Allegro MicroSystems, Inc.

The grade, in three tenses

Headline 5.1 out of ten, 9 of 9 metrics filed: past 5.7 out of ten, present 5.0 out of ten, future 4.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 4.6 out of ten. 1 warning event since 2017; the latest 2022-06-10. 46th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 4.9 out of ten. +5.4% a year over 7 filed years; profitable in 5 of 7. 49th percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 8.9 out of ten. Share count shrank 1.5% a year. 100% of cash flow returned. Insiders: 13 sales, 0 purchases. 89th percentile among 67 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 6.4 out of ten. ROE -2%: lost 2¢ per shareholder dollar. Leverage 32%: owes 32¢ per asset dollar. 64th percentile among 95 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 4.9 out of ten. bottom 49% of 97 in its family; net margin -1.7%. 49th percentile among 97 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 2.2 out of ten. bottom 22% of 66 in its family for leadership; chief executive since 2025. 22nd percentile among 66 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 5.1 out of ten. top 49% of 94 in its family for room to expand. 51st percentile among 94 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 5.1 out of ten. top 49% of 93 in its family for growth drivers. 51st percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 3.7 out of ten. bottom 37% of 88 in its family for expectations against reality. 37th percentile among 88 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-05-21 for the period ended 2026-03-27 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-31 for the period ended 2026-06-26 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-10-07. Filings on record since 2007. Read from EDGAR 2026-10-12.

How the company works

Read from its Form 10-K filed 2026-05-21.

The people

Michael C. Doogue became president and chief executive, and joined the board, in February 2025. He joined Allegro in 1998, the year he finished his engineering degree at Dartmouth, as a design engineer on its speed and current sensors, and rose through design management, strategic marketing and the current sensor business unit to become the company's first chief technology officer in September 2022. He holds more than 75 US patents. [1, 2]

The other executive officers all joined from outside since late 2021. Derek P. D'Antilio has been chief financial officer since January 2022, after finance posts at IDEX Biometrics and MKS Instruments, and sits on Polar Semiconductor's board for Allegro. Sharon S. Briansky, general counsel since December 2021, came from Thermo Fisher Scientific. Erin E. Hagen has run human resources since May 2024. Richard A. Madormo joined as head of worldwide sales in March 2025 from Wolfspeed. Troy T. Coleman became general manager of products in October 2025 after more than 25 years in the industry, most of them at Texas Instruments. Ian Kent, who came from Renesas in September 2023, was named head of operations in January 2026. [3, 4, 5, 6, 7, 8, 9]

Joseph R. Martin, a director since 2017 and once co-chairman and finance chief of Fairchild Semiconductor, has chaired the board since August 2025. He took over from Yoshihiro (Zen) Suzuki, a director since 2001 and chairman from 2018, who spent more than 40 years with Sanken and its affiliates and ran Polar Semiconductor from 2005 to 2022. Sanken Electric, which held about 32.2% of the shares in March 2026, names two directors under a stockholders agreement dating from Allegro's 2020 listing: Katsumi Kawashima, a Sanken senior vice president, and Robert J. Willett, put forward in place of Richard R. Lury, who is not standing for re-election. Brian C. White, a former finance chief of Ambarella, joined in June 2026. With Lury and Susan D. Lynch not standing again, the board of eleven is to shrink to nine after the 2026 annual meeting. [10, 11, 12, 13, 14, 15, 16, 17, 18, 19]

At the end of fiscal 2026 Allegro employed about 4,250 people full time: 2,950 in operations and quality, most of them at its assembly and test plant in the Philippines, 760 in research and development, 235 in sales and marketing and 305 in general and administrative roles. About 2,350 hold university or graduate degrees. None belong to a union, and the company says it has never had a labor-related work stoppage. [20, 21, 22]

