ADI
Analog DevicesPrevious close
417.11
Change
−16.17 / −3.73%
P/E (TTM) ?
48.6
Market Cap
$199B
1M
+5.14%
S&P 500 −0.91% over same period
Volume / Avg Volume
7.9M / 3.7M
2.14× average
Latest earnings analysisFY2026 Q3Reported 2026-08-19
Analog Devices FY26 Q3: record $4.02 billion revenue, margins jump
Analog Devices posted record fiscal third-quarter revenue of $4.02 billion, up 40.0% from a year ago, with gross margin at 67.3% and adjusted EPS of $3.45. Management guided the current quarter to $4.30 billion, and the company returned $1.69 billion to shareholders. That combination — accelerating sales, fatter margins and heavy cash return — is why the read here is Bullish. Below, we unpack the numbers line by line.
Read the full analysis →Revenue$4.02BYoY +39.60%
EPS (non-GAAP)$3.45
Next-quarter revenue guidance$4.30B ±2.3%Below estimatesest. $4.33B
Next-day move−0.81%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-08 | 2026-08-19 | $4.0B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-05 | 2026-05-20 | $3.6B | Pending |
| FY2026 Q1 Quarter ended 2026-01 | 2026-02-18 | $3.2B | Pending |
| FY2025 Q4 Quarter ended 2025-11 | 2025-11-25 | $11.0B | Pending |
| FY2025 Q3 Quarter ended 2025-08 | 2025-08-20 | $2.9B | Pending |
| FY2025 Q2 Quarter ended 2025-05 | 2025-05-22 | $2.6B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 28 of its 5-year rangeCheap
5-year range 24.0 – 73.9 · Median 60.2
Last 4 quarters: $3.1B in buybacks + $2.0B in dividends, 2.60% of market cap combined
P/E (TTM)
48.6
P/B
6.0
P/S
14.5
Dividend Yield
1.88%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.4% on average on the first trading day after, rising 2 times
Most recent −0.81%
Guidance Credibility
Of the last 4 next-quarter revenue guides, 4 were met; actual results averaged 3.3% above guidance
Volatility & Correlation
1-year beta 1.72 · Correlation with S&P 500 0.60High beta
Annualized volatility 37% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 18 · $18.0MNet selling $18.0M
- 10-20Puccio Richard C JrChief Financial OfficerSell$0.58M1,500 shares · Avg price 389.46
- 10-08Jain VivekChief Operations/Tech OfficerSell$1.3M3,305.062 shares · Avg price 406.59
- 10-07Jain VivekChief Operations/Tech OfficerSell$0.82M2,000 shares · Avg price 409.79
- 10-07STATA RAYDirectorSell$0.58M1,416 shares · 7 trades · Avg price 407.38
- 10-06STATA RAYDirectorSell$0.59M1,416 shares · 4 trades · Avg price 420.04
- 10-06Puccio Richard C JrChief Financial OfficerSell$0.63M1,500 shares · Avg price 421.08
- 10-02Nakamura KatsufumiChief Customer OfficerSell$0.50M1,200 shares · Avg price 415.02
- 10-02Jain VivekChief Operations/Tech OfficerSell$0.83M2,000 shares · Avg price 416.98
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 4.02 | +39.6% | 67.3% | 1.34 | 2.74 |
| FY2026 Q2 | 3.62 | +37.2% | 67.3% | 1.18 | 2.40 |
| FY2026 Q1 | 3.16 | +30.4% | 64.7% | 0.83 | 1.69 |
| FY2025 Q4 | 3.08 | +25.9% | 63.1% | 0.79 | 1.60 |
| FY2025 Q3 | 2.88 | +24.6% | 62.1% | 0.52 | 1.04 |
| FY2025 Q2 | 2.64 | +22.3% | 61.0% | 0.57 | 1.14 |
| FY2025 Q1 | 2.42 | −3.6% | 59.0% | 0.39 | 0.78 |
| FY2024 Q4 | 2.44 | −10.1% | 58.0% | 0.48 | 0.95 |
| FY2024 Q3 | 2.31 | −24.8% | 56.7% | 0.39 | 0.79 |
| FY2024 Q2 | 2.16 | −33.8% | 54.7% | 0.30 | 0.61 |
| FY2024 Q1 | 2.51 | −22.7% | 58.7% | 0.46 | 0.93 |
| FY2023 Q4 | 2.72 | −16.4% | 60.6% | 0.50 | 1.01 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| ADI | 48.6 | +39.6% | 67.3% | +5.14% | Bullish |
| NVDA | 25.8 | +105.9% | 75.0% | −10.39% | Bullish |
| AAPL | 39.3 | +16.4% | 50.1% | +3.49% | Bullish |
| MSFT | 27.2 | +18.8% | 67.8% | +1.76% | Bullish |
| AVGO | 40.4 | +85.5% | 69.1% | −7.15% | Bullish |
| MU | 11.8 | +379.3% | 86.8% | −16.93% | Bullish |
| AMD | 143.0 | +50.1% | 53.8% | −17.48% | Bullish |
| INTC | — | +20.9% | 43.0% | −45.30% | Bullish |
| PLTR | 156.5 | +92.8% | 84.7% | −1.57% | Bullish |