第99.1展示文本

Allegro MicroSystems報告2025年第二季度成果

銷售額按季度增長12%，達到18700萬美元 –

2024年10月31日，新罕布什爾州曼徹斯特市 - Allegro MicroSystems，Inc.（「 Allegro」或「 公司」）（納斯達克: ALGM），作爲全球領先的動力和傳感半導體解決方案供應商，致力於運動控制和能效系統，今天宣佈截至2024年9月27日的第二季度財務業績。

「我們按照承諾交付了成果。第二季度銷售額爲18700萬美元，汽車和工業以及其他終端市場均實現了環比增長。非通用會計準則每股收益爲0.08美元，處於我們展望的高端，」 Allegro的總裁兼首席執行官Vineet Nargolwala表示。「我們對我們獨特解決方案持續需求以及客戶和合作夥伴在重新平衡庫存方面取得的進展感到鼓舞。我們繼續投資增長，以鞏固我們在市場上的領先地位。我們不斷加快新產品推出的步伐，正如我們最新產品發佈所證明的，爲未來的顯著增長勢頭奠定了基礎。」

第二季度財務亮點：

業務展望

截至2024年12月27日的2025財年第三季度，公司預計淨銷售額將在17000萬至18000萬美元的區間內。這一展望包括朝着車輛電氣化和持續庫存再平衡的持續進展，這反映在最新第三方估計中，以及典型的12月季度季節性。公司還基於非普遍公認會計原則（non-GAAP）基礎上估計以下結果：

Allegro尚未就非GAAP毛利率、非GAAP利息費用和非GAAP每股攤薄收益的第三季度展望提供和解，因爲所有分項的估計均無法提供而不費力。 目前難以合理地根據這些前瞻性非GAAP措施和可比的前瞻性美國通用會計準則（「GAAP」）措施提供前瞻性估計。 影響Allegro估計這些項目的重要因素中有一些超出其控制範圍和/或無法合理預測。

收益網絡廣播

網絡研討會將於2024年10月31日星期四上午8:30（美國東部時間）舉行。總裁兼首席執行官Vineet Nargolwala和執行副總裁兼首席財務官Derek P. D’Antilio將討論 Allegro 的業務和財務業績。

網絡直播將在公司網站的投資者關係部分提供。 investors.allegromicro.com網絡直播的錄音將在通話結束後不久發佈在同一位置，並將至少保留90天。

關於阿萊格羅微系統

allegro microsystems是一家領先的全球設計師、開發者、無晶圓廠生產商和傳感器特斯拉-集成電路（"ICs"）和應用特定的模擬動力ICs的營銷商，在汽車和工業市場推動新興技術。Allegro的多樣化產品組合爲車輛的電氣化、汽車ADAS安全功能、工業4.0自動化以及數據中心和清潔能源應用的節能技術提供了高效可靠的解決方案。

前瞻性聲明

本新聞稿包含根據1995年《證券訴訟改革法案》內的前瞻性聲明。我們打算將這些前瞻性聲明納入1933年修正案後的《證券法》第27A條及1934年修正案後的《證券交易法》第21E條中前瞻性聲明的安全港條款。本新聞稿中除歷史事實聲明外的所有聲明，包括關於我們未來經營業績及財務狀況、業務策略、潛在產品以及管理層未來運營計劃和目標的聲明，其中包括關於流動性、增長和盈利策略以及影響我們業務的因素等，都屬於前瞻性聲明。這些聲明涉及已知風險、不確定性和其他重要因素，可能導致我們的實際結果、業績或成就與前瞻性聲明中明示或暗示的任何未來結果、業績或成就存在實質差異。

Without limiting the foregoing, in some cases, you can identify forward-looking statements by terms such as “aim,” “may,” “will,” “should,” “expect,” “exploring,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “would,” “contemplate,” “believe,” “estimate,” “predict,” “potential,” “seek,” or “continue” or the negative of these terms or other similar expressions, although not all forward-looking statements contain these words. No forward-looking statement is a guarantee of future results, performance or achievements, and one should avoid placing undue reliance on such statements.

Forward-looking statements are based on our management’s current expectations, beliefs and assumptions and on information currently available to us. Such beliefs and assumptions may or may not prove to be correct. Additionally, such forward-looking statements are subject to a number of known and unknown risks, uncertainties and assumptions, and actual results may differ materially from those expressed or implied in the forward-looking statements due to various factors, including, but not limited to, those identified in Part II, Item 7. “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” and Part I, Item 1A. “Risk Factors” in our Annual Report on Form 10-K for the year ended March 29, 2024, as any such factors may be updated from time to time in our Quarterly Reports on Form 10-Q and our other filings with the Securities and Exchange Commission (the "SEC"). These risks and uncertainties include, but are not limited to: downturns or volatility in general economic conditions; our ability to compete effectively, expand our market share and increase our net sales and profitability; our reliance on a limited number of third-party semiconductor wafer fabrication facilities and suppliers of other materials; any failure to adjust purchase commitments and inventory management based on changing market conditions or customer demand; shifts in our product mix, customer mix or channel mix, which could negatively impact our gross margin; the cyclical nature of the semiconductor industry, including the analog segment in which we compete; any downturn or disruption in the automotive market or industry; our ability to successfully integrate the acquisition of other companies or technologies and products into our business; our ability to compensate for decreases in average selling prices of our products and increases in input costs; our ability to manage any sustained yield problems or other delays at our third-party wafer fabrication facilities or in the final assembly and test of our products; our ability to accurately predict our quarterly net sales and operating results and meet the expectations of investors; our dependence on manufacturing operations in the Philippines; our reliance on distributors to generate sales; events beyond our control impacting us, our key suppliers or our manufacturing partners; our ability to develop new product features or new products in a timely and cost-effective manner; our ability to manage growth; any slowdown in the growth of our end markets; the loss of one or more significant customers; our ability to meet customers’ quality requirements; uncertainties related to the design win process and our ability to recover design and development expenses and to generate timely or sufficient net sales or margins; changes in government trade policies, including the imposition of export restrictions and tariffs; our exposures to warranty claims, product liability claims and product recalls; our dependence on international customers and operations; the availability of rebates, tax credits and other financial incentives on end-user demands for certain products; risks, liabilities, costs and obligations related to governmental regulations and other legal obligations, including export/trade control, privacy, data protection, information security, cybersecurity, consumer protection, environmental and occupational health and safety, antitrust, anti-corruption and anti-bribery, product safety, environmental protection, employment matters and tax; the volatility of currency exchange rates; our ability to raise capital to support our growth strategy; our indebtedness may limit our flexibility to operate our business; our ability to effectively manage our growth and to retain key and highly skilled personnel; our ability to protect our proprietary technology and inventions through patents or trade secrets; our ability to commercialize our products without infringing third-party intellectual property

