- Analog Devices reported a fourth-quarter revenue of $3.08 billion, surpassing the estimate of $3.02 billion.
- Industrial revenue came in at $1.43 billion, slightly below the estimate of $1.46 billion.
- Communications revenue reached $389.8 million, outperforming the estimate of $387.1 million.
- Automotive revenue was $852.2 million, significantly surpassing the estimate of $766.8 million.
- Consumer revenue totaled $407.5 million, above the estimate of $399 million.
- The adjusted earnings per share (EPS) was reported at $2.26, slightly higher than the estimate of $2.23.
- The EPS was $1.60.
- The adjusted gross margin was 69.8%, close to the estimate of 70%.
- The adjusted operating margin was reported at 43.5%, slightly below the estimate of 43.6%.
- For the first quarter of fiscal 2026, the company is forecasting revenue of $3.1 billion, with a possible variance of +/- $100 million.
- Analyst recommendations for Analog Devices include 26 buys and 12 holds, with no sell ratings.
Analog Devices on Smartkarma
Analyst coverage of Analog Devices on Smartkarma has been positive, as highlighted by reports from Baptista Research. In their analysis titled “Analog Devices: How They Are Capitalizing On Industrials Growth & Capitalizing On Automotive Demand!”, Baptista Research discusses how Analog Devices, Inc. (ADI) exceeded revenue and earnings expectations in the third quarter of fiscal year 2025. The company’s performance showcased double-digit growth across all major end markets, indicating the resilience and diversity of its business model amid ongoing uncertainties. Particularly, ADI’s industrial sector saw a notable accelerated recovery, reflecting robust performance in this segment.
Furthermore, in another report by Baptista Research titled “Analog Devices Is Building a Global Hybrid Manufacturing Empire—Can It Outpace Supply Chain Disruptions?”, the analyst firm praises ADI’s second-quarter fiscal 2025 results for demonstrating solid performance and surpassing expectations. With a 9% sequential and 22% year-over-year increase in revenue to $2.64 billion, the growth was broad-based across all end markets. This success underscores the strength of ADI’s diversified product portfolio and its resilient business model, positioning the company well to navigate supply chain disruptions and maintain its growth trajectory.
A look at Analog Devices Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analog Devices Inc., a company specializing in integrated circuits for various applications, has received respectable Smart Scores across key factors. With moderate scores in Value, Dividend, and Growth, Analog Devices seems to be poised for stable performance in the long run. The company’s higher scores in Resilience and Momentum highlight its ability to weather uncertainties and capitalize on market trends efficiently.
As per the Smartkarma Smart Scores, Analog Devices shows promise for sustained growth and resilience in the competitive market landscape. With an established presence in diverse sectors such as communications, automotive, and consumer electronics, Analog Devices is well-positioned to capitalize on evolving technologies and market demands, making it a compelling prospect for investors eyeing long-term value.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
