Core Insights - Analog Devices reported a strong fourth quarter with a 26% increase in revenue, driven by growth in industrial and communication segments [2][3] - The company achieved earnings of approximately $160 per share, significantly higher than the $96 reported a year ago, and surpassed estimates of $224 per share [2][3] - Revenue reached around $3.08 billion, exceeding expectations of roughly $3 billion, with notable growth across all segments, particularly a 37% rise in communications and a 34% increase in industrial [3][4] Financial Performance - The adjusted earnings per share forecast for the current quarter is between $2.19 and $2.39, ahead of the midpoint expectation of $216 [4][5] - Revenue expectations for the upcoming quarter are projected between $3 billion and $3.2 billion, again surpassing prior estimates [5] Market Position and Technology - Analog Devices focuses on sensors, signal processors, and power solutions that enhance AI efficiency, with applications in IoT, autonomous vehicles, and industrial automation [6] - The company is well-positioned to benefit from ongoing cyclical recovery and secular growth opportunities despite macroeconomic uncertainties [4][6] Stock Performance - The stock of Analog Devices is up approximately 1.1% following the earnings report, reflecting positive market sentiment [7] - Comparatively, Ksite, another tech company, also saw stock increases due to higher revenue driven by its communication solutions group [8][10]

Core Insights - Analog Devices (ADI) reported quarterly earnings of $2.26 per share, exceeding the Zacks Consensus Estimate of $2.22 per share, and showing a significant increase from $1.67 per share a year ago, representing an earnings surprise of +1.80% [1][2] - The company achieved revenues of $3.08 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.17%, and up from $2.44 billion in the same quarter last year [2] - Analog Devices has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.11 on revenues of $2.92 billion, while for the current fiscal year, the estimate is $9.18 on revenues of $12.25 billion [7] - The company's earnings outlook will be influenced by management's commentary during the earnings call, which is crucial for assessing future stock performance [3][4] Industry Context - The Semiconductor - Analog and Mixed industry, to which Analog Devices belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Historical data suggests that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than a factor of 2 to 1 [8]

Group 1 - Major reports from Alibaba Group Holding Limited and Analog Devices Inc. are expected to be released pre-market on Tuesday, along with several retail earnings [1] - After the market close, numerous tech and software companies will report their financials [1] - Next Tuesday will feature significant financial reports from Bank of Nova Scotia pre-market, followed by cybersecurity and semiconductor reports from CrowdStrike Holdings Inc. and Marvell Technology Inc. after the market close [1]

Core Viewpoint - The company, Analog Devices, has forecasted first-quarter profit and revenue that exceed estimates, following a strong performance in the fourth quarter, driven by robust demand despite tariff uncertainties [1] Group 1: Financial Performance - Analog Devices reported fourth-quarter results that surpassed expectations, indicating strong operational performance [1] - The company is benefiting from strong demand in the semiconductor market, which is contributing to its positive outlook for the upcoming quarter [1] Group 2: Market Conditions - The forecasted growth comes amid ongoing tariff uncertainties, suggesting that the company is navigating potential market challenges effectively [1]

格隆汇11月25日｜芯片制造商亚德诺(Analog Devices)公布第四财季业绩，营收为30.8亿美元，同比增长 26%，高于分析师预期的30亿美元；调整后每股收益为2.26美元，略高于预期的2.24美元。公司首席执 行官Richard Puccio表示，虽然宏观不确定性可能会影响2026财年的状况，但相信我们有能力继续利用 正在进行的周期性复苏和长期增长机会。此外，公司预计2026财年第一季度营收将介于30亿至32亿美元 之间，超过分析师预期的29.7亿美元。 ...

截至11月1日的亚德诺第四财季，亚德诺最新报告的总营收约30.76亿美元，意味着同比增长 26%，比华 尔街分析师平均预期高出约6000万美元，可谓全面摆脱了自2022年以来营收持续大幅下滑的低迷困境; 亚德诺第四财季的Non-GAAP准则下的每股收益为2.26美元，意味着调整后的利润同比增长35%，比华 尔街平均预期高出约0.03美元。 亚德诺财报显示，所有终端市场均实现增长，其中电动汽车与智能驾驶业务共同带来的增长贡献最突 出。按终端市场拆分(Q4)业绩来看，工业端营收约14.3 亿美元，略低于市场预期(14.6 亿美元)，但是实 现同比大幅增长34%，仍为亚德诺最大规模业务板块;通信业务营收约3.90亿美元，略高于市场预期，同 比增长37%;汽车业务营收约8.52亿美元，明显超预期(市场原本预估约7.67 亿)，同比大幅增长19%，凸 显出车用与电动汽车与汽车驾驶智能化(即智驾业务)带来的模拟芯片需求持续扩张;消费电子端业务同比 增长7%至4.08 亿美元，略好于市场预期。 模拟芯片巨头亚德诺公司(ADI.US)周二美股盘前公布最新业绩报告，该公司给出了高于华尔街分析师普 遍预期的2026财年第一财季业 ...

