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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Consumer expected to be seasonally down low double digits
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% confidenceFiscal 2025 earnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceQ1 2026 operating margin is expected to be 43.5% at the midpoint
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% 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% confidenceQ1 2026 adjusted EPS is expected to be $2.29, plus or minus $0.10
80% confidenceAnalog Devices achieved earnings per share growth of more than 20% in fiscal 2025
80% confidenceBroad-based growth is expected in FY26 led by industrial and communications, supported by cyclical and idiosyncratic tailwinds
80% confidenceADI generated record free cash flow of more than $4 billion
80% confidenceAuto has been strongest market, and near term the market has been more resilient than predicted, but some upside may have been tariff and policy related; ADI remains cautious due to uncertainty
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceQ1 2026 operating margin expected at midpoint of 43.5%
80% confidenceAll end markets increased by double digits in fiscal 2025
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceGross margin for fiscal 2025 was 69.3% and operating margin was 41.9%
80% confidenceCommunications expected to be up 10% above seasonal in Q1 2026
80% confidenceADI achieved continued growth in revenue and earnings per share, both above midpoint of outlook, with all end markets increasing by double digits in fiscal 2025
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceQ1 gross margin expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceAuto has been the strongest market but near term market has been more resilient than predicted; some upside may have been tariff and policy related; ADI remains cautious due to uncertainty
80% confidenceContinued growth in revenue and earnings per share, both of which finished above the midpoint of outlook
80% confidenceQ1 2026 revenue expected to be $3.1 billion plus or minus $100 million
80% confidenceAutomotive is expected to be down mid-single digits below seasonal in Q1 2026
80% confidenceSome automotive upside may have been tariff and policy related, remaining cautious due to uncertainty
80% confidence