Analog Devices (ADI) reported $4.02 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 39.6%. EPS of $3.45 for the same period compares to $2.05 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.92 billion, representing a surprise of +2.49%. The company delivered an EPS surprise of +3.6%, with the consensus EPS estimate being $3.33.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: $397.23 million versus the five-analyst average estimate of $386.06 million. The reported number represents a year-over-year change of +6.7%.
  • Revenue by end market- Communications: $654.52 million compared to the $637.28 million average estimate based on five analysts. The reported number represents a change of +75.7% year over year.
  • Revenue by end market- Automotive: $998.23 million compared to the $940.89 million average estimate based on five analysts. The reported number represents a change of +17.4% year over year.
  • Revenue by end market- Industrial: $1.97 billion versus the five-analyst average estimate of $1.95 billion. The reported number represents a year-over-year change of +53.5%.

View all Key Company Metrics for Analog Devices here>>>

Shares of Analog Devices have returned -1.6% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Zacks' Research Chief Names "Stock Most Likely to Double"

Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.

This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.

Free: See Our Top Stock And 4 Runners Up

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

 

Analog Devices, Inc. (ADI): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research