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Side-by-side financial comparison of ALLEGRO MICROSYSTEMS, INC. (ALGM) and ONESPAWORLD HOLDINGS Ltd (OSW). Click either name above to swap in a different company.
ONESPAWORLD HOLDINGS Ltd is the larger business by last-quarter revenue ($242.1M vs $229.2M, roughly 1.1× ALLEGRO MICROSYSTEMS, INC.). ONESPAWORLD HOLDINGS Ltd runs the higher net margin — 5.0% vs 3.6%, a 1.4% gap on every dollar of revenue. On growth, ALLEGRO MICROSYSTEMS, INC. posted the faster year-over-year revenue change (28.9% vs 11.5%). ALLEGRO MICROSYSTEMS, INC. produced more free cash flow last quarter ($41.3M vs $14.9M). Over the past eight quarters, ONESPAWORLD HOLDINGS Ltd's revenue compounded faster (7.1% 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.
ALGM vs OSW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $229.2M | $242.1M |
| Net Profit | $8.3M | $12.1M |
| Gross Margin | 46.7% | — |
| Operating Margin | 4.2% | 6.8% |
| Net Margin | 3.6% | 5.0% |
| Revenue YoY | 28.9% | 11.5% |
| Net Profit YoY | 221.0% | -16.2% |
| EPS (diluted) | $0.04 | $0.12 |
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 | $242.1M | ||
| Q3 25 | $214.3M | $258.5M | ||
| Q2 25 | $203.4M | $240.7M | ||
| Q1 25 | $192.8M | $219.6M | ||
| Q4 24 | $177.9M | $217.2M | ||
| Q3 24 | $187.4M | $241.7M | ||
| Q2 24 | $166.9M | $224.9M | ||
| Q1 24 | $240.6M | $211.2M |
| Q4 25 | $8.3M | $12.1M | ||
| Q3 25 | $6.5M | $24.3M | ||
| Q2 25 | $-13.2M | $19.9M | ||
| Q1 25 | $-14.8M | $15.3M | ||
| Q4 24 | $-6.9M | $14.4M | ||
| Q3 24 | $-33.7M | $21.6M | ||
| Q2 24 | $-17.7M | $15.8M | ||
| Q1 24 | $-7.1M | $21.2M |
| Q4 25 | 46.7% | — | ||
| Q3 25 | 46.3% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 41.4% | — | ||
| Q4 24 | 45.7% | — | ||
| Q3 24 | 45.7% | — | ||
| Q2 24 | 44.8% | — | ||
| Q1 24 | 51.2% | — |
| Q4 25 | 4.2% | 6.8% | ||
| Q3 25 | 2.9% | 10.2% | ||
| Q2 25 | -1.3% | 9.2% | ||
| Q1 25 | -6.8% | 7.7% | ||
| Q4 24 | -0.0% | 7.9% | ||
| Q3 24 | 2.2% | 10.3% | ||
| Q2 24 | -6.4% | 8.4% | ||
| Q1 24 | 6.6% | 8.0% |
| Q4 25 | 3.6% | 5.0% | ||
| Q3 25 | 3.0% | 9.4% | ||
| Q2 25 | -6.5% | 8.3% | ||
| Q1 25 | -7.7% | 7.0% | ||
| Q4 24 | -3.9% | 6.6% | ||
| Q3 24 | -18.0% | 8.9% | ||
| Q2 24 | -10.6% | 7.0% | ||
| Q1 24 | -3.0% | 10.0% |
| Q4 25 | $0.04 | $0.12 | ||
| Q3 25 | $0.03 | $0.23 | ||
| Q2 25 | $-0.07 | $0.19 | ||
| Q1 25 | $-0.08 | $0.15 | ||
| Q4 24 | $-0.04 | $0.13 | ||
| Q3 24 | $-0.18 | $0.20 | ||
| Q2 24 | $-0.09 | $0.15 | ||
| Q1 24 | $-0.04 | $0.21 |
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 | $16.3M |
| Total DebtLower is stronger | $280.7M | $84.0M |
| Stockholders' EquityBook value | $962.7M | $542.6M |
| Total Assets | $1.4B | $707.1M |
| Debt / EquityLower = less leverage | 0.29× | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $155.2M | $16.3M | ||
