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VLSI ASTRIA / INVESTOR RELATIONS

Company earnings & IR

45 companies · 2026-09-09
Published disclosure snapshot

ADI · United States · Analog & power

Analog Devices

Official IR ↗Results & presentations ↗Stock chart →Customer & geographic revenue ↓Source documents ↓

Period ended 2026-08-01 · USD
Published 2026-08-19

Revenue4,021.9USD million · GAAP

QoQ +11 % · YoY +39.63 %

Operating margin40.1%percent · GAAP

QoQ +2.03 pp · YoY +11.7 pp

Net income1,340.09USD million · GAAP

QoQ +13.92 % · YoY +158.45 %

Quarterly comparison

Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.

Analog Devices · Financial results
Metric / UnitQ3 FY2026Q2 FY2026Q3 FY2025QoQYoY
RevenueUSD million · GAAP4,021.93,623.472,880.35+11 %+39.63 %
Gross profitUSD million · GAAP2,707.542,439.81,789.75+10.97 %+51.28 %
Gross marginpercent · GAAP67.32% †67.33% †62.14% †-0.01 pp+5.18 pp
Operating incomeUSD million · GAAP1,612.971,379.68818.03+16.91 %+97.18 %
Operating marginpercent · GAAP40.1% †38.08% †28.4% †+2.03 pp+11.7 pp
Net incomeUSD million · GAAP1,340.091,176.35518.52+13.92 %+158.45 %
Net marginpercent · GAAP33.32% †32.46% †18% †+0.86 pp+15.32 pp
Diluted EPSUSD/share · GAAP2.742.41.04+14.17 %+163.46 %
Operating cash flowUSD million · GAAP1,603.96 †872.04 †1,165.11 †+83.93 %+37.67 %
Capital expendituresUSD million · GAAP145.66 †137.7 †79.15 †+5.78 %+84.03 %

Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.

Revenue history

Quarterly revenue · USD million02,010.94,021.9Q2 FY2024: Revenue 2,159 USD million · reportedQ3 FY2024: Revenue 2,312.2 USD million · reportedQ4 FY2024: Revenue 2,443.2 USD million · derivedQ1 FY2025: Revenue 2,423.2 USD million · reportedQ2 FY2025: Revenue 2,640.1 USD million · reportedQ3 FY2025: Revenue 2,880.3 USD million · reportedQ4 FY2025: Revenue 3,076.1 USD million · derivedQ1 FY2026: Revenue 3,160.3 USD million · reportedQ2 FY2026: Revenue 3,623.5 USD million · reportedQ3 FY2026: Revenue 4,021.9 USD million · reportedQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Revenue
USD million · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.

