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Feb 01
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%.
Analog Devices
Analog Devices
Analog Devices Revenue by Segment
Revenue by Segment
Industrial Revenue
CapyFin.comAutomotive Revenue
CapyFin.comConsumer Revenue
CapyFin.comCommunications Revenue
CapyFin.com 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