Citable filing context
ADI's research view summarizes recent SEC filing context, starting with debt_offering from Sep 17, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 17, 2026 | debt_offering | Analog Devices issued $3.0 billion in senior notes across four tranches maturing between 2029 and 2036. |
| Sep 9, 2026 | acquisition | Analog Devices agreed to acquire Alif Semiconductor for $1.35 billion in cash, plus up to $200 million contingent. |
| Aug 19, 2026 | earnings | Analog Devices reported fiscal third quarter 2026 revenue of $4.02 billion and adjusted EPS of $3.45. |
| Aug 19, 2026 | Guidance: adjusted_eps | 3.71 to 4.01 |
| Aug 19, 2026 | Guidance: adjusted_operating_margin | 51.00 to 53.00 |
| Aug 19, 2026 | Guidance: eps | 2.99 to 3.29 |
| Aug 19, 2026 | mda_quarterly | Revenue for the third quarter of fiscal 2026 surged 40% year-over-year to $4.02 billion, driving nine-month revenue to $10.81 billion, up 36%. Growth was led by the Industrial segment, which reached $1.97 billion (49% of revenue, up 53%), driven by strong demand in test equipment and aerospace and defense. Communications revenue climbed 84% to $654.5 million, fueled by artificial intelligence infrastructure investments in data centers. Automotive and Consumer revenues rose 16% and 6%, respectively. Gross margin expanded 520 basis points to 67.3%, supported by higher manufacturing capacity utilization and favorable product mix. Strong operational leverage and a reduced effective tax rate of 13.3% lifted net income 158% to $1.34 billion, generating $2.74 in diluted EPS. Corporate transactions included the acquisition of Empower Semiconductor, Inc. and a $24.4 million gain from selling a subsidiary in Penang, Malaysia. ADI ended the quarter with $2.3 billion in cash and short-term investments against $9.22 billion in total debt, which includes $1.0 billion in commercial paper. Nine-month operating cash flow reached $3.84 billion. The company preserved ample liquidity across $6.0 billion in unsecured revolving credit facilities, declared a $1.10 per share dividend, and retained $7.4 billion in remaining share repurchase authorization. |
| May 20, 2026 | mda_quarterly | Analog Devices executed significant share repurchases during the second fiscal quarter of 2026, from February 1 to May 2, 2026. The company bought back a total of 2,319,488 shares at an average price of $332.09 per share. This total includes 1,938,140 shares acquired under a publicly announced stock repurchase program, which has been in effect since August 2004. Additionally, 381,348 shares were withheld from employees to satisfy tax obligations related to restricted stock unit vesting. Following these transactions, approximately $8.50 billion remains available for further repurchases under the existing authorization, indicating a substantial ongoing capacity for capital return to shareholders. |
Source: SEC EDGAR filing text and events; period Sep 17, 2026; filed Sep 17, 2026.
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