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Analog Devices (ADI) Reports Q3 Earnings: What Key Metrics Have to Say

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Analog Devices (ADI - Free Report) reported $4.02 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 39.6%. EPS of $3.45 for the same period compares to $2.05 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.92 billion, representing a surprise of +2.49%. The company delivered an EPS surprise of +3.6%, with the consensus EPS estimate being $3.33.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Analog Devices performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue by end market- Consumer: $397.23 million versus the five-analyst average estimate of $386.06 million. The reported number represents a year-over-year change of +6.7%.
  • Revenue by end market- Communications: $654.52 million compared to the $637.28 million average estimate based on five analysts. The reported number represents a change of +75.7% year over year.
  • Revenue by end market- Automotive: $998.23 million compared to the $940.89 million average estimate based on five analysts. The reported number represents a change of +17.4% year over year.
  • Revenue by end market- Industrial: $1.97 billion versus the five-analyst average estimate of $1.95 billion. The reported number represents a year-over-year change of +53.5%.

View all Key Company Metrics for Analog Devices here>>>

Shares of Analog Devices have returned -1.6% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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