“Analog Devices Inc is a hardware & semis company (semiconductors & related devices) headquartered in MA, reporting $11.0B of revenue in its fiscal year ended 2025-11-01.”
🐂 Bull
- Exposure to AI and data-center build-outs
- 40% GAAP operating margin last quarter
- Revenue grew +40% YoY last quarter (incl. acquisition) ($2.9B → $4.0B)
🐻 Bear
- Chip cycles swing revenue sharply
- Net debt $4.4B ($6.8B debt vs $2.3B cash + ST inv)
What changed
Quarter revenue $4.0B, +40% YoY; operating income $1.6B vs $818M a year ago (+97%).
ADI · Analog Devices Inc
Hardware & Semis · ★ Legendary · Power 94/100 · CIK 0000006281
What it does
Analog Devices Inc is a hardware & semis company (semiconductors & related devices) headquartered in MA, reporting $11.0B of revenue in its fiscal year ended 2025-11-01. Last quarter revenue moved +40% year over year with a 40% operating margin.
Auto-written from filing data.
What changed
10-Q for the period ending 2026-08-01, filed 2026-08-19 0000006281-26-000073
Quarter revenue $4.0B, +40% YoY; operating income $1.6B vs $818M a year ago (+97%).
- Revenue (qtr to 2026-08-01): $4.0B (+40% YoY) 0000006281-26-000073
- Operating income (qtr to 2026-08-01): $1.6B (+97% YoY) 0000006281-26-000073
- Operating cash flow (FY to 2025-11-01): $4.8B (+25% YoY) 0000006281-25-000153
🐂 Bull case
- Exposure to AI and data-center build-outs
- 40% GAAP operating margin last quarter 0000006281-26-000073
- Revenue grew +40% YoY last quarter (incl. acquisition) ($2.9B → $4.0B) 0000006281-26-000073
🐻 Bear case
- Chip cycles swing revenue sharply
- Net debt $4.4B ($6.8B debt vs $2.3B cash + ST inv) 0000006281-26-000073
🚩 Red flags
- 🧩 Acquisition: YoY includes an acquisition ($1.5B tagged as PaymentsToAcquireBusinessesNetOfCashAcquired) 0000006281-26-000073
Data notes: YoY growth includes a material acquisition ($1.5B consideration, period ending 2026-08-01, 0000006281-26-000073); not organic.
10-year history PRO
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How the power level is computed
Power (0–100) = Growth 25 × clip(quarter revenue YoY ÷ 30%) + Profit 25 × clip(quarter GAAP operating margin ÷ 30%) + Cash 20 × clip(FY free cash flow ÷ FY revenue ÷ 25%) + Fortress 15 (full if cash + short-term investments ≥ debt, else 15 × clip(1 − net debt ÷ FY revenue); half if debt isn't tagged) + Dilution 15 (full if diluted shares flat/down YoY, 0 at +5%). Missing inputs get half credit. Banks and insurers get a Financials frame: their score isn't comparable.
Not investment advice. Ticker Card summarizes public SEC EDGAR filings, which can be restated or late. No stock prices. Every number cites the filing's accession number. Source: SEC EDGAR.