ALLEGRO MICROSYSTEMS, INC. (ALGM) SEC Filings

Willett Robert reported acquisition or exercise transactions in this Form 4 filing.

Allegro MicroSystems, Inc. director Robert Willett received an equity compensation grant of 4,251 Deferred Stock Units (DSUs) on August 5, 2026. Each DSU represents one share of common stock, is fully vested at grant, and will be settled in shares after his separation from service, disability, or death. Following this grant, Willett directly holds 4,251 DSUs.

WHITE BRIAN C reported acquisition or exercise transactions in this Form 4 filing.

Allegro MicroSystems director Brian C. White received an award of 4,251 Deferred Stock Units (DSUs) on August 5, 2026 as part of the non-employee director compensation program. Each DSU equals one share of common stock, is fully vested at grant, and will be settled in shares after his separation from service, disability, or death. Following this grant, he directly held 4,251 DSUs.

FMR LLC and Abigail P. Johnson report beneficial ownership of Allegro MicroSystems, Inc. common stock on an amended Schedule 13G (Amendment No. 7) as of June 30, 2026. FMR LLC reports beneficial ownership of 25,581,021.49 shares, representing 13.7% of the outstanding common stock, with sole dispositive power over these shares and no shared voting or dispositive power.

Abigail P. Johnson is reported as having sole dispositive power over the same 25,581,021.49 shares, also corresponding to 13.7% of the class. The filing notes that one or more other persons have rights to dividends or sale proceeds, including Select Semiconductors Portfolio, whose interest amounted to 16,739,387.00 shares, or 9.0% of Allegro’s outstanding common stock as of June 30, 2026.

Allegro MicroSystems, Inc. delivered significantly higher results for the 13-week quarter ended June 26, 2026. Net sales were $259,243 thousand, up 27.5% year over year, driven by growth in automotive applications such as safety, ADAS and xEV components, and strong demand in industrial and AI data center markets.

Gross profit rose to $125,610 thousand, lifting gross margin to 48.5% from 44.9%, as pricing, product mix and operating leverage improved. Operating income reached $25,467 thousand versus a prior-year loss, and net income attributable to Allegro was $15,871 thousand, or $0.08 diluted EPS, compared with a loss of $13,227 thousand.

Cash and cash equivalents were $162,029 thousand and working capital $370.8 million, with undrawn capacity on a $256,000 thousand revolving credit facility and a $285,000 thousand term loan maturing in 2030. Net cash provided by operating activities was $21,989 thousand, below the prior year as incentive compensation payments, inventory builds and advance payments to a foundry partner increased working capital needs.

Allegro MicroSystems reported strong first quarter fiscal 2027 results for the quarter ended June 26, 2026. Net sales were $259 million, a 27% year-over-year increase, with growth led by Automotive and by Industrial and Other end markets. Data center reached a record 17% of total sales.

GAAP diluted EPS improved to $0.08 from a $(0.07) loss a year earlier, while non-GAAP diluted EPS rose to $0.23 from $0.09, more than 2.5x the first quarter of fiscal 2026. GAAP gross margin expanded to 48.5% and non-GAAP gross margin to 51.1%, with non-GAAP operating margin increasing to 19.4%.

For the second quarter of fiscal 2027, the company expects net sales of $265–$275 million, implying 26% year-over-year growth at the midpoint, non-GAAP gross margin of 50.75%–51.75%, operating expenses of about $84.5 million plus or minus $1 million, and non-GAAP diluted EPS of $0.23–$0.26, with the midpoint implying an 88% year-over-year increase.

BlackRock, Inc. reports its beneficial ownership of common stock of Allegro MicroSystems, Inc. on an amended Schedule 13G. BlackRock and certain of its business units collectively beneficially own 12,814,040 shares of Allegro common stock, representing 6.9% of the outstanding class.

BlackRock has sole voting power over 12,469,786 shares and sole dispositive power over 12,814,040 shares, with no shared voting or dispositive power reported. Various underlying clients and investors have economic rights to dividends and sale proceeds, but no single person has more than five percent of Allegro’s outstanding common shares.

JPMorgan Chase & Co. has reported a significant ownership position in Allegro MicroSystems, Inc. common stock. The firm is deemed to beneficially own 12,729,473 shares of Allegro’s common stock, representing 6.8% of the outstanding class.

Within this position, JPMorgan Chase & Co. has sole voting powershared voting powersole dispositive powershared dispositive power

Allegro MicroSystems, Inc. plans a fully virtual 2026 annual shareholder meeting on August 5, 2026, open to holders of 186,309,064 common shares outstanding as of June 10, 2026. Shareholders will vote on electing three Class III directors, ratifying PwC as auditor, and an advisory say‑on‑pay resolution.

The Board will shrink from eleven to nine members as two Class III directors step down, while nominees Jennie M. Raubacher, Brian C. White and Robert J. Willett bring deep semiconductor, financial and industrial technology experience. A long‑standing Stockholders Agreement gives major holder Sanken specified board designation rights and a board observer.

The proxy highlights governance practices, independence of eight directors under Nasdaq rules, and board‑level oversight of risk and cybersecurity through its Audit Committee and enterprise risk management program. The Compensation Discussion and Analysis ties executive pay heavily to performance, noting fiscal 2026 net sales of $890 million, a 23% year‑over‑year increase, supported by growth in automotive and data center markets and new sensor product innovation.