Allegro Microsystems, Inc. SEC Filings

Allegro MicroSystems reported Q2 FY2026 results. Net sales were $214.3 million, up from $187.4 million a year ago. Gross profit was $99.3 million and operating income was $6.2 million. Net income reached $6.6 million with diluted EPS of $0.03.

For the first six months, net sales totaled $417.7 million with a net loss of $6.6 million. Operating cash flow was $82.0 million, while capital expenditures were $17.0 million. Inventories declined to $170.7 million from $183.9 million at March 28, 2025.

Automotive sales were $155.8 million in the quarter; Industrial and Other were $58.4 million. By product, Magnetic sensors delivered $130.7 million and Power ICs $83.6 million. Long-term debt stood at $286.1 million after term loan repayments of $25.0 million on April 30, $10.0 million on May 30, and $25.0 million on July 31 under the company’s 2030-maturity facility. Shares outstanding were 185,119,045 as of October 27, 2025.

Allegro MicroSystems (ALGM) reported an initial insider ownership filing. The company’s SVP, General Manager, Products filed a Form 3, stating no securities are beneficially owned. The event date was 10/13/2025, and the form was filed by one reporting person. The submission included Exhibit 24 (Power of Attorney) and was signed by an attorney-in-fact.

Allegro MicroSystems insider sale by a senior officer. Roald G. Webster, identified as Vice President and Chief Accounting Officer and a director-level reporting person, reported an open-market sale of 8,266 shares of Allegro MicroSystems common stock on 08/22/2025 at a weighted average price of $32.8082 per share. After the transaction, the filing shows the reporting person beneficially owned 17,300 shares. The Form 4 was signed by an attorney-in-fact on 08/25/2025 and includes a disclosure that the reported price is a weighted average for multiple sale prices in the $31.830 to $32.795 range.

Richard R. Lury, a director of Allegro MicroSystems, Inc. (ALGM), reported a non-derivative sale of 7,000 shares of ALGM common stock on 08/12/2025 at a weighted average price of $31.8104 per share (executed across prices from $31.80 to $31.83). After the transaction he directly beneficially owns 18,857 shares.

The Form 4 discloses no derivative transactions and includes an explanatory note about the weighted-average pricing. The filing was submitted by an attorney-in-fact and documents an insider sale but does not include additional company developments or context about the sale's purpose.

Capital Research Global Investors reported beneficial ownership of 15,904,357 shares of Allegro MicroSystems, representing 8.6% of the 184,925,395 shares believed to be outstanding. The filing identifies CRGI as a division of Capital Research and Management Company and related investment management entities that provide services under the name "Capital Research Global Investors."

The statement indicates CRGI has sole voting and sole dispositive power over these shares and certifies the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Allegro.

Allegro MicroSystems filed a Form 144 reporting a proposed sale of 7,000 common shares through Fidelity Brokerage Services with an aggregate market value of $222,672.93. The filing states 185,040,489 shares outstanding, so the proposed sale equals about 0.0038% of the outstanding common stock. The securities were recorded as acquired by restricted stock vesting on 08/04/2022 (2,637 shares) and 08/03/2023 (4,363 shares) as compensation. The filing also discloses two recent sales by Richard Lury on 06/04/2025 (6,849 shares, proceeds $186,635.23) and 06/11/2025 (3,100 shares, proceeds $94,395.00). The filer represents there is no undisclosed material adverse information.

Mary G. Puma, a director of Allegro MicroSystems, Inc. (ALGM), was granted 5,932 restricted stock units (RSUs) on 08/07/2025. Each RSU represents a contingent right to one share of common stock and the RSUs will vest on the date of the next annual meeting following the grant date. The grant is reported at a $0.00 price. After the award the filing shows 17,483 shares beneficially owned. The Form 4 was filed by one reporting person and the signature block shows the form was signed by an attorney-in-fact on 08/08/2025.

Allegro MicroSystems director Joseph R. Martin was awarded 5,932 restricted stock units (RSUs) on 08/07/2025. Each RSU represents a contingent right to receive one share of common stock and the RSUs will vest on the date of the next annual meeting following the grant. The award is reported at a $0 acquisition price. After this grant Mr. Martin beneficially owns 35,179 shares directly. The Form 4 disclosure documents a routine equity award to a director and provides transparency on insider holdings and vesting conditions.