Investigate / ADI
Understand ANALOG DEVICES INC
Can demand tied to Intelligent Edge applications be sustained while the company manages global operating and trade risks?
Snapshot reviewed 2026-10-02. Source published 2026-08-19. No account needed.
AI-assisted synthesis of selected public filings, checked against the cited excerpts. Not a complete analysis.
This is a research starting point, not a buy/sell recommendation or a current valuation. New developments after these sources are not incorporated automatically.
Your research workspace / ADI
Ask better questions. Keep the evidence.
Explore the available sources for ANALOG DEVICES INC, then keep what deserves another look.
01 Investor activity
Who reports owning ADI?
12 tracked reported owners. Disclosures are delayed and may describe different quarters—not live holdings or stated motives.
02 Business evidence
Reported evidence
What does the company do?
Customers pay for integrated circuits, software and subsystems built on analog, mixed-signal and digital signal processing technologies, used to sense, measure, interpret, connect and power electronic systems.
Latticework interpretation
What could support the case?
If demand for sensing, edge computing, AI and connectivity keeps growing, it could expand demand for the company's high-performance analog, mixed-signal, power and RF ICs.
Latticework interpretation
What could break the case?
Changes in trade policy, tariffs or export restrictions, particularly involving China, could negatively affect the business.
03 Questions to investigate
Open saved takeaways →Read the full company brief
1. Understand the business
Customers pay for integrated circuits, software and subsystems built on analog, mixed-signal and digital signal processing technologies, used to sense, measure, interpret, connect and power electronic systems.
Source: Annual filing · business description ↗2. What the reported results show
Latest source: 10-Q, reporting period ended 2026-08-01. Selected reported US-GAAP/USD comparisons. The period and basis of each measure are shown separately; year-to-date cash flow is not a quarterly figure. Missing comparisons are collection gaps, not evidence that a company has no revenue or earnings.
| Measure | Current | Prior year |
|---|---|---|
| Revenue from customer contracts ↗Quarter: 2026-05-03–2026-08-01; prior 2025-05-04–2025-08-02Both values reported in the current filing. Excludes assessed tax; this concept may exclude other company revenue. | $4,021.899m | $2,880.348m |
| Operating income ↗Quarter: 2026-05-03–2026-08-01; prior 2025-05-04–2025-08-02Both values reported in the current filing. | $1,612.969m | $818.028m |
| Net income ↗Quarter: 2026-05-03–2026-08-01; prior 2025-05-04–2025-08-02Both values reported in the current filing. | $1,340.09m | $518.518m |
| Operating cash flow ↗Nine months (year to date): 2025-11-02–2026-08-01; prior 2024-11-03–2025-08-02Both values reported in the current filing. Operating cash flow is not free cash flow or a standalone solvency assessment; inspect the full statement. | $3,844.515m | $3,111.392m |
3. The investment debate
Latticework interpretation of the reported results—not the stated motives of any investor.
What could support the case
If demand for sensing, edge computing, AI and connectivity keeps growing, it could expand demand for the company's high-performance analog, mixed-signal, power and RF ICs.
Supporting filing ↗The strongest caution
Changes in trade policy, tariffs or export restrictions, particularly involving China, could negatively affect the business.
Caution evidence ↗An interesting business is not necessarily an attractive investment at today's price. Price, dilution, financing terms and a valuation range still need investigation.
Inspect the evidence behind both sides ↗4. Three questions worth investigating
Use these to guide your research, not as conclusions that have already been proved.
How durable is demand across end markets?
Starting evidence: The latest quarterly filing describes revenue growth as broad-based across end markets, so durability across those markets matters to any conditional case.
Investigate next: Review the end-market revenue tables and management commentary to see which markets drove growth and whether the assignment of products to end markets changed.
Read the supporting filing ↗How exposed are operations to geopolitical and trade disruption?
Starting evidence: The company has significant operations and manufacturing facilities outside the United States, and a significant portion of revenue comes from international customers.
Investigate next: Examine the geographic revenue and manufacturing disclosures, tariff commentary and export-control discussion in the latest annual and quarterly filings.
Read the supporting filing ↗Does engineering talent translate into customer relationships?
Starting evidence: Management states that it believes its engineering talent is an important competitive differentiator that could deepen customer relationships.
Investigate next: Look for supporting evidence such as R&D spending, design-win disclosures, customer concentration and any competitive commentary beyond management's belief.
Read the supporting filing ↗5. Decide what to do next
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