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Analog Devices Earnings Calls
| Release date | May 20, 2026 |
| EPS estimate | $2.89 |
| EPS actual | $3.09 |
| EPS Surprise | 6.92% |
| Revenue estimate | 3.513B |
| Revenue actual | 3.623B |
| Revenue Surprise | 3.14% |
| Release date | Feb 18, 2026 |
| EPS estimate | $2.31 |
| EPS actual | $2.46 |
| EPS Surprise | 6.49% |
| Revenue estimate | 3.118B |
| Revenue actual | 3.16B |
| Revenue Surprise | 1.37% |
| Release date | Nov 25, 2025 |
| EPS estimate | $2.24 |
| EPS actual | $2.26 |
| EPS Surprise | 0.89% |
| Revenue estimate | 3.004B |
| Revenue actual | 3.076B |
| Revenue Surprise | 2.39% |
| Release date | Aug 20, 2025 |
| EPS estimate | $1.95 |
| EPS actual | $2.05 |
| EPS Surprise | 5.13% |
| Revenue estimate | 2.768B |
| Revenue actual | 2.88B |
| Revenue Surprise | 4.04% |
Last 4 Quarters for Analog Devices
Below you can see how ADI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 20, 2025 |
| Price on release | $244.87 |
| EPS estimate | $1.95 |
| EPS actual | $2.05 |
| EPS surprise | 5.13% |
| Date | Price |
|---|---|
| Aug 14, 2025 | $236.21 |
| Aug 15, 2025 | $231.63 |
| Aug 18, 2025 | $231.55 |
| Aug 19, 2025 | $230.44 |
| Aug 20, 2025 | $244.87 |
| Aug 21, 2025 | $246.95 |
| Aug 22, 2025 | $252.20 |
| Aug 25, 2025 | $254.49 |
| Aug 26, 2025 | $255.63 |
| 4 days before | 3.67% |
| 4 days after | 4.39% |
| On release day | 0.85% |
| Change in period | 8.22% |
| Release date | Nov 25, 2025 |
| Price on release | $252.02 |
| EPS estimate | $2.24 |
| EPS actual | $2.26 |
| EPS surprise | 0.89% |
| Date | Price |
|---|---|
| Nov 19, 2025 | $232.20 |
| Nov 20, 2025 | $225.20 |
| Nov 21, 2025 | $232.32 |
| Nov 24, 2025 | $239.40 |
| Nov 25, 2025 | $252.02 |
| Nov 26, 2025 | $257.92 |
| Nov 28, 2025 | $265.34 |
| Dec 01, 2025 | $266.51 |
| Dec 02, 2025 | $272.97 |
| 4 days before | 8.54% |
| 4 days after | 8.31% |
| On release day | 2.34% |
| Change in period | 17.56% |
| Release date | Feb 18, 2026 |
| Price on release | $346.37 |
| EPS estimate | $2.31 |
| EPS actual | $2.46 |
| EPS surprise | 6.49% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $337.00 |
| Feb 12, 2026 | $331.36 |
| Feb 13, 2026 | $337.10 |
| Feb 17, 2026 | $337.51 |
| Feb 18, 2026 | $346.37 |
| Feb 19, 2026 | $345.30 |
| Feb 20, 2026 | $355.03 |
| Feb 23, 2026 | $355.15 |
| Feb 24, 2026 | $356.09 |
| 4 days before | 2.78% |
| 4 days after | 2.81% |
| On release day | -0.309% |
| Change in period | 5.66% |
| Release date | May 20, 2026 |
| Price on release | $398.05 |
| EPS estimate | $2.89 |
| EPS actual | $3.09 |
| EPS surprise | 6.92% |
| Date | Price |
|---|---|
| May 14, 2026 | $426.79 |
| May 15, 2026 | $417.49 |
| May 18, 2026 | $418.58 |
| May 19, 2026 | $414.31 |
| May 20, 2026 | $398.05 |
| May 21, 2026 | $384.21 |
| May 22, 2026 | $397.07 |
| May 26, 2026 | $419.94 |
| May 27, 2026 | $416.88 |
| 4 days before | -6.73% |
| 4 days after | 4.73% |
| On release day | -3.48% |
| Change in period | -2.32% |
Analog Devices Earnings Call Transcript Summary of Q2 2026
Analog Devices reported a strong Q2 FY2026 with record revenue of $3.62B, EPS of $3.09, and gross margin of 73%, all above the high end of guidance. Revenue grew 37% year-over-year and 15% sequentially, driven by industrial (50% of revenue, +56% YoY), data center/communications (75% of comms revenue now data center, >90% YoY growth), automotive (24% of revenue, content/share gains in ADAS and infotainment) and consumer (11% of revenue, +23% YoY). Management highlighted resilient supply via a hybrid manufacturing model, elevated R&D investments across analog, digital, software and AI, and secular growth opportunities in AI-driven computing/connectivity, autonomy, proactive health care, sustainable energy, and immersive consumer experiences. ADI announced the planned acquisition of Empower Semiconductor to add IVR and silicon capacitor IP to improve power density and address data center power delivery needs, with material revenue expected in 2027. Q3 guidance: revenue $3.9B ±$100M, operating margin ~49% ±100bps, tax 12–14%, adjusted EPS $3.30 ±$0.15. Balance sheet: $3.4B cash/short-term investments, net leverage 0.8, inventory being built strategically, free cash flow strong (36% of revenue trailing 12 months) and $5B returned to shareholders over the trailing 12 months. Management expects continued above-seasonal growth across industrial, automotive and communications into Q3, while consumer may be down slightly sequentially.
