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Analog Devices

ADI · Information Technology

Last earnings Aug 19, 2026

Key results

Revenuequarter

$2.88 billion

Revenue of $2.88 billion, with double-digit year-over-year growth across all end markets

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Free cash flowquarter

$3.7 billion

free cash flow of $3.7 billion on a trailing twelve-month basis or 40% and 35% of revenue, respectively Returned $1.6 billion to shareholders during the third quarter via $0.5 billion in dividends and $1.1 billion in repurchases WILMINGTON, Mass.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Change revenuequarter

$ 2,880

3, 2024 Change Revenue $ 2,880 $ 2,312 25 % Gross margin $ 1,790 $ 1,311 36 % Gross margin percentage 62.1 % 56.7 % 540 bps Operating income $ 818 $ 491 67 % Operating margin 28.4 % 21.2 % 720 bps Diluted earnings per share $ 1.04 $ 0.79 32 % Adjusted Results (2) Adjusted gross margin $ 1,995 $ 1,571 27 % Adjusted gross margin percentage 69.2 % 67.9 % 130 bps Adjusted operating income $ 1,215 $ 952 28 % Adjusted operating margin 42.2 % 41.2 % 100 bps Adjusted diluted earnings per share $ 2.05 $ 1.58 30 % Three Months Ended Trailing Twelve Months Cash Generation Aug.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Gross marginquarter

$ 1,790

3, 2024 Change Revenue $ 2,880 $ 2,312 25 % Gross margin $ 1,790 $ 1,311 36 % Gross margin percentage 62.1 % 56.7 % 540 bps Operating income $ 818 $ 491 67 % Operating margin 28.4 % 21.2 % 720 bps Diluted earnings per share $ 1.04 $ 0.79 32 % Adjusted Results (2) Adjusted gross margin $ 1,995 $ 1,571 27 % Adjusted gross margin percentage 69.2 % 67.9 % 130 bps Adjusted operating income $ 1,215 $ 952 28 % Adjusted operating margin 42.2 % 41.2 % 100 bps Adjusted diluted earnings per share $ 2.05 $ 1.58 30 % Three Months Ended Trailing Twelve Months Cash Generation Aug.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

2, 2025 Net cash provided by operating activities $ 1,165 $ 4,162 % of revenue 40 % 40 % Capital expenditures $ (79) $ (484) Free cash flow (2) $ 1,086 $ 3,678 % of revenue 38 % 35 % Three Months Ended Trailing Twelve Months Cash Return Aug.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

With revenuequarter

$9 billion

With revenue of more than $9 billion in FY24 and approximately 24,000 people globally, ADI ensures today s innovators stay Ahead of What s Possible.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

AI analysis

Q3 2025 · reported Aug 20, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$2.88B
EX-99 · Aug 20, 2025
Free cash flow · Q3 2025
$3.7B
EX-99 · Aug 20, 2025
Change revenue · Q3 2025
$ 2,880
EX-99 · Aug 20, 2025
Gross margin · Q3 2025
$ 1,790
EX-99 · Aug 20, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 20, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$2.88 billion——
Free cash flow$3.7 billion——
Change revenue$ 2,880——
Gross margin$ 1,790——
With revenue$9 billion——

EX-99 · Aug 20, 2025

Guidance · company-stated

revenue$3.0 billion
operating margin

“of approximately 30.5%”

EPS

“to be $1.53”

adjusted EPS

“to be $2.22”

Midpoint vs latest-quarter revenue+4.2%computed from stated figures

Guidance stated in the release's Business Outlook table for the Fourth Quarter of Fiscal Year 2025; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$ 1,790

Cash flow & capex

Free cash flow$3.7B

Capital allocation

Free cash flow$3.7B
Revenue40 %
Dividend$0.99

Operating cash flow of $4.2 billion and free cash flow of $3.7 billion on a trailing twelve-month basis or 40% and 35% of revenue, respectively Returned $1.6 billion to shareholders during the third quarter via $0.5 billion in dividends and $1.1 billion in repurchases WILMINGTON, Mass.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +4.2% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Despite geopolitical challenges, ADI s third-quarter revenue and earnings per share exceeded the high end of our expectations, stated CEO and Chair Vincent Roche

