Analog Devices forecasts $3.1B Q1 revenue as industrial and communications lead FY26 growth
View original at seekingalpha.comAnalog Devices forecasts $3.1B Q1 revenue as industrial and communications lead FY26 growth Earnings Call Insights: Analog Devices (ADI) Q4 2025 MANAGEMENT VIEW * CEO Vincent Roche reported "continued growth in revenue and earnings per share, both of which finished above the midpoint of our outlook," noting that all en…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
Q1 outlook reflects seventh straight quarter of above seasonal growth
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceADI did not reach the 70% gross margin target as planned because the mix component was not as strong as expected, citing auto mix
80% confidenceCommunications expected to be up 10% above seasonal
80% confidenceLead times are sub-13 weeks for most products and visibility has not necessarily improved over the last 2 years
80% confidenceADI generated record free cash flow of more than $4 billion in fiscal 2025
80% confidenceAll end markets increased by double digits in fiscal 2025
80% confidenceQ1 outlook is up slightly quarter-over-quarter, reflects seventh straight quarter of above seasonal growth
80% confidenceAerospace and defense expected to have double-digit growth in FY26 and business has the capacity by the end of the decade to more than double
80% confidenceEarnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceAnalog Devices achieved continued growth in revenue and earnings per share, both of which finished above the midpoint of outlook
80% confidenceConsumer is expected to be seasonally down low double digits in Q1 2026
80% confidenceData center in '25 grew about 50% and the ATE business grew at 40% last year
80% confidenceMaxim revenue synergies clearly accelerated in FY25 and are in the hundreds of millions against $1 billion target by 2027
80% confidenceRevenue for the year came in at just over $11 billion, up 17% from fiscal '24, with double-digit growth across all end markets
80% confidenceData center grew about 50% in fiscal 2025 and ATE business grew at 40%
80% confidenceThe new Acoustics platform is enabling ADI to triple the value generated over legacy designs
80% confidenceADI achieved earnings per share growth of more than 20% in fiscal 2025
80% confidenceEarnings per share growth of more than 20% in fiscal '25 was achieved
80% confidencePower management for ADI is still an opportunity with a much bigger growth story
80% confidenceAnalog Devices generated record free cash flow of more than $4 billion in FY2025
80% confidenceAll end markets increased by double digits in fiscal 2025
80% confidenceADI achieved earnings per share growth of more than 20% in fiscal 2025
80% confidenceFurther growth in FY26 is expected due to expanding design pipeline industry transitions to HBM4 and expected double-digit growth in hyperscaler CapEx
80% confidenceQ1 outlook reflects seventh straight quarter of above seasonal growth
80% confidenceQ1 2026 adjusted EPS expected to be $2.29 plus or minus $0.10
80% confidenceIndustrial segment will see further growth in FY26 due to expanding design pipeline, industry transitions to HBM4, and expected double-digit growth in hyperscaler CapEx
80% confidenceAuto has been our strongest market. Near term, the market has been more resilient than we and many have predicted
80% confidenceFiscal 2025 earnings per share of $7.79 increased 22% versus fiscal 2024
80% confidence