vs
Side-by-side financial comparison of C3.ai, Inc. (AI) and ALLEGRO MICROSYSTEMS, INC. (ALGM). Click either name above to swap in a different company.
ALLEGRO MICROSYSTEMS, INC. is the larger business by last-quarter revenue ($229.2M vs $75.1M, roughly 3.1× C3.ai, Inc.). ALLEGRO MICROSYSTEMS, INC. runs the higher net margin — 3.6% vs -139.3%, a 142.9% gap on every dollar of revenue. On growth, ALLEGRO MICROSYSTEMS, INC. posted the faster year-over-year revenue change (28.9% vs -20.3%). ALLEGRO MICROSYSTEMS, INC. produced more free cash flow last quarter ($41.3M vs $-46.9M). Over the past eight quarters, C3.ai, Inc.'s revenue compounded faster (-2.1% CAGR vs -2.4%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
Allegro MicroSystems, Inc. is a global semiconductor firm designing and manufacturing high-performance power and sensing integrated circuits. Its core products include magnetic sensors, power ICs, and motion control solutions, serving automotive, industrial, consumer electronics, and communications markets worldwide.
AI vs ALGM — Head-to-Head
Income Statement — Q2 2026 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $229.2M |
| Net Profit | $-104.7M | $8.3M |
| Gross Margin | 40.4% | 46.7% |
| Operating Margin | -149.2% | 4.2% |
| Net Margin | -139.3% | 3.6% |
| Revenue YoY | -20.3% | 28.9% |
| Net Profit YoY | -58.7% | 221.0% |
| EPS (diluted) | $-0.75 | $0.04 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $75.1M | $229.2M | ||
| Q3 25 | $70.3M | $214.3M | ||
| Q2 25 | $108.7M | $203.4M | ||
| Q1 25 | $98.8M | $192.8M | ||
| Q4 24 | $94.3M | $177.9M | ||
| Q3 24 | $87.2M | $187.4M | ||
| Q2 24 | $86.6M | $166.9M | ||
| Q1 24 | $78.4M | $240.6M |
| Q4 25 | $-104.7M | $8.3M | ||
| Q3 25 | $-116.8M | $6.5M | ||
| Q2 25 | $-79.7M | $-13.2M | ||
| Q1 25 | $-80.2M | $-14.8M | ||
| Q4 24 | $-66.0M | $-6.9M | ||
| Q3 24 | $-62.8M | $-33.7M | ||
| Q2 24 | $-72.9M | $-17.7M | ||
| Q1 24 | $-72.6M | $-7.1M |
| Q4 25 | 40.4% | 46.7% | ||
| Q3 25 | 37.6% | 46.3% | ||
| Q2 25 | 62.1% | 44.9% | ||
| Q1 25 | 59.1% | 41.4% | ||
| Q4 24 | 61.3% | 45.7% | ||
| Q3 24 | 59.8% | 45.7% | ||
| Q2 24 | 59.6% | 44.8% | ||
| Q1 24 | 57.8% | 51.2% |
| Q4 25 | -149.2% | 4.2% | ||
| Q3 25 | -177.7% | 2.9% | ||
| Q2 25 | -81.8% | -1.3% | ||
| Q1 25 | -88.7% | -6.8% | ||
| Q4 24 | -79.8% | -0.0% | ||
| Q3 24 | -83.2% | 2.2% | ||
| Q2 24 | -95.1% | -6.4% | ||
| Q1 24 | -105.3% | 6.6% |
| Q4 25 | -139.3% | 3.6% | ||
| Q3 25 | -166.2% | 3.0% | ||
| Q2 25 | -73.3% | -6.5% | ||
| Q1 25 | -81.2% | -7.7% | ||
| Q4 24 | -69.9% | -3.9% | ||
| Q3 24 | -72.0% | -18.0% | ||
| Q2 24 | -84.2% | -10.6% | ||
| Q1 24 | -92.6% | -3.0% |
| Q4 25 | $-0.75 | $0.04 | ||
| Q3 25 | $-0.86 | $0.03 | ||
| Q2 25 | $-0.60 | $-0.07 | ||
| Q1 25 | $-0.62 | $-0.08 | ||
