Financial Performance
5Y price score: 180
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 537.7%
US$ Per
Share
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223.4
52-week range
445.9
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.7 %
Dividend Yield TTM
1.1 %
Market cap $
$ 182,005
Price / Earnings TTM
44.3
Price / Book TTM
5.4
PEG TTM
0.3
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
48.4 %
137.9 %
537.7 %
Free cash flow per share growth
36 %
73.9 %
262.1 %
Earnings per share growth
163.5 %
39 %
107.3 %
Founded: 1,965
Employees: 24,000
Business Summary:
Latest Earnings Call Takeaways
2026 Q3 (Aug 19, 2026)
1) Strategy & Leadership
- ADI achieved its first $4 billion quarter, with revenue, margin, and earnings exceeding expectations.
- The company is focusing on AI infrastructure and energy systems, emphasizing a grid-to-chip strategy to address power availability challenges in AI.
- Investments in R&D and a hybrid manufacturing network have improved supply chain agility and responsiveness, enabling consistent above-seasonal growth for over two years.
- ADI's role in the AI ecosystem is expanding, with a significant increase in the addressable market for data center and energy solutions.
2) Financial & Segment Results
- Q3 revenue reached $4.02 billion, up 40% YoY and 11% sequentially.
- Industrial segment (49% of revenue) grew 53% YoY; Automotive (25% of revenue) grew 16% YoY; Communications (16% of revenue) grew 84% YoY, driven by data center growth.
- Gross margin was 72.5%, up 33 basis points YoY; Operating margin was 50%, up 780 basis points YoY.
- EPS was $3.45, up 68% YoY.
3) Operational & Product Plans
- ADI is enhancing its product offerings in power management, sensing, telemetry, and optical connectivity to meet the demands of AI workloads.
- The company is targeting a doubling of OCS revenue this year and similar growth in 2027, with a focus on increasing optical lanes and signal bandwidth.
- The Empower acquisition is expected to reduce compute power consumption and improve efficiency in large-scale AI deployments.
4) Guidance & Outlook
- For Q4, ADI expects revenue of $4.3 billion (±$100 million) and an operating margin of 52% (±100 basis points).
- Adjusted EPS is projected at $3.86 (±$0.15).
- The company anticipates continued strong growth in data center and energy segments, with a significant increase in the addressable market for analog content.
5) Problems / Headwinds
- Potential challenges include inflationary pressures and geopolitical risks that could impact demand and pricing.
- The company is aware of the need for capacity additions to meet accelerating demand but feels well-positioned with current supply chain strategies.
Bottom line: ADI's robust financial performance and strategic focus on AI and energy solutions position it well for sustained growth, making it an attractive investment opportunity despite potential macroeconomic challenges.
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