Every material Form 8-K Allegro MicroSystems filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Allegro MicroSystems reported fiscal second-quarter 2027 net sales of $277 million, up 29% from a year earlier, with GAAP diluted EPS of $0.12 versus $0.03 a year ago. The company guided third-quarter net sales to $278 million to $288 million and non-GAAP diluted EPS to $0.25 to $0.29, which the company says implies 80% year-over-year growth at the midpoint.
Q2 net sales $276.9 million, up 29% year-over-year; Industrial and Other sales up 79%
GAAP diluted EPS $0.12 versus $0.03 in the prior-year quarter; non-GAAP diluted EPS $0.26
Q3 guidance: net sales $278 million to $288 million; non-GAAP diluted EPS $0.25 to $0.29
Voluntary $25 million debt repayment made on September 30, 2026
Allegro MicroSystems reported fiscal first quarter 2027 results for the quarter ended June 26, 2026. Net sales rose 27% year-over-year to $259 million, and GAAP diluted earnings per share were $0.08, compared with a loss of $0.07 a year earlier. The company guided fiscal second-quarter net sales to $265 million to $275 million.
Net sales were $259.2 million, up from $203.4 million a year earlier; Industrial and Other rose 59% and Automotive rose 15%.
GAAP diluted EPS was $0.08 versus a $0.07 loss in the prior-year quarter; non-GAAP diluted EPS was $0.23 versus $0.09.
For the quarter ending September 25, 2026, net sales are expected at $265 million to $275 million and non-GAAP diluted EPS at $0.23 to $0.26.
Allegro MicroSystems added Brian C. White, a former public-company semiconductor CFO, as a director effective June 17, 2026, and appointed him to the Audit and Compensation Committees. The board also approved a reduction from 11 to nine directors after the 2026 annual meeting, when two current directors will leave because they are not standing for reelection.
Brian C. White elected Class III director effective June 17, 2026, serving until the 2026 annual meeting
Board expanded from nine to 11 directors, then set to decrease to nine after the 2026 annual meeting
White named to Audit Committee and Compensation Committee; board found him independent under Nasdaq rules
Richard R. Lury and Susan D. Lynch previously disclosed they will not stand for reelection at the 2026 annual meeting
Allegro MicroSystems expanded its board to ten members and elected Robert J. Willett as a Class III director effective May 13, 2026, with seats on the Audit and Compensation Committees. Directors Susan D. Lynch and Richard R. Lury will leave the board at the August 5, 2026 annual meeting after deciding not to stand for reelection, and the filing states neither departure stems from a disagreement with the company. The changes reshape board composition, and the filing discloses no financial results.
Robert J. Willett elected to the board effective May 13, 2026, and appointed to the Audit and Compensation Committees
Board expanded from nine to ten seats under the Second Amended and Restated Stockholders Agreement dated July 29, 2024, with Sanken Electric Co., Ltd.
Susan D. Lynch (notified May 11, 2026) and Richard R. Lury (notified May 13, 2026) will not stand for reelection at the August 5, 2026 annual meeting
Board determined Willett is independent and an audit committee financial expert; he previously served 14 years as CEO of Cognex Corporation
Allegro MicroSystems reported fourth-quarter fiscal 2026 net sales of $243.2 million, up 26% from a year earlier, and full-year sales of $890.1 million, up 23%. Non-GAAP diluted EPS was $0.17 for the quarter and $0.54 for the year, but GAAP results showed a net loss of $16.4 million in the quarter, including a $13.7 million income tax provision. The company guided first-quarter fiscal 2027 net sales to $245 million to $255 million.
Q4 fiscal 2026 net sales $243.2 million vs $192.8 million a year earlier; non-GAAP diluted EPS $0.17 vs $0.06
Full-year fiscal 2026 net sales $890.1 million vs $725.0 million; GAAP diluted loss per share $(0.08) vs $(0.39)
Q4 GAAP diluted loss per share $(0.09) vs $(0.08) a year earlier, including a $6.6 million impairment of assets held for sale
Q1 fiscal 2027 outlook: net sales $245 million to $255 million; non-GAAP diluted EPS $0.19 to $0.23
Allegro MicroSystems reported fiscal third-quarter results for the quarter ended December 26, 2025, with net sales of $229.2 million, up 29% from a year earlier, and GAAP diluted EPS of $0.04 versus a loss of $0.04 in the prior-year quarter. The company guided fourth-quarter net sales to $230 million to $240 million and non-GAAP diluted EPS to $0.14 to $0.18, and said its term loan was repriced to reduce interest expense.
Net sales $229.2 million, up 29% from $177.9 million; Automotive up 28% and Industrial and Other up 31% year over year
GAAP diluted EPS $0.04 versus a loss of $0.04 a year earlier; non-GAAP diluted EPS $0.15 versus $0.07
Q4 fiscal 2026 (ending March 27, 2026) guidance: net sales $230 million to $240 million; non-GAAP diluted EPS $0.14 to $0.18
Term loan repriced 25 basis points to SOFR plus 175 basis points, per CFO Derek D'Antilio, for about $700,000 lower annualized interest expense
Allegro MicroSystems entered into Amendment No. 4 to its credit agreement, adding a new $285 million tranche of term loans maturing October 31, 2030. The proceeds will be used in part to refinance existing Amendment No. 3 term loans, pay fees and expenses, and for general corporate purposes. The filing shows a debt refinancing rather than a change in operating results, and it does not state the size of the loans being replaced.
New term loan tranche totals $285 million and matures October 31, 2030
Loans amortize at 0.00% per year and bear interest at Term SOFR plus 1.75% at the company's option
Proceeds will refinance all outstanding Amendment No. 3 term loans, pay fees, and fund general corporate purposes
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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