Question · Q4 2025
Harlan Suhr inquired about the aerospace and defense segment's strong double-digit growth in fiscal 2025, asking if this trend is expected to continue in fiscal 2026 and what ADI-specific product cycles are driving this growth.
Answer
CEO Vincent Roche explained that growth in aerospace and defense, now over a $1 billion run rate, stems from the Hittite acquisition (RF/microwave), high-performance conversion products, and power management technologies from LTC/Maxim. Market drivers include increasing global defense capital deployment and strong demand in Europe, with increasing ASPs, projecting the business to more than double by the end of the decade.
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