Earnings Report· 2026-08-19
ADI
Q3 · 2026Pre-MarketAnalog Devices, Inc.
@stockwhiz_ai
EARNING PER SHARE
Actual ($)
3.45
68.00% YoY
Expected
3.34
Beat
+3.29%
REVENUE
Actual ($)
4.02B
40.00% YoY
Expected
3.93B
Beat
+2.34%
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $4.02B | $2.88B | +40% |
| └─Industrial | $1.97B | $1.29B | +53% |
| └─Automotive | $998.20M | $857.10M | +16% |
| └─Communications | $654.50M | $354.80M | +84% |
| └─Consumer | $397.20M | $375.40M | +6% |
| Net Income | $1.34B | $518.50M | +158.4% |
| Basic EPS | $2.76 | $1.05 | +162.9% |
| Diluted EPS | $2.74 | $1.04 | +163% |
| Adj. Diluted EPS | $3.45 | $2.05 | +68% |
Business Highlights
- ➤Revenue $4.02B, up 40% YoY
- ➤Industrial revenue $1.97B, up 53% YoY
- ➤Communications revenue $654.5M, up 84% YoY
- ➤Diluted EPS $2.74, up 163% YoY; adjusted diluted EPS $3.45
- ➤Returned $1.7B through dividends and share repurchases
- ➤Declared $1.10 quarterly cash dividend per share
- ➤Q4 revenue outlook: $4.3B ± $100M
- ➤Q4 reported EPS outlook $3.14; adjusted EPS $3.86
Management Commentary
Vincent Roche, CEO and Chair
“ADI delivered a strong third quarter, exceeding the midpoint of our revenue, margin, and earnings outlook as we capitalized on broad-based demand. We continue to extend our leadership through a powerful combination of innovation, deep customer collaboration, and manufacturing agility. Our investments in these foundational areas, combined with the trust we have built over decades, provide a unique advantage to create, deliver, and capture value in the AI era – for customers and investors alike.”
Richard Puccio, CFO
“Demand continued to strengthen across our product portfolio and regions throughout the third quarter, which is reflected in our record fourth quarter outlook. We believe our balance of disciplined execution and targeted growth investments will enable us to finish the year strongly and carry that momentum into fiscal 2027.”