Analog Devices, Inc. (ADI) is a technology leader specializing in the conception, production, validation, and global marketing of integrated circuits (ICs), software ...
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$4.29 per share
Est. EPS $12.87 · Revenue $15.10B · 19 analysts
Est. EPS $4.31 · Revenue $4.72B · 10 analysts
Est. EPS $16.66 · Revenue $18.45B · 20 analysts
$4.29 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $11.0B | +16.9% | +11.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $2.3B | +38.7% | +13.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +61.5% | +7.7% | -0.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +26.6% | +23.4% | +5.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +20.6% | +18.6% | +2.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $4.3B | +37.0% | +98.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +38.8% | +17.2% | +78.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 25.6% | +17.8% | +5.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.19x | +19.3% | -28.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $48.0B | -0.5% | +1.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.56 vs 7.76 | -41.3% | 2.74 vs 4.31 | -36.4% |
| Revenue Surprise | $11.0B vs $11.0B | +0.6% | $4.0B vs $4.7B | -14.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | ROCHE VINCENT | director, officer: Chair & CEO | Comm Stock - $.16-2/3 value | A | 10,000 | $108.08 |
| Sep 1, 2026 | ROCHE VINCENT | director, officer: Chair & CEO | Comm Stock - $.16-2/3 value | D | 10,000 | $356.33 |
| Sep 1, 2026 | ROCHE VINCENT | director, officer: Chair & CEO | Non-Qualified Stock Option (right to buy) | D | 10,000 | $108.08 |
| Aug 27, 2026 | Golz Karen | director | Comm Stock - $.16-2/3 value | D | 1,000 | $374.50 |
| Aug 26, 2026 | Puccio Richard C Jr | officer: EVP and CFO | Comm Stock - $.16-2/3 value | D | 2,683 | $374.56 |
Operator: Good morning, and welcome to the Analog Devices Third Quarter Fiscal Year 2026 Earnings Conference Call. Which is being audio webcast via telephone and over the web. I would now like to introduce your host for today's call, Mr. Jeff Ambrosi, of Investor Relations. Sir, the floor is yours. Jeff Ambrosi: Thank you, Danny, and good morning, everybody. Thank you for joining our third quarter fiscal 26 conference call. Joining me today are ADI CEO and Chair, Vincent T. Roche, and ADI CFO, Richard Puccio. For anyone who missed the release, you can find it at investor.analog.com. Along with related financial schedules. The information we are about to discuss includes forward-looking statements which are subject to certain risks and uncertainties as further described in our earnings release, periodic reports, other materials filed with the SEC. Actual results could differ materially from the forward looking information, as these statements reflect our expectations only as of the date of this call, We undertake no obligation to update these statements except as required by law. References to gross margin, operating and nonoperating expenses, operating margin, tax rate, earnings per share, and free cash flow in our comments today will be on a non-GAAP basis, Which excludes special items. When comparing our results to our historical performance, special items are also excluded from prior periods. Reconciliations of these non GAAP measures to their most directly comparable GAAP measures, and additional information about our non GAAP measures are included in today's earnings release, References to earnings per share are on a fully diluted basis. And with that, I will turn the call over to ADI CEO and chair, Vincent T. Roche. Vincent T. Roche: Thank you, Jeff, and a very good morning to you all. Well, as you have seen, third quarter revenue, margin and earnings all exceeded our outlook with growth across all of our end markets. Led by data center and industrial, propelling us to the first $4 billion quarter in ADI's history Demand for our solutions continues to grow. Supported by robust AI and defense spending, cyclical momentum, and underlying secular content growth across our diversified end markets. Through targeted R&D, we continue to extend the limits of technology performance, and accelerate the pace with which we are delivering more comprehensive solutions to our customers' toughest problems. In tandem, investments in our hybrid manufacturing network have enabled us to increase the agility and responsiveness of our supply chain and consistently capture above seasonal growth for more than 2 years. Now for the rest of my remarks, today, I will focus on how we are helping customers meet an unprecedented and still accelerating demand for AI infrastructure and energy systems. The fact that data center capacity is now measured in gigawatts rather than flops and tops underscores 1 of the most defining challenges of the AI era. Power availability has …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Vincent T. Roche | Chief Executive Officer & Chair of the Board of Directors | USD 5,453,986 | Male | 1960 | Active |
Richard C. Puccio Jr. | Executive Vice President & Chief Financial Officer | USD 2,119,759 | Male | 1968 | Active |
Vivek Jain | Executive Vice President of Global Operations & Technology | USD 2,097,691 | Male | 1960 | Active |
Katsufumi Nakamura | Senior VP & Chief Customer Officer | USD 1,885,368 | — | 1966 | Active |
Martin Cotter | Senior Vice President of Vertical Business Units & President of ADI EMEA | USD 1,611,240 | Male | 1965 | Active |
Raymond S. Stata | Co-Founder & Director | USD 111,163 | — | 1934 | Active |
Jeff Ambrosi | Head of Investor Relations & Senior Director | — | — | — | Active |
Janene I. Asgeirsson | Senior VP, Chief Legal Officer & Corporate Secretary | — | Female | 1970 | Active |
Michael Sondel | Corporate Vice President & Chief Accounting Officer | — | Male | 1977 | Active |
Mariya K. Trickett | Senior Vice President & Chief People Officer | — | Female | 1983 | Active |
Rob Oshana | Senior Vice President of Software & Digital Platforms Group | — | Male | 1961 | Active |
Stephanie Sidelko | Vice President & Head of Strategy and Chief of Staff to the Chief Executive Officer | — | Female | 1985 | Active |
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