22 38 31 49 38 156
’21 26 3 35 57 121
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Jun Sep Dec Mar Year
’26 14 31 — — —
’26 51 14 41 19 125
’25 23 6 (22) 15 21
’24 5 16 38 (2) 57
’23 22 34 40 17 113
’22 23 40 27 23 114
’21 18 (7) 27 42 80
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 27.4% a year for ten years.

Implied
27.4%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

1.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to March

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Sep ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue — — 724 650 591 769 974 1,049 725 890 1,009 +3.0% 1,109 1,310 1,506 +19.2%
Gross margin, % — — 44.13 40.19 47.18 53.01 56.09 54.75 44.35 46.28 47.91 +2.1 pt
EBT — — 99 53 (1) 141 211 195 (86) (15) 43 n/m
EBT margin, % — — 13.73 8.20 (0.25) 18.31 21.71 18.56 (11.82) (1.67) 4.27 (15.4) pt
Net income — 0 85 37 18 120 187 153 (73) (15) 31 n/m
Per share, $
Per share, $ Revenue — — 3.82 65.01 7.08 4.05 5.09 5.45 3.86 4.81 5.41 +3.3%
Earnings — — 0.45 3.71 0.22 0.63 0.98 0.79 (0.39) (0.08) 0.17 n/m
Cash flow — — 0.64 8.14 1.44 0.82 1.01 0.94 0.33 0.88 0.75 +4.7%
Capex — — 0.00 (4.17) (0.48) (0.22) (0.42) (0.65) (0.22) (0.21) (0.19) n/m
Free cash flow — — 0.64 3.97 0.96 0.60 0.59 0.30 0.11 0.68 0.56 +0.8%
Book value — — 3.11 63.41 7.03 3.88 5.06 5.88 4.96 5.17 5.38 +7.5%
Shares, m — — 189 10 83 190 191 193 188 185 186 (0.3%)
Valuation, ×
Valuation, × P/E — — 7.34 7.34 17.42 45.81 49.47 33.99 0.00 0.00 170.44 20.2
P/S — — 0.30 0.30 3.58 7.01 9.42 4.93 6.51 6.55 5.20 4.8
P/B — — 0.28 0.28 3.60 7.33 9.49 4.57 5.07 6.10 5.23 4.6
EV/Sales — — 0.04 0.04 3.28 6.67 9.09 4.96 6.81 6.69 5.29 4.7
EV/FCF — — 0.55 0.55 24.17 45.15 78.03 91.38 224.91 47.65 51.10 64.1
Cash, $m
Cash, $m Operating cash flow — — 121 81 121 156 193 182 62 163 140 +4.3%
Capex — — (98) (42) (40) (43) (80) (125) (41) (38) (35) (12.6%)
Free cash flow — — 121 40 80 114 113 57 21 125 104 +0.4%
Balance, $m
Balance, $m Working capital — — 263 298 314 407 501 454 371 358 425 +4.5%
Net debt — — (60) (130) (177) (260) (324) 33 222 117 90 n/m
Shareholders’ equity — — 589 634 587 735 967 1,132 931 956 1,004 +7.2%
Returns, %
Returns, % ROA — — 22.53 4.71 2.29 14.56 18.07 11.26 (4.95) (1.05) 2.19 (23.6) pt
ROIC — — 0.00 6.55 1.85 17.95 19.77 10.53 (1.07) 1.08 4.34 +1.1 pt
ROE — — 13.86 6.05 2.94 18.06 22.01 14.55 (7.08) (1.58) 3.17 (15.4) pt
People
People Employees — — — 3,720 3,874 4,036 4,687 742 2,300 4,250 — +2.2%
Revenue/emp, $m — — 0.00 0.17 0.15 0.19 0.21 1.41 0.32 0.21 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Mar 2026 · latest quarter Sep 2026 · fundamentals updated 6 Nov 2026

Business profile

Updated

Allegro MicroSystems designs and sells semiconductor chips that sense movement and electrical current, control motors, and manage power. Founded in 1979, it is headquartered in Manchester, New Hampshire. Michael C. Doogue is its president and chief executive officer.

