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Sep 26, 2025
Allegro MicroSystems Q2 2026 Earnings Report
Allegro MicroSystems reported strong second quarter 2026 results with increased sales and non-GAAP EPS.
Key Takeaways
Allegro MicroSystems delivered robust second quarter results, with sales climbing 14% year-over-year to $214 million, driven by significant growth in both e-Mobility and Industrial & Other segments. Non-GAAP EPS saw a substantial increase of over 60% year-over-year, reaching $0.13.
Total net sales for Q2 2026 reached $214.294 million, a 14% increase year-over-year.
Non-GAAP diluted EPS was $0.13, marking a more than 60% increase compared to the prior year.
Automotive segment revenue grew by 12% year-over-year to $155.845 million, with strong performance in e-Mobility and Other Auto.
Industrial and Other segment revenue increased by 23% year-over-year to $58.449 million, fueled by record data center sales.
Revenue by Segment
Forward Guidance
For the third quarter of fiscal year 2026, Allegro MicroSystems anticipates total net sales between $215 million and $225 million, representing a 24% year-over-year growth at the midpoint. Non-GAAP Gross Margin is projected to be between 49% and 51%, and non-GAAP Diluted Earnings per Share is expected to range from $0.12 to $0.16.
Positive Outlook
- Expected total net sales of $215 million to $225 million for Q3 2026.
- Midpoint of sales guidance implies 24% year-over-year growth.
- Non-GAAP Gross Margin is expected to be strong, between 49% and 51%.
- Non-GAAP Diluted Earnings per Share is projected to be between $0.12 and $0.16.
- Continued growth anticipated in net sales.
Challenges Ahead
- Interest expense is expected to be approximately $5 million.
- Reconciliation of non-GAAP measures to GAAP for forward-looking estimates is not provided due to unreasonable efforts.
- Certain factors materially significant to estimating reconciling items are out of the company's control or cannot be reasonably predicted.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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