Sep 17, 4:15 PM ET
Analog Devices sold $3 billion of unsecured senior notes in four tranches maturing between 2029 and 2036, under an underwriting agreement dated September 15, 2026. The notes carry fixed rates from 5.100% to 5.750% and are not guaranteed by subsidiaries, so the debt adds to the company's borrowings at these rates.
- Four tranches: $500 million due September 15, 2029 (5.100%); $500 million due October 1, 2031 (5.350%); $1 billion due October 1, 2033 (5.600%); $1 billion due October 1, 2036 (5.750%)
- Notes were issued September 17, 2026 under an effective Form S-3 shelf registration and sold in an underwritten public offering led by J.P. Morgan Securities LLC
- Company may redeem each series before its par call date at the greater of a make-whole price or 100% of principal, and at 100% of principal afterward
Read the filing on SEC.gov ↗
Sep 9, 8:19 AM ET
Analog Devices agreed to acquire Alif Semiconductor, a maker of low-power microcontrollers and fusion processors with AI/ML acceleration, in an all-cash deal for $1.35 billion upfront plus up to $200 million in contingent consideration. The filing says the deal is expected to close in the fourth quarter of calendar 2026, subject to closing conditions and Hart-Scott-Rodino antitrust review, and both boards have approved it.
- Upfront consideration: $1.35 billion in cash to Alif stockholders
- Contingent consideration: up to $200 million additional payment
- Expected close: fourth quarter of calendar 2026, subject to Hart-Scott-Rodino waiting period and customary conditions
- Advisors: PJT Partners to ADI; Qatalyst Partners to Alif
Read the filing on SEC.gov ↗
Aug 19, 7:03 AM ET
Analog Devices reported fiscal third-quarter 2026 revenue of $4.02 billion for the quarter ended August 1, 2026, up 40% from $2.88 billion a year earlier, and diluted earnings per share of $2.74 versus $1.04. The company forecast fourth-quarter revenue of $4.3 billion, plus or minus $100 million, and reported EPS of $3.14, plus or minus $0.15, and it declared a $1.10 quarterly dividend.
- Q3 revenue $4.02 billion, up 40% from $2.88 billion; operating income $1.61 billion versus $818 million
- Diluted EPS $2.74 versus $1.04; adjusted diluted EPS $3.45 versus $2.05
- Q4 fiscal 2026 outlook: revenue $4.3 billion (+/- $100 million); reported EPS $3.14 (+/- $0.15)
- Quarterly dividend of $1.10 per share, payable September 15, 2026 to holders of record on September 1, 2026
Read the filing on SEC.gov ↗
Jul 29, 5:15 PM ET
Analog Devices disclosed that it identified unauthorized access to certain systems on June 23, 2026, and that files were exfiltrated. The company says operations were not interrupted and it does not believe the incident is reasonably likely to materially impact its business, operations, or financial condition, though its investigation is ongoing. Shareholders should note the company also said it is assessing an unrelated public report of a separate cybersecurity matter first made known to it on July 26, 2026.
- Unauthorized access to certain company systems identified on June 23, 2026; certain files were exfiltrated
- Company notified law enforcement and engaged external cybersecurity experts; operations were not interrupted
- Data has not been publicly released or used for fraudulent purposes, to the company's knowledge
- Separate, unrelated public reports of another cybersecurity matter became known to the company on July 26, 2026; under assessment
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.