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Side-by-side financial comparison of Arteris, Inc. (AIP) 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 $20.1M, roughly 11.4× Arteris, Inc.). ALLEGRO MICROSYSTEMS, INC. runs the higher net margin — 3.6% vs -42.2%, a 45.9% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs 28.9%). ALLEGRO MICROSYSTEMS, INC. produced more free cash flow last quarter ($41.3M vs $3.0M). Over the past eight quarters, Arteris, Inc.'s revenue compounded faster (24.7% CAGR vs -2.4%).
Arteris, Inc. is a multinational technology company headquartered in Campbell, California. It develops the network-on-chip (NoC) IP and system-on-chip (SoC) integration automation software that is used to create semiconductor chip and chiplet designs for a variety of devices, particularly in automotive electronics, artificial intelligence, machine learning, enterprise computing, communications, consumer, industrial, and aerospace & defense markets. The company specializes in the development a...
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.
AIP vs ALGM — Head-to-Head
Income Statement — Q4 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $229.2M |
| Net Profit | $-8.5M | $8.3M |
| Gross Margin | 90.8% | 46.7% |
| Operating Margin | -42.0% | 4.2% |
| Net Margin | -42.2% | 3.6% |
| Revenue YoY | 30.0% | 28.9% |
| Net Profit YoY | -3.7% | 221.0% |
| EPS (diluted) | $-0.19 | $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 | $20.1M | $229.2M | ||
| Q3 25 | $17.4M | $214.3M | ||
| Q2 25 | $16.5M | $203.4M | ||
| Q1 25 | $16.5M | $192.8M | ||
| Q4 24 | $15.5M | $177.9M | ||
| Q3 24 | $14.7M | $187.4M | ||
| Q2 24 | $14.6M | $166.9M | ||
| Q1 24 | $12.9M | $240.6M |
| Q4 25 | $-8.5M | $8.3M | ||
| Q3 25 | $-9.0M | $6.5M | ||
| Q2 25 | $-9.1M | $-13.2M | ||
| Q1 25 | $-8.1M | $-14.8M | ||
| Q4 24 | $-8.2M | $-6.9M | ||
| Q3 24 | $-7.7M | $-33.7M | ||
| Q2 24 | $-8.3M | $-17.7M | ||
| Q1 24 | $-9.4M | $-7.1M |
| Q4 25 | 90.8% | 46.7% | ||
| Q3 25 | 89.9% | 46.3% | ||
| Q2 25 | 89.4% | 44.9% | ||
| Q1 25 | 90.8% | 41.4% | ||
| Q4 24 | 89.8% | 45.7% | ||
| Q3 24 | 90.1% | 45.7% | ||
| Q2 24 | 90.0% | 44.8% | ||
| Q1 24 | 88.7% | 51.2% |
| Q4 25 | -42.0% | 4.2% | ||
| Q3 25 | -50.1% | 2.9% | ||
| Q2 25 | -50.0% | -1.3% | ||
| Q1 25 | -46.6% | -6.8% | ||
| Q4 24 | -45.9% | -0.0% | ||
| Q3 24 | -53.8% | 2.2% | ||
| Q2 24 | -51.1% | -6.4% | ||
| Q1 24 | -70.5% | 6.6% |
| Q4 25 | -42.2% | 3.6% | ||
| Q3 25 | -51.6% | 3.0% | ||
| Q2 25 | -55.3% | -6.5% | ||
| Q1 25 | -49.1% | -7.7% | ||
| Q4 24 | -53.0% | -3.9% | ||
| Q3 24 | -52.2% | -18.0% | ||
| Q2 24 | -57.2% | -10.6% | ||
| Q1 24 | -72.6% | -3.0% |
