Analog Devices Q3 Outlook: Wall Street Forecasts Key Metrics

Analog Devices (ADI) is expected to report Q3 earnings of $1.93 per share, a 22.2% increase YoY, and revenues of $2.76 billion, up 19.2% YoY. Analysts predict a year-over-year increase in revenue by end market for Consumer (11.3%), Communications (20.4%), Automotive (19.1%), and Industrial (20.3%).

Analog Devices Inc. (ADI) is scheduled to report its third-quarter fiscal 2025 results on August 20, 2025. The company is expected to report earnings of $1.93 per share, a 22.2% year-over-year (YoY) increase, and revenues of $2.76 billion, up 19.2% YoY. These figures reflect a strong performance driven by various factors, including inventory normalization and secular growth trends across key markets.

The earnings per share (EPS) estimate of $1.93 has been revised upward by a penny over the past 60 days, indicating analyst confidence in the company's performance. ADI has consistently beaten the Zacks Consensus Estimate in the past four quarters, with an average surprise of 5.6%.

Analysts predict a year-over-year increase in revenue by end market for the following segments:
- Consumer: 11.3% YoY
- Communications: 20.4% YoY
- Automotive: 19.1% YoY
- Industrial: 20.3% YoY

These increases are attributed to the company's strong design wins in industrial automation, healthcare, and communications, as well as the ongoing recovery in the automotive sector. However, macroeconomic challenges such as tariff-related uncertainty, geopolitical tensions, and inflationary pressures may have posed challenges during the quarter.

Analog Devices has an Earnings ESP (Earnings Surprise Prediction) of +0.72% and a Zacks Rank #3 (Hold), suggesting a positive earnings surprise is likely. The company's performance is expected to align with the overall market in the near future.

References:
[1] https://finance.yahoo.com/news/adi-likely-beat-q3-earnings-124300070.html
[2] https://www.nasdaq.com/articles/unveiling-analog-devices-adi-q3-outlook-wall-street-estimates-key-metrics
[3] https://finance.yahoo.com/news/unveiling-analog-devices-adi-q3-131504206.html
[4] https://www.forbes.com/sites/greatspeculations/2025/08/15/how-to-trade-analog-devices-stock-ahead-of-earnings/