Analog Devices Inc (NASDAQ:ADI) Surpasses Q3 Earnings Estimates with Strong Revenue Growth

Analog Devices Inc (NASDAQ:ADI) has reported fiscal third-quarter 2025 financial results that surpassed analyst expectations, driving a notable pre-market surge in its stock price. The semiconductor manufacturer posted revenue of $2.88 billion, marking a 24.6% year-over-year increase and exceeding the consensus estimate of $2.79 billion. Earnings per share came in at $2.05 on a non-GAAP basis, outperforming the projected $1.97.

The company’s performance reflects a broader cyclical recovery in the semiconductor sector, with demand strengthening across several key markets. Management highlighted robust performance in industrial and automotive segments, which have been primary growth drivers. Operating margins remained healthy, supported by disciplined cost management and improved factory utilization rates.

Looking ahead, Analog Devices provided optimistic guidance for the fourth quarter of fiscal 2025. The company expects revenue of approximately $3.00 billion at the midpoint, significantly above the analyst consensus estimate of $2.84 billion. This upward revision suggests confidence in sustained demand and operational execution amid improving industry conditions.

Market reaction to the earnings release has been strongly positive, with ADI shares rising nearly 3.7% in pre-market trading. This marks a sharp reversal from the stock’s performance over the past month, during which it declined roughly 2.1%. The upbeat price action indicates investor approval of both the earnings beat and the encouraging forward guidance.

Key elements from the press release include:

• Strong top-line growth driven by broad-based demand across end markets.
• Improved profitability, with EPS exceeding expectations.
• Positive commentary on market trends, particularly in industrial and automotive applications.
• Upbeat revenue guidance for Q4 FY2025, signaling management’s confidence in near-term prospects.

For a detailed breakdown of Analog Devices’ earnings history and future estimates, readers can review additional data here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.