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Side-by-side financial comparison of ALLEGRO MICROSYSTEMS, INC. (ALGM) and EnerSys (ENS). Click either name above to swap in a different company.
EnerSys is the larger business by last-quarter revenue ($919.1M vs $229.2M, roughly 4.0× ALLEGRO MICROSYSTEMS, INC.). EnerSys runs the higher net margin — 9.8% vs 3.6%, a 6.2% gap on every dollar of revenue. On growth, ALLEGRO MICROSYSTEMS, INC. posted the faster year-over-year revenue change (28.9% vs 1.4%). EnerSys produced more free cash flow last quarter ($171.3M vs $41.3M). Over the past eight quarters, EnerSys's revenue compounded faster (0.5% CAGR vs -2.4%).
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.
EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
ALGM vs ENS — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $229.2M | $919.1M |
| Net Profit | $8.3M | $90.4M |
| Gross Margin | 46.7% | 30.1% |
| Operating Margin | 4.2% | 13.5% |
| Net Margin | 3.6% | 9.8% |
| Revenue YoY | 28.9% | 1.4% |
| Net Profit YoY | 221.0% | -21.3% |
| EPS (diluted) | $0.04 | $2.40 |
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 | $229.2M | $919.1M | ||
| Q3 25 | $214.3M | $951.3M | ||
| Q2 25 | $203.4M | $893.0M | ||
| Q1 25 | $192.8M | $974.8M | ||
| Q4 24 | $177.9M | $906.2M | ||
| Q3 24 | $187.4M | $883.7M | ||
| Q2 24 | $166.9M | $852.9M | ||
| Q1 24 | $240.6M | $910.7M |
| Q4 25 | $8.3M | $90.4M | ||
| Q3 25 | $6.5M | $68.4M | ||
| Q2 25 | $-13.2M | $57.5M | ||
| Q1 25 | $-14.8M | $96.5M | ||
| Q4 24 | $-6.9M | $114.8M | ||
| Q3 24 | $-33.7M | $82.3M | ||
| Q2 24 | $-17.7M | $70.1M | ||
| Q1 24 | $-7.1M | $60.9M |
| Q4 25 | 46.7% | 30.1% | ||
| Q3 25 | 46.3% | 29.1% | ||
| Q2 25 | 44.9% | 28.4% | ||
| Q1 25 | 41.4% | 31.2% | ||
| Q4 24 | 45.7% | 32.9% | ||
| Q3 24 | 45.7% | 28.5% | ||
| Q2 24 | 44.8% | 27.9% | ||
| Q1 24 | 51.2% | 27.9% |
| Q4 25 | 4.2% | 13.5% | ||
| Q3 25 | 2.9% | 9.7% | ||
| Q2 25 | -1.3% | 9.7% | ||
| Q1 25 | -6.8% | 13.5% | ||
| Q4 24 | -0.0% | 15.7% | ||
| Q3 24 | 2.2% | 11.2% | ||
| Q2 24 | -6.4% | 10.7% | ||
| Q1 24 | 6.6% | 8.9% |
| Q4 25 | 3.6% | 9.8% | ||
| Q3 25 | 3.0% | 7.2% | ||
| Q2 25 | -6.5% | 6.4% | ||
| Q1 25 | -7.7% | 9.9% | ||
| Q4 24 | -3.9% | 12.7% | ||
| Q3 24 | -18.0% | 9.3% | ||
| Q2 24 | -10.6% | 8.2% | ||
| Q1 24 | -3.0% | 6.7% |
| Q4 25 | $0.04 | $2.40 | ||
| Q3 25 | $0.03 | $1.80 | ||
| Q2 25 | $-0.07 | $1.46 | ||
| Q1 25 | $-0.08 | $2.39 | ||
| Q4 24 | $-0.04 | $2.88 | ||
| Q3 24 | $-0.18 | $2.01 | ||
| Q2 24 | $-0.09 | $1.71 | ||
| Q1 24 | $-0.04 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $155.2M | $450.1M |
| Total DebtLower is stronger | $280.7M | — |
