Industrial end market
Largest revenue pillar; fiscal Q3 2026 revenue $1.97 billion, up 53%.
What it is
ADI's core business: precision converters, amplifiers, sensors and power chips sold into factory automation, instruments, healthcare and aerospace and defense. Products are designed into long-life equipment, so sales track customer capital spending and build-outs.
Why it matters to the stock. It is 45% of fiscal 2025 revenue. Industrial recovery is the main reason fiscal 2026 growth has been so strong, and any slowdown in factory orders would show up here first.
News
ADI returned about $1.7 billion in Q3 through buybacks and a $1.10 quarterly dividend
In the fiscal third quarter Analog Devices repurchased $1.157 billion of its common stock and paid a $1.10 per share quarterly dividend.
Analog Devices returns $1.31 billion to shareholders in fiscal Q2 2026
Analog Devices repurchased $773 million of stock and paid $536 million in dividends in fiscal Q2 2026, a total cash return of $1.31 billion.
Analog Devices raises quarterly dividend 11% to $1.10 per share
Analog Devices raised its quarterly dividend 11% to $1.10 per share, its twenty-second straight annual increase.