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 ...

Core Viewpoint - Analog Devices, Inc. (ADI) has provided a third-quarter earnings outlook that exceeds Wall Street analysts' expectations, signaling a strong recovery in demand for analog chips, particularly in the automotive and industrial sectors [1][2] Financial Performance - For the second fiscal quarter ending May 3, ADI reported total revenue of approximately $2.64 billion, representing a year-over-year growth of 22%, surpassing the average analyst expectation of $2.51 billion [2] - The company's non-GAAP earnings per share for the second quarter were $1.85, exceeding Wall Street's average expectation by $0.15 [2] - ADI expects third-quarter revenue to reach $2.75 billion, with a fluctuation of $100 million, which is higher than the average analyst expectation of $2.62 billion [1] Market Demand and Trends - The demand for ADI's analog chips is recovering, driven by strong needs in the automotive and industrial sectors, as well as the integration of generative AI into consumer electronics and electric vehicles [1][2] - The company's industrial segment revenue grew by 17% year-over-year to $1.16 billion, while the automotive segment revenue increased by 24% to $849.5 million [3] - The overall analog chip industry is experiencing a recovery, with competitors like Texas Instruments and Onsemi also showing stable performance [2][4] Strategic Positioning - ADI is recognized as a leading player in the analog chip market, focusing on high-performance analog, mixed-signal, and digital signal processing technologies [3] - The company is well-positioned in stable markets such as industrial and electric vehicles, which are characterized by long cycles, providing a competitive advantage [4] - Major financial institutions, including Citigroup and Morgan Stanley, have given ADI a "buy" rating, indicating confidence in its growth potential amid the industry's recovery [4][5]