ADI · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

ANALOG DEVICES INC · 2026-08-19 · Importance 69 · Surprise 64 · In source text

Nine-month revenue increased 36% year over year to $10.806 billion from $7.944 billion, while third-quarter revenue increased 40% to $4.022 billion from $2.880 billion. Nine-month Industrial revenue rose to $5.270 billion from $3.513 billion, Automotive revenue rose to $2.685 billion from $2.455 billion, Communications revenue rose to $1.660 billion from $965.0 million, and Consumer revenue rose to $1.191 billion from $1.011 billion. Industrial growth was broad-based, with test equipment and aerospace and defense posting the highest growth, while Communications growth was led by data-center demand tied to artificial-intelligence infrastructure investments. Nine-month distributor revenue increased to $6.141 billion from $4.448 billion, direct-customer revenue increased to $4.486 billion from $3.387 billion, and other-channel revenue increased to $179.1 million from $109.1 million.

Key facts

• Three months ended August 1, 2026 revenue: $4,021,899 source
• Nine months ended August 1, 2026 revenue: $10,805,627 source
• Industrial revenue for three months ended August 1, 2026: $1,971,926 source
• Automotive revenue for three months ended August 1, 2026: $998,227 source
• Communications revenue for three months ended August 1, 2026: $654,515 source
• Nine months ended August 1, 2026 net income: $3,347,266 source
• Consumer revenue for three months ended August 1, 2026: $397,231 source
• Revenue increased 40% in the three-month period ended August 1, 2026 compared to prior year source

Impact estimates