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Nov 01, 2025
Analog Devices Q4 2025 Earnings Report
Analog Devices reported strong financial results in Q4 2025 with notable growth across all end markets.
Key Takeaways
Analog Devices delivered solid Q4 results, driven by strength in Communications and Industrial segments, robust free cash flow generation, and improved profitability.
Q4 revenue reached $3.08 billion, with solid contributions from Industrial and Communications.
Net income was $787.7 million, and operating income hit $945.2 million.
Free cash flow for the quarter was $1.49 billion, or 48% of revenue.
Adjusted EPS came in at $2.26, reflecting strong margin performance and operational execution.
Revenue by Segment
Forward Guidance
For Q1 FY26, Analog Devices forecasts revenue of $3.1 billion (±$100 million), with adjusted EPS expected at $2.29 and adjusted operating margin around 43.5%.
Positive Outlook
- Q1 FY26 revenue guided at $3.1B, indicating stable demand.
- Adjusted EPS forecasted at $2.29, suggesting strong profitability.
- Adjusted operating margin guidance at 43.5% shows efficiency.
- Solid bookings trends continued, especially in Industrial and Communications.
- Secular growth opportunities expected to offset macro headwinds.
Challenges Ahead
- Macro uncertainty may affect the shape of fiscal 2026.
- Guidance includes a revenue range with $200M variability.
- Operating margin may fluctuate ±130bps.
- EPS range reflects potential volatility ($0.10 up/down).
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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