How it operates

Allegro designs sensor chips and power chips for cars and industrial machines. The sensors measure motion, position, speed and electrical current by reading magnetic fields, using Hall-effect and magnetoresistive (GMR and TMR) technologies; the power chips drive motors, regulate power and, as isolated gate drivers, switch the high-voltage transistors in chargers and power converters. It sells more than 1,500 products, ships about 2.1 billion units a year to more than 15,000 customers, and calls itself the world's leading supplier of magnetic sensor chips by market share. It is headquartered in Manchester, New Hampshire, with 27 locations on four continents. [23, 24, 25, 26, 27, 28, 29]

Its customers include virtually all the major carmakers and their leading tier-one suppliers, plus a growing number of data center, automation and robotics companies. Companies that supply systems and parts to carmakers accounted for 70.6% of fiscal 2026 sales, against 73.8% the year before. Distributors handled about 55.0% of sales, up from 50.7%; the largest distributor not affiliated with Allegro took 9.4%, and no end customer reached 10%. The top 20 customers, distributors included, make up about half of sales. [30, 31, 32, 33]

Sales are counted by where products ship. Greater China is the largest market, 249.4 million dollars or 28.0% of fiscal 2026 sales, followed by the rest of Asia at 158.0 million, Japan at 150.9 million, Europe at 120.6 million, the United States at 91.4 million, South Korea at 78.0 million and the rest of the Americas at 41.8 million. In all, 89.7% of sales went to customers outside the United States. [34, 35, 36]

Allegro is fabless for wafers, meaning it designs its own chip-making processes and hires foundries to run them: mainly UMC, Polar Semiconductor, Tower Semiconductor and TSMC, two of them in Taiwan. Allegro also part-owns Polar, holding about 10.2% of it alongside Sanken; it buys products from Polar every year and in fiscal 2026 paid it in advance for products. [37, 38, 39, 40, 41, 42, 43, 44]

The back end is split between its own plant and subcontractors. Its owned facility in Manila, AMPI, about 440,000 square feet, is its main assembly and test site; subcontractors across Asia did about 51% of its assembly in fiscal 2026, against 45% the year before, and it began shipping to regional customers from new assembly and test partners in Asia. Its raw materials include samarium, a rare earth metal used in its magnetic sensors. [45, 46, 47, 48]

The specifics

Allegro's technical base, in its own telling, is a proprietary 120-volt BCD wafer process, one that puts bipolar, CMOS and DMOS transistors on the same chip, which carries both its sensors and its power chips. Its packages combine the chip with a magnet, a magnetic core and passive parts in one body, and it counts itself among few companies with a broad range of packages for car environments and temperatures of 175 degrees Celsius. It is also among a limited number offering single-chip, high-temperature TMR sensors, sold under the XtremeSense name. At the end of fiscal 2026 it owned about 1,860 active patents, 1,005 of them in the US, with about 440 applications pending. [49, 50, 51, 52, 53, 54]

Sanken Electric runs through Allegro's recent history. Their stockholders agreement dates from Allegro's 2020 listing; Sanken's distribution agreement, which gave it exclusive rights in Japan, ended on March 31, 2023, as the marketing and sale of Allegro's products there moved to Allegro; and in July 2024 Allegro agreed to buy back 38,767,315 of its shares from Sanken in a private deal. Allegro has also bought technology: its two acquisitions of the past four years, Crocus Technology, closed in October 2023, and Heyday Integrated Circuits, brought TMR and isolated gate driver technology. It refocused away from its photonics and 3D imaging business, bought as Voxtel in 2021, whose subsidiaries had fully ceased operating by fiscal 2025. [16, 55, 56, 57, 58, 59, 60, 61, 62]

Trade rules shape the business. US export rules on chips bound for China (the BIS Regulations) require licenses, may not bind rivals that manufacture outside the US, and could materially hit sales if one of its significant customers were added. China's export restrictions on rare-earth magnets in 2025 led some carmakers to pause or cut production, and restrictions on samarium have disrupted its own sourcing. The armed conflict involving the United States, Israel and Iran from early 2026 has raised energy costs in the Philippines, which has declared a state of energy emergency. The filing names no competitor, saying only that no one company competes across all its product lines and that some rivals have far greater resources. [63, 64, 65, 66, 67, 68, 69]

