Allegro MicroSystems, Inc.
ALGM
Jodie read · what matters now
Revenue jumped 22.8% to $890.1M, but operating margin is just 2.1% and the company trades at an 8.8x EV/sales premium to peers.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ALGM, and whether its market group begins moving.
Earlier comparable assessment · baseline
Fundamentals strengthened in the latest filing
10-K filed 2026-05-21 against the comparable filing from 2025-05-22.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Revenue increased 22.8% versus the comparable filing period.
- Operating income moved from a loss to a profit in the comparable period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross profit increased in the fiscal year ended March 27, 2026 compared to the fiscal year ended March 28, 2025, primarily due to the increase in net sales and a change in product mix.”
“The increase in cost of goods sold was primarily due to higher production volume in support of higher product sales and increase in materials and commodity costs.”
“The increase was primarily due to the increase in net sales and a change in product mix.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ALGM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 8 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ALGM is currently a Participant in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.