Analog Devices forecasts $3.1B Q1 revenue as industrial and communications lead FY26 growth
View original at seekingalpha.comAnalog Devices forecasts $3.1B Q1 revenue as industrial and communications lead FY26 growth Earnings Call Insights: Analog Devices (ADI) Q4 2025 MANAGEMENT VIEW * CEO Vincent Roche reported "continued growth in revenue and earnings per share, both of which finished above the midpoint of our outlook," noting that all en…
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Further growth in FY26 is expected due to expanding design pipeline industry transitions to HBM4 and expected double-digit growth in hyperscaler CapEx
80% confidenceAutomotive expected to be down mid-single digits below seasonal in Q1 2026
80% confidenceADI is realizing stronger value capture with increasing average selling prices, particularly in new products where ASPs significantly exceed legacy offerings
80% confidenceRevenue for fiscal 2025 came in at just over $11 billion, up 17% from fiscal 2024, with double-digit growth across all end markets
80% confidenceIndustrial and communications will lead growth in FY2026
80% confidenceQ1 2026 industrial expected up mid-single digits above seasonal, automotive down mid-single digits below seasonal, communications up 10% above seasonal, and consumer seasonally down low double digits
80% confidenceQ1 outlook reflects seventh straight quarter of above seasonal growth
80% confidenceQ1 2026 adjusted EPS expected to be $2.29 plus or minus $0.10
80% confidenceIndustrial segment will see further growth in FY26 due to expanding design pipeline, industry transitions to HBM4, and expected double-digit growth in hyperscaler CapEx
80% confidenceSome automotive upside may have been tariff and policy related, remaining cautious due to uncertainty
80% confidenceConsumer expected to be seasonally down low double digits
80% confidenceADI's new Acoustics platform enables the company to triple the value generated over legacy designs
80% confidenceIndividual end market margins versus average has not changed in any meaningful way
80% confidenceAuto has been our strongest market. Near term, the market has been more resilient than we and many have predicted
80% confidenceFiscal 2025 earnings per share of $7.79 increased 22% versus fiscal 2024
80% confidenceQ1 2026 revenue guidance is $3.1 billion, plus or minus $100 million, with operating margin at midpoint of 43.5%, tax rate of 12% to 14%, and adjusted EPS of $2.29, plus or minus $0.10
80% confidenceQ1 2026 operating margin is expected to be 43.5% at the midpoint
80% confidenceADI achieved continued growth in revenue and earnings per share in Q4 FY2025, both finishing above the midpoint of outlook
80% confidenceAutomotive expected to be down mid-single digits below seasonal
80% confidenceQ1 outlook is up slightly quarter-over-quarter, reflecting seventh straight quarter of above seasonal growth
80% confidenceQ1 gross margin expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceRevenue for fiscal year 2025 came in at just over $11 billion, up 17% from fiscal 2024, with double-digit growth across all end markets
80% confidenceFY26 growth expected due to expanding design pipeline, industry transitions to HBM4, and expected double-digit growth in hyperscaler CapEx
80% confidenceIndustrial is expected to be up mid-single digits above seasonal in Q1 2026
80% confidenceAll end markets increased by double digits in fiscal 2025
80% confidenceADI did not get to 70% gross margin as planned as the mix component wasn't as strong as expected, citing auto mix
80% confidencePower management for ADI is still an opportunity with a much bigger growth story
80% confidenceIndustrial expected to be up mid-single digits above seasonal in Q1 2026
80% confidenceExpectation is that in '26, industrial and communications will lead the charge
80% confidenceADI achieved earnings per share growth of more than 20% in fiscal 2025
80% confidence