Profitability history

Quarterly profit margins · percent033.767.3Q2 FY2024: Gross margin 54.7 percent · derivedQ3 FY2024: Gross margin 56.7 percent · derivedQ4 FY2024: Gross margin 58 percent · derivedQ1 FY2025: Gross margin 59 percent · derivedQ2 FY2025: Gross margin 61 percent · derivedQ3 FY2025: Gross margin 62.1 percent · derivedQ4 FY2025: Gross margin 63.1 percent · derivedQ1 FY2026: Gross margin 64.7 percent · derivedQ2 FY2026: Gross margin 67.3 percent · derivedQ3 FY2026: Gross margin 67.3 percent · derivedQ2 FY2024: Operating margin 17.9 percent · derivedQ3 FY2024: Operating margin 21.2 percent · derivedQ4 FY2024: Operating margin 23.3 percent · derivedQ1 FY2025: Operating margin 20.3 percent · derivedQ2 FY2025: Operating margin 25.7 percent · derivedQ3 FY2025: Operating margin 28.4 percent · derivedQ4 FY2025: Operating margin 30.7 percent · derivedQ1 FY2026: Operating margin 31.5 percent · derivedQ2 FY2026: Operating margin 38.1 percent · derivedQ3 FY2026: Operating margin 40.1 percent · derivedQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Gross marginOperating margin
percent · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.
Full quarterly statements
Quarterly financial history · issuer currency
Metric / UnitQ2 FY2024Q3 FY2024Q4 FY2024Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025Q1 FY2026Q2 FY2026Q3 FY2026
RevenueUSD million2,159.042,312.212,443.21 †2,423.172,640.072,880.353,076.12 †3,160.263,623.474,021.9
Gross profitUSD million1,180.041,311.241,416.13 †1,430.31,611.611,789.751,941.82 †2,044.982,439.82,707.54
Gross marginpercent54.66% †56.71% †57.96% †59.03% †61.04% †62.14% †63.13% †64.71% †67.33% †67.32% †
Operating incomeUSD million386.12491.32569.39 †491.31677.94818.03945.21 †997.031,379.681,612.97
Operating marginpercent17.88% †21.25% †23.31% †20.28% †25.68% †28.4% †30.73% †31.55% †38.08% †40.1% †
Net incomeUSD million302.24392.23478.07 †391.32569.77518.52787.74 †830.831,176.351,340.09
Net marginpercent14% †16.96% †19.57% †16.15% †21.58% †18% †25.61% †26.29% †32.46% †33.32% †
Diluted EPSUSD/share0.610.79—0.781.141.04—1.692.42.74
Operating cash flowUSD million807.85 †855.03 †1,050.82 †1,126.81819.48 †1,165.11 †1,700.81 †1,368.52872.04 †1,603.96 †
Capital expendituresUSD million188.19 †153.89 †165.41 †148.9890.27 †79.15 †215.15 †109.31137.7 †145.66 †

Revenue composition

Detailed revenue tables can be opened in the company’s official results materials. IR ↗

Customer & geographic revenue

Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.

Source & calculation disclosure

Location of purchasing distributor or OEM

FY2025 · ANNUAL · USD million · Complete disclosed breakdown

See source → 2025-11-01

Revenue denominator: 11,019.71 USD million · Published: 2025-11-25

Analog Devices 2025 Form 10-K ↗

Reported geographic revenue table.

Analog Devices 2025 Form 10-K · FY2025United States3,238.15United States: 3,238.15 USD million. Revenue / matching disclosed revenue denominator × 100.Rest of North and South Am…162.47Rest of North and South America: 162.47 USD million. Revenue / matching disclosed revenue denominator × 100.Europe2,285.6Europe: 2,285.6 USD million. Revenue / matching disclosed revenue denominator × 100.Japan989.92Japan: 989.92 USD million. Revenue / matching disclosed revenue denominator × 100.China2,858.29China: 2,858.29 USD million. Revenue / matching disclosed revenue denominator × 100.Rest of Asia1,485.29Rest of Asia: 1,485.29 USD million. Revenue / matching disclosed revenue denominator × 100.
USD million · FY2025. Geographic categories follow the issuer definition and may include overlapping regional subtotals; do not sum partial disclosures. Amber bars identify approximate ASTRIA conversions from disclosed percentages.
Geographic revenue · FY2025
RegionUSD millionRevenue shareEvidence & disclosure
United States3,238.15Reported29.39%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Rest of North and South America162.47Reported1.47%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Europe2,285.6Reported20.74%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Japan989.92Reported8.98%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

China2,858.29Reported25.94%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Rest of Asia1,485.29Reported13.48%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Disclosure

Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.

Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09

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Original IR documents

10-Q · 2026-08-01 ↗SEC filing · 2026-08-1910-Q · 2026-05-02 ↗SEC filing · 2026-05-2010-Q · 2026-01-31 ↗SEC filing · 2026-02-18Analog Devices 2025 Form 10-K ↗Revenue disclosure · 2025-11-2510-Q · 2025-08-02 ↗SEC filing · 2025-08-2010-Q · 2025-05-03 ↗SEC filing · 2025-05-2210-Q · 2025-02-01 ↗SEC filing · 2025-02-1910-K · 2024-11-02 ↗SEC filing · 2024-11-2610-Q · 2024-08-03 ↗SEC filing · 2024-08-2110-Q · 2024-05-04 ↗SEC filing · 2024-05-22
JSON + sourcesDownload CSV
Comparison rules & source notes

This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.

    Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.

    Disclosure

    This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.