Every 8-K that Analog Devices, Inc. (ADI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ADI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ADI filings page.
Analog Devices, Inc. (ADI) issued an aggregate $3.0 billion of unsecured senior notes in four tranches under an effective shelf registration. The company sold $500 million of 5.100% notes due September 15, 2029, $500 million of 5.350% notes due October 1, 2031, $1.0 billion of 5.600% notes due October 1, 2033, and $1.0 billion of 5.750% notes due October 1, 2036 in an underwritten public offering.
Interest is payable semi-annually, beginning March 15, 2027 for the 2029 notes and April 1, 2027 for the 2031, 2033 and 2036 notes. The notes are unsecured, unsubordinated obligations ranking equally with other unsecured senior debt and are redeemable at specified make‑whole premiums before defined par call dates and at par thereafter, plus accrued interest.
Analog Devices, Inc. (ADI) has entered into a definitive agreement to acquire Alif Semiconductor, Inc. in an all-cash deal. ADI will pay Alif stockholders $1.35 billion in upfront cash consideration, with potential additional contingent consideration of up to $200 million, subject to the terms of the agreement. The transaction has been approved by both companies’ boards and is expected to close before the end of calendar 2026, subject to customary closing conditions, including expiration of the applicable Hart-Scott-Rodino waiting period. Alif provides low-power, AI-native microcontrollers and fusion processors for edge applications, which ADI plans to combine with its own sensing, signal processing, power, connectivity, and software capabilities to advance what it describes as “Physical Intelligence” solutions. ADI reports revenue of more than $11 billion in fiscal year 2025, giving it scale to integrate Alif’s platform into a broader intelligent edge portfolio.
Analog Devices, Inc. (ADI) reported record fiscal third quarter 2026 results for the period ended August 1, 2026, driven by broad-based demand, particularly in Data Center and Industrial. Revenue was $4.02 billion, up 40% year over year, with GAAP diluted EPS of $2.74 rising 163%. Gross margin expanded to 67.3% and operating margin to 40.1%.
On a non‑GAAP basis, adjusted revenue was the same, with adjusted operating margin 50.0% and adjusted diluted EPS $3.45, up 68% from a year earlier. Trailing twelve‑month operating cash flow reached $5.55 billion (40% of revenue) and free cash flow was $4.94 billion (36% of revenue). ADI returned $1.69 billion to shareholders in the quarter through dividends and share repurchases.
For the fourth quarter of fiscal 2026, ADI forecasts revenue of $4.3 billion +/- $100 million, reported operating margin of about 42.6% and adjusted operating margin around 52.0%. Reported EPS is planned at $3.14 +/- $0.15 and adjusted EPS at $3.86 +/- $0.15. The Board declared a quarterly cash dividend of $1.10 per share, payable September 15, 2026.
Analog Devices, Inc. reported that on June 23, 2026 it identified unauthorized access to certain company systems. It activated incident-response protocols, engaged external cybersecurity experts, notified law enforcement, and states that operations were not interrupted during the incident. The investigation has found that certain files were exfiltrated, and the company is analyzing the nature and scope of the affected information.
Analog Devices says that, to its knowledge, the data has not been publicly released or used for fraudulent purposes. It plans to notify affected parties and regulators as required and will continue monitoring for misuse. Based on information currently known and mitigation steps taken, the company does not believe the incident is reasonably likely to materially impact its business, operations, or financial condition. Separately, the company is assessing public reports about a disparate cybersecurity matter made known on July 26, 2026.
Analog Devices, Inc. entered into a new Revolving Credit Agreement providing a 364-day revolving credit facility with aggregate commitments of up to $3.0 billion. The facility initially expires on July 1, 2027, with potential one-year extensions on each annual anniversary, subject to lender consent.
The company may borrow, repay and reborrow amounts in multiple currencies, including U.S. dollars, euros and pounds sterling, and may designate certain foreign subsidiaries as additional borrowers, whose obligations it will guarantee. Interest may be based on Term SOFR plus a margin of 0.48%–0.925% or on a Base Rate, and a facility fee of 0.020%–0.075% applies on committed amounts.
The agreement includes customary covenants, events of default and limitations on liens and mergers. It also requires the company to maintain a consolidated EBITDA to consolidated interest coverage ratio of at least 3.00 to 1.00 starting with the first fiscal quarter ending after the closing date.
Analog Devices reported record fiscal second quarter 2026 results, with revenue of $3.62 billion, a 37% increase from $2.64 billion a year earlier. Management said revenue and earnings were above the high end of prior expectations, driven by strong demand and cost discipline.
GAAP diluted EPS rose to $2.40 from $1.14, while adjusted diluted EPS increased to $3.09 from $1.85. Operating margin expanded to 38.1%, and adjusted operating margin reached 49.0%. Industrial remained the largest end market, and Communications showed particularly strong year-over-year growth.
