ADI · News · 20260902N
Revenue Performance and Mix
ANALOG DEVICES INC · 2026-09-02 · Importance 57 · Surprise 38 · No source text
Analog Devices reported second-quarter 2026 revenue of $4.02 billion, up 39.2% year over year. The company exceeded analysts’ revenue expectations for the quarter. Adjusted EPS was $3.45, also above expectations, indicating strong quarterly profitability alongside the revenue increase.
Key facts
- Analog Devices reported revenue that was a 39.2% year-over-year increase. source
- Nan Shan Life Insurance Co. Ltd. increased its stake in Analog Devices by 804.4% in Q2 2026, purchasing 55,409 additional shares to hold a total of 62,297 shares valued at $24.7 million. source
- Analog Devices reported revenue of $4.02 billion for the quarter. source
- Analog Devices reported adjusted EPS of $3.45 for the quarter. source
- Ironvine Capital Partners LLC sold 35,123 shares of Analog Devices in the second quarter and retained 141,087 shares valued at approximately $56 million. source
- Analysts maintain a consensus "Buy" rating for Analog Devices with a target price of $454.63. source
- Institutional investors collectively own 86.81% of Analog Devices. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +28.2% | Analog Devices reported revenue that was a 39.2% year-over-year increase. |