ANALOG DEVICES INC — Form 8-K
Filed August 19, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 32/100
What the filing says
Analog Devices reported Q3 FY2026 revenue of $4.022 billion (40% YoY growth from $2.880B), with operating margin of 40.1% (GAAP) and 50.0% (adjusted). The company generated $1.604B operating cash flow and $1.458B free cash flow in the quarter; on a trailing twelve-month basis, $5.545B and $4.937B respectively (40% and 36% of revenue). ADI returned $1.692B to shareholders in Q3 via $535M dividends and $1.157B share repurchases. Q4 FY2026 guidance: revenue $4.3B ±$100M; reported operating margin ~42.6% ±150 bps; reported EPS $3.14 ±$0.15. The company also paid Empower Semiconductor acquisition costs of $1.536B year-to-date and declared a quarterly dividend of $1.10/share payable September 15, 2026.
Why this rating
Strong operational beat and guidance raise are positive, but company scale ($81.1B market cap, ~$13.9B trailing revenue) makes quarterly results routine. No M&A completion, leadership change, or restatement. Solid execution, not transformational.
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