ADI · 10-Q · 2026Q3 · Full report

End-Market Demand Trends

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

Revenue increased 40% year over year in the three months ended August 1, 2026 and 36% in the nine-month period, reflecting broad-based demand across Analog Devices’ end markets. Industrial revenue reached $1.97 billion in the quarter and $5.27 billion year to date, with all sub-markets growing; test equipment and aerospace and defense had the highest growth. Communications revenue increased to $654.5 million in the quarter and $1.66 billion year to date, led by data-center demand associated with artificial-intelligence infrastructure investments. Automotive and consumer markets also grew, with quarterly revenue of $998.2 million and $397.2 million, respectively.