What drives growth, line by line

Net sales rose 22.8% in fiscal 2026, the 52 weeks to March 27, 2026, to 890.1 million dollars from 725.0 million, recovering part of the 30.9% drop of the year before from about 1.0 billion. Gross margin rose to 46.3% from 44.3% on the higher sales and a change in product mix, and operating income swung to 18.5 million dollars from a 19.8 million loss; the year still ended with a net loss of 14.7 million. [70, 71, 72, 73]

Automotive End Market. The larger line: 628.6 million dollars, 70.6% of revenue, up 17.4%. The filing credits demand for what it calls Focus Auto products, parts for driver assistance systems (ADAS) and electrified vehicles (xEV), along with its combustion engine products and safety, comfort and convenience applications. [34, 74]

Industrial and Other End Market. 261.5 million dollars, 29.4% of revenue and the faster-growing line, up 37.8%, on demand from data centers, industrial automation and robotics, medical and clean energy, partly offset by lower sales of consumer products, broad-based industrial products and personal and industrial transport. The filing says data center sales were a rising share of revenue in fiscal 2026, with motor drivers for cooling fans and pumps and current sensors both contributing, while its isolated gate drivers are being sampled by customers for the next generation of data centers. [34, 75, 76, 77]

By product, power integrated circuits grew fastest, up 40.4% on demand for motor and high-performance power products, while magnetic sensors rose 13.5% on current and isolator products, speed sensors, TMR sensors and position sensors. [78, 79]

By where products ship, the rest of Asia rose 74.8%, the rest of the Americas 68.1%, Greater China 36.3% and Europe 13.0%, while Japan slipped 1.9% and the United States 1.1%. The filing credits data center, medical and comfort applications for the rest of Asia, and driver assistance, electrified vehicle, automation, robotics and data center products for Greater China; in Japan, lower personal and industrial transport and comfort sales outweighed gains in data center and driver assistance parts. [34, 80, 81]

What comes next, in the company's own words: it expects research spending to keep rising as it develops new technologies and adds engineers, and selling and marketing costs to rise as it expands its sales force, which it reorganized by end market rather than geography during fiscal 2026. It expects the average selling prices of its products to decline over the long term as they mature. [82, 83, 84, 85]

What the desk infers (inferred, not filed)

• Data centers have become Allegro's fastest-growing business, and that growth runs mostly through its power chips, above all motor drivers for server cooling fans and pumps, rather than through its sensors. Because: Industrial and other sales rose 37.8% against 17.4% for automotive, with data center applications named first among the reasons. [34, 75] Power integrated circuits rose 40.4% against 13.5% for magnetic sensors, on demand for motor and high-performance power products. [78, 79] Its motor drivers are widely used in data center cooling systems, including fans and pumps. [77] Data center sales were a rising share of revenue in fiscal 2026, with both motor drivers and current sensors contributing. [76] Confidence 60 of 100. Wrong if: A filing showing that most of the growth in power chip sales came from automotive motor drivers, or that current sensors made up most of data center sales.
• Allegro's new foundry and assembly partners in Asia are most likely aimed first at its Chinese customers, the largest market it has. Because: Greater China took 249.4 million dollars, 28.0% of sales, up 36.3%, led by driver assistance and electrified vehicle parts. [34, 80] Its approach to China emphasizes localized engineering, regional supply chain capabilities and co-development with domestic carmakers. [86] It is qualifying additional wafer foundries and assembly and test partners in Asia to support continuity of service to regional customers, and began shipping to regional customers from new partners in fiscal 2026. [87, 47] Confidence 55 of 100. Wrong if: A filing showing that the new Asian foundry and assembly partners ship mainly to customers outside Greater China.
• Allegro now adds capacity through outside assemblers rather than its own plant: with capital spending cut back, the outsourced share of its assembly rose as sales recovered. Because: Capital spending fell from 124.8 million dollars in fiscal 2024 to 40.0 million in fiscal 2025 and 38.2 million in fiscal 2026, while net sales rose 22.8% in fiscal 2026. [70] Subcontractors did about 51% of its assembly in fiscal 2026, against 45% in fiscal 2025 and 47% in fiscal 2024. [47] Its stated aim is to optimize the mix of internal and external assembly and test capacity to reduce costs and limit capital requirements. [88] Confidence 65 of 100. Wrong if: A filing showing capital spending rising to expand the Philippine plant, or the outsourced share of assembly falling back below half.

Sources

1. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Michael C. Doogue was appointed President and Chief Executive Officer and as a member of our Board, in February 2025. Prior to that, he served as our Executive Vice President, Chief Technology Officer, since being named as the Company’s first Chief Technology Officer in September 2022. Mr. Doogue joined Allegro in 1998 as a Design Engineer, facilitating the development of Allegro’s innovative speed and current sensor ICs. Mr. Doogue has also served in various leadership positions at Allegro, including as Design Manager from 2002 to 2006, Director of Strategic Marketing from 2006 to 2011, Business Unit Director of Linear Current Sensors from 2011 to 2016”
2. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Mr. Doogue holds over 75 semiconductor-related U.S. patents. Mr. Doogue received a B.A. in Physics from Colby College in 1997 and a B.E. in Electrical Engineering from Dartmouth College in 1998.”
3. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Derek P. D’Antilio has served as our Executive Vice President, Chief Financial Officer and Treasurer since he joined Allegro in January 2022. Mr. D’Antilio currently serves on the board of directors of Polar as a representative of Allegro.”
4. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “From February 2019 to March 2021, he served as the Chief Financial Officer of IDEX Biometrics, a publicly traded and global fabless semiconductor company, where he played an instrumental role in leading a Nasdaq listing and preparing the company to scale its production. Prior to IDEX Biometrics, Mr. D’Antilio spent eight years at MKS Instruments”
5. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Sharon S. Briansky has served as our Senior Vice President, General Counsel and Secretary since she joined Allegro in December 2021. Prior to joining Allegro, Ms. Briansky served as the Vice President, Deputy General Counsel and Secretary at Thermo Fisher Scientific (“Thermo Fisher”) from 2017 to 2021.”
6. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Troy T. Coleman joined Allegro as Senior Vice President, General Manager, Products, in October 2025 with over 25 years of semiconductor industry experience. Prior to joining Allegro, Mr. Coleman served as Vice President and General Manager, Linear Power at Texas Instruments from January 2023 to September 2025 and Vice President and General Manager, Power Switches, Interface, and Lighting at Texas Instruments from April 2018 to January 2023. Mr. Coleman first joined Texas Instruments in June 1999 in the technical sales organization”
7. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Erin E. Hagen joined the Company as our Senior Vice President and Chief Human Resources Officer in May 2024.”
8. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Ian Kent has over 25 years of operational experience in the semiconductor industry and was named Allegro’s Senior Vice President, Operations in January 2026. He joined Allegro in September 2023 and has held progressively senior roles in operations, including Senior Director of IC Packaging, and most recently, Vice President Operations. Prior to joining Allegro, he served as Vice President, Operations at Renesas, Inc. from August 2021 until September 2023.”
9. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Richard A. Madormo joined the Company as our Senior Vice President of Worldwide Sales in March 2025 with over 25 years of sales experience in the semiconductor industry. Prior to joining Allegro, Mr. Madormo served as the SVP, Global Sales and Marketing at Wolfspeed, Inc. (“Wolfspeed”)”
10. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “Mr. Martin has served as a member of our Board since 2017 and was our Board’s Lead Independent Director from September 2024 until he became Board Chair in August 2025. Previously, he served as Co-Chairman of Fairchild Semiconductor Corporation, and prior to that as its Senior Executive Vice President and Chief Financial Officer.”
11. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “Mr. Suzuki has served as a member of our Board since 2001. He served as our Chairman of the Board from 2018 to August 2025. Mr. Suzuki was a director and Senior Vice President at Sanken from July 2013 until his retirement in June 2022. Over his more than 40-year career with Sanken and its affiliates, which began in 1982, he held numerous senior leadership and general management roles, including Chief Executive Officer of Sanken North America, Inc.”
12. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “From July 2005 until his retirement in May 2022, Mr. Suzuki served as Chairman and Chief Executive Officer of Polar Semiconductor, LLC (“PSL”).”
13. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “Pursuant to the rights provided in the Stockholders Agreement, Messrs. Kawashima and Lury were each designated by Sanken, and the Nominating and Governance Committee of the Board (the “NGC”) designated the other director nominees for nomination by the Board. In connection with Mr. Lury’s decision not to stand for re-election, Sanken notified the Company that it was designating Mr. Willett for nomination by the Board for re-election at the Annual Meeting, and the Company and the NGC consented to this designation, provided that Sanken continued to meet the ownership threshold specified in the Stockholders Agreement that entitles them to designate two designees.”
14. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “Mr. Kawashima has also served as a Senior Vice President of Sanken since June 2023.”
15. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “As of March 27, 2026, Sanken held approximately 32.2% of the Company’s outstanding shares of common stock.”
16. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “We are party to a Second Amended and Restated Stockholders Agreement (the “Stockholders Agreement”) between us and Sanken Electric Co., Ltd. (“Sanken”), which further amended and restated the stockholders’ agreement that we entered into in connection with our initial public offering of our Common Stock in 2020 (“IPO”).”
17. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “Mr. White joined our Board in June 2026. Mr. White has over 30 years of leadership experience across the semiconductor and high-technology industries. Most recently, he served as the Chief Financial Officer for Ambarella, Inc. (“Ambarella”), a system-on-chip provider of low-power AI vision processors, from March 2022 until his retirement in February 2024.”
18. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “We currently have eleven directors on our Board.”
19. Allegro MicroSystems, Inc., Form DEF 14A filed 2026-06-24: “As previously reported, each of Richard R. Lury and Susan D. Lynch, who currently serve as Class III Directors, has informed the Company that they will not be standing for re-election when their current term expires at the Annual Meeting. The Board has voted to reduce the size of the Board to nine members immediately following the Annual Meeting.”
20. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “As of March 27, 2026, we employed approximately 4,250 full-time employees, including 760 in R&D, 2,950 in operations and quality (the majority of whom are located at AMPI), 235 in sales and marketing and 305 in general and administrative roles. We consider our relationship with our employees to be good, as we have never experienced a labor-related work stoppage. None of our employees are represented by a labor union.”
21. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “As of March 27, 2026, approximately 2,350 of our employees held university and graduate-level degrees”
22. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our facility in the Philippines (“AMPI”) serves as our primary internal assembly and testing site.”
23. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “The Company is a global leader in the design, development, and marketing of sensor integrated circuits (“ICs”) and application-specific power ICs that enable the sensing, motion control, and power management functions of complex electromechanical or power conversion systems.”
24. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our sensor ICs provide critical feedback for motion, position, speed, and electrical current sensing, while our power ICs control motors and manage power conversion and regulation across a wide range of applications.”
25. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our portfolio includes the broadest range of magnetic sensor ICs in the industry, and we are the world’s leading supplier of magnetic sensor ICs by market share. Our portfolio includes more than 1,500 products, and we ship approximately 2.1 billion units annually to more than 15,000 customers worldwide.”
26. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Within magnetic sensing, we offer the industry’s broadest portfolio of sensor ICs, spanning Hall-effect, giant magnetoresistive (“GMR”), and tunneling magnetoresistive (“TMR”) sensor technologies (together, “xMR”).”
27. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “IGDs: These devices typically combine an isolated DC-DC power supply and high-voltage gate drivers into a single package. They are designed to drive GaN and SiC switches in high-efficiency power conversion systems.”
28. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our corporate headquarters is located in Manchester, New Hampshire, and we have a global footprint with 27 locations across four continents.”
29. The record on this page: the filing record (the EDGAR submissions feed)
30. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our customer base includes virtually all major global automotive manufacturers, leading tier-one automotive suppliers, and a growing number of data center, automation, and robotics customers worldwide.”
31. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our customers that supply various systems and components to automotive OEMs accounted for 70.6%, 73.8%, and 72.4% of our total net sales in fiscal years 2026, 2025, and 2024, respectively.”
32. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our net sales made to distributors were approximately 55.0%, 50.7% and 52.9% of our net sales in fiscal years 2026, 2025 and 2024, respectively. Sales to our largest, non-affiliated distributor accounted for 9.4%, 9.3%, and 10.2% of our net sales in fiscal years 2026, 2025 and 2024, respectively.”
33. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Approximately half of our net sales during each of fiscal years 2026, 2025 and 2024 were derived from sales to our top 20 customers, which includes distributors. No end customer, including those served through our distributors, exceeded 10% of our net sales during fiscal years 2026, 2025 and 2024.”
