For the quarter ended January 2026, Analog Devices (ADI) reported revenue of $3.16 billion, up 30.4% over the same period last year. EPS came in at $2.46, compared to $1.63 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.12 billion, representing a surprise of +1.36%. The company delivered an EPS surprise of +6.96%, with the consensus EPS estimate being $2.30.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Analog Devices performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue by end market- Consumer: $399.81 million versus the seven-analyst average estimate of $359.6 million. The reported number represents a year-over-year change of +23.8%.
- Revenue by end market- Communications: $476.8 million versus the seven-analyst average estimate of $431.31 million. The reported number represents a year-over-year change of +64.5%.
- Revenue by end market- Automotive: $794.4 million versus the seven-analyst average estimate of $811.69 million. The reported number represents a year-over-year change of +8.5%.
- Revenue by end market- Industrial: $1.49 billion compared to the $1.5 billion average estimate based on seven analysts. The reported number represents a change of +38.2% year over year.
View all Key Company Metrics for Analog Devices here>>>
Shares of Analog Devices have returned +14.2% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Analog Devices, Inc. (ADI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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