rights; disruptions or breaches of our information technology systems or confidential information or those of our third-party service providers; our principal stockholders has substantial control over us; anti-takeover provisions in our organizational documents and under the General Corporation Law of the State of Delaware; any failure to design, implement or maintain effective internal control over financial reporting; changes in tax rates or the adoption of new tax legislation; the negative impacts of sustained inflation on our business; the physical, transition and litigation risks presented by climate change; and other events beyond our control. Moreover, we operate in an evolving environment. New risk factors and uncertainties may emerge from time to time, and it is not possible for management to predict all risk factors and uncertainties.

You should read this press release and the documents that we reference completely and with the understanding that our actual future results may be materially different from what we expect. We qualify all of our forward-looking statements by these cautionary statements. All forward-looking statements speak only as of the date of this press release, and except as required by applicable law, we do not plan to publicly update or revise any forward-looking statements, whether as a result of any new information, future events, changed circumstances or otherwise.

This press release includes certain non-GAAP financial measures as defined by the SEC rules. These non-GAAP financial measures are provided in addition to, and not as a substitute for or superior to measures of, financial performance prepared in accordance with GAAP. There are a number of limitations related to the use of these non-GAAP financial measures versus their nearest GAAP equivalents. For example, other companies may calculate non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of the presented non-GAAP financial measures as tools for comparison.

This press release may not be reproduced, forwarded to any person or published, in whole or in part.

ALLEGRO MICROSYSTEMS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(in thousands, except share and per share amounts)

(Unaudited)

Supplemental Schedule of Total Net Sales

The following table summarizes total net sales by market within the Company’s unaudited condensed consolidated statements of operations:

ALLEGRO MICROSYSTEMS, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(in thousands)

ALLEGRO MICROSYSTEMS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(in thousands)

(Unaudited)

Non-GAAP Financial Measures

In addition to the measures presented in our condensed consolidated financial statements, we regularly review other measures, defined as non-GAAP Financial Measures by the SEC, to evaluate our business, measure our performance, identify trends, prepare financial forecasts and make strategic decisions. The key measures we consider are non-GAAP Gross Profit, non-GAAP Gross Margin, non-GAAP Operating Expenses, non-GAAP Operating Income, non-GAAP Operating Margin, EBITDA, Adjusted EBITDA, Adjusted EBITDA margin, non-GAAP Profit before Tax, non-GAAP Income Tax Provision, non-GAAP Effective Tax Rate, non-GAAP Net Income Attributable to Allegro MicroSystems, Inc, non-GAAP Basic and Diluted Earnings per Share, non-GAAP Free Cash Flow, and non-GAAP Free Cash Flow as percentage of net sales (collectively, the “Non-GAAP Financial Measures”). These Non-GAAP Financial Measures provide supplemental information regarding our operating performance on a non-GAAP basis that excludes certain gains, losses and charges of a non-cash nature or that occur relatively infrequently and/or that management considers to be unrelated to our core operations, and in the case of non-GAAP Income Tax Provision, management believes that this non-GAAP measure of income taxes provides it with the ability to evaluate the non-GAAP Income Tax Provision across different reporting periods on a consistent basis, independent of special items and discrete items, which may vary in size and frequency. These Non-GAAP Financial Measures are used by both management and our board of directors, together with the comparable GAAP information, in evaluating our current performance and planning our future business activities.

The Non-GAAP Financial Measures are supplemental measures of our performance that are neither required by, nor presented in accordance with, GAAP. These Non-GAAP Financial Measures should not be considered as substitutes for GAAP Financial Measures, such as gross profit, gross margin, net income or any other performance measures derived in accordance with GAAP. Also, in the future we may incur expenses or charges, such as those being adjusted in the calculation of these Non-GAAP Financial Measures. Our presentation of these Non-GAAP Financial Measures should not be construed as an inference that future results will be unaffected by unusual or nonrecurring items. These Non-GAAP Financial Measures exclude costs related to acquisition and related integration expenses, amortization of acquired intangible assets, stock-based compensation, restructuring actions, related party activities and other non-operational costs.

Non-GAAP Income Tax Provision

In calculating non-GAAP Income Tax Provision, we have added back the following to GAAP Income Tax Provision: