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Analog Devices earnings report card
Every report on file against what analysts and the company itself expected, and what the stock did
Beat rate4 of 4 reports beat the EPS estimate
Analog Devices (ADI) beat the analysts' EPS estimate in 4 of its last 4 reports (100%), by +4.3% on average. On report days the stock moved 7.3% in either direction on median (largest 7.7%), rising 50% of the time; after a beat it rose 50% of the time. Next report: Nov 24, 2026, analysts expect EPS $3.88; options imply a move of about ±2.0%.
Report by report
| Quarter | Reported | EPS est. | EPS reported | Surprise | GAAP EPS | Revenue reported | Stock, the day | vs market |
|---|---|---|---|---|---|---|---|---|
| Q3 FY26 | Aug 19, 2026 | $3.34 | $3.45 | +3.3% | $2.74 | $4.0B | -1.7% | -1.1% |
| Q2 FY26 | May 20, 2026 | $2.91 | $3.09 | +6.2% | $2.40 | $3.6B | -7.3% | -8.5% |
| Q1 FY26 | Feb 18, 2026 | $2.31 | $2.46 | +6.6% | $1.69 | $3.2B | +2.3% | +2.1% |
| Q4 FY25 | Nov 25, 2025 | $2.23 | $2.26 | +1.1% | — | $3.1B | +7.7% | +6.1% |
Estimates and reported EPS are the Street's adjusted figures; GAAP EPS is from the filing (SEC XBRL). Revenue reported is from the company's filing. The stock's move is close to close around the report date (the close before it to the close of the session after), against SPY for the market column.
Charts
The earnings-day move
Over 4 reports the stock moved 7.3% on median on the day (close to close), the largest move 7.7%.
For the next report the options price in about ±2.0% — less than the stock's median move (3.7× the implied); a range that size would have covered 25% of the past moves.
Read it as: the stock has often moved more than the options priced in.
After a beat the stock rose 50% of the time (4 beats).
How credible is its guidance?
GAAP operating margin: of 7 guided periods, 1 came in beyond the top end of the range, 6 within and 0 short of it; 7 of 7 on the better side of the midpoint, on average +1.0% against the midpoint (+ is better). Guidance has been conservative: results land in the better half. On that record the odds the next lands on the better side of the midpoint are about 89%.
Position in the range: 0 is the worse end, 1 the better end (for costs and tax rates, lower). Odds are the record plus one each way (Laplace), not a forecast.
The next report: what to expect → Analog Devices: every quarter →
Read automatically from SEC filings, earnings releases and public estimates; errors are possible. Not investment advice.