A little over two years ago, I published an article outlining the business model and attractiveness of Analog Devices Inc. ( ADI ). Looking back at my price prediction for the end of 2024, I surprisingly nailed it downI am an electromechanical engineer who has worked in the automotive, IT infrastructure, and medical device industries. My goal is to produce technical breakdowns on company products and share my industry experiences to provide insight on current engineering trends. Providing real world product ...

A little over two years ago, I published an article outlining the business model and attractiveness of Analog Devices Inc. ( ADI ). Looking back at my price prediction for the end of 2024, I surprisingly nailed it downI am an electromechanical engineer who has worked in the automotive, IT infrastructure, and medical device industries. My goal is to produce technical breakdowns on company products and share my industry experiences to provide insight on current engineering trends. Providing real world product ...

Core Insights - The chip maker has reported quarterly earnings that exceeded market expectations [1] Financial Performance - The company achieved better-than-expected quarterly earnings, indicating strong financial performance [1]

Financial Performance - Fourth quarter revenue reached $3.08 billion, representing a 26% year-over-year increase, with growth across all end markets, particularly in Communications and Industrial[4] - Fiscal 2025 revenue totaled $11.0 billion, up 17% compared to fiscal 2024[4] - Revenue for the three months ended November 1, 2025, was $3,076,117, representing a 26% increase from $2,443,205 for the same period last year[25] - The company reported a total of $11,019,707 in revenue for the twelve months ended November 1, 2025, marking a 17% increase from $9,427,157 in the prior year[32] Profitability Metrics - Adjusted diluted earnings per share for fiscal 2025 increased by 22% to $7.79 compared to $6.38 in the previous year[5] - Net income for the three months ended November 1, 2025, was $787,739, compared to $478,072 for the same period last year, reflecting a 64% increase[25] - Operating income for the twelve months ended November 1, 2025, reached $2,932,496, a significant rise from $2,032,798 in the previous year[25] - Adjusted operating income for the twelve months ended November 1, 2025, was $4,622,147, with an adjusted operating margin of 41.9%, compared to 40.9% in the previous year[34] Cash Flow and Shareholder Returns - Operating cash flow for fiscal 2025 was $4.8 billion, and free cash flow was $4.3 billion, accounting for 44% and 39% of revenue, respectively[4] - The company returned 96% of free cash flow to shareholders in fiscal 2025, including $2.2 billion in share repurchases and $1.9 billion in dividends[4] - The company achieved free cash flow of $4,278,650 for the trailing twelve months, which is 39% of revenue[35] Margins and Expenses - The adjusted operating margin for fiscal 2025 was 41.9%, an increase of 100 basis points from the previous year[5] - Gross margin for the twelve months ended November 1, 2025, was $6,773,478, up from $5,381,343, indicating a strong year-over-year growth[25] - For the three months ended November 1, 2025, the company reported a gross margin of $1,941,817, representing a gross margin percentage of 63.1%, up from 58.0% in the same period last year[34] - Operating expenses for the three months ended November 1, 2025, were $996,605, accounting for 32.4% of revenue, a decrease from 34.7% in the same period last year[34] Future Outlook - The company forecasts first quarter fiscal 2026 revenue of $3.1 billion, with an expected operating margin of approximately 31.0%[7] - The projected earnings per share for the three months ending January 31, 2026, is $1.60 reported and $2.29 adjusted, reflecting adjustments related to acquisition expenses[37][38] Market Trends and Strategic Focus - The company emphasized strong bookings trends in the fourth quarter, particularly in the Industrial and Communications markets[3] - Management remains confident in capitalizing on ongoing cyclical recovery and secular growth opportunities despite macroeconomic uncertainties[3] Research and Development - Research and development expenses for the three months ended November 1, 2025, were $467,021, up from $378,903, indicating a focus on innovation[25] Balance Sheet Highlights - Total current assets increased to $7,108,061 as of November 1, 2025, compared to $5,484,654 a year earlier[27] - Long-term debt rose to $8,145,066 as of November 1, 2025, compared to $6,634,313 the previous year, reflecting increased financing activities[27] Tax and Nonoperating Expenses - The effective tax rate for the twelve months ended November 1, 2025, was 16.4%, compared to 8.0% in the previous year[34] - Nonoperating expense for the three months ended November 1, 2025, was $58,012, compared to $53,064 in the same period last year[34] Capital Expenditures - Capital expenditures for the trailing twelve months were $(533,552), impacting the free cash flow generation[35]