Analog Devices (ADI) has reported a record‑breaking quarter, with revenue crossing the $4 billion mark** for the first time – reaching **$4.02B, up 40% year‑on‑year. Every end‑market segment grew:
Industrial (49% of revenue): +53% to $1.97B
Communications (16%): +84% to $655M – the fastest growth, driven by data center power and optical modules
Automotive (25%): +16% to $998M
Consumer (10%): +6% to $397M
The surge is led by data center and industrial demand, confirming that AI‑driven compute expansion is cascading into analog components.
ADI’s CEO noted that Q3 results beat the midpoint of all guidance metrics. CFO added that demand momentum continues across lines and regions, with Q4 guidance hitting a new high – revenue expected at $4.3B (±$100M) , operating margin ~42.6%, adj. operating margin ~52%.
On the supply front, ADI has issued a new across‑the‑board price increase effective September 13, 2026 – following a prior hike in February. Lead times have stretched to up to six months for some product lines, and the company warns that orders placed less than six months ahead may face even longer delays.
ICgoodFind Takeaway:
ADI’s record revenue, extended lead times, and fresh price hikes all point to tightening analog supply. Buyers should plan orders well ahead to avoid disruption.
