earnings
confidence high
sentiment positive
materiality 0.80
ADI Q3 FY26: record revenue $4.02B up 40% YoY; adj EPS $3.45 beats
ANALOG DEVICES INC
2026-Q3 EPS reported
$6.83
revenue$10,805,627,000
- Revenue $4,022M vs $2,880M prior year, up 40%; gross margin 67.3% up 520 bps.
- Diluted EPS $2.74 vs $1.04 up 163%; adjusted EPS $3.45 vs $2.05 up 68%.
- Operating cash flow $1,604M in quarter, $5,545M TTM (40% of revenue); FCF $4,937M TTM.
- Returned $1,692M to shareholders: dividends $535M and buybacks $1,157M in Q3.
- CEO Roche cites demand strength; CFO Puccio guides record Q4 outlook.