Loading...
•
Feb 01, 2025
Analog Devices Q1 2025 Earnings Report
Analog Devices reported a year-over-year decline in revenue and profitability, though Consumer segment growth remained strong.
Key Takeaways
Analog Devices posted Q1 FY25 revenue of $2,423,174,000, a 4% YoY decline, with net income falling 15.5% YoY to $391,316,000. While the Industrial and Automotive segments declined, the Consumer segment saw 19% YoY growth. Operating margin contracted to 20.3%, and EPS dropped to $0.78. The company expects a sequential revenue increase in Q2 FY25.
Revenue declined 4% YoY, totaling $2.42 billion.
Net income dropped 15.5% YoY to $391.32 million.
Consumer segment revenue grew 19% YoY, offsetting declines in Industrial and Automotive.
Operating margin contracted 300 bps to 20.3%.
Revenue by Segment
Forward Guidance
Analog Devices anticipates sequential revenue growth in Q2 FY25, with an improved operating margin and EPS.
Positive Outlook
- Revenue projected at $2.50 billion (+/- $100 million).
- Reported EPS expected at $0.97 (+/- $0.10).
- Adjusted EPS forecasted at $1.68 (+/- $0.10).
- Operating margin expected to improve to 24.2% (GAAP).
- Adjusted operating margin projected at 40.5%.
Challenges Ahead
- Macroeconomic and geopolitical risks remain high.
- Industrial and Automotive segment declines pose challenges.
- Operating expenses remain elevated.
- Supply chain disruptions could impact margins.
- Potential market volatility affecting demand.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...