What Analog Devices's latest 10-Q says: 11 signals
Analog Devices filed its latest 10-Q with the SEC on Aug 19, 2026. It discusses acquisition completed, AI investment and capacity constraint.
Public (ADI)Semiconductors10,000+ employeesanalog.comLinkedIn
- Filed
- Aug 19, 2026
- Filings
- 3
- Signals
- 31
10-Q · latest 10
What Analog Devices's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 11 signals
Disclosed June 2026 cybersecurity incident resulted in data exfiltration from company systems.
The company confirmed a recent cyberattack where files were exfiltrated from its systems, with an ongoing investigation into the scope.
artificial intelligence (AI)
Announced fiscal 2026 capital expenditure budget of 4% to 6% of total revenue.
ADI plans significant capital expenditures for property, plant, and equipment, which could total over $570 million for the fiscal year.
4%
Low-end of projected capital expenditures as a percentage of fiscal 2026 revenue.
Analog Devices completes acquisition of Empower Semiconductor in Q3 2026
artificial intelligenceAImachine learningBank of America
ADI acquired Empower Semiconductor in Q3 2026, driving need for system and process integration
This often triggers evaluations of ERP, CRM, and other core enterprise software to harmonize operations.
Empower Semiconductor
ADI plans major capital expenditures of 4-6% of FY2026 revenue
The company is committing a significant portion of its revenue, likely over $600 million, to upgrade and expand its physical and manufacturing platforms.
$392.7M
Net additions to property, plant and equipment in the first nine months of fiscal 2026
5%
Mid-point of expected capital expenditures as a percentage of fiscal 2026 revenue
Entered new $6.0B revolving credit facility in July 2026 and increased commercial paper to $1.0B.
The company secured a new 364-day revolving credit agreement and increased its commercial paper borrowings to $1.0 billion.
$6B
Aggregate principal amount of new unsecured revolving credit facility.
Bank of America N.A.
ADI secured access to $9B in financing for acquisitions, CapEx, and strategic initiatives
With a new $6B revolving credit facility and a $3B commercial paper program, ADI has significant capital available for major strategic initiatives.
$9B
Total available financing from credit facilities ($6B) and commercial paper program ($3B) for acquisitions, CapEx, and working capital.
Bank of America N.A.
ADI acknowledges using AI, increasing vulnerability to sophisticated cyberattacks
The company is leveraging AI, which they state can increase cybersecurity risks and be exploited by threat actors.
AImachine learning
ADI plans CapEx of 4-6% of revenue for FY2026 to support increased demand
The company is significantly increasing capital expenditures for property, plant, and equipment to handle rising demand.
5%
Expected capital expenditures as a percentage of fiscal 2026 revenue.
Inventory increased 17% to $1.93B, creating need for advanced forecasting and management
ADI is building inventory to meet demand, but this also increases working capital requirements and the risk of obsolescence.
$1.9B
Total inventory value at end of quarter.
17%
Increase in inventory value since the end of fiscal 2025.
Showing 10 of 31 filing signals. The Signal API returns all of them.
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Analog Devices earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Data center and energy 2030 SAM has more than doubledThe company's assessment of its 2030 serviceable addressable market (SAM) for data center and energy has more than doubled from its estimate just one year ago. This expansion is attributed to new markets and architectures, such as 800-volt power distribution, that demand significantly more high-value analog content, signaling a massive long-term growth opportunity. | |
| Power availability is primary constraint for AI infrastructure progressThe primary bottleneck for continued AI expansion is no longer compute, but power availability and delivery, with data center capacity now measured in gigawatts. This creates a system-level challenge from the grid to the chip, demanding solutions that improve energy efficiency and maximize computing power per watt, representing a core pain point for hyperscalers. | |
| Executing 'Grid-to-Chip' strategy to address AI energy demandsADI is pursuing a 'grid-to-chip' strategy to solve the AI power bottleneck, spanning from grid monitoring and energy storage to processor power delivery. This initiative targets a $500M+ energy business that is experiencing accelerating growth and is augmented by hyperscalers exploring dedicated microgrids, creating new opportunities for ADI's battery management and grid monitoring solutions. | |
| Acquired Empower Semiconductor for $1.5B to enhance power solutionsADI closed a $1.5 billion all-cash acquisition of Empower Semiconductor to enhance its vertical power strategy. This acquisition enables ADI to extend its power management capabilities directly into the processor package, which can reduce compute power consumption and temperature by 10-15% in large-scale AI deployments. | |
| Guiding Q4 gross margin to 74% driven by pricing actionsThe company is guiding for a significant gross margin increase to approximately 74% in Q4, a 150 basis point improvement. This is driven by favorable product mix, higher factory utilization, and the impact of price adjustments. The full effect of recent price actions has not yet been realized, suggesting sustained margin strength. | |
| Channel inventory falls below target amid accelerating customer demandDespite increasing its own balance sheet inventory, ADI's channel inventory has fallen below the 6-to-7-week target, indicating that customer demand is accelerating faster than supply can be positioned. This suggests customers are running lean and there has been no significant restocking, creating potential supply constraints and urgency for customers to secure components. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .