MANCHESTER, N.H., May 15, 2025 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro”) (Nasdaq: ALGM), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced that the company will present at TD Cowen’s 53rd Annual Technology, Media & Telecom Conference on Thursday, May 29, 2025 at the InterContinental New York Barclay in New York, NY. Derek D’Antilio, EVP and Chief Financial Officer, is scheduled to participate in a fireside chat at 1 ...

业绩总结 - 4QFY25净销售额为1.93亿美元，超出指导范围的高端，环比增长8%[19] - 4QFY25毛利率为45.6%，低于指导范围的46%至48%[19] - 每股收益（EPS）为0.06美元，位于指导范围的0.03至0.07美元之间[19] - 自由现金流为1500万美元，且进行了3000万美元的自愿债务偿还[23] - 2023财年GAAP净收入为1.874亿美元，GAAP每股收益为0.97美元[142] - 2024财年GAAP净收入预计为1.527亿美元，GAAP每股收益为0.78美元[142] - 2025财年GAAP净收入预计为-7300万美元，GAAP每股收益为-0.39美元[142] 用户数据 - 经销商库存同比下降25%[23] - 汽车销售环比增长8%，主要受电动出行推动[24] - 工业及其他销售环比增长9%，数据中心和机器人自动化领域增长显著[24] 未来展望 - 1QFY26销售指导为1.92亿至2.02亿美元，预计同比增长18%[40] - 预计1QFY26毛利率为46%至48%[40] - 预计2025财年的销售额将达到14亿美元，毛利率为52%[52] - 公司预计长期销售增长将达到低双位数，重点关注快速增长市场和内容扩展[128] 新产品和新技术研发 - 公司在磁传感器领域是市场领导者，拥有超过1,900项专利[52] - 公司在电动汽车(xEV)和高级驾驶辅助系统(ADAS)的市场机会预计为80亿美元，年均增长率为22%[78] - 公司在XtremeSense隧道磁阻(TMR)技术领域的可寻址市场为10亿美元[112] 市场扩张和并购 - 公司在汽车市场的可寻址市场(SAM)为80亿美元，年均增长率(CAGR)为7%[61] - 预计2025年全球汽车半导体市场价值将达到1,144亿美元，年均增长率为12-15%[75] - 公司在工业及其他市场的可寻址市场为40亿美元，年均增长率为12%[64] - 公司在数据中心市场的年均增长率预计为20%[97] - 公司在机器人市场的总可寻址市场预计到2030年将达到260亿美元，年均增长率为22%-31%[104] - 公司在高压隔离栅极驱动器市场的可寻址市场为27亿美元[110] 负面信息 - 2024财年第一季度GAAP运营收入为-10.6百万美元，运营利润率为-6.4%[146] 其他新策略和有价值的信息 - 公司目标毛利率超过58%，通过产品差异化和供应链优化实现扩张[128] - 运营费用预计约占销售额的26%[128] - 运营利润率目标超过32%，实现可持续盈利增长[128] - 自由现金流目标超过25%，以支持创新[128] - 2023财年GAAP运营现金流为193.2百万美元，占净销售额的19.8%[143] - 2024财年第一季度调整后EBITDA为21.9百万美元，调整后EBITDA利润率为13.1%[148]

Allegro MicroSystems, Inc. ALGM reported better-than-expected fourth-quarter financial results and issued first-quarter sales guidance above estimates.Allegro Microsystems posted adjusted earnings of 6 cents per share, beating market estimates of 5 cents per share. The company's quarterly sales came in at $192.82 million versus expectations of $185.28 million.“During the fourth quarter, we delivered on our commitments with sales of $193 million, up 8% sequentially, and non-GAAP EPS of $0.06,” said Mike Doog ...

Allegro MicroSystems, Inc. (ALGM) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced earnings of $0.07, delivering a surprise of 16.67%.Over the last four quarters, the ...

Allegro MicroSystems (ALGM) Q4 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Jalene Hoover - Vice President of IR & Corporate CommunicationsMichael Doogue - President & CEODerek D'Antilio - Executive VP, CFO & TreasurerTimothy Arcuri - Managing DirectorChris Caso - Managing DirectorJoshua Buchalter - Director - Equity ResearchVijay Rakesh - Managing DirectorJoseph Moore - Managing Director Conference Call Participants Joe Quatrochi - Director & Equity Research AnalystGary Mobley - Managin ...

