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Allegro Microsystems (ALGM)

Allegro MicroSystems is redefining the future of sensing and power technologies. From green energy to advanced mobility and motion control systems, its team is passionate about developing intelligent solutions that move the world forward and give its customers a competitive edge. With global engineering, manufacturing and support, Allegro is a trusted partner to both large enterprises and regional market leaders worldwide.

Company profile

Ticker
ALGM
Exchange
Employees
Location
Fiscal year end
Former names
ALLEGRO MICROSYSTEMS INC
SEC CIK
Subsidiaries
Allegro MicroSystems, LLC • Allegro MicroSystems Argentina, S.A. • Allegro MicroSystems Argentina S.A. • Allegro MicroSystems Business Development, Inc. • Allegro MicroSystems Europe Limited • Allegro MicroSystems France SAS • Allegro MicroSystems Germany GmbH • Allegro (Shanghai) Micro Electronics Commercial and Trading Co., Ltd. • Allegro MicroSystems Philippines, Inc. • Allegro MicroSystems, Thailand Corp. ...

ALGM stock data

Calendar

1 Aug 22
12 Aug 22
31 Mar 23
Quarter (USD) Jun 22 Mar 22 Dec 21 Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Mar 22 Mar 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
4 Aug 22 Martin Joseph R Common Stock Grant Acquire A No No 0 8,363 0 51,885
4 Aug 22 Reza Kazerounian Common Stock Grant Acquire A No No 0 8,363 0 215,970
4 Aug 22 Yoshihiro Suzuki Common Stock Grant Acquire A No No 0 8,363 0 196,917
4 Aug 22 Richard R. Lury Common Stock Grant Acquire A No No 0 8,363 0 33,663
4 Aug 22 Susan D Lynch Common Stock Grant Acquire A No No 0 8,363 0 12,283
13F holders Current Prev Q Change
Total holders 175 166 +5.4%
Opened positions 41 37 +10.8%
Closed positions 32 25 +28.0%
Increased positions 63 65 -3.1%
Reduced positions 50 47 +6.4%
13F shares Current Prev Q Change
Total value 6.91B 7.56B -8.6%
Total shares 210.05M 209.04M +0.5%
Total puts 1.08M 8K +13436.3%
Total calls 26.9K 103.4K -74.0%
Total put/call ratio 40.3 0.1 +51931.5%
Largest owners Shares Value Change
Sanken Electric 98.5M $3.56B 0.0%
Oep Capital Advisors 22.63M $642.67M 0.0%
Oep Skna 22.63M $818.73M 0.0%
Vanguard 6.21M $176.39M -0.4%
FMR 4.68M $132.87M +21.8%
Allspring Global Investments 4.6M $130.62M +1.2%
IVZ Invesco 4.15M $117.92M +4.3%
Clearbridge Advisors 4.03M $114.45M +18.6%
JPM JPMorgan Chase & Co. 3.89M $110.59M +8.3%
Alliancebernstein 3.04M $86.27M -2.9%
Largest transactions Shares Bought/sold Change
Shelter Haven Capital Management 0 -1.59M EXIT
Wellington Management 1.39M +1.39M NEW
FMR 4.68M +836.72K +21.8%
Clearbridge Advisors 4.03M +632.04K +18.6%
BEN Franklin Resources 1.01M -505.1K -33.4%
Artisan Partners Limited Partnership 2.14M -490.29K -18.7%
MCQEF Macquarie 2.08M -390.39K -15.8%
Adage Capital Partners GP, L.L.C. 1.58M +325.34K +25.9%
MS Morgan Stanley 389.1K -323.74K -45.4%
JPM JPMorgan Chase & Co. 3.89M +299.5K +8.3%

Financial report summary

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Competition
Texas Instruments
Risks
  • Sustained inflation could have a material adverse effect on our business, financial condition, results of operations and liquidity.
Management Discussion
  • (1)Our total net sales for the periods presented above include related party net sales generated through our distribution agreement with Sanken. See our unaudited condensed consolidated financial statements included elsewhere in this Quarterly Report for additional information regarding our related party net sales for the periods set forth above.
  • Total net sales increased by $29.6 million, or 15.7%, to $217.8 million in the three-month period ended June 24, 2022 from $188.1 million in the three-month period ended June 25, 2021. This increase was primarily attributable to higher shipment of our data center, advanced driver assistance systems (“ADAS”), electrified vehicle (“xEV”), and computing applications.
  • The increase in net sales to our end markets was driven primarily by increases in automotive of $16.1 million, or 12.1%, industrial of $9.8 million, or 32.4%, and other of $3.7 million, or 15.0%.

Content analysis

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Positive
Negative
Uncertain
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Legalese
Litigous
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Patents

Utility
Magnetic field sensor with stacked transducers and capacitive summing amplifier
9 Aug 22
A magnetic field sensor includes a current source configured to generate a bias current, a plurality of magnetic field transducers, each having power terminals coupled to the current source and output terminals at which an output signal of the transducer is provided, wherein the power terminals of each of the plurality of magnetic field transducers are electrically coupled together in series so that the bias current flows through each of the plurality of magnetic field transducers in series.
Utility
Linear bridge having nonlinear elements for operation in high magnetic field intensities
9 Aug 22
In one aspect, a bridge includes a first magnetoresistance element having a first reference angle; a second magnetoresistance element in series with the first magnetoresistance element and having a second reference angle; a third magnetoresistance element in parallel with the first magnetoresistance element and having the first reference angle; and a fourth magnetoresistance element in series with the third magnetoresistance element and having the second reference angle.
Utility
Current Sensor for Compensation of On-die Temperature Gradient
4 Aug 22
A sensor including: a substrate having a first region and a second region; a first series of first magnetoresistive (MR) elements formed on the substrate, the first series of first MR elements including at least two first MR elements; and a second series of second MR elements that is coupled in parallel with the first series of first MR elements to form a bridge circuit, the second series of second MR elements being formed on the substrate, the second series of second MR elements including at least two second MR elements, each of the at least two second MR elements having a different pinning direction than each of the at least two first MR elements, wherein one of the at least two first MR elements and one of the at least two second MR elements are formed in the first region of the substrate and have different pinning directions.
Utility
Linear Sensor with Dual Spin Valve Element Having Reference Layers with Magnetization Directions Different from an External Magnetic Field Direction
4 Aug 22
In one aspect, a linear sensor includes at least one magnetoresistance element that includes a first spin valve and a second spin valve positioned on the first spin valve.
Utility
Motor Controller with Stall Detection
4 Aug 22
A motor control system for controlling operation of a motor having a plurality of windings includes a gate driver to provide a control signal to one or more switching elements controlling a voltage applied to the plurality of windings and a Field Oriented Control (FOC) controller configured to generate a PWM signal for coupling to the gate driver, wherein the FOC controller comprises a d-axis control loop configured to generate an applied d-axis voltage and a q-axis control loop configured to generate an applied q-axis voltage.