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ADI Q2 Call: AI Power Play via Empower Acquisition; Data Center Momentum Offsets Consumer Softness
Analog Devices (ADI) management used the Q2 FY2026 earnings call to emphasize a structural shift in their growth profile, driven by record demand for AI-related infrastructure and a return to growth in the broad industrial market. The standout announcement was the planned acquisition of Empower Semiconductor, a move designed to plug a critical gap in ADI’s power portfolio by providing Integrated Voltage Regulator (IVR) technology for high-density AI processors. While the company reported record revenue and earni...
ADI to Acquire Empower Semiconductor for $1.5 Billion
Analog Devices, Inc. announced an agreement to acquire Empower Semiconductor, a provider of integrated voltage regulators and power management solutions, in an all-cash transaction for $1.5 billion. The acquisition addresses the critical challenge of delivering high-density, energy-efficient compute as power and thermal demands limit AI system scale. The transaction is expected to close in the second half of calendar year 2026, subject to customary closing conditions and Hart-Scott-Rodino antitrust clearance. Em...
ADI 10-Q for Q1 FY2026 filed 2026-02-18 | Key takeaways
ADI filed its 10-Q; the most relevant disclosure change is expanded legal regulatory: IRS assessment for fiscal 2018 and fiscal 2019 totaling approximately $267.0 million pertaining to transfer pricing arrangements; company disagrees and intends to vigorously defend position through appeal.
Analog Devices reported Q1 FY2026 revenue of $3.16 billion, up 30% year-over-year, with GAAP diluted EPS of $1.69 compared to $0.78 in the year-ago quarter. Non-GAAP adjusted EPS was $2.46 versus $1.63 prior year. Operating margin expanded to 31.5% (GAAP) and 45.5% (adjusted), up 1,120 and 500 basis points respectively. For Q2 FY2026, the company guides revenue of $3.5 billion, +/- $100 million, with reported EPS of $2.19 +/- $0.15 and adjusted EPS of $2.88 +/- $0.15. The quarterly dividend was raised 11% to $1....
Analog Devices Appoints Yoky Matsuoka to Board; Susie Wee to Retire
Analog Devices announced the appointment of Dr. Yoky Matsuoka as an independent director effective January 20, 2026, expanding the Board from ten to eleven members. Dr. Matsuoka also was appointed to the Corporate Development Committee. Separately, Director Susie Wee decided to retire from the Board and will not stand for re-election at the 2026 Annual Meeting on March 11, 2026. This is not an earnings announcement; the filing discloses only leadership changes.
ADI filed its 10-K; the most relevant disclosure change is expanded liquidity debt: Total debt increased to $8.59 billion from $7.58 billion; new 5.300% Senior Notes due April 2054 for $550 million; short-term debt decreased from $947.7 million to $446.6 million as 2.950% notes matured.
Analog Devices Reports Q4 FY2025 Revenue of $3.08B, FY2025 Revenue of $11.0B, Up 17% YoY
Analog Devices reported fourth quarter revenue of $3.08 billion, up 26% year-over-year, with diluted GAAP EPS of $1.60 and adjusted EPS of $2.26. Full fiscal year 2025 revenue reached $11.0 billion, up 17% from the prior year, with GAAP EPS of $4.56 and adjusted EPS of $7.79. The company provided Q1 FY2026 guidance of $3.1 billion (+/- $100 million) revenue, with adjusted EPS of $2.29 (+/- $0.10) at the midpoint.
Analog Devices filed an 8-K disclosing a Fall 2025 Shareholder Presentation as part of its ongoing shareholder engagement program. The presentation provides an overview of the company's financial profile, strategic positioning, and governance practices. The company reported $9.4 billion in 2024 annual revenue with a market capitalization of $110.7 billion as of fiscal Q4 2024. End-market exposure includes Industrial (46%), Automotive (30%), Consumer (13%), and Communications (11%).
ADI 10-Q for Q3 FY2025 filed 2025-08-20 | Key takeaways
ADI filed its 10-Q; the most relevant disclosure change is added other: New senior notes issued June 16, 2025: $850 million 4.250% due June 2028 and $650 million 4.500% due June 2030. Customer concentration: Channel Distributors represented 55% of revenue; Direct customers represented 43% of revenue.
ADI Q3 FY2025 Revenue $2.88 billion, Beat Guidance by +$130.0M
ADI beat prior Q3 FY2025 Revenue guidance by +$130.0M. The company also provided Q4 FY2025 guidance with revenue expected at $3.0 billion (midpoint), adjusted EPS of $2.22, and adjusted operating margin of approximately 43.5%.
Analog Devices, Inc. filed a preliminary prospectus supplement for a senior notes offering consisting of two series of notes with undetermined aggregate principal amounts and terms (subject to completion). The company intends to use net proceeds for general corporate purposes including capital expenditures, stock repurchases, repayment of existing indebtedness, dividend payments, and acquisitions. As of May 3, 2025, Analog Devices had approximately $7.3 billion of total indebtedness outstanding, including $6.7 b...
ADI 10-Q for 2025 filed 2025-05-22 | Key takeaways
ADI filed its 10-Q; the most relevant disclosure change is expanded subsequent events: On May 21, 2025, the Board declared a cash dividend of $0.99 per outstanding share of common stock, payable June 18, 2025 to shareholders of record June 4, 2025, totaling approximately $491.3 million. Customer concentration: Distributors represented 56% of revenue; Direct customers represented 43% of revenue.
ADI Q2 FY2025 Adjusted EPS $1.85, Beat Guidance by +$0.17
ADI beat prior Q2 FY2025 Adjusted EPS guidance by +$0.17. Revenue of $2.64 billion increased 22% year-over-year, with double-digit growth across all end markets. For Q3 FY2025, the company guided revenue of $2.75 billion (+/- $100 million), adjusted EPS of $1.92 (+/- $0.10), and adjusted operating margin of approximately 41.5% (+/- 100 bps).
Analog Devices Reports Fiscal Q1 2025 Financial Results
Analog Devices reported fiscal Q1 2025 revenue of $2.423 billion, down 4% year-over-year, with GAAP diluted EPS of $0.78 and adjusted EPS of $1.63. The company generated operating cash flow of $1.127 billion and free cash flow of $978 million for the quarter, with trailing twelve-month free cash flow of $3.184 billion (40% of revenue). For Q2 FY2025, ADI expects revenue of $2.50 billion (+/- $100 million), reported EPS of $0.97 (+/- $0.10), and adjusted EPS of $1.68 (+/- $0.10). The Board increased the quarterly...
Analog Devices Sets March 12, 2025 Annual Meeting; Board and Governance Matters
Analog Devices filed its definitive proxy statement for the 2025 Annual Meeting of Shareholders scheduled for March 12, 2025 at 125 Summer Street, Boston, MA. The proxy includes 11 director nominees for election, say-on-pay advisory vote, ratification of Ernst & Young as auditor for fiscal year 2025, and shareholder vote on amendments to Articles of Organization to adopt simple majority voting standard. The Board also reduced the ownership threshold for shareholders to call a special meeting from 80% to 25% of o...