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Aug 02, 2025
Analog Devices Q3 2025 Earnings Report
Analog Devices reported strong third-quarter results, surpassing expectations in revenue and EPS.
Key Takeaways
ADI achieved double-digit revenue growth across all segments, with EPS and adjusted EPS beating expectations. Operating margin expanded significantly year-over-year, supported by strong demand in industrial and communications sectors.
Revenue grew 25% YoY to $2.88B, driven by all four end markets.
Adjusted EPS rose to $2.05 from $1.58 a year earlier.
Free cash flow for the quarter reached over $1B, or 38% of revenue.
ADI returned $1.6B to shareholders through dividends and buybacks.
Revenue by Segment
Forward Guidance
For Q4 FY25, Analog Devices expects revenue of $3.0B, with continued strength in margins and EPS, driven by demand momentum across its diverse portfolio.
Positive Outlook
- Q4 revenue guidance of $3.0B (+/- $100M)
- Adjusted operating margin guidance of 43.5%
- Adjusted EPS projected at $2.22 (+/- $0.10)
- Continued strength in Industrial backlog and bookings
- Strong demand outlook despite global headwinds
Challenges Ahead
- Tariffs and trade fluctuations remain a risk
- Geopolitical uncertainty could impact demand
- Rising costs related to acquisitions and integrations
- High non-operating expenses expected (~$55–60M)
- Exposure to supply chain disruptions in key regions
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
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