| Q4 25 | $-0.19 | $0.04 | ||
| Q3 25 | $-0.21 | $0.03 | ||
| Q2 25 | $-0.22 | $-0.07 | ||
| Q1 25 | $-0.20 | $-0.08 | ||
| Q4 24 | $-0.19 | $-0.04 | ||
| Q3 24 | $-0.20 | $-0.18 | ||
| Q2 24 | $-0.22 | $-0.09 | ||
| Q1 24 | $-0.25 | $-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 | $33.9M | $155.2M |
| Total DebtLower is stronger | — | $280.7M |
| Stockholders' EquityBook value | $-14.6M | $962.7M |
| Total Assets | $115.0M | $1.4B |
| Debt / EquityLower = less leverage | — | 0.29× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | $155.2M | ||
| Q3 25 | $39.0M | $117.5M | ||
| Q2 25 | $38.0M | $129.1M | ||
| Q1 25 | $42.3M | $121.3M | ||
| Q4 24 | $43.8M | $138.5M | ||
| Q3 24 | $48.7M | $188.8M | ||
| Q2 24 | $45.8M | $173.1M | ||
| Q1 24 | $44.8M | $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 | $-14.6M | $962.7M | ||
| Q3 25 | $-11.4M | $944.2M | ||
| Q2 25 | $-7.5M | $922.7M | ||
| Q1 25 | $-4.8M | $929.6M | ||
| Q4 24 | $-1.2M | $933.0M | ||
| Q3 24 | $2.2M | $937.3M | ||
| Q2 24 | $5.3M | $1.1B | ||
| Q1 24 | $9.5M | $1.1B |
| Q4 25 | $115.0M | $1.4B | ||
| Q3 25 | $107.7M | $1.4B | ||
| Q2 25 | $106.9M | $1.4B | ||
| Q1 25 | $98.3M | $1.4B | ||
| Q4 24 | $106.1M | $1.4B | ||
| Q3 24 | $97.7M | $1.5B | ||
| Q2 24 | $96.4M | $1.4B | ||
| Q1 24 | $101.4M | $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 | $3.2M | $45.4M |
| Free Cash FlowOCF − Capex | $3.0M | $41.3M |
| FCF MarginFCF / Revenue | 15.1% | 18.0% |
| Capex IntensityCapex / Revenue | 0.7% | 1.8% |
| Cash ConversionOCF / Net Profit | — | 5.47× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | $121.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $45.4M | ||
| Q3 25 | $3.2M | $20.4M | ||
| Q2 25 | $-2.5M | $61.6M | ||
| Q1 25 | $2.9M | $20.4M | ||
| Q4 24 | $-2.6M | $-8.2M | ||
| Q3 24 | $1.1M | $15.5M | ||
| Q2 24 | $311.0K | $34.2M | ||
| Q1 24 | $477.0K | $12.8M |
| Q4 25 | $3.0M | $41.3M | ||
| Q3 25 | $2.5M | $13.9M | ||
| Q2 25 | $-2.8M | $51.0M | ||
| Q1 25 | $2.7M | $15.0M | ||
| Q4 24 | $-2.7M | $-21.8M | ||
| Q3 24 | $1.1M | $5.6M | ||
| Q2 24 | $264.0K | $23.2M | ||
| Q1 24 | $281.0K | $-1.5M |
| Q4 25 | 15.1% | 18.0% | ||
| Q3 25 | 14.2% | 6.5% | ||
| Q2 25 | -17.2% | 25.1% | ||
| Q1 25 | 16.2% | 7.8% | ||
| Q4 24 | -17.3% | -12.3% | ||
| Q3 24 | 7.4% | 3.0% | ||
| Q2 24 | 1.8% | 13.9% | ||
| Q1 24 | 2.2% | -0.6% |
| Q4 25 | 0.7% | 1.8% | ||
| Q3 25 | 4.1% | 3.0% | ||
| Q2 25 | 2.2% | 5.2% | ||
| Q1 25 | 1.1% | 2.8% | ||
| Q4 24 | 0.3% | 7.7% | ||
| Q3 24 | 0.2% | 5.3% | ||
| Q2 24 | 0.3% | 6.6% | ||
| Q1 24 | 1.5% | 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
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
