Analog Devices Q3 Sales Surge 25 Percent

Analog Devices(NASDAQ:ADI) reported third quarter fiscal 2025 results on Aug. 20, 2025, with revenue of $2.88 billion, up 25% year over year and 9% sequentially (non-GAAP), and non-GAAP EPS of $2.05, a 30% year-over-year increase. The company emphasized its strategic focus on advanced robotics and automation, robust free cash flow, and provided revenue guidance of $3 billion plus or minus $100 million for the fourth quarter of fiscal 2025, with an expected non-GAAP operating margin of 43.5%. The following insights highlight key drivers of performance, strategic positioning, and forward-looking expectations.The industrial segment accounted for 45% of total revenue, growing 12% sequentially and 23% year over year, with notable strength in automated test equipment (ATE), aerospace and defense, and broad geographic contributions. Management noted that channel inventory weeks are declining, and end demand remains double-digit percentages below true consumption levels, suggesting further upside as inventories normalize.With lean channel inventories and broad-based industrial strength, Analog Devices is positioned for continued sales acceleration as demand aligns with consumption and inventory normalization progresses, supporting sustained growth in its most profitable segment.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool