ALLEGRO MICROSYSTEMS, INC. Revenue Disclosure
The following tables summarize net sales disaggregated by market, by product and by geography for the fiscal years ended March 27, 2026, March 28, 2025 and March 29, 2024. The categorization of net sales by market is determined using various characteristics of the product and the application into which the Company’s product will be incorporated. The categorization of net sales by geography is determined based on the location to which the products are shipped.
Net sales by market:
|
|
Fiscal Year Ended |
|
|||||||||
|
|
March 27, |
|
|
March 28, |
|
|
March 29, |
|
|||
Automotive |
|
$ |
628,561 |
|
|
$ |
535,205 |
|
|
$ |
759,454 |
|
Industrial and other |
|
|
261,535 |
|
|
|
189,801 |
|
|
|
289,913 |
|
Total net sales |
|
$ |
890,096 |
|
|
$ |
725,006 |
|
|
$ |
1,049,367 |
|
Net sales by product:
|
|
Fiscal Year Ended |
|
|||||||||
|
|
March 27, |
|
|
March 28, |
|
|
March 29, |
|
|||
Magnetic sensors |
|
$ |
538,538 |
|
|
$ |
474,557 |
|
|
$ |
649,869 |
|
Power integrated circuits |
|
|
351,558 |
|
|
|
250,449 |
|
|
|
399,498 |
|
Total net sales |
|
$ |
890,096 |
|
|
$ |
725,006 |
|
|
$ |
1,049,367 |
|
Net sales by geography:
|
|
Fiscal Year Ended |
|
|||||||||
|
|
March 27, |
|
|
March 28, |
|
|
March 29, |
|
|||
Americas: |
|
|
|
|
|
|
|
|
|
|||
United States |
|
$ |
91,412 |
|
|
$ |
92,458 |
|
|
$ |
149,283 |
|
Other Americas |
|
|
41,778 |
|
|
|
24,851 |
|
|
|
32,119 |
|
EMEA: |
|
|
|
|
|
|
|
|
|
|||
Europe |
|
|
120,562 |
|
|
|
106,726 |
|
|
|
176,628 |
|
Asia: |
|
|
|
|
|
|
|
|
|
|||
Greater China |
|
|
249,417 |
|
|
|
183,033 |
|
|
|
274,851 |
|
Japan |
|
|
150,946 |
|
|
|
153,842 |
|
|
|
175,713 |
|
South Korea |
|
|
77,976 |
|
|
|
73,702 |
|
|
|
113,877 |
|
Other Asia |
|
|
158,005 |
|
|
|
90,394 |
|
|
|
126,896 |
|
Total net sales |
|
$ |
890,096 |
|
|
$ |
725,006 |
|
|
$ |
1,049,367 |
|
The Company recognizes sales net of returns and sales allowances, which include credits issued, price protection adjustments and stock rotation rights. As of March 27, 2026 and March 28, 2025, the obligation associated with returns and sales allowances, was $48,616 and $33,855, respectively, and was netted against trade accounts receivable in the consolidated balance sheets.
Unsatisfied performance obligations primarily represent contracts for products with future delivery dates. The Company elected not to disclose the amount of unsatisfied performance obligations as these contracts have original expected durations of less than one year.
Historical Timeline
| Fiscal Year | Filed | |
|---|---|---|
| 2026 | May 21, 2026 | Showing above |
| 2025 | May 22, 2025 | |
| 2024 | May 23, 2024 | |
| 2023 | May 25, 2023 | |
| 2022 | May 18, 2022 | |
| 2021 | May 19, 2021 | |
About Revenue Disclosures
Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.
Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.