34. The record on this page: revenue by line and by geography, as tagged in the annual report (the SEC's financial statement data sets)
35. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “The following table summarizes net sales by geographic location based on ship-to location.”
36. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “For fiscal years 2026, 2025 and 2024, approximately 89.7%, 87.2% and 85.8%, respectively, of our net sales were to customers outside of the United States.”
37. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We operate as a fabless company for semiconductor wafer fabrications, relying entirely on third-party foundry partners.”
38. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We design proprietary wafer technologies and then transfer and industrialize these technologies with external wafer fabrication partners around the globe.”
39. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We currently rely on a limited number of third-party wafer fabrication facilities for the fabrication of semiconductor wafers used in the manufacture of our IC products, primarily United Microelectronics Corporation (“UMC”), Polar, Tower Semiconductor Ltd. (“Tower”) and Taiwan Semiconductor Manufacturing Company (“TSMC”)”
40. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Additionally, two of our third-party wafer fabrication facilities are located in Taiwan, a location where earthquakes are commonplace, and geopolitical changes in China-Taiwan relations could disrupt their operations.”
41. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Following the PSL Closing, the Company owned approximately 10.2% of PSL.”
42. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “we, Sanken and Subscriber contributed our equity interests in PSL in exchange for limited partnership interests of a newly formed Delaware limited partnership that is the ultimate parent indirectly holding all of Polar’s issued and outstanding equity units (“PSL Parent”).”
43. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “The Company purchases products from PSL. Purchases of various products from PSL totaled $62,468, $55,001 and $60,426 for the fiscal years ended March 27, 2026, March 28, 2025, and March 29, 2024, respectively.”
44. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “For the fiscal year ended March 27, 2026, the Company made advanced payments for products of $15,000.”
45. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Manila, Philippines Manufacturing - Assembly, Test, Finish Approximately 440,000 square feet Owned”
46. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our AMPI subsidiary in Manila, Philippines operates as our primary internal assembly and testing facility.”
47. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We also supplement AMPI’s assembly capabilities with subcontractors throughout Asia, and approximately 51%, 45% and 47% of our assembly was outsourced in fiscal years 2026, 2025 and 2024, respectively. We continue to make progress expanding our regional manufacturing capabilities in Asia. During fiscal year 2026, we began shipping to regional customers from additional OSAT partners in Asia.”
48. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our manufacturing processes use raw materials, including silicon wafers, laminate substrates, lead frames, gold and copper wires, rare earth materials, including samarium used in our magnetic sensors, and molding compounds.”
49. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “These capabilities are enabled by our 120-volt (“120V”) capable Bipolar-CMOS-DMOS (“BCD”) wafer process technology, which integrates bipolar, complementary metal-oxide semiconductor (“CMOS”), and double-diffused metal-oxide semiconductor (“DMOS”) transistors on a single chip. This BCD wafer technology supports both sensing and power products and scales across multiple end markets.”
50. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “By integrating a combination of a magnet, magnetic core, passive components, and our silicon integrated circuit in a single body, we are able to offer inventive magnetic sensors that reduce our customers’ needs to design complex magnetic models or complex interface circuits”
51. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We also believe we are one of only a few companies in our industry that have developed a broad portfolio of packages that are suitable for operation in automotive environments and 175-degree Celsius temperatures.”
52. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We are among a limited number of semiconductor companies offering monolithic and high temperature rated TMR-based solutions, which provide higher sensitivity, low power consumption, and compact form factors.”
53. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “TMR technology, marketed under the XtremeSense™ brand, strengthens our sensor portfolio and is a pillar of our innovation strategy.”
54. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “As of March 27, 2026, we owned approximately 1,860 active patents, including 1,005 U.S. patents (with expiration dates between 2026 and 2044), with approximately 440 pending patent applications, including 250 U.S. patent applications.”
55. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “The Termination Agreement formally terminated the distribution agreement dated as of July 5, 2007, by and between the Company and Sanken (the “Distribution Agreement”), effective March 31, 2023. In connection with the termination of the Distribution Agreement, and, as provided for in the Termination Agreement, the Company made a one-time payment of $5,000 to Sanken in exchange for the cancellation of Sanken’s exclusive distribution rights in Japan.”
56. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “See Note 21, “Related Party Transactions” for a discussion of the termination, distribution and consulting agreements between Sanken and the Company to transition the marketing and sale of the Company’s products in Japan from Sanken to the Company.”
57. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “On July 23, 2024, we entered into a share repurchase agreement with Sanken (the “Share Repurchase Agreement”) pursuant to which we agreed to repurchase 38,767,315 shares of our common stock from Sanken in a privately negotiated transaction”
58. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Pursuant to the terms and conditions of the Merger Agreement, on October 31, 2023 (the “Closing Date”), the Company acquired all of the outstanding equity interests of Crocus. The acquisition of Crocus complemented and accelerated the Company’s tunnel magnetoresistance sensors roadmap and strengthens its position in the magnetic sensing market.”
59. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Historical examples include our acquisitions of Crocus Technology International Corp. and Heyday Integrated Circuits.”
60. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “For example, the two businesses we acquired in the past four years provide leading technology, including IGD and TMR, which will expand our SAM, most notably in BEV, AI data center and energy infrastructure.”
61. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “In February 2024, the Company initiated a realignment of resources associated with our photonics and advanced 3D imaging solutions business to refocus spending on other technologies. As a result of the change in strategy, the Company recorded impairment charges of $11,600 in the fourth quarter of fiscal year 2024 related to intangible assets, net, and long-lived assets from our 2021 acquisition of Voxtel, Inc.”
62. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “worthless stock deductions for our photonics subsidiaries, which fully ceased operating during the fiscal year ended March 28, 2025.”
63. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “The BIS Regulations place limitations on the ability of companies to export certain semiconductor chips, as well as chipmaking equipment, by requiring companies to obtain licenses to export such products and equipment into China or other designated countries. Certain of our competitors may be exempt from the BIS Regulations by virtue of being non-U.S. manufacturers. Any expansion of the scope of the BIS Regulations, including an increase in the number of companies subject to such regulations or the addition of one or more of our significant customers, could have a material impact on our net sales.”
64. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “For example, export restrictions on rare-earth magnets imposed by China in 2025 caused certain automotive manufacturers to pause or reduce vehicle production”
65. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “For example, recent foreign export restrictions from China on certain rare-earth elements, metals and magnets, including samarium, used in our applications and in end-user products have disrupted our ability to reliably source materials”
66. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “In particular, the escalation of armed conflict involving the United States, Israel and Iran beginning in early 2026 has heightened risks to our business.”
67. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Related surges in global energy prices have also affected energy costs in countries where we maintain significant manufacturing operations, including the Philippines, which has declared a state of energy emergency.”
68. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Although no one company competes with us across all of our product lines, we face significant competition within each of our business areas from both domestic and international semiconductor companies.”
69. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Some of our competitors have substantially greater financial, technical, marketing, and management resources than we have.”
70. The record on this page: the filed annual figures (EDGAR's company facts)
71. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “All references to “2026,” “fiscal year 2026” or similar references relate to the 52-week period ended March 27, 2026.”
72. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “During fiscal years 2026 and 2025, we generated $890.1 million and $725.0 million in total net sales, respectively, with $14.7 million and $72.8 million in net loss, respectively.”
73. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Gross margin was 46.3% and 44.3% for the fiscal years ended March 27, 2026 and March 28, 2025, respectively. The increase was primarily due to the increase in net sales and a change in product mix.”
74. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Automotive net sales increased primarily due to an increase in demand for Focus Auto products, which include ADAS and xEV components, as well as our internal combustion engine products and safety, comfort and convenience applications.”
75. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Industrial and other net sales increased primarily due to an increase in demand for data center applications, industrial automation and robotics products, medical applications and clean energy applications, partially offset by a decrease in consumer products, broad-based industrial products and personal and industrial transport products.”
76. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “This momentum is reflected in our fiscal year 2026 performance, as data center sales represented an increasing percentage of our total revenue. Both motor drivers and current sensors contributed to fiscal year 2026 sales, while IGDs are being sampled and tested by customers for the next generation of data centers.”
77. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our motor drivers are widely used in data center cooling systems, including fans and pumps, to provide air or liquid cooling of digital processors, power supplies, or network switches.”
78. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Magnetic sensors (“MS”) $ 538,538 $ 474,557 $ 63,981 13.5 % Power integrated circuits (“PIC”) 351,558 250,449 101,109 40.4”
79. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “The increase in MS was primarily due to an increase in demand for our current and isolator products, magnetic speed sensors, TMR sensor solutions and magnetic position sensors. The increase in PIC sales was primarily driven by a demand for our motor and high performance power products.”
80. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Other Asia net sales increased in data center applications, medical applications and safety, comfort and convenience applications, partially offset by a decrease in consumer products. Greater China net sales increased primarily driven by ADAS and xEV components, industrial automation and robotics products, safety, comfort and convenience applications and data center applications, partially offset by a decrease in consumer products.”
81. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Japan net sales declined primarily in personal and industrial transport products, and safety, comfort and convenience applications, partially offset by an increase in data center applications and ADAS components.”
82. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We expect further increases in R&D expenses, in absolute dollars, as we continue the development of innovative technologies and processes for new product offerings, as well as increase the headcount of our R&D personnel in future years.”
83. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “We anticipate our selling and marketing expenses will increase in absolute terms as we expand our sales force and increase our sales and marketing activities.”
84. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “During fiscal year 2026, we reorganized our internal sales force to align by end market rather than geography.”
85. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “As our products mature and unit volumes increase, we expect their ASPs to decline in the long-term.”
86. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Our approach to the Chinese market emphasizes localized engineering engagement to drive innovation, regional supply chain capabilities, and close co-development with domestic OEMs, enabling deep customer partnerships and design wins based on our differentiated technology.”
87. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “Additionally, we are expanding our regional manufacturing footprint by qualifying additional wafer foundries and outsourced semiconductor assembly and test (“OSAT”) partners in Asia, which enhances supply chain resilience and supports continuity of service to our regional customers.”
88. Allegro MicroSystems, Inc., Form 10-K filed 2026-05-21: “By leveraging the advanced manufacturing capabilities of our strategic suppliers, adopting more cost-effective packaging solutions, and optimizing the mix of internal and external assembly and test capacity, we believe we can reduce manufacturing costs, limit capital requirements, enhance supply reliability, and support continued growth.”

Where the revenue comes from

Product and service lines in fiscal 2026: Automotive End Market 71%, Industrial and Other End Market 29%. By geography: China 28%, Other Asia 18%, Japan 17%, Europe 14%, United States 10%, South Korea 9%. As tagged in its annual report (Form 10-K, filed 2026-05-21).

Who runs it

Doogue, Michael (President and CEO); D'Antilio, Derek (EVP, CFO & Treasurer); Webster, Roald Graham (VP, Chief Accounting Officer); Hagen, Erin (SVP, CHRO); Madormo, Richard (SVP, Worldwide Sales); Coleman, Troy (SVP, General Manager, Products); Briansky, Sharon (SVP, GC and Secretary); Kent, Ian (SVP, Global Operations); Willett, Robert (director); Raubacher, Jennie (director); and 7 more. 17 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-01.

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