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Dec 26, 2025
Allegro MicroSystems Q3 2026 Earnings Report
Allegro MicroSystems Reports Strong Third Quarter 2026 Results with Sales Up 29% Year-Over-Year and Non-GAAP EPS More Than Doubled
Key Takeaways
Allegro MicroSystems delivered strong third quarter results, with sales reaching $229 million, exceeding guidance. Non-GAAP EPS more than doubled year-over-year to $0.15, driven by robust growth in Automotive and Industrial sales, with e-Mobility showing a significant increase.
Sales increased 29% year-over-year and 7% quarter-over-quarter to $229 million.
Non-GAAP diluted EPS more than doubled year-over-year to $0.15.
Automotive sales grew 28% year-over-year, including a 46% increase in e-Mobility.
Industrial sales increased 31% year-over-year, with a record quarter in Data Center.
Revenue by Segment
Forward Guidance
For the fourth quarter of fiscal year 2026, Allegro MicroSystems expects total net sales to be in the range of $230 million to $240 million, implying a 22% year-over-year growth at the midpoint.
Positive Outlook
- Total net sales expected to be between $230 million and $240 million.
- Implied growth in net sales of 22% year-over-year at the midpoint.
- Gross Margin expected to be between 49% and 51% on a non-GAAP basis.
- Diluted Earnings per Share expected to be between $0.14 and $0.18 on a non-GAAP basis.
- Term loan repriced down 25 basis points to SOFR plus 175 basis points, resulting in an additional $700,000 reduction in annualized interest expense.
Challenges Ahead
- Operating expenses are expected to increase by approximately 3% sequentially to $81 million due to annual payroll tax resets.
- Interest expense is expected to be approximately $5 million.
- Reconciliation of non-GAAP outlook to GAAP measures not provided due to unreasonable efforts.
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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