The company primarily serves automotive and industrial customers. Its chips can measure a vehicle’s wheel speed or steering position, help control a motor, or regulate power in an electric vehicle. In industrial equipment, they can sense current in a data center power supply or drive the fans and pumps used for cooling.

Where the money comes from and where it goes Fiscal 2024

Fiscal 2024: revenue by products and services, and margins
Automotive 759 72.37%
Industrial and Other 290 27.63%
Gross margin 54.75%
Operating margin 18.70%
Pre-tax margin 18.56%

Revenue by segment since 2020

Allegro MicroSystems, Inc. vs peers in Semiconductors (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
RMBS Rambus, Inc. $7.5B 28.7× 33.2× +22.28% (above 0%: growing) +53.93% (above 0%: growing) +16.24% (above 0%: growing) 78.30% 38.32% Compare
SLAB Silicon Laboratories, Inc. $7.4B — (loss-making) — (loss-making) +18.33% (above 0%: growing) n/m −608.05% (below 0%: shrinking) 61.65% (4.67%) Compare
CRUS Cirrus Logic, Inc. $5.5B 13.5× 16.0× −0.27% (below 0%: shrinking) −10.51% (below 0%: shrinking) −51.81% (below 0%: shrinking) 53.72% 23.66% Compare
SIMO Silicon Motion Technology Corporation $5.3B 17.0× 16.8× +131.50% (above 0%: growing) +64.62% (above 0%: growing) −4,223.32% (below 0%: shrinking) 53.63% 29.02% Compare
ALGM Allegro MicroSystems, Inc. $5.0B 169× 57.1× +29.21% (above 0%: growing) +200.00% (above 0%: growing) +119.18% (above 0%: growing) 49.18% 12.80%
PI Impinj, Inc. $5.0B — (loss-making) — (loss-making) +16.69% (above 0%: growing) n/m +14.68% (above 0%: growing) 52.75% 4.10% Compare
SYNA Synaptics Incorporated $4.6B — (loss-making) — (loss-making) +0.51% (above 0%: growing) n/m −342.22% (below 0%: shrinking) 47.76% (4.32%) Compare
MXL MaxLinear, Inc $4.0B — (loss-making) 243× +72.43% (above 0%: growing) n/m −786.91% (below 0%: shrinking) 58.73% 13.86% Compare
VSH Vishay Intertechnology, Inc. $3.4B 34.1× 31.7× +23.82% (above 0%: growing) n/m +504.83% (above 0%: growing) 25.48% 9.42% Compare
Median of peers $5.1B 22.8× 31.7× +20.31% +53.93% −197.01% 53.68% 11.64%

All 68 Semiconductors stocks →

From the latest earnings call

Updated

  • CEO Mike Doogue said bookings rose 45% year over year and backlog expanded across Allegro’s automotive and industrial markets.
  • Doogue said delays in some hyperscaler programs pushed out major data center programs by a quarter or two, moderating sequential growth.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 78.82%
Held by the ten largest 57.73%
Holder Shares Stake Change
Fidelity (FMR) 25.58m 13.73% −1.84m
Vanguard 14.20m 7.62% −169.71k
BlackRock 13.89m 7.45% +1.39m
Invesco 13.68m 7.34% +4.93m
JPMorgan Chase 12.72m 6.83% +4.07m
Capital Group 12.01m 6.44% −429.16k
State Street 5.68m 3.05% +448.32k
T. Rowe Price 4.23m 2.27% +3.55m
Franklin Templeton 2.95m 1.58% +82.53k
Geode Capital Management 2.64m 1.42% +188.11k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 24 June 2026

Ownership

Directors and executive officers, together 0.50%
Sanken Electric Co., Ltd. 32.10%
FMR LLC 14.70%
Vanguard Group 7.90%
Capital Research Global Investors 7.00%
BlackRock Inc. 6.90%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Allegro MicroSystems, Inc. (ALGM) Latest News

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ALGM metrics, ten years each

stockrow.com/ALGM · Data as of Nov 6, 2026 · For information only; not investment advice. · © 2026 stockrow.com