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Analog Devices expects double-digit revenue growth into 27, supported by aerospace and defense, ATE, and data center; its aerospace and defense annualized run rate is nearing $2 billion, ATE is about a billion dollars, and data center is $2 billion.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. ADI reported a record $4.02 billion Q3, with revenue up 40% year-over-year and adjusted EPS of $3.45, exceeding the high end of guidance, and guided Q4 to $4.3 billion in revenue with 52% adjusted operating margin and $3.86 adjusted EPS, citing AI data center and broad-based end-market demand.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $8.99 | Nine Months Ended Aug. 1, 2026 | — |
| Adjusted gross margin non-GAAP | $2.92B | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross margin 2.71B
+209.19M Acquisition related expenses
= Adjusted gross margin 2.92B
|
|||
| Adjusted gross margin percentage non-GAAP | 72.3% | Nine Months Ended Aug. 1, 2026 | — |
| Adjusted operating income non-GAAP | $2.01B | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating income 1.61B
+397.79M Acquisition related expenses
+23.39M Acquisition related transaction costs
-24.22M Special charges, net
= Adjusted operating income 2.01B
|
|||
| Adjusted operating margin non-GAAP | 48.3% | Nine Months Ended Aug. 1, 2026 | — |
| Dividend paid | -$535M | Q3 FY2026 | — |
| Free cash flow non-GAAP | 4.94B | Trailing Twelve Months Ended Aug. 1, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 5.55B
-607.83M Capital expenditures
= Free cash flow 4.94B
|
|||
| Free cash flow as % of revenue non-GAAP | 36% | Trailing Twelve Months Ended Aug. 1, 2026 | — |
| Net cash provided by operating activities as % of revenue non-GAAP | 40% | Trailing Twelve Months Ended Aug. 1, 2026 | — |
| Operating cash flow % of revenue | 40% | Trailing Twelve Months | — |
| Stock repurchases | -$1.16B | Q3 FY2026 | — |
| Total cash returned | -$1.69B | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ADI
this stock
Analog Devices Inc
|
$192.84B | +46.7% | +21.4% | 47.2 | 2.0% |
|
NVDA
Nvidia Corp
|
$3.92T | -12.7% | +65.5% | 20.6 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.07T | +31.2% | — | — | 0.6% |
|
AVGO
Broadcom Inc.
|
$1.66T | +0.3% | +18.2% | 44.3 | 1.1% |
|
SKHY
SK hynix Inc.
|
$929.35B | — | — | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Analog Devices expects double-digit revenue growth into 27, supported by aerospace and defense, ATE, and data center; its aerospace and defense annualized run rate is nearing $2 billion, ATE is about a billion dollars, and data center is $2 billion.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ADI | +9.5% | +0.6% | -5.2% | -4.6% | +46.7% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +6.9% | +1.8% | -5.7% | -4.4% | +36.1% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
