Allegro Micro (ALGM) Earnings Call Transcript

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Jan. 29, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Michael Doogue

• Chief Financial Officer — Derek D'Antilio

• Vice President, Investor Relations — Jalene Hoover

Michael Doogue, and Allegro's Chief Financial Officer, Derek D'Antilio. They volition supply highlights of our business, reappraisal our quarterly fiscal performance, and stock our 4th fourth outlook. We volition travel our prepared remarks with a Q&A session. Today's telephone includes remarks astir aboriginal expectations and plans, which are forward-looking statements. Such statements are based connected existent expectations and assumptions arsenic of today's day and are taxable to risks and uncertainties that could origin existent results and events to disagree materially from those anticipated oregon projected connected today's call. The institution assumes nary work to update these statements, but arsenic required by law.

For a treatment of these risks and uncertainties, delight notation to today's property merchandise and the Risk factors contained successful our periodic filings with the SEC. Additionally, we volition notation to non-GAAP fiscal measures during today's call. Today's net property release, which is disposable connected the Investor Relations leafage of our website astatine www.allegromicro.com, contains important accusation astir our non-GAAP fiscal presumption and besides includes reconciliations of our non-GAAP fiscal measures to the astir straight comparable GAAP measures. This telephone is besides being webcast, and a replay volition beryllium disposable successful the Events and Presentations conception of our IR leafage shortly. It is present my pleasance to crook the telephone implicit to Allegro's President and CEO, Michael Doogue. Michael?

Michael Doogue: Thank you precise much, Jalene, and bully morning, and convey you each for joining our 3rd 4th net league call. We proceed to spot affirmative momentum crossed the business, erstwhile again achieving maturation successful bookings and backlog to multi-quarter highs, and securing important plan wins successful our strategical absorption areas led by ADAS, XEV, and information center. This momentum has enabled america to present beardown 3rd 4th results with income supra the precocious extremity of our guidance scope astatine $229 cardinal and EPS supra the midpoint of our guidance scope astatine $0.15. E-mobility led continued maturation successful 3rd 4th automotive sales.

Our automotive income maturation was erstwhile again fueled by Allegro contented gains and the accrued adoption of XEV and ADAS systems successful cars. This momentum is reflected successful our 3rd 4th automotive plan wins wherever e-mobility led the quarter. In ADAS, we secured cardinal wins for presumption sensors and centrifugal drivers successful physics powerfulness steering systems. We besides had respective plan wins for higher dollar contented steer-by-wire systems with OEMs successful North America, China, and Europe. In XEV, we won respective designs with our existent sensor ICs and onboard charging systems, and precocious voltage traction inverters.