| Q4 24 | $-0.52 | $-0.04 | ||
| Q3 24 | $-0.50 | $-0.18 | ||
| Q2 24 | $-0.59 | $-0.09 | ||
| Q1 24 | $-0.60 | $-0.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $155.2M |
| Total DebtLower is stronger | — | $280.7M |
| Stockholders' EquityBook value | $771.9M | $962.7M |
| Total Assets | $961.3M | $1.4B |
| Debt / EquityLower = less leverage | — | 0.29× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $675.0M | $155.2M | ||
| Q3 25 | $711.9M | $117.5M | ||
| Q2 25 | $742.7M | $129.1M | ||
| Q1 25 | $724.3M | $121.3M | ||
| Q4 24 | $730.4M | $138.5M | ||
| Q3 24 | $762.5M | $188.8M | ||
| Q2 24 | $750.4M | $173.1M | ||
| Q1 24 | $723.3M | $212.1M |
| Q4 25 | — | $280.7M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | $304.8M | ||
| Q1 25 | — | $338.9M | ||
| Q4 24 | — | $368.7M | ||
| Q3 24 | — | $393.0M | ||
| Q2 24 | — | $195.8M | ||
| Q1 24 | — | $245.1M |
| Q4 25 | $771.9M | $962.7M | ||
| Q3 25 | $798.8M | $944.2M | ||
| Q2 25 | $838.3M | $922.7M | ||
| Q1 25 | $860.2M | $929.6M | ||
| Q4 24 | $859.0M | $933.0M | ||
| Q3 24 | $874.9M | $937.3M | ||
| Q2 24 | $873.4M | $1.1B | ||
| Q1 24 | $898.0M | $1.1B |
| Q4 25 | $961.3M | $1.4B | ||
| Q3 25 | $968.7M | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.0B | $1.4B | ||
| Q1 24 | $1.1B | $1.5B |
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.18× | ||
| Q1 24 | — | 0.22× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-46.5M | $45.4M |
| Free Cash FlowOCF − Capex | $-46.9M | $41.3M |
| FCF MarginFCF / Revenue | -62.4% | 18.0% |
| Capex IntensityCapex / Revenue | 0.5% | 1.8% |
| Cash ConversionOCF / Net Profit | — | 5.47× |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | $121.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-46.5M | $45.4M | ||
| Q3 25 | $-33.5M | $20.4M | ||
| Q2 25 | $11.3M | $61.6M | ||
| Q1 25 | $-22.0M | $20.4M | ||
| Q4 24 | $-38.7M | $-8.2M | ||
| Q3 24 | $8.0M | $15.5M | ||
| Q2 24 | $21.3M | $34.2M | ||
| Q1 24 | $-39.1M | $12.8M |
| Q4 25 | $-46.9M | $41.3M | ||
| Q3 25 | $-34.3M | $13.9M | ||
| Q2 25 | $10.3M | $51.0M | ||
| Q1 25 | $-22.4M | $15.0M | ||
| Q4 24 | $-39.5M | $-21.8M | ||
| Q3 24 | $7.1M | $5.6M | ||
| Q2 24 | $18.8M | $23.2M | ||
| Q1 24 | $-45.1M | $-1.5M |
| Q4 25 | -62.4% | 18.0% | ||
| Q3 25 | -48.8% | 6.5% | ||
| Q2 25 | 9.5% | 25.1% | ||
| Q1 25 | -22.7% | 7.8% | ||
| Q4 24 | -41.9% | -12.3% | ||
| Q3 24 | 8.2% | 3.0% | ||
| Q2 24 | 21.7% | 13.9% | ||
| Q1 24 | -57.6% | -0.6% |
| Q4 25 | 0.5% | 1.8% | ||
| Q3 25 | 1.1% | 3.0% | ||
| Q2 25 | 0.9% | 5.2% | ||
| Q1 25 | 0.4% | 2.8% | ||
| Q4 24 | 0.9% | 7.7% | ||
| Q3 24 | 1.1% | 5.3% | ||
| Q2 24 | 2.9% | 6.6% | ||
| Q1 24 | 7.8% | 5.9% |
| Q4 25 | — | 5.47× | ||
| Q3 25 | — | 3.12× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
