Allegro MicroSystems, Inc. (ALGM) Q2 2025 Earnings Call Transcript Summary
Allegro MicroSystems, Inc. (ALGM) Q2 2025 Earnings Call Transcript Summary
Non-GAAP EPS was $0.08, in line with the high end of forecasts.The following is a summary of the Allegro MicroSystems, Inc. (ALGM) Q2 2025 Earnings Call Transcript:
以下是Allegro MicroSystems, Inc.（ALGM）2025年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Allegro MicroSystems reported Q2 sales of $187 million.
They achieved a gross margin of 48.8% and an operating margin of 11.7%.
Non-GAAP EPS was $0.08, in line with the high end of forecasts.
Total Q2 sales increased 12% sequentially, though they declined 32% year-over-year. Automotive sales made up 76% of total Q2 sales.
Allegro MicroSystems報告稱，第二季度銷售額爲1.87億美元。
他們實現了48.8％的毛利率和11.7％的營業利潤率。
非公認會計准則每股收益爲0.08美元，與最高預測一致。
第二季度的總銷售額連續增長了12％，儘管同比下降了32％。汽車銷售佔第二季度總銷售額的76％。
Business Progress:
業務進展：
Allegro MicroSystems launched two new XtremeSense TMR current sensors, expanding offerings in energy efficiency and automotive industries.
CEO highlighted significant new design wins across automotive and industrial sectors including a major Japanese OEM and projects in North America and Asia.
They are localizing their production in China to better serve the local market, with parts expected from new supply chain efforts by end of the year.
Allegro MicroSystems 推出了兩款全新的 XtremeSense TMR 電流傳感器，擴大了能效和汽車行業的產品範圍。
首席執行官強調了汽車和工業領域的重大新設計成果，包括日本一家大型整車廠以及北美和亞洲的項目。
他們正在中國本地化生產，以更好地服務當地市場，預計零部件將在今年年底前通過新的供應鏈舉措。
Opportunities:
機會：
Allegro MicroSystems is focusing on product innovation in sensor technology and energy-efficient applications.
Strategic partnerships have yielded design wins with major OEMs globally, especially in China.
Expansion into new markets is supported by localizing production in China to align with rising demand.
Allegro MicroSystems 專注於傳感器技術和節能應用領域的產品創新。
戰略合作伙伴關係已在全球各大汽車製造商中贏得了設計勝利，尤其是在中國。
中國本土化生產以適應不斷增長的需求，爲向新市場的擴張提供了支持。
Risks:
風險：
Continued global macroeconomic uncertainty and inventory adjustments pose near-term challenges.
Operational complexities as production increases in China, potentially affecting delivery and supply chain metrics.
持續的全球宏觀經濟不確定性和庫存調整構成了短期挑戰。
隨着中國產量的增加，運營變得複雜，可能會影響交付和供應鏈指標。
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小貼士：本文由 AI 生成。無法完全保證內容的準確性。如需更全面的詳情，請訪問投資者關係網站。本文僅供投資者參考，不提供任何指導或建議建議。
