Analog Devices(ADI)
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Analog Devices Q4 Earnings Beat Estimates, Revenues Rise Y/Y
ZACKS· 2025-11-26 16:05
Key Takeaways ADI's Q4 revenues rose 26% to $3.08B, with earnings of $2.26 per share beating estimates.Industrial and communications segments led growth, with margins expanding year over year.ADI generated $1.48B in free cash flow and issued upbeat Q1 revenue and earnings guidance.Analog Devices (ADI) reported fourth-quarter fiscal 2025 non-GAAP earnings of $2.26 per share, which beat the Zacks Consensus Estimate by 1.8%. This company reported earnings of $1.67 per share in the year-ago period.Analog Device ...
12份料单更新!出售华润微、TI、ON等芯片
芯世相· 2025-11-26 11:31
算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广? 芯片超人已经 累计服务2.1万用户 ,打折清库存,最快半天完成交易! 找不到,卖不掉,价格还想再好 点 ,都可以来找我们! 芯片超人现有 1600平米 芯片智能仓储基地,现货库存型号 1000+ ,品牌高达 100种 , 5000万颗 现 货库存芯片,总重量 10吨 ,库存价值高达 1亿+ 。同时,芯片超人在深圳设有独立实验室,每颗物料 均 安排QC质检 。 累计服务2.1万用户 | 优势呆料,特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 新洁能 | NCE75TD120VTP | 23+ | 6000 | | 华润微 | CRG120T65AX5SDZ | 24+ | 4650 | | TI | LMR14206XMKX/NOPB | 22+ | 6000 | | ADI | AD8066ARZ-R7 | 25+ | 3000 | | ON | UC3843BVD1R2G | 2502+ | 30000 | | ST | LM2 ...
Analog Devices Inc. (NASDAQ:ADI) Maintains Strong Position in Semiconductor Industry
Financial Modeling Prep· 2025-11-26 07:05
Goldman Sachs reaffirms its "Buy" rating for NASDAQ:ADI, raising the price target from $285 to $300.ADI reports a record revenue of $11 billion for the fiscal year, with a significant increase in gross and operating margins.The company generated a record free cash flow exceeding $4 billion, demonstrating its commitment to delivering shareholder value.Analog Devices Inc. (NASDAQ:ADI) is a leading player in the semiconductor industry, specializing in analog, mixed signal, and power technologies. The company i ...
Analog Devices, Inc. (NASDAQ: ADI) Surpasses Q4 Earnings and Revenue Estimates
Financial Modeling Prep· 2025-11-26 03:05
ADI's Q4 2025 earnings per share (EPS) of $2.26 exceeded the Zacks Consensus Estimate, showcasing a significant year-over-year improvement.The company reported Q4 2025 revenues of $3.08 billion, surpassing estimates and indicating strong market performance.For fiscal year 2025, ADI achieved a revenue of $11 billion and returned 96% of its free cash flow to shareholders, highlighting its robust financial health and shareholder value focus.Analog Devices, Inc. (NASDAQ:ADI) is a prominent player in the semicon ...
Analog Devices Shares Rise as Auto Strength Helps Q4 Results Top Estimates
Financial Modeling Prep· 2025-11-25 22:54
Core Insights - Analog Devices reported fourth-quarter revenue and earnings that exceeded Wall Street expectations, driven by strong automotive demand which helped offset weaker industrial sales [1][2] - The company's shares rose more than 4% intra-day following the earnings report [1] Financial Performance - Revenue for the fourth quarter was $3.08 billion, surpassing the consensus estimate of $3.02 billion [1] - Industrial revenue, which accounts for over 45% of total sales, was $1.43 billion, slightly below the expected $1.46 billion [1] - Adjusted earnings per share (EPS) were $2.26, narrowly beating the consensus of $2.23 [2] Future Guidance - For fiscal Q1, Analog Devices guided revenue of $3.1 billion, with a variance of plus or minus $100 million, significantly above the expected outlook of $2.97 billion [2] - Adjusted EPS for the upcoming quarter is projected to be $2.29, with a variance of plus or minus $0.10 [2]
Analog Devices(ADI) - 2025 Q4 - Annual Report
2025-11-25 21:02
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended November 1, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-7819 Analog Devices, Inc. (Exact name of registrant as specified in its charter) Massachusetts 04-2348234 (State or other jurisdiction o ...
