ALLEGRO MICROSYSTEMS, INC. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Allegro reported Q1 FY2027 (ended June 26, 2026) net sales of $259.2M, up 27% YoY from $203.4M. GAAP diluted EPS improved to $0.08 from $(0.07) loss YoY; non-GAAP diluted EPS grew to $0.23 from $0.09, a 156% increase. Gross margin expanded to 48.5% GAAP (51.1% non-GAAP) from 44.9% (48.2%) YoY. Data center reached record 17% of sales; automotive sales grew 15% to $165.3M, industrial/other surged 59% to $93.9M. Q2 FY2027 guidance: $265–$275M sales (26% YoY growth midpoint); non-GAAP diluted EPS $0.23–$0.26 (88% YoY growth midpoint).
Why this rating
Strong organic growth (27% YoY), profitability inflection (GAAP to profit), margin expansion, and record data center penetration are meaningful for $3.7B company. Growth trajectory confirmed; execution risk remains moderate.
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