ADI · Q2 FY26 · May 2, 2026
Analog Devices Q2 FY26: where the revenue came from and where it went
Analog Devices Q2 FY26: revenue $3.6B (+37% year over year). Net profit $1.2B. Largest cohort Industrial $1.8B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- May 2, 2026
- Reported
- May 20, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$3.6B
+37% year over year
Gross profit$2.4B
67% margin
Operating profit$1.4B
38% margin
Net profit$1.2B
32% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.6 | 100% | +37% |
| Industrial | 1.8 | 50% | +56% |
| Automotive | 0.9 | 25% | +2% |
| Communications | 0.6 | 17% | +79% |
| Consumer | 0.4 | 11% | +23% |
| Cost of revenue | −1.2 | 33% | |
| Gross profit | 2.4 | 67% margin | +6pp |
| Research & development | −0.5 | 14% | −3pp |
| SG&A | −0.4 | 10% | −1pp |
| Other | −0.2 | 5% | +0pp |
| Operating profit | 1.4 | 38% margin | +12pp |
| Tax | −0.1 | ||
| Interest & other costs | −0.1 | ||
| Net profit | 1.2 | 32% | +11pp |
Older quarters
-
Q1 FY26 1/2026Revenue $3.2B Net margin 26%
-
Q3 FY25 8/2025Revenue $2.9B Net margin 18%
-
Q1 FY25 2/2025Revenue $2.4B Net margin 16%
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