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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All end markets increased by double digits in fiscal 2025
80% confidenceWireless communications bottomed during the year with expectations for recovery
80% confidenceGross margin for fiscal 2025 was 69.3% and operating margin was 41.9%
80% confidenceCommunications expected to be up 10% above seasonal in Q1 2026
80% confidenceExpectation is that in FY26, industrial and communications will lead the charge
80% confidenceBroad-based growth expected in FY2026 led by industrial and communications, supported by cyclical and idiosyncratic tailwinds
80% confidenceAutomotive is expected to be down mid-single digits below seasonal in Q1 2026
80% confidenceLead times are -- most of our products have lead times sub-13 weeks... I don't think we've necessarily seen an improvement in visibility over the last 2 years
80% confidenceAnalog Devices achieved continued growth in revenue and earnings per share in Q4 2025, both finishing above the midpoint of outlook
80% confidenceMaxim revenue synergies clearly accelerated in FY25 and are in the hundreds of millions against the $1 billion target by 2027
80% confidenceAerospace and defense is expected to see double-digit growth in FY26 and the business has the capacity by the end of the decade to more than double
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% confidenceBroad-based growth expected in FY26 led by industrial and communications, supported by cyclical and idiosyncratic tailwinds
80% confidenceQ1 outlook reflects seventh straight quarter of above seasonal growth
80% confidenceThe individual end market margins versus average has not changed, not in any meaningful way
80% confidenceThere is continued risk in automotive around tariff and some of the macro environment
80% confidenceEarnings per share growth of more than 20% in fiscal 2025 was achieved
80% confidenceBroad-based growth in '26 led by industrial and communications, supported by cyclical and idiosyncratic tailwinds
80% confidenceQ1 gross margin expected to be flattish due to seasonal shutdowns offset by higher industrial mix
80% confidenceThere is risk in auto around tariff and some of the macro environment
80% confidenceQ1 outlook reflects seventh straight quarter of above seasonal growth
80% confidenceLead times are sub-13 weeks for most products and visibility has not necessarily improved over the last 2 years
80% confidenceADI generated record free cash flow of more than $4 billion in fiscal 2025
80% confidenceQ1 outlook is up slightly quarter-over-quarter, reflects seventh straight quarter of above seasonal growth
80% confidenceAerospace and defense expected to have double-digit growth in FY26 and business has the capacity by the end of the decade to more than double
80% confidenceNew Acoustics platform is enabling ADI to triple the value generated over legacy designs
80% confidenceData center business grew about 50% in FY2025 and ATE business grew at 40%
80% confidenceLead times for most products are sub-13 weeks and visibility has not improved over the last 2 years
80% confidenceData center in '25 grew about 50% and the ATE business grew at 40% last year
80% confidenceIndividual end market margins versus average have not changed in any meaningful way
80% confidence