Allegro MicroSystems (ALGM) Q4 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good morning, and welcome to the Allegro Microsystems Fourth Quarter and Full Fiscal Year twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then wait for hear an automated message advising your hand is ra ...

Exhibit 99.1 Allegro MicroSystems Reports Fourth Quarter and Fiscal Year 2025 Results The Company also estimates the following results on a non-GAAP basis: Allegro has not provided a reconciliation of its first fiscal quarter outlook for non-GAAP Gross Margin, non-GAAP Operating Expenses, non-GAAP Interest Expense, and non-GAAP Diluted Earnings per Share because estimates of all of the reconciling items cannot be provided without unreasonable ef orts. It is dif icult to reasonably provide a forward-looking ...

Fourth Quarter Sales Increased 8% Sequentially to $193 MillionMANCHESTER, N.H., May 08, 2025 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro” or the “Company”) (Nasdaq: ALGM), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced financial results for its fourth quarter and full fiscal year ended March 28, 2025. “During the fourth quarter, we delivered on our commitments with sales of $193 million, up 8% sequentially, and non-G ...

文章核心观点 Allegro MicroSystems公司计划于2025年5月8日市场开盘前发布2025财年第四季度及全年财报，随后公司高管将召开电话会议讨论业绩和业务展望 [1] 财报发布及会议安排 - 公司计划于2025年5月8日市场开盘前发布2025财年第四季度及全年财报 [1] - 总裁兼首席执行官Mike Doogue和执行副总裁兼首席财务官Derek D'Antilio将于美国东部时间5月8日上午8:30召开电话会议，讨论公司业绩和业务展望 [1] 会议参与信息 - 分析师和投资者可通过指定链接参与电话会议，拨入参会者需提前注册获取拨入号码和专用PIN [2] - 电话会议的直播和存档音频网络直播至少90天内可在公司网站investors.allegromicro.com的活动与演示部分访问 [2] 公司简介 - 公司利用超三十年磁传感和功率IC专业知识，推动汽车、清洁能源和工业自动化发展，提供提升效率、性能和可持续性的解决方案 [3] - 公司对质量的承诺推动各行业变革，巩固其在“汽车级”技术领域的先驱地位，助力客户取得成功 [3] 联系方式 - 公司投资者关系与企业传播副总裁Jalene Hoover，电话+1 512 751 6526，邮箱jhoover@allegromicro.com [4]

文章核心观点 公司董事会认为公开讨论投机性交易无意义且不符合股东利益，鉴于市场对与安森美交易的猜测，决定提供董事会处理过程的更多细节，董事会认为安森美收购提议不充分，虽多次沟通但安森美未按建议提供更高价值，公司将专注创新和客户合作以提升股东价值 [1][2][3][4] 收购提议处理情况 - 董事会与独立财务和法律顾问协商，仔细审查安森美提议，一致认为不充分 [2] - 公司在安森美公开提议前后保持沟通，董事会多次为其提供增加股东价值的途径，但安森美拒绝 [3] 公司未来规划 - 董事会始终致力于股东最佳利益，公司凭借差异化传感和电力技术，有能力应对电气化和自动化趋势 [4] - 公司将专注创新，加强与客户合作，巩固在多个领域的市场领先地位，为股东创造更多价值 [4] 公司顾问信息 - PJT Partners担任公司财务顾问 [5] - Davis Polk & Wardwell LLP担任公司法律顾问 [5] 公司简介 - 公司利用三十多年磁传感和功率IC专业知识，推动汽车、清洁能源和工业自动化发展，以高质量解决方案提升效率、性能和可持续性 [10] 公司联系方式 - 投资者关系与企业传播副总裁Jalene Hoover，电话+1 512 751 6526，邮箱jhoover@allegromicro.com [11] - Joele Frank, Wilkinson Brimmer Katcher的Matthew Sherman和Aaron Palash，电话+1 (212) 355-4449 [11]