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Analog Devices' Quarterly Forecast Tops Estimates
The chipmaker posted $4.02 billion in revenue, up 40% from a year earlier, and said AI-driven demand is supporting its outlook.
- On Wednesday, August 19, 2026, Analog Devices Inc. reported fiscal third-quarter revenue of $4.02 billion, exceeding analyst estimates of $3.92 billion, and issued fourth-quarter guidance of $4.3 billion, plus or minus $100 million.
- Broad-Based demand across industrial, automotive, and communications markets drove the 40% year-over-year revenue increase, as CEO and Chair Vincent Roche stated investments in innovation and manufacturing capabilities position the company to capitalize on AI opportunities.
- Adjusted earnings per share reached $3.45 for the quarter, while the company completed its $1.5 billion all-cash acquisition of Empower Semiconductor on July 7, 2026, strengthening its power management portfolio.
- CFO Richard Puccio projected fourth-quarter adjusted earnings of $3.86 per share, plus or minus $0.15, noting that disciplined execution and targeted growth investments will carry momentum into fiscal 2027.
- Data center and energy markets remain key growth vectors, with ADI's serviceable addressable market for 2030 estimated at double projections from one year ago, positioning the company for sustained double-digit expansion.
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11 Articles
11 Articles
Analog Devices revenue reaches record $4.02 billion as data-centre demand strengthens
Analog Devices reported record quarterly revenue of $4.02 billion, up 40% from a year earlier, as demand from industrial customers and data centres lifted sales and widened profit margins. Its latest guidance indicates that management expects the record to be broken again in the current quarter. The semiconductor company generated GAAP operating income of $1.61 billion in its fiscal third quarter, which ended on 1 August 2026. That was a 97% inc…
Analog Devices' quarterly forecast tops estimates
Analog Devices has forecast fourth-quarter revenue and profit above Wall Street estimates, betting on continued demand for its power-management chips used across data centres and industrial applications as AI investments ramp up.
·Ireland
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Analog Devices' quarterly forecast tops estimates on AI-fueled chip demand
·London, United Kingdom
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Coverage Details
Total News Sources11
Leaning Left1Leaning Right2Center8Last UpdatedBias Distribution73% Center
Bias Distribution
- 73% of the sources are Center
73% Center
C 73%
R 18%
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