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Dec 27, 2024
Allegro MicroSystems Q3 2025 Earnings Report
Delivered on commitments with third quarter sales and non-GAAP EPS both above the midpoint of guidance.
Key Takeaways
Allegro MicroSystems reported Q3 2025 sales of $177.872 million and non-GAAP EPS of $0.07, exceeding the midpoint of guidance. The company introduced a record number of new magnetic sensing and power products, expanding its differentiated portfolios and positioning itself for above-market growth.
Delivered third quarter sales above guidance.
Introduced a record number of new magnetic sensing and power products.
Expanded differentiated portfolios.
Positioned well for above market growth.
Revenue by Segment
Forward Guidance
For the fourth quarter of fiscal year 2025 ending March 28, 2025, the Company expects total net sales to be in the range of $180 million to $190 million. The Company also estimates the following results on a non-GAAP basis:
Positive Outlook
- Gross Margin is expected to be between 46% and 48%, which contemplates the impact of annual pricing agreements ahead of cost reductions, as well as higher capacity charges resulting from adjusted production levels in the quarter,
- Operating expenses are expected to increase by approximately 5% sequentially to $72 million, primarily due to annual payroll tax resets,
- As a result of the expected repricing of the term loan and anticipated $30 million Q4 debt repayment, the Company now expects Interest Expense to be approximately $6 million, and
- Diluted Earnings per Share are expected to be between $0.03 and $0.07.
- Diluted Earnings per Share are expected to be between $0.03 and $0.07.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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