Analog Devices Inc.
ADI
Market Cap$121.92B
Close$
Earnings Call Q2 2025
May 22, 2025 - AI Summary
Strong Financial Results: Analog Devices reported Q2 revenue of $2.64 billion, exceeding expectations by 9% sequentially and 22% year-over-year (YOY). The industrial segment accounted for 44% of revenue with 17% YOY growth, followed by automotive at 24% YOY growth. Gross margin improved to 69.4%, and EPS reached $1.85, up 32% YOY.
Positive Outlook for Q3: Forecast for Q3 revenue is set at $2.75 billion, with expectations of continued growth in the industrial and consumer sectors. The company anticipates operating margin expansion to 41.5% and a tax rate of 11% to 13%, with adjusted EPS guidance of $1.92, indicating confidence in ongoing demand stabilization.
Cyclical Recovery with Tailwinds: Management highlighted that they believe revenue bottomed in 2024 and anticipate a cyclical upturn in 2025. Sequential growth was observed across all end markets, especially in aerospace, defense, and automotive, driven by increased demand for connectivity and power solutions.
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$250.72
2.1% upside
Current Fair Value
2.1% upsideUndervalued by 2.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $121.92 Billion |
|---|---|
| Enterprise Value | $127.89 Billion |
| Dividend Yield | $3.82 (1.55486812113318%) |
| Earnings per Share | $3.3 |
| Beta | 1 |
| Outstanding Shares | 496,173,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 66.56 |
|---|---|
| PEG | 75.2 |
| Price to Sales | 12.93 |
| Price to Book Ratio | 3.51 |
| Enterprise Value to Revenue | 13.02 |
| Enterprise Value to EBIT | 56.35 |
| Enterprise Value to Net Income | 69 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 0.24 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Analog Devices Inc.
CEO: Vincent Roche