Q1 FY2027 EarningsQ1 FY27 results beat consensus on the top line but missed significantly on normalized profitability. Revenue reached $259.2M (+3.0% vs. $251.7M expected), driven by a 58.8% YoY surge in Industrial sales and 219% growth in Taiwan due to AI data center demand. However, normalized EPS of $0.08 fell well short of the $0.21 consensus, primarily due to higher-than-anticipated operating expenses and a $3.6M equity investment loss from PSL. Management highlighted strong Focus Auto demand, but elevated R&D spending remains a headwind to margin expansion.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Allegro Microsystems(ALGM) the Revenue is 259.24 M (+27.45%), Beat estimate;the EBIT is 50.4 M (+122.3%), Beat estimate;the EPS is 0.08 (+214.3%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.26B27.45%
0.25B23.76%
+0.01B3.69%
EBITExceed expectations
0.05B122.30%
0.05B105.11%
+0.00B17.19%
EPSMiss expectations
0.08214.29%
0.1236276.51%
-0.043662.22%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf