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What changed in ADI's 10-Q
Source: 10-Q filed 2026-05-20 · compared against 10-Q 2026-02-18. Every passage below is quoted verbatim from the filing itself.
Revenue and Demand
This filing
Revenue increased 37% … as a result of a broad-based increase in demand … notably within all Industrial sub-markets … and the data center portion of the Communications end market.
Gross Margin
This filing
Gross margin percentage increased … primarily due to higher utilization of our manufacturing fixed costs … and favorable mix.
Profitability
This filing
Net income increased … as the result of a $701.7 million increase in operating income.
Special Charges
This filing
Special charges, net decreased … primarily due to decreased charges related to our Global Repositioning Actions.
Risk Factors
This filing
the outcome of any regulatory actions, including governmental inquiries, investigations or enforcement proceedings
Accounts Receivable
This filing
The increase in accounts receivable in dollars was primarily the result of increased sales levels and variations in the timing of collections and billings.
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.