Education
About Us
Working with TipRanks
Follow Us
Analog Devices (ADI)
NASDAQ:ADI
Earnings Data
Report Date
Aug 20, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.93Last Year’s EPS
1.58Same Quarter Last Year
Moderate Buy
Based on 24 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 22, 2025
|% Change Since: -1.43%
|Next Earnings Date:Aug 20, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong revenue growth across all segments, driven by demand recovery in industrial and automotive markets. However, concerns about tariff uncertainty and its impact on order patterns, particularly in the automotive segment, were noted. Operating margin improvement was moderate due to increased compensation expenses. Overall, the positive aspects of revenue growth and market recovery were slightly tempered by the challenges posed by tariffs and inventory management.Company Guidance
During the Analog Devices Second Quarter Fiscal Year 2025 Earnings Conference Call, the company provided several key metrics and forward-looking guidance. Revenue for the second quarter was $2.64 billion, surpassing expectations with a 22% year-over-year increase. Gross margin stood at 69.4%, and operating margin was 41.2%. The company reported an EPS of $1.85, reflecting a 32% year-over-year growth. Looking ahead, for the third quarter, Analog Devices is forecasting revenue of $2.75 billion, plus or minus $100 million, and an expected operating margin of 41.5%. The adjusted EPS is anticipated to be $1.92, plus or minus $0.10. The company noted a strong performance across all end markets, with notable growth in industrial and automotive sectors, while emphasizing a continued cyclical upturn and resilience in its business model.Strong Revenue Growth
Second quarter revenue of $2.64 billion, up 9% sequentially and 22% year-over-year, exceeding expectations.
Industrial Market Recovery
Industrial represented 44% of revenue, with 8% sequential growth and 17% year-over-year growth, showing recovery across all subsectors and regions.
Automotive Segment Performance
Automotive represented 32% of quarterly revenue, with a record result of 16% sequential growth and 24% year-over-year growth, driven by strong demand in China.
Communications and Consumer Growth
Communications and consumer segments showed strong growth, with 32% and 30% year-over-year increases respectively.
Gross Margin Improvement
Gross margin was 69.4%, up 60 basis points sequentially, driven by higher utilization.
Positive Outlook and Book-to-Bill Ratios
Positive book-to-bill ratios across all sectors and geographies, indicating strong demand and recovery.
ADI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ADI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 22, 2025 | $221.21 | $210.97 | -4.63% |
Feb 19, 2025 | $218.27 | $239.52 | +9.74% |
Nov 26, 2024 | $220.67 | $216.20 | -2.03% |
Aug 21, 2024 | $219.72 | $223.66 | +1.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Analog Devices (ADI) report earnings?
Analog Devices (ADI) is schdueled to report earning on Aug 20, 2025, TBA Not Confirmed.
What is Analog Devices (ADI) earnings time?
Analog Devices (ADI) earnings time is at Aug 20, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ADI EPS forecast?
ADI EPS forecast for the fiscal quarter 2025 (Q3) is 1.93.
