ALLEGRO MICROSYSTEMS, INC. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
For Q2 FY2027 (ended Sept 25, 2026), Allegro reported net sales of $276.9M (up 29% YoY from $214.3M), with Automotive sales of $172.5M (+11% YoY) and Industrial/Other of $104.4M (+79% YoY). GAAP diluted EPS quadrupled to $0.12 vs $0.03 YoY; non-GAAP diluted EPS doubled to $0.26 vs $0.13. The company posted GAAP operating income of $35.4M (12.8% margin) vs $6.2M (2.9% margin) YoY. On Sept 30, 2026, Allegro made a $25M voluntary debt repayment. For Q3 FY2027 guidance, the company projects sales of $278–288M (23% YoY growth at midpoint) and non-GAAP diluted EPS of $0.25–$0.29.
Why this rating
Strong revenue growth (29% YoY) and margin expansion drive EPS doubling; meaningful progress on profitability and debt reduction relative to $3.7B market cap—significant but execution-dependent.
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