10-Q quarterly report · filed Feb 18, 2026

Analog Devices (ADI) Q1 2026 10-Q Quarterly Report

Short answer

Analog Devices (ADI) filed its Q1 2026 10-Q quarterly report on Feb 18, 2026 for the quarter ended Jan 31, 2026. Quarterly revenue was $3.2B (up 30.4% year over year) with net income of $831M.

Q1 2026 key financials · XBRL

Revenue
$3.2B
+30.4% YoY
Net income
$831M
+112.3% YoY
Operating margin
31.5%
Gross margin
64.7%
EPS (diluted)
$1.69
+116.7% YoY

Source: XBRL data from the Analog Devices (ADI) Q1 2026 10-Q on SEC EDGAR. USD.

Analog Devices Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $3.16B, up 30% YoY from $2.42B; driven by Communications, Industrial, and Consumer markets
  • Gross margin 64.7% vs 59.0% YoY, a 570 basis point increase due to higher factory utilization and favorable product mix
  • Best performing segment Communications with revenue $477M vs $292M YoY; worst Consumer with $400M vs $315M YoY but lower growth
  • Cash $4.0B with operating cash flow $1.37B up from $1.13B, capital expenditures reduced to $109M from $194M YoY
  • Management expects continued R&D investment, emphasizes dividend payments, and notes no material impact from repatriation taxes or restrictions

Risk Factors

  • No material changes to risk factors since 2025 10-K filing

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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