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Mar 28
Allegro MicroSystems Q4 2025 Earnings Report
Allegro MicroSystems reports fourth quarter and fiscal year 2025 results
Key Takeaways
Allegro MicroSystems reported Q4 fiscal year 2025 results with sales of $193 million, an 8% sequential increase, but a 20% decrease year-over-year. Non-GAAP EPS was $0.06.
Fourth Quarter Sales increased 8% sequentially to $193 million.
GAAP diluted EPS for Q4 2025 was $(0.08).
Non-GAAP diluted EPS for Q4 2025 was $0.06.
Full fiscal year 2025 net sales were $725 million, a decrease of 31% year-over-year.
Allegro MicroSystems
Allegro MicroSystems
Allegro MicroSystems Revenue by Segment
Revenue by Segment
Automotive Revenue
CapyFin.comIndustrial and Other Revenue
CapyFin.com Forward Guidance
For the first quarter of fiscal year 2026, Allegro MicroSystems expects total net sales between $192 million and $202 million, and non-GAAP diluted earnings per share between $0.06 and $0.10. Non-GAAP gross margin is expected to be between 46% and 48%.
Positive Outlook
- Expected sequential net sales growth in Q1 FY26.
- Mid-point of Q1 FY26 net sales guidance implies 18% year-over-year growth.
- Expected positive non-GAAP diluted EPS in Q1 FY26.
- Expected non-GAAP gross margin between 46% and 48% in Q1 FY26.
- Voluntary debt payment of $25 million made in April 2025.
Challenges Ahead
- Environment remains dynamic.
- Guidance provided on a non-GAAP basis, with no reconciliation to GAAP.
- Difficulty in reasonably providing a forward-looking estimate between non-GAAP and GAAP measures.
- Certain factors materially significant to estimating reconciling items are out of control and/or cannot be reasonably predicted.
- Interest expense of approximately $5 million expected in Q1 FY26.
Revenue & Expenses
Visualization of income flow from segment revenue to net income