Analog Devices, Inc. · ADI · Next earnings

Analog Devices, Inc. reports Tuesday, Nov 24, 2026

ADI reports before market open with consensus EPS at $3.84 and revenue at $4.30B. Last quarter: ADI Record Q2 FY26 on Industrial, Data-Center Strength; Empower Deal Adds AI Power TAM

Reports Before market open65 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.84 Calendar consensus
Consensus revenue $4.30B Calendar consensus
Report date Nov 24, 2026 Tuesday, date estimated
Session Before market open 65 days away

Where ADI left off: FY2026 Q2

Full report

ADI Record Q2 FY26 on Industrial, Data-Center Strength; Empower Deal Adds AI Power TAM

EPS surprise +6.9% Reported $3.09 vs $2.89
Revenue surprise +3.1% Reported $3.62B vs $3.51B
Stock move -3.9% Event window
Subsequent drift +9.1% Up to 20 sessions

maintained

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tensions and macro-economic uncertainty.
  • Supply-chain constraints, especially memory-chip choke points.
  • Potential inventory buildup in automotive tier-1 customers.
  • Consumer segment softness and inflationary pressure on end-users.
  • Reliance on external process-technology capacity.

Questions analysts left open

  • Supply-chain capacity and visibility of customer build plans.
  • Short-term pricing tactics versus long-term pricing power.
  • Q3 gross-margin outlook and the impact of mix, utilization and inventory true-up.
  • Timing and revenue contribution from the Empower acquisition.
  • Automotive inventory dynamics and regional performance variations.

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Recent ADI quarters

All ADI earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.