earnings
confidence high
sentiment positive
materiality 0.70
ADTRAN Q1 revenue $286.1M (+15.5% YoY); non-GAAP EPS $0.14; guides Q2 rev $283-303M
ADTRAN Holdings, Inc.
2026-Q1 EPS reported
-$0.01
revenue$286,086,000
- Revenue $286.1M (+15.5% YoY); GAAP diluted loss $0.01; non-GAAP diluted EPS $0.14.
- GAAP gross margin 39.5%; non-GAAP gross margin 43.0% (up 108/55 bps YoY).
- Q2 2026 outlook: revenue $283M-$303M; non-GAAP operating margin 5%-9%.
- Introduced LiteWave800 for AI intra-data center; BEAD funds and European vendor displacement cited as demand drivers.
- Net cash from operations $12.7M; cash and equivalents $88.3M.