Every material Form 8-K Analog Devices has filed with the SEC since November 25, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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
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
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
On July 2, 2026, Analog Devices entered into a 364-day revolving credit agreement with Bank of America as administrative agent and a group of lenders, providing up to $3.0 billion in borrowing capacity. The facility gives the company a standby source of liquidity, with interest tied to Term SOFR plus a margin of 0.48% to 0.925% based on its debt ratings.
Facility size: aggregate principal up to $3.0 billion, expiring July 1, 2027, with possible extensions and an option to convert outstanding loans to a one-year term loan.
Pricing: Term SOFR plus 0.48% to 0.925% based on debt ratings, plus a facility fee of 0.020% to 0.075% on commitments.
Covenant: minimum ratio of consolidated EBITDA to consolidated interest charges of 3.00 to 1.00 each fiscal quarter, starting with the first fiscal quarter ending after the closing date.
Analog Devices reported fiscal second quarter 2026 revenue of $3.62 billion, up 37% from a year earlier, with GAAP diluted earnings per share of $2.40 versus $1.14. The company forecast third-quarter revenue of $3.9 billion, plus or minus $100 million, and reported EPS of $2.60, plus or minus $0.15, which gives shareholders a near-term outlook alongside the quarter's results.
Q2 revenue of $3.62 billion, up 37% from $2.64 billion; operating income of $1.38 billion, up 104%
Diluted EPS of $2.40 versus $1.14; adjusted diluted EPS of $3.09 versus $1.85 (non-GAAP)
Q3 fiscal 2026 outlook: revenue of $3.9 billion (+/- $100 million) and reported EPS of $2.60 (+/- $0.15)
Board declared a quarterly dividend of $1.10 per share, payable June 16, 2026, to holders of record on June 2, 2026
Analog Devices agreed to buy Empower Semiconductor, a provider of integrated voltage regulators and power management solutions, in an all-cash deal valued at $1.5 billion. The transaction is expected to close in the second half of calendar 2026, subject to customary conditions and the expiration of the applicable Hart-Scott-Rodino antitrust waiting period.
Purchase price is $1.5 billion, paid in cash to Empower's stockholders
Expected closing in the second half of calendar year 2026, subject to customary conditions and HSR waiting period
Empower's silicon capacitors are already in production; its IVR programs are advancing with hyperscalers and AI silicon providers
Empower CEO Tim Phillips will continue leading IVR technology efforts at ADI after closing
At its 2026 Annual Meeting on March 11, 2026, Analog Devices shareholders approved the amended and restated 2020 Equity Incentive Plan and elected all ten director nominees. Shareholders also approved the non-binding say-on-pay vote and ratified Ernst & Young LLP as auditor for fiscal 2026, but did not approve a non-binding shareholder proposal on special meeting rights.
All ten director nominees were elected to serve until the next annual meeting; Vincent Roche received 393,055,889 votes for and 19,555,350 against.
Equity Incentive Plan approved with 394,057,132 votes for and 17,689,360 against; the plan was adopted by the board on December 10, 2025.
Say-on-pay approved with 370,540,311 votes for and 40,019,715 against.
Special meeting rights proposal not approved: 157,955,203 votes for and 253,421,562 against.
Analog Devices reported fiscal first-quarter 2026 revenue of $3.16 billion, up 30% from a year earlier, and diluted earnings per share of $1.69 versus $0.78. It forecast second-quarter revenue of $3.5 billion, plus or minus $100 million, and raised its quarterly dividend 11% to $1.10 per share, payable March 17, 2026.
Q1 diluted EPS was $1.69 versus $0.78 a year earlier; adjusted diluted EPS was $2.46 versus $1.63.
Q2 fiscal 2026 outlook: revenue of $3.5 billion (+/- $100 million), reported EPS of $2.19 and adjusted EPS of $2.88 (each +/- $0.15).
Quarterly dividend raised to $1.10 from $0.99 per share, payable March 17, 2026 to holders of record on March 3, 2026.
Analog Devices appointed Yoky Matsuoka, an executive at Panasonic Holdings and former Google and Apple executive, as an independent director effective January 20, 2026, expanding the board to 11 members. Director Susie Wee informed the board she will retire and not stand for re-election at the March 11, 2026 annual meeting, and the filing says her decision did not involve any disagreement with the company.
Yoky Matsuoka appointed independent director on January 20, 2026, and joined the Corporate Development Committee
Board size increased to 11 members
Matsuoka receives a $100,000 annual board retainer, a $15,000 committee retainer and an RSU award with a fair market value of $235,000
Susie Wee will serve until the 2026 Annual Meeting on March 11, 2026, and was not standing for re-election
Analog Devices reported fourth-quarter fiscal 2025 revenue of $3.08 billion, up 26% from a year earlier, with diluted EPS of $1.60 versus $0.96. For fiscal 2025, revenue rose 17% to $11.0 billion and diluted EPS rose to $4.56 from $3.28. The company also forecast first-quarter fiscal 2026 revenue of $3.1 billion, plus or minus $100 million, and reported EPS of $1.60, plus or minus $0.10.
Q4 fiscal 2025 revenue $3.08 billion, up 26%; operating income $945 million, up 66%
Fiscal 2025 free cash flow $4.3 billion; $2.2 billion of share repurchases and $1.9 billion of dividends
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Analog Devices filing is on SEC EDGAR ↗. 8-K briefs of other companies →