ADI · News · 20260923N

Revenue Performance and Mix

ANALOG DEVICES INC · 2026-09-23 · Importance 69 · Surprise 64 · No source text

Data center revenue doubled year over year to an annualized rate of approximately $2 billion as of September 2026. Aerospace and defense also delivered strong performance, while the broader industrial market had not fully recovered. The company continued to see inventory rebuilding across its markets, supporting a broader recovery outlook.

Key facts

• Data center revenue doubled year-over-year to an annualized rate of about $2 billion. source
• QRG Capital Management Inc. increased its stake in Analog Devices by 12.3% in the second quarter to 108,465 shares valued at $43.079 million. source
• Analog Devices reported $4.02 billion in revenue and $3.45 EPS for the quarter. source
• Envestnet Portfolio Solutions Inc. increased its stake in Analog Devices by 5.7% in the second quarter, purchasing 3,096 shares to bring its total holdings to 57,006 shares valued at $22.6 million. source
• CFO Richard C. Puccio Jr. sold 1,500 shares of common stock at $382.19 per share on September 22, 2026 under a Rule 10b5-1 plan adopted in May 2026. source
• The sale of 1,500 shares by the CFO was valued at approximately $573,000. source
• Insiders have recently sold shares totaling $15.6 million (as reported Sep 23, 2026). source
• Analog Devices pays a quarterly dividend of $1.10 per share. source

Impact estimates