Analog Devices reports strong Q4 earnings driven by industrial and communications growth

Analog Devices Inc (NASDAQ:ADI) posted 4th fourth results for fiscal twelvemonth 2025 that exceeded Wall Street expectations, with shares rising astir 3% successful after-hours trading.

For the 4th ended January 31, 2026, the institution reported gross of $3.16 billion, up 30% from the anterior twelvemonth and somewhat supra analysts’ statement of $3.11 billion.

Adjusted net per stock came successful astatine $2.46, beating the expected $2.31.

Analog Devices attributed the beardown quarterly show to maturation crossed its Industrial and Communications extremity markets.

The institution besides reported robust currency generation, with trailing 12-month operating currency travel of $5.1 billion, representing 43% of revenue, and escaped currency travel of $4.6 billion, oregon 39% of revenue.

During the quarter, the institution returned $1 billion to shareholders done dividends and stock repurchases and raised its quarterly dividend by 11% to $1.10, marking 22 consecutive years of increases.

"ADI's robust archetypal 4th built upon the beardown presumption and momentum with which we entered the year," Analog Devices CEO Vincent Roche said successful a statement.

"Our occurrence continues to beryllium the effect of relentless innovation to lick our customers toughest problems and present enduring concern impact.  Our investments successful R&D and the lawsuit acquisition from plan to transportation proceed to presumption america to make outstanding worth for shareholders and customers alike."

Looking ahead, the institution provided guidance for the archetypal 4th of fiscal 2026, forecasting gross of $3.5 cardinal astatine the midpoint, supra analysts’ estimation of $3.24 billion.

Adjusted EPS guidance was $2.88 astatine the midpoint, besides exceeding expectations of $2.46.