Loading...
•
Jan 31
Analog Devices Q1 2026 Earnings Report
Analog Devices reported strong fiscal first quarter 2026 results with double-digit revenue and earnings growth across all end markets.
Key Takeaways
Analog Devices delivered revenue of 3160263000, up 30% year-over-year, with operating income more than doubling to 997026000. Diluted EPS increased to 1.69, while adjusted EPS reached 2.46. Industrial and Communications led growth, and free cash flow totaled 1259202000 for the quarter.
Revenue grew 30% year-over-year driven by broad strength across all end markets.
Operating income increased 103% year-over-year with operating margin expanding to 31.5%.
Adjusted operating margin reached 45.5% reflecting strong profitability leverage.
Free cash flow was 1259202000, representing 40% of revenue.
Revenue by Segment
Forward Guidance
For fiscal second quarter 2026, Analog Devices expects revenue of 3500000000 (+/- 100000000), reported operating margin of approximately 36.4% and adjusted operating margin of approximately 47.5%, with reported EPS of 2.19 (+/-0.15) and adjusted EPS of 2.88 (+/-0.15).
Positive Outlook
- Revenue outlook implies sequential growth to 3500000000.
- Reported operating margin expected to expand to approximately 36.4%.
- Adjusted operating margin projected at approximately 47.5%.
- Adjusted EPS outlook of 2.88 indicates continued earnings strength.
- Continued demand momentum across key end markets.
Challenges Ahead
- Revenue guidance range includes potential 100000000 downside.
- Reported EPS guidance includes potential 0.15 downside.
- Macro and geopolitical backdrop remains challenging.
- Guidance subject to margin variability of up to 150 basis points.
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...