Allegro MicroSystems(ALGM)
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Allegro MicroSystems(ALGM) - 2024 Q4 - Earnings Call Transcript
2024-05-10 00:04
财务数据和关键指标变化 - 2024财年销售额创下10亿美元的历史新高,同比增长8% [10][28] - 毛利率为56.3%,经营利润率为28.5%,调整后EBITDA利润率为34.7%,每股收益为1.35美元 [28] - 2024年第四季度销售额为2.41亿美元,环比下降6%,同比下降11% [23] - 第四季度毛利率为53.8%,经营利润率为23.8%,调整后EBITDA利润率为30.7%,每股收益为0.25美元 [23][27] 各条业务线数据和关键指标变化 - 汽车业务销售额占比76%,同比增长2% [23] - 电动化业务销售额占汽车业务的49%,环比下降14% [23] - 工业业务销售额占比18%,同比下降29% [24] - 磁性传感器销售额占比62%,同比增长9%;电源产品销售额占比38%,同比增长7% [29][30] 各个市场数据和关键指标变化 - 销售区域保持良好平衡,中国占27%,其他亚洲占26%,日本占18%,欧洲占16%,美洲占13% [25] - 中国市场电动车销量占汽车总销量的近一半,中国车企正在扩大全球市场份额 [16][17] 公司战略和发展方向及行业竞争 - 公司持续创新,2024财年推出30多款新产品,扩展了磁性传感器和电源产品的应用 [12][21] - 收购Crocus公司,将其ExtremeSense TMR技术应用于汽车和工业领域,并拓展至医疗应用 [12][13] - 公司决定停止投资光电业务,将资源集中于磁性传感器和电源产品的创新和发展 [14] - 公司在中国建立本地制造能力,加强与中国车企和一级供应商的合作 [16][17] - 公司看好混合动力车和纯电动车的发展前景,在这两个平台上的内容都很高 [15][16] 管理层对经营环境和未来前景的评论 - 汽车行业进入库存调整期,公司正与客户合作尽快降低库存,预计第一季度将是最低点,之后将恢复增长 [19][35] - 工业市场需求疲软,预计下半年或更晚才会复苏 [20] - 公司有信心通过新产品和设计赢单,在中长期内保持高于市场的增长 [22] 问答环节重要的提问和回答 问题1 **Gary Mobley 提问** 询问第二季度收入恢复的真实需求情况,以及后续季度的收入恢复情况 [44][45] **Vineet Nargolwala 回答** 预计第二季度开始汽车业务将恢复顺序增长,未来几个季度将呈现低到中个位数的环比增长 [45][46] 问题2 **Chris Caso 提问** 询问毛利率下降的原因,是否会持续 [51][52] **Vineet Nargolwala 回答** 第一季度毛利率下降主要是由于产能利用率下降,价格调整只占很小一部分,预计之后会随着产能利用率提高而改善 [52][53] 问题3 **Joshua Buchalter 提问** 询问一季度收入大幅下滑的原因,以及后续季度的恢复情况 [61][62][63] **Vineet Nargolwala 回答** 一季度收入下滑主要是公司主动与客户合作降低库存,以及正常的订单波动,预计之后几个季度将呈现低到中个位数的环比增长 [62][63]
Allegro MicroSystems, Inc. (ALGM) Q4 Earnings and Revenues Beat Estimates
Zacks Investment Research· 2024-05-09 21:46
Allegro MicroSystems, Inc. (ALGM) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 19.05%. A quarter ago, it was expected that this company would post earnings of $0.29 per share when it actually produced earnings of $0.32, delivering a surprise of 10.34%.Over the last four quarters, t ...
Allegro MicroSystems(ALGM) - 2024 Q4 - Annual Results
2024-05-09 19:06
Exhibit 99.1 Allegro MicroSystems Reports Fourth Quarter and Fiscal Year 2024 Results – Full Year 2024 Sales Increase 8% to a Record $1.05 Billion –38% Growth in E-Mobility Drives 17% Year-over-Year Increase in Full Year 2024 Automotive Sales – Manchester, NH, May 9, 2024 – Allegro MicroSystems, Inc. (“Allegro” or the “Company”) (Nasdaq:ALGM), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced financial results for its fourth quarter ...
GHSP Leverages Allegro MicroSystems' Technology to Shift the Future of Electric Vehicles with the Introduction of New eVibe System
Newsfilter· 2024-04-30 22:00
MANCHESTER, N.H., April 30, 2024 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. ("Allegro") (NASDAQ:ALGM) a global leader in power and sensing semiconductor technology for motion control and energy efficient-system is pleased to announce, that GHSP, a global provider of mechanical and electromechanical systems and portfolio company of JSJ Corporation, is closely collaborating with and has adopted Allegro's best-in-class gate driver and vehicle sensor technology for its new eVibe vibration enhancement system ...
Allegro MicroSystems to Announce Fourth Quarter and Fiscal Year 2024 Financial Results
Newsfilter· 2024-04-18 20:00
公司业绩 - Allegro MicroSystems计划在2024财年第四季度之前发布财务业绩[1] - 公司将于2024年5月9日上午8:30举行电话会议讨论业绩和业务展望[1] 公司简介 - Allegro MicroSystems是一家全球领先的传感器集成电路和应用特定模拟功率IC的设计、开发和制造商[3]
Is It Worth Investing in Allegro MicroSystems (ALGM) Based on Wall Street's Bullish Views?
Zacks Investment Research· 2024-04-08 22:31
经纪公司推荐 - 投资者通常依赖华尔街分析师的建议来决定是否买入、卖出或持有股票[1] - Allegro MicroSystems目前的平均经纪推荐(ABR)为1.14,介于1到5之间,表示强烈买入和买入之间[2] - 大部分推荐为强烈买入,显示经纪公司对该股票有积极的看法[3] - 经纪公司的利益导致他们对所覆盖的股票给予强烈的正面偏见[5] - 经纪公司的利益并不总是与零售投资者的利益一致,因此建议使用这些信息来验证自己的分析或其他有效预测股价走势的工具[6] Zacks Rank评级 - Zacks Rank是一个可靠的股票评级工具,可以帮助预测股票的短期价格表现[7] - ABR和Zacks Rank虽然都在1-5范围内显示,但它们是完全不同的度量[8] - Zacks Rank是基于盈利预期修订的量化模型,而ABR仅基于经纪推荐计算[9] - 经纪公司的分析师往往对推荐过于乐观,而Zacks Rank则受盈利预期修订的影响[10] - Zacks Rank的等级在所有经纪分析师为当年提供盈利预期的股票中按比例分配[12] - ABR和Zacks Rank在新鲜度方面存在重要区别,Zacks Rank能更及时地预测未来股价[13] Allegro MicroSystems分析 - 根据盈利预期修订,Allegro MicroSystems的Zacks一致预期为当前年度保持在1.32美元[14] - 公司的盈利前景稳定,导致Zacks Rank为3(持有)[15] - 基于Zacks Rank的持有评级,建议对Allegro MicroSystems的买入等价ABR保持谨慎[16]
7 Also-Ran Tech Stocks Ready to Steal the Spotlight
InvestorPlace· 2024-04-05 03:05
While the innovation space seemingly lacks no shortage of interest, not every enterprise benefits from the spotlight, which brings us to tech stocks ready to rebound. Yes, there are indeed certain compelling tech plays that aren’t getting the attention they deserve.To be sure, the space is speculative. Let’s be real. The usual suspects – your Nvidia (NASDAQ:NVDA) or Microsoft (NASDAQ:MSFT), to name but a few examples – enjoy significant upside momentum in part because everybody else believes in their potent ...
Allegro MicroSystems, Inc. (ALGM) Outperforms Broader Market: What You Need to Know
Zacks Investment Research· 2024-04-04 06:51
In the latest market close, Allegro MicroSystems, Inc. (ALGM) reached $25.74, with a +0.23% movement compared to the previous day. The stock exceeded the S&P 500, which registered a gain of 0.11% for the day. Elsewhere, the Dow lost 0.11%, while the tech-heavy Nasdaq added 0.23%.Heading into today, shares of the company had lost 12.71% over the past month, lagging the Computer and Technology sector's gain of 1.54% and the S&P 500's gain of 1.5% in that time.Analysts and investors alike will be keeping a clo ...
Allegro MicroSystems Appoints Jennie Raubacher to its Board of Directors
Newsfilter· 2024-04-04 04:30
分组1 - Allegro MicroSystems, Inc.宣布委任Jennie Raubacher为独立董事[1] 分组2 - Jennie Raubacher在投资银行领域拥有超过25年的经验[2] 分组3 - Jennie Raubacher持有哈佛大学政府学士学位和斯坦福大学工商管理硕士学位[4]
Allegro MicroSystems, Inc. (ALGM) is Attracting Investor Attention: Here is What You Should Know
Zacks Investment Research· 2024-03-20 22:05
公司股价表现 - 公司股价在过去一个月内下跌了11.6%,而Zacks标普500综合指数上涨了3.6%[2] - Zacks Electronics - Semiconductors行业在同一时期上涨了1.1%[2] 股价走势影响因素 - 公司未来的股价走势取决于基本事实,而不仅仅是媒体报道或传言[2] - Zacks优先评估公司未来盈利预期的变化,因为这决定了股票的公平价值[3] 盈利预期与股价走势 - 分析师对公司盈利预期的修订与短期股价走势之间存在强相关性[4]