On a trailing twelve‑month basis, operating cash flow was $5.1 billion and free cash flow was $4.57 billion, or 36% of revenue. The company returned $1.3 billion to shareholders in the quarter through dividends and buybacks and guided third‑quarter revenue to about $3.9 billion with reported EPS around $2.60 and adjusted EPS around $3.30.
Analog Devices, Inc. (ADI) has agreed to acquire Empower Semiconductor in an all-cash deal valued at $1.5 billion. Empower provides integrated voltage regulators and silicon capacitor power-management solutions aimed at high-density, energy-efficient AI compute.
The acquisition is designed to expand ADI’s grid-to-core power portfolio for hyperscalers and AI silicon developers, addressing power and thermal bottlenecks in AI data centers and other compute‑intensive systems. The transaction is expected to close in the second half of calendar year 2026, subject to customary closing conditions and expiration of the Hart‑Scott‑Rodino antitrust waiting period. Empower CEO Tim Phillips is expected to continue leading integrated voltage regulator technology efforts within ADI.
Analog Devices, Inc. reported results of its 2026 annual shareholder meeting. Shareholders elected ten directors to one-year terms and approved, on an advisory basis, the compensation of the company’s named executive officers. They also ratified Ernst & Young LLP as independent auditor for the fiscal year ending October 31, 2026.
Shareholders approved the Amended and Restated Analog Devices, Inc. 2020 Equity Incentive Plan, which had been adopted by the board subject to shareholder approval. A non-binding shareholder proposal to expand special meeting rights did not pass.
Analog Devices, Inc. reported a strong fiscal first quarter 2026, with revenue of $3.16 billion, up 30% from a year earlier, driven by growth across all end markets, especially Industrial and Communications. GAAP diluted EPS rose to $1.69, while adjusted diluted EPS increased to $2.46, up 51%.
GAAP operating margin improved to 31.5% and adjusted operating margin to 45.5%. Trailing twelve‑month operating cash flow reached $5.05 billion, with free cash flow of $4.56 billion, or 39% of revenue. In the quarter, the company returned $1.0 billion to shareholders through dividends and share repurchases.
The Board raised the quarterly dividend 11% to $1.10 per share, marking 22 consecutive years of dividend increases. For the second quarter of fiscal 2026, Analog Devices forecasts revenue of $3.5 billion (+/‑ $100 million), reported EPS of about $2.19 (+/‑ $0.15) and adjusted EPS of about $2.88 (+/‑ $0.15).
Analog Devices, Inc. reported planned changes to its Board of Directors. On January 20, 2026, director Susie Wee notified the Board that she will retire and not stand for re-election at the company’s 2026 annual meeting of shareholders on March 11, 2026. The company states that her decision did not involve any disagreement regarding its operations, policies, or practices, and she will continue serving on the Board and the Nominating and Corporate Governance Committee until that meeting.
On the same day, the Board increased its size to eleven members and appointed Yoky Matsuoka as an independent director for a term lasting until the 2026 annual meeting. She was also appointed to the Corporate Development Committee. Under the non-employee director compensation program, she will receive annual cash retainers of $100,000 for Board service and $15,000 for committee service, paid quarterly and prorated from her appointment date, plus an RSU award with a fair market value of $235,000 scheduled to vest at or shortly after the 2026 annual meeting. The company also notes there are no related-party transactions requiring disclosure and that a press release dated January 23, 2026, announces her appointment.
Analog Devices, Inc. (ADI) filed a current report to announce that it has released its financial results for the fourth quarter and fiscal year ended November 1, 2025. On November 25, 2025, the company issued a press release detailing these results, which is furnished as Exhibit 99.1 to this report. The company clarifies that the information in this report and Exhibit 99.1 is being furnished, not filed, so it is not automatically subject to certain liability provisions of the federal securities laws or incorporated into other filings unless specifically referenced.
Analog Devices, Inc. (ADI) filed a Form 8-K to report a material event: the company distributed an Investor Presentation—Fall 2025. The filing indicates the presentation was furnished as interactive data (inline XBRL) and is dated September 19, 2025. The report was signed by Janene I. Asgeirsson, Senior Vice President, Chief Legal Officer and Corporate Secretary. The disclosure appears limited to the furnishing of the investor presentation and the interactive data format; no additional financial results, forward guidance, transactions, or executive changes are disclosed in the provided text.
Analog Devices, Inc. filed a current report to note that it announced financial results for its fiscal third quarter ended August 2, 2025. The company released these results in a press release dated August 20, 2025, which is included as Exhibit 99.1 to the report. The press release is furnished rather than filed, meaning it is not automatically subject to certain liability provisions of the securities laws or incorporated into other filings unless specifically referenced.