| Stockholders' EquityBook value | $962.7M | $1.9B |
| Total Assets | $1.4B | $4.0B |
| Debt / EquityLower = less leverage | 0.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $155.2M | $450.1M | ||
| Q3 25 | $117.5M | $388.6M | ||
| Q2 25 | $129.1M | $346.7M | ||
| Q1 25 | $121.3M | $343.1M | ||
| Q4 24 | $138.5M | $463.2M | ||
| Q3 24 | $188.8M | $407.9M | ||
| Q2 24 | $173.1M | $344.1M | ||
| Q1 24 | $212.1M | $333.3M |
| Q4 25 | $280.7M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | $304.8M | — | ||
| Q1 25 | $338.9M | $1.1B | ||
| Q4 24 | $368.7M | — | ||
| Q3 24 | $393.0M | — | ||
| Q2 24 | $195.8M | — | ||
| Q1 24 | $245.1M | $802.0M |
| Q4 25 | $962.7M | $1.9B | ||
| Q3 25 | $944.2M | $1.9B | ||
| Q2 25 | $922.7M | $1.9B | ||
| Q1 25 | $929.6M | $1.9B | ||
| Q4 24 | $933.0M | $1.8B | ||
| Q3 24 | $937.3M | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | $1.8B |
| Q4 25 | $1.4B | $4.0B | ||
| Q3 25 | $1.4B | $4.1B | ||
| Q2 25 | $1.4B | $4.1B | ||
| Q1 25 | $1.4B | $4.0B | ||
| Q4 24 | $1.4B | $4.0B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.4B | $3.6B | ||
| Q1 24 | $1.5B | $3.5B |
| Q4 25 | 0.29× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.36× | 0.57× | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.18× | — | ||
| Q1 24 | 0.22× | 0.46× |
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 | $45.4M | $184.6M |
| Free Cash FlowOCF − Capex | $41.3M | $171.3M |
| FCF MarginFCF / Revenue | 18.0% | 18.6% |
| Capex IntensityCapex / Revenue | 1.8% | 1.4% |
| Cash ConversionOCF / Net Profit | 5.47× | 2.04× |
| TTM Free Cash FlowTrailing 4 quarters | $121.2M | $441.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $45.4M | $184.6M | ||
| Q3 25 | $20.4M | $218.0M | ||
| Q2 25 | $61.6M | $968.0K | ||
| Q1 25 | $20.4M | $135.2M | ||
| Q4 24 | $-8.2M | $81.1M | ||
| Q3 24 | $15.5M | $33.6M | ||
| Q2 24 | $34.2M | $10.4M | ||
| Q1 24 | $12.8M | — |
| Q4 25 | $41.3M | $171.3M | ||
| Q3 25 | $13.9M | $197.1M | ||
| Q2 25 | $51.0M | $-32.1M | ||
| Q1 25 | $15.0M | $104.9M | ||
| Q4 24 | $-21.8M | $56.8M | ||
| Q3 24 | $5.6M | $3.3M | ||
| Q2 24 | $23.2M | $-25.7M | ||
| Q1 24 | $-1.5M | — |
| Q4 25 | 18.0% | 18.6% | ||
| Q3 25 | 6.5% | 20.7% | ||
| Q2 25 | 25.1% | -3.6% | ||
| Q1 25 | 7.8% | 10.8% | ||
| Q4 24 | -12.3% | 6.3% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 13.9% | -3.0% | ||
| Q1 24 | -0.6% | — |
| Q4 25 | 1.8% | 1.4% | ||
| Q3 25 | 3.0% | 2.2% | ||
| Q2 25 | 5.2% | 3.7% | ||
| Q1 25 | 2.8% | 3.1% | ||
| Q4 24 | 7.7% | 2.7% | ||
| Q3 24 | 5.3% | 3.4% | ||
| Q2 24 | 6.6% | 4.2% | ||
| Q1 24 | 5.9% | — |
| Q4 25 | 5.47× | 2.04× | ||
| Q3 25 | 3.12× | 3.19× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
