Analog Devices Inc

Company facts

Industry

Semiconductors & Related Devices

Headquarters

Wilmington, Massachusetts

Most recent report

10-Q, filed Aug 19, 2026

Incorporated

Massachusetts

Filings on record

1,001+ filings

On EDGAR

CIK 6281

Fiscal year ends

October

Filer status

Large accelerated filer

What to read: Aug 2026 10-Q

SECSift found 3 of 10 sections worth reading, with 0 positive, 2 notable, and 3 negative flags.

• Financial Statements (Item 1)

  Core financials show 40% revenue growth, $1.5B acquisition, and $267M IRS dispute.
  Notable

  • Acquired Empower Semiconductor for $1.5B closed July 7, 2026, adding $1.0B goodwill.
  Negative

  • IRS assessment of $267M for fiscal 2018-2019 transfer pricing; company disagrees and is appealing.

• Management's Discussion (Item 2)

  Quarterly results with 40% revenue growth, margin expansion, and big liquidity shifts.
  Notable

  • New 364-day revolver added in July 2026, raising total revolver capacity to $6.0B from $3.0B.
  Negative

  • Cash and short-term investments fell to $2.3B from $3.4B; debt rose to $9.22B from $8.77B at Q2.

• Risk Factors (Item 1A)

  New risk factor details a specific cybersecurity incident (June 2026) with quantified exfiltration, investigation ongoing.
  Negative

  • June 2026 cyber incident exfiltrated files; investigation ongoing; not deemed material yet but may change.

What changed: Aug 2026 vs. May 2026

About 12% of ADI's Aug 2026 10-Q is new information. 22 paragraphs were added, 82 changed, and 10 removed. Below are the most important lines SECSift identified.

• Item 2 29
• Item 1 24
• Item 1A 7
• Item 5 3
• Item 6 3
• Item 4 2
• Item 3 1