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…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
New Acoustics platform enables ADI to triple the value generated over legacy designs
80% confidenceBroad-based growth in FY26 led by industrial and communications, supported by cyclical and idiosyncratic tailwinds
80% confidencePower management for ADI is still an opportunity with a much bigger growth story
80% confidenceEarnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceQ1 2026 adjusted EPS is expected to be $2.29, plus or minus $0.10
80% confidenceAnalog Devices achieved earnings per share growth of more than 20% in fiscal 2025
80% confidenceBroad-based growth is expected in FY26 led by industrial and communications, supported by cyclical and idiosyncratic tailwinds
80% confidenceNew Acoustics platform enables ADI to triple the value generated over legacy designs
80% confidenceEarnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceIndividual end market margins versus average has not changed in any meaningful way
80% confidenceADI generated record free cash flow of more than $4 billion
80% confidenceAuto has been strongest market, and near term the market has been more resilient than predicted, but some upside may have been tariff and policy related; ADI remains cautious due to uncertainty
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceIn FY26, industrial expected up mid-single digits above seasonal, automotive down mid-single digits below seasonal, communications up 10% above seasonal, and consumer seasonally down low double digits
80% confidenceDid not reach 70% gross margin as planned because mix component wasn't as strong as expected, citing auto mix
80% confidenceQ1 2026 operating margin expected at midpoint of 43.5%
80% confidenceAll end markets increased by double digits in fiscal 2025
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceGross margin for fiscal 2025 was 69.3% and operating margin was 41.9%
80% confidenceCommunications expected to be up 10% above seasonal in Q1 2026
80% confidenceADI achieved continued growth in revenue and earnings per share, both above midpoint of outlook, with all end markets increasing by double digits in fiscal 2025
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceQ1 gross margin expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceAuto has been the strongest market but near term market has been more resilient than predicted; some upside may have been tariff and policy related; ADI remains cautious due to uncertainty
80% confidenceRevenue for fiscal 2025 came in at just over $11 billion, up 17% from fiscal 2024, with double-digit growth across all end markets
80% confidenceExpectation is that in FY26, industrial and communications will lead the charge
80% confidenceBroad-based growth expected in FY2026 led by industrial and communications, supported by cyclical and idiosyncratic tailwinds
80% confidenceADI did not reach 70% gross margin as planned because mix component wasn't as strong as expected, citing auto mix
80% confidenceContinued growth in revenue and earnings per share, both of which finished above the midpoint of outlook
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% confidence