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ADI Q3 FY2026 Revenue $4.02 billion, Beat Guidance by +$120.0M
ADI beat prior Q3 FY2026 Revenue guidance by +$120.0M. Reported diluted EPS of $2.74 beat the prior $2.60 midpoint and reported operating margin of 40.1% exceeded the prior 39.0% midpoint. For Q4 FY2026, ADI guided revenue of $4.3 billion (+/- $100M), reported operating margin of 42.6% (+/-150 bps), adjusted operating margin of 52.0% (+/-100 bps), reported EPS of $3.14 (+/- $0.15), and adjusted EPS of $3.86 (+/- $0.15). The company declared a $1.10 quarterly dividend payable September 15, 2026.
ADI 10-Q filed 2026-08-19 | Key takeaways
ADI filed its 10-Q; the most relevant disclosure change is added Acquisitions: Note 11 discloses completion of the Empower Semiconductor acquisition on July 7, 2026 for approximately $1.5 billion, with preliminary purchase price allocation of $1.0 billion to goodwill, $0.6 billion to intangible assets (primarily technology-based), and $0.
Microchip Technology reports Q1 FY2027 net sales of $1.485B, beating guidance; guides Q2 FY2027 net sales to $1.589B-$1.618B
Microchip Technology reported Q1 FY2027 (three months ended June 30, 2026) net sales of $1,484.7 million, beating the May 7, 2026 guidance midpoint of $1,456 million by $28.7 million (approximately 1.97%); net sales rose 38.0% year-over-year and 13.2% sequentially. GAAP diluted EPS of $0.37 and non-GAAP diluted EPS of $0.76 both beat the guided ranges of $0.28-$0.29 (GAAP) and $0.67-$0.71 (non-GAAP). For Q2 FY2027 (quarter ending September 30, 2026), Microchip guided net sales of $1.589 to $1.618 billion, GAAP d...
MCHP 10-Q filed 2026-08-06 | Key takeaways
MCHP filed its 10-Q; the most relevant disclosure change is added Convertible Debt: 2026 Senior Convertible Debt of $900.0 million principal with 0.000% coupon and 0.5% effective interest rate, maturing February 15, 2030, added to the debt schedule; total Convertible Debt principal is $2,187.9 million. The 2026 Senior Convertible Debt is rede. Customer concentration: Arrow Electronics represented 12% of net_sales; Distributors (as a class) represented 52% of net_sales.
MPWR 10-Q filed 2026-08-05 | Key takeaways
MPWR filed its 10-Q; the most relevant disclosure change is expanded Material weakness in internal control over financial reporting: CEO and Interim CFO concluded that disclosure controls and procedures were not effective as of June 30, 2026 due to an unremediated material weakness in deferred income tax accounting; management expects remediation by year-end fiscal 2026. Customer concentration: Distributor A represented 28% of revenue; Distributor A represented 27% of revenue.
ON Q2 2026 Revenue $1,603.5 million, Beat Guidance by +$18.5M
ON beat prior Q2 2026 Revenue guidance by +$18.5M. Revenue grew 9% year-over-year while non-GAAP diluted EPS grew approximately 40% year-over-year. The company provided Q3 2026 guidance with revenue of $1,650-$1,750 million and non-GAAP diluted EPS of $0.81-$0.93.
ON 10-Q filed 2026-08-03 | Key takeaways
ON filed its 10-Q; the most relevant disclosure change is added Definitive Agreement to Acquire Synaptics Incorporated (Note 1): On June 25, 2026, ON Semi entered into a Merger Agreement with Sonic Acquisition Corp. and Synaptics Incorporated pursuant to which Synaptics will become a wholly owned subsidiary; each Synaptics share converts into 1.350 ON Semi shares (pro forma ~12% Synapti. Customer concentration: One distributor (anonymized) represented 14% of revenue; One distributor (anonymized) represented 13%...
ETN 10-Q filed 2026-07-31 | Key takeaways
ETN filed its 10-Q; the most relevant disclosure change is expanded Planned Separation of Mobility Business: On June 10, 2026, Eaton entered into definitive agreements with Dana Incorporated for a Reverse Morris Trust transaction in which Eaton will separate the Mobility business and combine it with Dana. Eaton shareholders are expected to own at least 50.1% of the c.
MPWR Q2 2026 Revenue $980.6 million, Beat Guidance by +$80.6M
MPWR beat prior Q2 2026 Revenue guidance by +$80.6M. GAAP diluted EPS was $5.22 and non-GAAP diluted EPS was $6.50, with GAAP gross margin of 55.2% and non-GAAP gross margin of 55.6%. Operating cash flow was $227.9M and the Board authorized an additional $500M for stock repurchases. For Q3 2026, MPS guided revenue of $1,140M-$1,160M, non-GAAP gross margin of 55.4%-56.0%, and non-GAAP operating expenses of $201.2M-$205.2M.
NXPI Q2 2026 Call: Physical AI Funnel Hits $1.5B; Reaffirming 2027 Targets Amid Content-Led Auto Growth
NXP Semiconductors (NXPI) management used its Q2 2026 earnings call to pivot the narrative toward 'Physical AI' and data center expansion, providing a significant update on its AI-enabled processor pipeline. While the company beat its Q2 revenue guidance by +$46.0M, the incremental call color focused on a $1.5B funnel for edge AI applications and a projected doubling of AI-enabled processor revenue in the Industrial & IoT segment for 2026. Management explicitly noted that the current Automotive strength is drive...
Analog Devices Discloses June 23, 2026 Cybersecurity Incident Involving Unauthorized Access and Data Exfiltration
Analog Devices filed an 8-K under Item 8.01 disclosing that on June 23, 2026, the Company identified unauthorized access to certain Company systems, activated its incident response protocols, engaged external cybersecurity experts, and notified law enforcement. The Company stated certain files were exfiltrated from affected systems but, to its knowledge, the data has not been publicly released or used for fraudulent purposes, and the Company's operations were not interrupted. Based on information currently known...
NXPI 10-Q filed 2026-07-28 | Key takeaways
NXPI filed its 10-Q; the most relevant disclosure change is expanded Revenue by end market and geography: Q2 2026 revenue grew across all four end markets versus Q2 2025: Automotive up 12.1% to $1,938 million, Industrial & IoT up 38.3% to $755 million, Communication Infrastructure & Other up 41.3% to $452 million, and Mobile up 6.0% to $351 million; all four geogr.
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