European Investor
22 May 2025, 19:21
Analog Devices Reports Strong Q2 2025 Results Amid Growing Demand
On May 22, 2025, Analog Devices, Inc. (NASDAQ: ADI) reported fiscal second quarter results that exceeded guidance, highlighting strong year-over-year growth across all business segments. Revenue for the quarter reached $2.64 billion, a 22% increase from the same period last year, with notable contributions from industrial, automotive, consumer, and communications markets.
Key Financial Highlights (Q2 FY2025):
• Revenue: $2.64 billion (up 22% YoY)
• GAAP diluted EPS: $1.14 (up 87%)
• Adjusted EPS: $1.85 (up 32%)
• Operating margin: 25.7% (GAAP); 41.2% (adjusted)
• Free cash flow: $729 million (28% of revenue)
• $740 million returned to shareholders via dividends and stock repurchases
CEO Vincent Roche cited resilient performance despite global trade volatility, driven by demand at the "AI-driven Intelligent Edge." CFO Richard Puccio noted accelerating bookings across all markets and regions, indicating a cyclical recovery.
End-Market Revenue Breakdown:
• Industrial: $1.16 billion (44% of revenue, +17% YoY)
• Automotive: $849 million (32%, +24% YoY)
• Consumer: $318 million (12%, +30% YoY)
• Communications: $315 million (12%, +32% YoY)
Q3 FY2025 Outlook:
• Revenue: ~$2.75 billion ± $100 million
• GAAP EPS: ~$1.23 ± $0.10
• Adjusted EPS: ~$1.92 ± $0.10
• Operating margin: ~27.2% (GAAP); ~41.5% (adjusted)
The board also declared a quarterly dividend of $0.99 per share, payable June 18, 2025.
ADI emphasized its strong cash generation and continued focus on innovation, which positions it for sustainable long-term growth as digital transformation accelerates across industries.
On May 22, 2025, Analog Devices, Inc. (NASDAQ: ADI) reported fiscal second quarter results that exceeded guidance, highlighting strong year-over-year growth across all business segments. Revenue for the quarter reached $2.64 billion, a 22% increase from the same period last year, with notable contributions from industrial, automotive, consumer, and communications markets.
Key Financial Highlights (Q2 FY2025):
• Revenue: $2.64 billion (up 22% YoY)
• GAAP diluted EPS: $1.14 (up 87%)
• Adjusted EPS: $1.85 (up 32%)
• Operating margin: 25.7% (GAAP); 41.2% (adjusted)
• Free cash flow: $729 million (28% of revenue)
• $740 million returned to shareholders via dividends and stock repurchases
CEO Vincent Roche cited resilient performance despite global trade volatility, driven by demand at the "AI-driven Intelligent Edge." CFO Richard Puccio noted accelerating bookings across all markets and regions, indicating a cyclical recovery.
End-Market Revenue Breakdown:
• Industrial: $1.16 billion (44% of revenue, +17% YoY)
• Automotive: $849 million (32%, +24% YoY)
• Consumer: $318 million (12%, +30% YoY)
• Communications: $315 million (12%, +32% YoY)
Q3 FY2025 Outlook:
• Revenue: ~$2.75 billion ± $100 million
• GAAP EPS: ~$1.23 ± $0.10
• Adjusted EPS: ~$1.92 ± $0.10
• Operating margin: ~27.2% (GAAP); ~41.5% (adjusted)
The board also declared a quarterly dividend of $0.99 per share, payable June 18, 2025.
ADI emphasized its strong cash generation and continued focus on innovation, which positions it for sustainable long-term growth as digital transformation accelerates across industries.