| Q3 25 | $117.5M | $29.6M | ||
| Q2 25 | $129.1M | $35.0M | ||
| Q1 25 | $121.3M | $22.6M | ||
| Q4 24 | $138.5M | $57.4M | ||
| Q3 24 | $188.8M | $48.8M | ||
| Q2 24 | $173.1M | $62.5M | ||
| Q1 24 | $212.1M | $65.4M |
| Q4 25 | $280.7M | $84.0M | ||
| Q3 25 | $280.4M | $85.2M | ||
| Q2 25 | $304.8M | $96.2M | ||
| Q1 25 | $338.9M | $97.4M | ||
| Q4 24 | $368.7M | $98.6M | ||
| Q3 24 | $393.0M | $98.7M | ||
| Q2 24 | $195.8M | $123.8M | ||
| Q1 24 | $245.1M | $138.6M |
| Q4 25 | $962.7M | $542.6M | ||
| Q3 25 | $944.2M | $552.8M | ||
| Q2 25 | $922.7M | $548.3M | ||
| Q1 25 | $929.6M | $530.6M | ||
| Q4 24 | $933.0M | $554.5M | ||
| Q3 24 | $937.3M | $540.1M | ||
| Q2 24 | $1.1B | $532.7M | ||
| Q1 24 | $1.1B | $515.5M |
| Q4 25 | $1.4B | $707.1M | ||
| Q3 25 | $1.4B | $732.6M | ||
| Q2 25 | $1.4B | $731.8M | ||
| Q1 25 | $1.4B | $708.7M | ||
| Q4 24 | $1.4B | $746.4M | ||
| Q3 24 | $1.5B | $734.0M | ||
| Q2 24 | $1.4B | $756.8M | ||
| Q1 24 | $1.5B | $763.6M |
| Q4 25 | 0.29× | 0.15× | ||
| Q3 25 | 0.30× | 0.15× | ||
| Q2 25 | 0.33× | 0.18× | ||
| Q1 25 | 0.36× | 0.18× | ||
| Q4 24 | 0.40× | 0.18× | ||
| Q3 24 | 0.42× | 0.18× | ||
| Q2 24 | 0.18× | 0.23× | ||
| Q1 24 | 0.22× | 0.27× |
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 | $20.0M |
| Free Cash FlowOCF − Capex | $41.3M | $14.9M |
| FCF MarginFCF / Revenue | 18.0% | 6.2% |
| Capex IntensityCapex / Revenue | 1.8% | 2.1% |
| Cash ConversionOCF / Net Profit | 5.47× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $121.2M | $68.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $45.4M | $20.0M | ||
| Q3 25 | $20.4M | $33.2M | ||
| Q2 25 | $61.6M | $20.3M | ||
| Q1 25 | $20.4M | $10.1M | ||
| Q4 24 | $-8.2M | $16.6M | ||
| Q3 24 | $15.5M | $28.6M | ||
| Q2 24 | $34.2M | $18.7M | ||
| Q1 24 | $12.8M | $15.0M |
| Q4 25 | $41.3M | $14.9M | ||
| Q3 25 | $13.9M | $27.6M | ||
| Q2 25 | $51.0M | $17.6M | ||
| Q1 25 | $15.0M | $8.4M | ||
| Q4 24 | $-21.8M | $13.2M | ||
| Q3 24 | $5.6M | $27.5M | ||
| Q2 24 | $23.2M | $17.6M | ||
| Q1 24 | $-1.5M | $13.7M |
| Q4 25 | 18.0% | 6.2% | ||
| Q3 25 | 6.5% | 10.7% | ||
| Q2 25 | 25.1% | 7.3% | ||
| Q1 25 | 7.8% | 3.8% | ||
| Q4 24 | -12.3% | 6.1% | ||
| Q3 24 | 3.0% | 11.4% | ||
| Q2 24 | 13.9% | 7.8% | ||
| Q1 24 | -0.6% | 6.5% |
| Q4 25 | 1.8% | 2.1% | ||
| Q3 25 | 3.0% | 2.2% | ||
| Q2 25 | 5.2% | 1.1% | ||
| Q1 25 | 2.8% | 0.8% | ||
| Q4 24 | 7.7% | 1.5% | ||
| Q3 24 | 5.3% | 0.5% | ||
| Q2 24 | 6.6% | 0.5% | ||
| Q1 24 | 5.9% | 0.6% |
| Q4 25 | 5.47× | 1.65× | ||
| Q3 25 | 3.12× | 1.36× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 1.15× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 1.19× | ||
| Q1 24 | — | 0.71× |
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% |
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
