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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Aerospace 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% confidenceData center business grew about 50% in FY2025 and ATE business grew at 40%
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceConsumer expected to be seasonally down low double digits in Q1 2026
80% confidenceContinue to see some risk in auto around tariff and some of the macro environment
80% confidenceAnalog Devices achieved continued growth in revenue and earnings per share, both of which finished above the midpoint of outlook
80% confidenceIndividual end market margins versus average has not changed in any meaningful way
80% confidenceData center business in FY25 grew about 50% and ATE business grew at 40% last year
80% confidenceFiscal 2025 gross margin was 69.3% and operating margin was 41.9%
80% confidenceLead times for most products are sub-13 weeks and visibility has not improved over the last 2 years
80% confidenceConsumer is expected to be seasonally down low double digits in Q1 2026
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% confidenceIndividual end market margins versus average have not changed in any meaningful way
80% confidenceIndustrial expected to be up mid-single digits above seasonal
80% confidenceFiscal 2025 gross margin was 69.3% and operating margin was 41.9%
80% confidenceQ1 gross margin is expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceMaxim revenue synergies clearly accelerated in FY25 and are in the hundreds of millions against $1 billion target by 2027
80% confidenceADI is realizing stronger value capture as reflected in the increase in average selling prices, particularly in new products where ASPs significantly exceed those of legacy offerings
80% confidenceThe new Acoustics platform is enabling ADI to triple the value generated over legacy designs
80% confidenceExpectation that in FY26, industrial and communications will lead the charge
80% confidenceADI achieved earnings per share growth of more than 20% in fiscal 2025
80% confidenceMaxim revenue synergies clearly accelerated in '25, and it's in the hundreds of millions against our $1 billion target by '27
80% confidenceQ1 gross margin expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceEarnings per share of $7.79 increased 22% versus fiscal 2024
80% confidence