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…
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Communications 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% confidenceEarnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceAerospace and defense expected to grow double-digit in FY26 and business has capacity by end of decade to more than double
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% confidenceNew Acoustics platform is enabling ADI to triple the value generated over legacy designs
80% confidenceEarnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceData center business grew about 50% in FY25 and the ATE business grew at 40%
80% confidenceContinue to see some risk in auto around tariff and some of the macro environment
80% confidenceData center in '25 grew about 50% and the ATE business grew at 40% last year
80% confidenceADI is realizing stronger value capture as reflected in increase in average selling prices, particularly in new products where ASPs significantly exceed legacy offerings
80% confidenceWe continue to see some risk there around tariff and some of the macro environment
80% confidenceMaxim revenue synergies clearly accelerated in FY25 and are in the hundreds of millions against $1 billion target by 2027
80% confidenceMaxim revenue synergies clearly accelerated in '25, and it's in the hundreds of millions against our $1 billion target by '27
80% confidenceEarnings per share growth of more than 20% in fiscal '25 was achieved
80% confidenceQ1 outlook reflects seventh straight quarter of above seasonal growth
80% confidenceADI's new Acoustics platform enables the company to triple the value generated over legacy designs
80% confidenceIndividual end market margins versus average has not changed in any meaningful way
80% confidenceAuto has been our strongest market. Near term, the market has been more resilient than we and many have predicted
80% confidenceADI achieved continued growth in revenue and earnings per share in Q4 FY2025, both finishing above the midpoint of outlook
80% confidenceAutomotive expected to be down mid-single digits below seasonal
80% confidenceFY26 growth expected due to expanding design pipeline, industry transitions to HBM4, and expected double-digit growth in hyperscaler CapEx
80% confidenceIndustrial is expected to be up mid-single digits above seasonal in Q1 2026
80% confidencePower management for ADI is still an opportunity with a much bigger growth story
80% confidenceIndustrial expected to be up mid-single digits above seasonal in Q1 2026
80% confidenceExpectation is that in '26, industrial and communications will lead the charge
80% confidenceADI is realizing stronger value capture through increase in average selling prices, particularly in new products where ASPs significantly exceed legacy offerings
80% confidence