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ADIAnalog Devices, Inc.

Earnings Release

Analog Devices, Inc.'s latest earnings press release, filed Aug 19, 2026, scored line by line for tone, guidance and what changed since the prior release.

New outlook issued17 lines scoredFiled Aug 19, 2026SEC 8-K · Exhibit 99
Release Tone
64
UPBEAT
GuidanceNew outlook issuedWhat this release does to the company's outlook
Tone change▼ 1.2pointsvs the prior release (May 20, 2026)
Hedging language1.04per 100 words▲ 0.32 vs prior
New this quarter7of 17 linesWording that was not in the prior release

The lines that matter most

Ranked by how material, how strongly worded and how new each sentence is.

  1. 1

    Revenue of $4.02 billion, with year-over-year growth led by Data Center and Industrial

  2. 2

    “ADI delivered a strong third quarter, exceeding the midpoint of our revenue, margin, and earnings outlook as we capitalized on broad-based demand,” said Vincent Roche, CEO and Chair.

    New this quarter
  3. 3

    “Demand continued to strengthen across our product portfolio and regions throughout the third quarter, which is reflected in our record fourth quarter outlook” said Richard Puccio, CFO.

    Guidance raisedNew this quarter
  4. 4

    Returned $1.7 billion to shareholders via dividends and share repurchases in the third quarter

  5. 5

    The dividend will be paid on September 15, 2026 to all shareholders of record at the close of business on September 1, 2026.

  6. 6

    For the fourth quarter of fiscal 2026, we are forecasting revenue of $4.3 billion, +/- $100 million.

  7. 7

    We are planning for reported EPS to be $3.14, +/-$0.15, and adjusted EPS to be $3.86, +/-$0.15.

  8. 8

    The ADI Board of Directors has declared a quarterly cash dividend of $1.10 per outstanding share of common stock.

Release by release

Tone and guidance for the last 2 earnings releases.

  1. Aug 19, 2026New outlook issued64.4-1.2
  2. May 20, 2026New outlook issued65.6

Bar length: tone on a 50–71 scale.

The release, annotated

1Highlight rankPositive toneNeutralNegative toneDimmed text: low materiality
Results
Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
1Revenue of $4.02 billion, with year-over-year growth led by Data Center and Industrial
Operating cash flow of $5.5 billion and free cash flow of $4.9 billion on a trailing twelve-month basis or 40% and 36% of revenue, respectively
Capital return
4Returned $1.7 billion to shareholders via dividends and share repurchases in the third quarter
Management commentary
2“ADI delivered a strong third quarter, exceeding the midpoint of our revenue, margin, and earnings outlook as we capitalized on broad-based demand,” said Vincent Roche, CEO and Chair.
“We continue to extend our leadership through a powerful combination of innovation, deep customer collaboration, and manufacturing agility.
Our investments in these foundational areas, combined with the trust we have built over decades, provide a unique advantage to create, deliver, and capture value in the AI era – for customers and investors alike.”
3“Demand continued to strengthen across our product portfolio and regions throughout the third quarter, which is reflected in our record fourth quarter outlook” said Richard Puccio, CFO.Guidance raised
“We believe our balance of disciplined execution and targeted growth investments will enable us to finish the year strongly and carry that momentum into fiscal 2027.”
Results
Performance for the Third Quarter of Fiscal 2026
Outlook
Outlook for the Fourth Quarter of Fiscal Year 2026
6For the fourth quarter of fiscal 2026, we are forecasting revenue of $4.3 billion, +/- $100 million.
At the midpoint of this revenue outlook, we expect reported operating margin of approximately 42.6%, +/-150 bps, and adjusted operating margin of approximately 52.0%, +/-100 bps.
7We are planning for reported EPS to be $3.14, +/-$0.15, and adjusted EPS to be $3.86, +/-$0.15.
Capital return
Dividend Payment
8The ADI Board of Directors has declared a quarterly cash dividend of $1.10 per outstanding share of common stock.
5The dividend will be paid on September 15, 2026 to all shareholders of record at the close of business on September 1, 2026.
60 boilerplate lines (safe-harbor disclaimer, contacts, call details) are set aside.

How this is scored

  • Source: the press release Analog Devices, Inc. filed with the SEC as Exhibit 99 to Form 8-K (Item 2.02). Financial statements and boilerplate are set aside.
  • Tone: a financial sentiment model scores each sentence 0 to 100; the release score weights sentences by how material they are.
  • Materiality and guidance: a classifier judges whether each sentence is specific information, and what the release does to the outlook.
  • New this quarter: wording that does not appear in the prior release.
  • Hedging: uncertainty words (may, could, approximately, headwinds and similar) per 100 words of narrative.

These scores describe the release's language. They are not a forecast or a recommendation. Read the original filing

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