Analog Devices forecasts $3.1B Q1 revenue as industrial and communications lead FY26 growth
View original at seekingalpha.comAnalog Devices forecasts $3.1B Q1 revenue as industrial and communications lead FY26 growth Earnings Call Insights: Analog Devices (ADI) Q4 2025 MANAGEMENT VIEW * CEO Vincent Roche reported "continued growth in revenue and earnings per share, both of which finished above the midpoint of our outlook," noting that all en…
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Earnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceAerospace and defense expected to grow double-digit in FY26 and business has capacity by end of decade to more than double
80% confidenceQ1 outlook is up slightly quarter-over-quarter, reflects seventh straight quarter of above seasonal growth
80% confidenceAerospace and defense expected to have double-digit growth in FY26 and business has the capacity by the end of the decade to more than double
80% confidenceNew Acoustics platform is enabling ADI to triple the value generated over legacy designs
80% confidenceEarnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceConsumer expected to be seasonally down low double digits in Q1 2026
80% confidenceContinue to see some risk in auto around tariff and some of the macro environment
80% confidenceFiscal 2025 gross margin was 69.3% and operating margin was 41.9%
80% confidenceQ1 gross margin is expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceADI is realizing stronger value capture as reflected in the increase in average selling prices, particularly in new products where ASPs significantly exceed those of legacy offerings
80% confidenceExpectation that in FY26, industrial and communications will lead the charge
80% confidenceGross margin of 69.3% for the year and operating margin of 41.9%
80% confidenceMaxim revenue synergies clearly accelerated in '25, and it's in the hundreds of millions against our $1 billion target by '27
80% confidenceCommunications is expected to be up 10% above seasonal in Q1 2026
80% confidenceFY26 growth expected due to expanding design pipeline, industry transitions to HBM4, and expected double-digit growth in hyperscaler CapEx
80% confidencePower management for ADI is still an opportunity with a much bigger growth story
80% confidenceAnalog Devices generated record free cash flow of more than $4 billion in FY2025
80% confidenceAll end markets increased by double digits in fiscal 2025
80% confidenceFurther growth in FY26 is expected due to expanding design pipeline industry transitions to HBM4 and expected double-digit growth in hyperscaler CapEx
80% confidenceFiscal 2025 earnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceQ1 2026 revenue guidance is $3.1 billion, plus or minus $100 million, with operating margin at midpoint of 43.5%, tax rate of 12% to 14%, and adjusted EPS of $2.29, plus or minus $0.10
80% confidenceADI achieved continued growth in revenue and earnings per share in Q4 FY2025, both finishing above the midpoint of outlook
80% confidenceQ1 outlook is up slightly quarter-over-quarter, reflecting seventh straight quarter of above seasonal growth
80% confidenceQ1 gross margin expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceFY26 growth expected due to expanding design pipeline, industry transitions to HBM4, and expected double-digit growth in hyperscaler CapEx
80% confidenceIndustrial is expected to be up mid-single digits above seasonal in Q1 2026
80% confidenceAll end markets increased by double digits in fiscal 2025
80% confidenceIndustrial expected to be up mid-single digits above seasonal in Q1 2026
80% confidence