Analog Devices posts record Q3 revenue, raises Q4 outlook and declares $1.10 dividend

ADI posted a landmark third‑quarter performance, posting record revenue of $4.02 billion and earnings per share of $3.45, topping the ~$3.33 analyst consensus by $0.12 . CEO Vincent Roche highlighted accelerated growth across industrial, automotive, communications and consumer markets, marking the company's first $4 billion quarter.

In tandem with the earnings beat, the semiconductor maker declared a quarterly dividend of $1.10 per share, translating to a forward yield of roughly 1.17% and setting key dates for record and payable dates in September . The dividend announcement adds to shareholder returns following the strong operating results.

Looking ahead, ADI updated its fourth‑quarter 2026 guidance, projecting revenue between $4.2 billion and $4.4 billion and EPS in the range of $3.71 to $4.01, both comfortably above consensus estimates of $4.1 billion and $3.53 respectively . The upbeat outlook reflects confidence in continued demand for its analog and mixed‑signal solutions.

Analysts are likely to view the combination of record quarterly performance, dividend initiation, and raised guidance as a positive catalyst for the stock, suggesting that recent AI‑related market jitters may be easing. Investors will monitor the upcoming September dividend dates and the company's ability to sustain growth momentum into the next quarter.

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