ALGM Q1 FY27 revenue +27.5% YoY to $259M; operating income swung positive to $25.5M

Filed July 31, 2026 · Period ending June 26, 2026 · Compared to 10-Q Aug 1, 2025 · ~2 min read

Key Changes

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  Revenue rose 27.5% YoY to $259.2M (vs $203.4M), driven by data center applications, personal/industrial transport, and automotive Focus Auto (safety, ADAS, xEV). The compared periods contain different numbers of weeks (52-week vs 53-week fiscal years), per the filing's calendar caveat.

  MD&A: Revenue verify on EDGAR →
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  Operating income swung to $25.5M (9.8% margin) from $(2.7)M loss YoY; net income turned positive at $15.9M vs $(13.2)M loss. Gross margin expanded 360bp to 48.5% on higher sales, operating leverage, pricing actions, and favorable product mix.

  MD&A: Operating Results verify on EDGAR →
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  Industrial and Other revenue surged 58.8% to $93.9M (vs $59.1M), primarily from data center applications and personal/industrial transport. Taiwan revenue jumped 219% to $42.9M, reflecting AI data center buildout.

  MD&A: Geographic & Segment Revenue verify on EDGAR →