Analog Devices, Inc. (NASDAQ: ADI) Surpasses Earnings and Revenue Estimates
Financial Modeling Prep· 2025-11-25 20:05
Analog Devices, Inc. (NASDAQ: ADI) is a prominent player in the semiconductor industry, specializing in analog and mixed-signal integrated circuits. The company is known for its innovative solutions in the communications and industrial sectors. ADI competes with other semiconductor giants, but its strong financial performance sets it apart.On November 25, 2025, ADI reported earnings per share (EPS) of $2.26, surpassing the estimated $2.24. This performance is part of a trend, as highlighted by Zacks, where ...
Analog Devices forecasts $3.1B Q1 revenue as industrial and communications lead FY26 growth (NASDAQ:ADI)
Seeking Alpha· 2025-11-25 19:44
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Analog Devices tops fiscal Q4 estimates, shares rise
Proactiveinvestors NA· 2025-11-25 18:14
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Analog Devices(ADI) - 2025 Q4 - Earnings Call Transcript
2025-11-25 16:02
Financial Data and Key Metrics Changes - Revenue for fiscal 2025 was just over $11 billion, up 17% from fiscal 2024, with earnings per share (EPS) of $7.79, an increase of 22% year-over-year [15][20] - Gross margin finished at 69.3%, up 140 basis points, while operating margin increased to 41.9%, up 100 basis points [15][20] - Record free cash flow of over $4 billion, representing 39% of revenue, up from 33% in 2024 [19][20] Business Line Data and Key Metrics Changes - Industrial segment represented 46% of Q4 revenue, growing 12% sequentially and 34% year-over-year, with a full-year increase of 15% [15][16] - Automotive segment accounted for 28% of quarterly revenue, up 1% sequentially and 19% year-over-year, with a full-year increase of 16% [15][16] - Communications segment represented 13% of quarterly revenue, up 4% sequentially and 37% year-over-year, with a full-year increase of 26% [15][16] - Consumer segment also represented 13% of quarterly revenue, up 7% sequentially and year-over-year, with a full-year increase of 19% [15][16] Market Data and Key Metrics Changes - Data center segment surpassed a $1 billion run rate, growing more than 50% year-over-year for three consecutive quarters [17] - Wireless revenue was flat for the full year but showed double-digit growth year-over-year for the second straight quarter [17] - Aerospace and Defense achieved record results, with expectations for continued strong growth driven by advanced sensor and power solutions [10][11] Company Strategy and Development Direction - The company is focusing on innovation, with record investments in R&D to enhance leadership in analog, mixed-signal, and power technologies [6][8] - A strong emphasis on software, digital, and AI capabilities to address customer complexity and expedite innovation cycles [6][7] - The acquisition of Maxim has led to over $3 billion in capital expenditures to enhance capacity and resiliency [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in growth for FY 2026 despite macroeconomic challenges, citing strong demand in industrial and communications sectors [14][24] - The company anticipates broad-based growth in 2026, driven by cyclical and idiosyncratic factors [24][26] - Management noted that while the automotive sector has been flat, they expect continued content growth and strong performance in fiscal 2026 [26][31] Other Important Information - The company returned over $4 billion to shareholders through dividends and share repurchases, supporting an 8% dividend increase [5][19] - The company is targeting a 100% free cash flow return over the long term, with 40%-60% allocated for dividends and the remainder for share count reduction [19] Q&A Session Summary Question: Near and medium-term guidance by segment - Management provided insights on Q1 guidance, expecting industrial to be up mid-single digits, automotive down mid-single digits, and communications up 10% above seasonal [22][23] Question: Automotive market dynamics - Management noted that automotive has been resilient, with stronger volumes than expected, but caution remains due to tariff impacts and market volatility [30][31] Question: Gross margin expectations - Management explained that gross margins were impacted by product mix and seasonal factors, with expectations for flat margins in Q1 due to a higher industrial mix [34][36] Question: Update on revenue synergies from acquisitions - Management confirmed that revenue synergies from the Maxim acquisition are on track, with expectations for stronger contributions in 2026 [48][49] Question: R&D spending priorities - Management indicated a focus on power management and digital portfolio areas, emphasizing the need to address customer complexity and speed up innovation cycles [72][74]