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenue: “revenue of $3.0 billion”

operating margin: “operating margin of approximately 30.5%”

EPS: “EPS to be $1.53”

adjusted EPS: “adjusted EPS to be $2.22”

revenue (“the Fourth Quarter of Fiscal Year 2025”)
“revenue of $3.0 billion”

operating margin (“the Fourth Quarter of Fiscal Year 2025”)
“operating margin of approximately 30.5%”

EPS (“the Fourth Quarter of Fiscal Year 2025”)
“EPS to be $1.53”

adjusted EPS (“the Fourth Quarter of Fiscal Year 2025”)
“adjusted EPS to be $2.22”

Guidance stated in the release's Business Outlook table for the Fourth Quarter of Fiscal Year 2025; no direction stated — figures as stated in the table.

Capital allocation

Operating cash flow of $4.2 billion and free cash flow of $3.7 billion on a trailing twelve-month basis or 40% and 35% of revenue, respectively Returned $1.6 billion to shareholders during the third quarter via $0.5 billion in dividends and $1.1 billion in repurchases WILMINGTON, Mass.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

2, 2025 Net cash provided by operating activities $ 1,165 $ 4,162 % of revenue 40 % 40 % Capital expenditures $ (79) $ (484) Free cash flow (2) $ 1,086 $ 3,678 % of revenue 38 % 35 % Three Months Ended Trailing Twelve Months Cash Return Aug.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

2, 2025 Dividend paid $ (490) $ (1,894) Stock repurchases (1,075) (1,579) Total cash returned $ (1,565) $ (3,473) (1) The sum and or computation of the individual amounts may not equal the total due to rounding.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Dividend Payment The ADI Board of Directors has declared a quarterly cash dividend of $0.99 per outstanding share of common stock.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

The dividend will be paid on September 16, 2025 to all shareholders of record at the close of business on September 2, 2025.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Management also believes that free cash flow, a non-GAAP liquidity measure, is useful both internally and to investors because it is indicative of the Company's ability to pay dividends, purchase common stock, make investments and fund acquisitions and, in the absence of refinancings, to repay its debt obligations.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Strategy & priorities

The company s relentless focus on cutting-edge innovation positions us to capitalize on the growth of the intelligent physical edge.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

2 Special Charges, Net Expenses, net, incurred as part of the integration of Maxim, in connection with facility closures, consolidation of manufacturing facilities, severance, other accelerated stock-based compensation expense and other cost reduction efforts or reorganizational initiatives.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

The Global Repositioning Actions were part of a transformation initiative aimed at aligning the Company s enterprise strategy and organizational design and streamlining its operations to achieve its long-term strategic plan.

SEC original ↗Analog Devices — 10-Q Quarterly report10-QAug 19, 2026

Risks & headwinds

Despite geopolitical challenges, ADI s third-quarter revenue and earnings per share exceeded the high end of our expectations, stated CEO and Chair Vincent Roche.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

While tariffs and trade fluctuations are creating market uncertainty, the demand for ADI s products remains robust.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Such statements are based on our current expectations and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

The following important factors and uncertainties, among others, could cause actual results to differ materially from those described in these forward-looking statements economic, political, legal and regulatory uncertainty or conflict, including increased uncertainty and volatility with respect to tariffs, export controls and other trade restrictions, actions taken or which may be taken by the presidential administration, executive offices of the U.

SEC original ↗Analog Devices — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

67 documents

Earnings releases

21 documents

Presentations

none published

Checked — this company publishes no earnings presentation. Checked 2026-10-20 (browser-verified): Analog Devices publishes no earnings deck — its IR site offers a release, transcript, 10-Q, and webcast only.

Transcripts

0 documents

No transcripts for Analog Devices are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention Analog Devices by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.