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Side-by-side financial comparison of ALLEGRO MICROSYSTEMS, INC. (ALGM) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ALLEGRO MICROSYSTEMS, INC. is the larger business by last-quarter revenue ($229.2M vs $200.5M, roughly 1.1× ROGERS CORP). ALLEGRO MICROSYSTEMS, INC. runs the higher net margin — 3.6% vs 2.2%, 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 5.2%). ALLEGRO MICROSYSTEMS, INC. produced more free cash flow last quarter ($41.3M vs $1.1M). Over the past eight quarters, ALLEGRO MICROSYSTEMS, INC.'s revenue compounded faster (-2.4% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
ALGM vs ROG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $229.2M | $200.5M |
| Net Profit | $8.3M | $4.5M |
| Gross Margin | 46.7% | 32.2% |
| Operating Margin | 4.2% | — |
| Net Margin | 3.6% | 2.2% |
| Revenue YoY | 28.9% | 5.2% |
| Net Profit YoY | 221.0% | 421.4% |
| EPS (diluted) | $0.04 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $229.2M | $201.5M | ||
| Q3 25 | $214.3M | $216.0M | ||
| Q2 25 | $203.4M | $202.8M | ||
| Q1 25 | $192.8M | $190.5M | ||
| Q4 24 | $177.9M | $192.2M | ||
| Q3 24 | $187.4M | $210.3M | ||
| Q2 24 | $166.9M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $8.3M | $4.6M | ||
| Q3 25 | $6.5M | $8.6M | ||
| Q2 25 | $-13.2M | $-73.6M | ||
| Q1 25 | $-14.8M | $-1.4M | ||
| Q4 24 | $-6.9M | $-500.0K | ||
| Q3 24 | $-33.7M | $10.7M | ||
| Q2 24 | $-17.7M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 46.7% | 31.5% | ||
| Q3 25 | 46.3% | 33.5% | ||
| Q2 25 | 44.9% | 31.6% | ||
| Q1 25 | 41.4% | 29.9% | ||
| Q4 24 | 45.7% | 32.1% | ||
| Q3 24 | 45.7% | 35.2% | ||
| Q2 24 | 44.8% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 3.5% | ||
| Q3 25 | 2.9% | 7.3% | ||
| Q2 25 | -1.3% | -33.3% | ||
| Q1 25 | -6.8% | -0.2% | ||
| Q4 24 | -0.0% | -6.6% | ||
| Q3 24 | 2.2% | 6.9% | ||
| Q2 24 | -6.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.6% | 2.3% | ||
| Q3 25 | 3.0% | 4.0% | ||
| Q2 25 | -6.5% | -36.3% | ||
| Q1 25 | -7.7% | -0.7% | ||
| Q4 24 | -3.9% | -0.3% | ||
| Q3 24 | -18.0% | 5.1% | ||
| Q2 24 | -10.6% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.04 | $0.20 | ||
| Q3 25 | $0.03 | $0.48 | ||
| Q2 25 | $-0.07 | $-4.00 | ||
| Q1 25 | $-0.08 | $-0.08 | ||
| Q4 24 | $-0.04 | $-0.04 | ||
| Q3 24 | $-0.18 | $0.58 | ||
| Q2 24 | $-0.09 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $280.7M | — |
| Stockholders' EquityBook value | $962.7M | $1.2B |
| Total Assets | $1.4B | $1.4B |
| Debt / EquityLower = less leverage | 0.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $155.2M | $197.0M | ||
| Q3 25 | $117.5M | $167.8M | ||
| Q2 25 | $129.1M | $157.2M | ||
| Q1 25 | $121.3M | $175.6M | ||
| Q4 24 | $138.5M | $159.8M | ||
| Q3 24 | $188.8M | $146.4M | ||
| Q2 24 | $173.1M | $119.9M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.2B | ||
| Q4 25 | $962.7M | $1.2B | ||
| Q3 25 | $944.2M | $1.2B | ||
| Q2 25 | $922.7M | $1.2B | ||
| Q1 25 | $929.6M | $1.3B | ||
| Q4 24 | $933.0M | $1.3B | ||
| Q3 24 | $937.3M | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $41.3M | $1.1M |
| FCF MarginFCF / Revenue | 18.0% | 0.5% |
| Capex IntensityCapex / Revenue | 1.8% | 2.3% |
| Cash ConversionOCF / Net Profit | 5.47× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $121.2M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $45.4M | $46.9M | ||
| Q3 25 | $20.4M | $28.9M | ||
| Q2 25 | $61.6M | $13.7M | ||
| Q1 25 | $20.4M | $11.7M | ||
| Q4 24 | $-8.2M | $33.7M | ||
| Q3 24 | $15.5M | $42.4M | ||
| Q2 24 | $34.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $41.3M | $42.2M | ||
| Q3 25 | $13.9M | $21.2M | ||
| Q2 25 | $51.0M | $5.6M | ||
| Q1 25 | $15.0M | $2.1M | ||
| Q4 24 | $-21.8M | $18.3M | ||
| Q3 24 | $5.6M | $25.2M | ||
| Q2 24 | $23.2M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 18.0% | 20.9% | ||
| Q3 25 | 6.5% | 9.8% | ||
| Q2 25 | 25.1% | 2.8% | ||
| Q1 25 | 7.8% | 1.1% | ||
| Q4 24 | -12.3% | 9.5% | ||
| Q3 24 | 3.0% | 12.0% | ||
| Q2 24 | 13.9% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.8% | 2.3% | ||
| Q3 25 | 3.0% | 3.6% | ||
| Q2 25 | 5.2% | 4.0% | ||
| Q1 25 | 2.8% | 5.0% | ||
| Q4 24 | 7.7% | 8.0% | ||
| Q3 24 | 5.3% | 8.2% | ||
| Q2 24 | 6.6% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 5.47× | 10.20× | ||
| Q3 25 | 3.12× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
Segment breakdown not available.
