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Analog Devices Q3 FY2026 · Story

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ADIQ3 FY20261/5

Estimate vs Actual

Earnings per Share

$3.45

+ 2.0% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

ADIQ3 FY20262/5

Guidance

Revenue

Company Guidance
4.2 – 4.4 billion
Market Estimate
4.08 billion

Midpoint 5.4% Above Estimate ▲

Adjusted EPS

Company Guidance
3.71 – 4.01 $

Strong Increase · 70.8% YoY ▲

Adjusted Operating Margin

Company Guidance
51% – 53%

2.0 pt Expansion ▲

ADIQ3 FY20264/5

In 30 Seconds

Revenue rose 40% year over year to a record $4.02 billion; adjusted EPS came in at $3.45.

  • Communications grew 84% on AI data-center demand, and all four end markets grew at the same time.
  • The stock slipped 0.9% close to close as investors felt the good news was already priced in.

First point of the analysis's “In 30 Seconds”.

Full Analysis
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