| Period | ADI | SPY | Delta |
|---|---|---|---|
| 3M | +39.7% | +11.4% | +28.3% |
| 6M | +53.2% | +8.2% | +45.0% |
| 1Y | +90.0% | +22.9% | +67.2% |
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $11.02B+16.9% | $9.43B-23.4% | $12.31B+2.4% | $12.01B+64.2% | $7.32B |
| Cost of sales | $4.25B+5.0% | $4.05B-8.6% | $4.43B-1.2% | $4.48B+60.4% | $2.79B |
| Gross margin | $6.77B+25.9% | $5.38B-31.7% | $7.88B+4.6% | $7.53B+66.5% | $4.53B |
| Research and development | $1.77B+18.7% | $1.49B-10.4% | $1.66B-2.4% | $1.70B+31.2% | $1.30B |
| Selling, marketing, general and administrative | $1.26B+17.5% | $1.07B-16.1% | $1.27B+0.6% | $1.27B+38.3% | $915.4M |
| Amortization of intangibles | $749.7M-0.7% | $754.8M-21.3% | $959.6M-5.2% | $1.01B+88.6% | $536.8M |
| Special charges, net | $70.0M+87.8% | $37.3M-76.8% | $160.7M-41.5% | $274.5M+225.0% | $84.5M |
| Total operating expenses | $3.84B+14.7% | $3.35B-17.4% | $4.05B-4.7% | $4.25B+50.2% | $2.83B |
| Operating income | $2.93B+44.3% | $2.03B-46.8% | $3.82B+16.6% | $3.28B+93.8% | $1.69B |
| Interest expense | $317.7M-1.4% | $322.2M+21.8% | $264.6M+32.1% | $200.4M+8.4% | $184.8M |
| Interest income | -$105.3M-33.6% | -$78.8M-90.9% | -$41.3M-497.8% | -$6.9M-466.1% | -$1.2M |
| Other, net | $7.9M-34.1% | $12.0M+246.1% | -$8.2M+39.2% | -$13.6M+61.6% | -$35.3M |
| Total nonoperating expense (income) | $220.4M-13.7% | $255.5M+18.8% | $215.1M+19.5% | $180.0M-50.5% | $363.5M |
| Income before income taxes | $2.71B+52.6% | $1.78B-50.7% | $3.61B+16.4% | $3.10B+133.2% | $1.33B |
| Provision for income taxes | $444.8M+213.1% | $142.1M-51.6% | $293.4M-16.2% | $350.2M+667.5% | -$61.7M |
| Net income | $2.27B+38.7% | $1.64B-50.7% | $3.31B+20.6% | $2.75B+97.7% | $1.39B |
| Shares used to compute earnings per common share — basic (in shares) | $494381000.00-0.4% | $496166000.00-1.2% | $502232000.00-3.3% | $519226000.00+30.6% | $397462000.00 |
| Shares used to compute earnings per common share — diluted (in shares) | $496709000.00-0.4% | $498697000.00-1.4% | $505959000.00-3.3% | $523178000.00+30.4% | $401288000.00 |
| Basic earnings per common share (in dollars per share) | $4590.00+39.1% | $3300.00-50.0% | $6600.00+24.8% | $5290.00+51.1% | $3500.00 |
| Diluted earnings per common share (in dollars per share) | $4560.00+39.0% | $3280.00-49.9% | $6550.00+24.8% | $5250.00+51.7% | $3460.00 |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Analog Devices reported record fiscal Q2 2026 revenue of $3.62 billion with diluted EPS of $2.40, exceeding guidance, and raised Q3 outlook to $3.9 billion revenue
“ADI's second quarter revenue and earnings were above the high end of our outlook, reflecting the combination of record demand and sharp operational discipline.”
| Trade Date | Filed | Owner | Role | Type | Shares | Price | Value | Owned After | ||
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-10 | 2026-06-12 | STATA RAY | Director | Sale | 1,344 | $397.65 | $534K | 118.8K | View | |
| 2026-06-09 | 2026-06-11 | STATA RAY | Director | Sale | 1,040 | $400.77 | $417K | 120.3K | View | |
| 2026-06-02 | 2026-06-03 | Cotter Martin | SVP, Vertical Business Units | Sale | 17.6K | $418.00 | $7.35M | 56.3K | View | |
| 2026-05-26 | 2026-05-27 | ROCHE VINCENT | Director & Chair & CEO | Sale | 30.0K | $415.13 | $12.45M | 137.5K | View | |
| 2026-05-22 | 2026-05-27 | ROCHE VINCENT | Director & Chair & CEO | Sale | 30.0K | $396.82 | $11.90M | 137.5K | View |
Informational purposes only, not investment advice.