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亚德诺半导体Analog Devices(ADI)2026财年第一季度财报(10-Q)「NASDAQ」(英文版)(166页).pdf

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1、UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWASHINGTON,D.C.20549Form 10-Q(Mark One)QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF1934For the quarterly period ended January 31,2026 ORTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT

2、OF1934For the transition period from to Commission File No.1-7819Analog Devices,Inc.(Exact name of registrant as specified in its charter)Massachusetts 04-2348234(State or other jurisdiction of incorporation or organization)(I.R.S.Employer Identification No.)One Analog Way,Wilmington,MA 01887(Addres

3、s of principal executive offices)(Zip Code)(781)935-5565(Registrants telephone number,including area code)(Former name,former address and former fiscal year,if changed since last report)Securities registered pursuant to Section 12(b)of the Act:Title of each classTrading Symbol(s)Name of each exchang

4、e on which registeredCommon Stock$0.16 2/3 par value per shareADINasdaq Global Select MarketIndicate by check mark whether the registrant(1)has filed all reports required to be filed by Section 13 or 15(d)of the Securities Exchange Act of1934 during the preceding 12 months(or for such shorter period

5、 that the registrant was required to file such reports),and(2)has been subject to such filingrequirements for the past 90 days.Yes No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T(

6、232.405 of this chapter)during the preceding 12 months(or for such shorter period that the registrant was required to submit suchfiles).Yes No Indicate by check mark whether the registrant is a large accelerated filer,an accelerated filer,a non-accelerated filer,a smaller reporting company,oran emer

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1. **财务表现**:ADI 2026财年Q1营收31.6亿美元(同比+30%),净利润8.31亿美元(同比+112%),毛利率64.7%(同比+5.7个百分点)。 2. **业务增长**:工业领域营收14.9亿美元(占比47%,同比+38%),通信领域4.77亿美元(同比+63%),汽车领域7.94亿美元(同比+8%)。 3. **现金流与投资**:经营现金流13.69亿美元,资本支出1.09亿美元,股票回购5.16亿美元,剩余回购授权91亿美元。 4. **负债与股息**:总债务87.6亿美元,2026年2月宣布每股1.10美元股息(总约5.37亿美元)。 5. **风险提示**:面临IRS转移定价诉讼(涉及2.67亿美元税款)、供应链及地缘政治风险。
**ADI营收增长?** **毛利率变化原因?** **股票回购计划?**
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