Analog Devices, Inc.
ADI
Jodie read · what matters now
Revenue increased 37.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ADI, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-20 against the comparable filing from 2025-05-22.
What improved
- Revenue increased 37.2% versus the comparable filing period.
- Operating margin improved 12.4 percentage points.
- Net income increased 106.5% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross Margin Three Months Ended Six Months Ended May 2, 2026 May 3, 2025 $ Change % Change May 2, 2026 May 3, 2025 $ Change % Change Gross margin $ 2,439,798 $ 1,611,610 $ 828,188 51 % $ 4,484,773 $ 3,041,913 $ 1,442,860 47 % Gross margin % 67.3 % 61.0 % 66.1 % 60.1 % Gross margin percentage increased by 630 and 600 basis points in the three- and six-month periods ended May 2, 2026 as compared to the same periods of the prior fiscal year, primarily due to higher utilization of our manufacturing fixed costs as a result of increased customer demand and favorable mix of products sold into our end markets.”
“Current liabilities increased to $4.5 billion at May 2, 2026 as compared to $3.2 billion at the end of fiscal 2025 primarily due to the reclassification of $0.9 billion of debt due in December 2026 to current liabilities as well as an increase in accrued liabilities, partially offset by a decrease in income taxes payable.”
“Special Charges, Net Three Months Ended Six Months Ended May 2, 2026 May 3, 2025 $ Change % Change May 2, 2026 May 3, 2025 $ Change % Change Special charges, net $ — $ 1,745 $ (1,745) (100) % $ 47,982 $ 65,632 $ (17,650) (27) % Special charges, net decreased in the three- and six-month periods ended May 2, 2026, as compared to the same periods of the prior fiscal year, primarily due to decreased charges related to our Global Repositioning Actions.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ADI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 13 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ADI is currently a Participant in the organic co-movement group Semiconductor Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.