ADI · News · 20260923N
Guidance / Outlook
ANALOG DEVICES INC · 2026-09-23 · Importance 93 · Surprise 82 · No source text
CFO Rich Puccio said Analog Devices expects double-digit growth into fiscal 2027, supported by broad-based industrial recovery and continued demand from data centers, aerospace and defense, and automated test equipment. Data-center revenue reportedly doubled year over year to an annualized rate of approximately $2 billion, while industrial markets had not yet fully recovered. Management also reaffirmed its long-term free-cash-flow margin targets despite inventory rebuilding.
Key facts
- Analog Devices expects demand strength across its portfolio to support double-digit growth into fiscal 2027. source
- Analog Devices expects double-digit growth into fiscal 2027 (reaffirmed expectation reported Sep 23, 2026). source
- Analog Devices reaffirmed long-term free cash flow margin targets. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Analog Devices expects demand strength across its portfolio to support double-digit growth into fiscal 2027. |