ADI · News · 20260930N
Guidance / Outlook
ANALOG DEVICES INC · 2026-09-30 · Importance 75 · Surprise 60 · No source text
Management projects fourth-quarter 2026 revenue of $4.30 billion and an adjusted operating margin of 52.00%. The reported revenue outlook represents continued growth following fiscal third-quarter revenue of $4.02 billion. The digest attributes recent growth to industrial and communications demand, but does not provide additional timeframe or sensitivity details.
Key facts
- Management projects Q4 2026 revenue guidance of USD 4.30 billion and an adjusted operating margin of 52.00 percent. source
- Analog Devices stated the new US$3.0 billion unsecured senior notes will support AI projects, acquisitions, and partnerships. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +3.5% | Management projects Q4 2026 revenue guidance of USD 4.30 billion and an adjusted operating margin of 52.00 percent. |
| margin | unclear | probable | — | Management projects Q4 2026 revenue guidance of USD 4.30 billion and an adjusted operating margin of 52.00 percent. |
| assets | positive | contingent | — | Analog Devices stated the new US$3.0 billion unsecured senior notes will support AI projects, acquisitions, and partnerships. |