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Aug 02
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.
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
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