Analog Devices(US:ADI) ZACKS·2025-11-26 16:05Core Insights - Analog Devices (ADI) reported fourth-quarter fiscal 2025 non-GAAP earnings of $2.26 per share, exceeding the Zacks Consensus Estimate by 1.8%, and up from $1.67 per share in the same quarter last year [1][9] - The company's revenues for the fourth quarter reached $3.08 billion, surpassing the Zacks Consensus Estimate by 2.2%, and reflecting a 26% increase from $2.44 billion in the prior year [2][9] Revenue Breakdown - Industrial segment revenues were $1.43 billion, accounting for 46% of total revenues, with a year-over-year growth of 34% [3] - Automotive segment revenues reached $852.2 million, representing 28% of total revenue, up 19% year over year [3] - Consumer segment generated $407.5 million, or 13% of revenue, marking a 7% increase compared to the same quarter last year [3] - Communications segment revenues were $389.8 million, also 13% of total revenues, rising 37% year over year [3] Margin and Cash Flow - Adjusted gross margin expanded by 190 basis points to 69.8%, while adjusted operating margin increased by 240 basis points to 43.5% year over year [4] - For the fourth quarter, ADI generated $1.7 billion in operating cash flow and $1.48 billion in free cash flow, with fiscal 2025 totals of $4.81 billion and $4.28 billion respectively [6] Shareholder Returns - In the fourth quarter, the company returned $1.17 billion to shareholders, including $487 million in dividends and $680 million in share repurchases [6] - For the full fiscal 2025, ADI paid $1.9 billion in dividends and repurchased shares worth $2.2 billion [6] Guidance for Q1 FY26 - Management expects Q1 fiscal 2026 revenues of $3.1 billion (+/- $100 million), indicating a year-over-year growth of 20.7% [7] - Reported earnings are anticipated to be $1.60 (+/- $0.10) per share, while adjusted earnings are expected to be $2.29 (+/- $0.10) per share [8]