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ALGM ALLEGRO MICROSYSTEMS, INC.

Trailing twelve months to 2026-06-26 · as filed 2026-07-31, not restated
Technology

Scale

Market cap
$7.0bn
Revenue TTM
$946m
Net income TTM
$14m
Free cash flow
$88m
Composite score
29.9
Sector rank
#889

Valuation

P / E
495.4
EV / EBITDA
62.3
EV / sales
7.6
FCF yield
1.25%
Earnings yield vs 10-yr
-4.53pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
1.5%
EBITDA margin
12.2%
ROE
1.5%
ROIC
4.3%
Revenue growth
24.2%

Insider activity, last 90 days

Net open-market
$-0.41m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

For the three-month period ended June 26, 2026, one distributor accounted for 12.3 % o f total net sales. No distributor or customer accounted for 10% or more of total net sales for the three-month period ended June 27, 2025. At June 26, 2026 and March 27, 2026, the obligation associated with returns and sales allowances was $ 60,756 and $ 48,616 , respectively, and was netted against trade accounts receivable in the consolidated balance sheets. Further, despite current inflationary and pricing conditions, we expect the average sales prices (“ASPs”) of our products to decline over time, and we consider design wins to be critical to our future success as they help mitigate declines in ASPs. …ALLEGRO MICROSYSTEMS, INC., 10-Q, period ended 2026-06-26, filed 2026-07-31

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