UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 27, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to _____________ Commission File Number: 001-39675 ALLEGRO MICROSYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 46-2405937 (State ...

Allegro MicroSystems (ALGM) Q1 2026 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsJalene Hoover - Vice President of IR & Corporate CommunicationsMichael Doogue - Director, President & CEODerek D'Antilio - EVP, CFO & TreasurerVivek Arya - Managing DirectorQuinn Bolton - MD - Equity ResearchChris Caso - Managing DirectorThomas O'Malley - Director - Equity ResearchBlayne Curtis - Managing DirectorVijay Rakesh - Managing DirectorTimothy Arcuri - Managing DirectorJoseph Moore - Managing DirectorJos ...

Allegro MicroSystems (ALGM) Q1 2026 Earnings Call July 31, 2025 08:30 AM ET Speaker0Good morning, and welcome to the Allegro Microsystems First Quarter Fiscal Year twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You'll then hear an automated message advising your hand is raised.To withdraw your ...

Allegro MicroSystems, Inc. (ALGM) came out with quarterly earnings of $0.09 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.05 per share when it actually produced earnings of $0.06, delivering a surprise of +20%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Allegro MicroSyste ...

JULY 31, 2025 1QFY26 Investor Presentation Forward-looking statements This presentation and the accompanying oral remarks contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward- looking statements contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than ...

Exhibit 99.1 Allegro MicroSystems Reports First Quarter 2026 Results "We delivered strong first quarter results, with sales of over $203 million, up 22% year-over-year, and led by growth in both e- Mobility and Industrial and Other, increasing 31% and 50% year-over-year, respectively. Non-GAAP EPS was $0.09, increasing nearly 3x year-over-year, demonstrating the significant operating leverage in our business model," said Mike Doogue, President and CEO of Allegro. "In addition to this strong financial perfor ...

Group 1 - Jabil (JBL) is outperforming the Computer and Technology sector with a year-to-date return of 53.5%, compared to the sector average of 9.8% [4] - Jabil holds a Zacks Rank of 1 (Strong Buy), indicating strong analyst sentiment and a positive earnings outlook, with a 5.5% increase in the consensus estimate for full-year earnings over the past quarter [3] - The Electronics - Manufacturing Services industry, to which Jabil belongs, has seen an average gain of 44.4% year-to-date, further highlighting Jabil's strong performance within its industry [5] Group 2 - Allegro MicroSystems, Inc. (ALGM) is another stock in the Computer and Technology sector that has outperformed, with a year-to-date increase of 65.8% and a consensus EPS estimate increase of 21.8% over the past three months [4][5] - The Electronics - Semiconductors industry, which includes Allegro MicroSystems, has gained 14.9% year-to-date and is ranked 54 among 44 industries [6]

Core Viewpoint - Allegro MicroSystems, Inc. (ALGM) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook driven by an upward trend in earnings estimates [1][4][11] Earnings Estimates and Revisions - The Zacks Consensus Estimate for Allegro MicroSystems is projected at $0.53 per share for the fiscal year ending March 2026, showing no year-over-year change [9] - Over the past three months, the Zacks Consensus Estimate for Allegro MicroSystems has increased by 21.8% [9] Zacks Rating System - The Zacks rating system is based solely on a company's changing earnings picture, which is a key determinant of stock ratings [2][3] - The system classifies stocks into five groups, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8] - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [10][11] Market Implications - Rising earnings estimates and the Zacks rating upgrade suggest an improvement in Allegro MicroSystems' underlying business, which could lead to higher stock prices [6][4] - The correlation between earnings estimate revisions and near-term stock movements highlights the importance of tracking these revisions for investment decisions [7][5]

Investment Rating - The report maintains a "Buy" rating for Analog Devices (ADI), Allegro MicroSystems (ALGM), Microchip Technology (MCHP), and Texas Instruments (TXN), while Onsemi (ON) is rated as "Neutral" [10][11]. Core Insights - The semiconductor industry is experiencing strong near-term demand, but there are signs of demand pull-ins due to tariff-related concerns, which is a key investor worry [2][3]. - Distributor inventory levels have normalized, particularly for Microchip Technology, which has seen a significant reduction in inventory [4][8]. - Pricing across the sector remains generally stable, with ON experiencing notable pricing pressure as it attempts to defend market share [2][4]. Semiconductor Purchaser Survey - The quarterly B2B survey indicates a net increase in demand of +75%, with expectations for future demand remaining strong at +73% [15][17]. - Nearly half of the respondents are exploring alternative supply sources outside the US or China, which is seen as a positive for European analog suppliers [3][18]. - The percentage of respondents indicating their analog semiconductor inventory is above target has significantly decreased, suggesting a healthier demand environment [3][15]. Inventory Financial Reporting Deep Dive - The report highlights that Analog Devices and Microchip Technology have lean inventory levels, positioning them well for an upcycle, while ON continues to face headwinds with high inventory levels [7][8]. - MCHP has successfully executed a turnaround plan, reducing inventory and production significantly [8][10]. - The overall inventory days for major companies like ADI, MCHP, and TXN are being closely monitored, with MCHP showing the largest decline in inventory [4][15]. Pricing Trends - Pricing for true analog semiconductors has remained flat, while power analog pricing has slightly declined, particularly for ON [4][10]. - The report notes that 68% of respondents have reported price increases, with expectations for further increases strengthening to 62% [17][18]. Market Outlook - The semiconductor market is expected to see a recovery, with TXN maintaining elevated inventory levels in anticipation of a sharp upcycle [8][10]. - The report suggests that the channel will likely begin rebuilding inventory, flipping the delta between sell-in and sell-through [8][10]. - Overall, the demand picture is improving, with significant increases in net demand expectations across various sectors, particularly in data centers [32][46].

Core Viewpoint - Allegro MicroSystems, Inc. is set to announce its financial results for the first quarter of fiscal year 2026 on July 31, 2025, with a subsequent conference call to discuss the results and business outlook [1]. Group 1: Financial Results Announcement - The financial results for the first quarter of fiscal year 2026 will be released before market open on July 31, 2025 [1]. - A conference call will be hosted by the CEO and CFO at 8:30 a.m. Eastern Time to discuss the results [1]. Group 2: Conference Call Details - Analysts and investors can join the conference call scheduled for July 31, 2025, at 8:30 a.m. EDT [2]. - Advanced registration is required for dial-in participants to receive a dedicated PIN for accessing the call [2]. - A live and archived audio webcast will be available for at least 90 days on the company's website [2]. Group 3: Company Overview - Allegro MicroSystems leverages over three decades of expertise in magnetic sensing and power ICs to advance automotive, clean energy, and industrial automation [3]. - The company is recognized for its commitment to quality and innovation in "automotive grade" technology [3].