secwatch.observer — SEC 8-K summary ====================================== Issuer: ADTRAN Holdings, Inc. (ADTN) CIK: 0000926282 Form: 8-K Filed at: 2026-07-22T11:02:14+00:00 Accession: 0001193125-26-311290 Event type: earnings Sentiment: negative Materiality: 0.85 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 ADTRAN pre-announces Q2 revenue, margin, EPS below guidance; Q3 outlook weak ---------------------------------------------------------------------------- - Preliminary Q2 revenue $280-282M vs guidance $283-303M; non-GAAP op margin 3.5-4.0% vs 5.0-9.0%. - Preliminary non-GAAP EPS $0.03-0.05 vs analyst consensus of $0.13; GAAP loss per share $(0.12)-(0.14). - Q3 guidance: revenue $275-295M, non-GAAP op margin 1.5-5.5% — below prior expectations. - Miss driven by a single customer project delay and elevated component/freight costs. - Full Q2 results due Aug 3; conference call Aug 4. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/926282/000119312526311290/0001193125-26-311290-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/926282/000119312526311290/adtn-20260721.htm HTML page: https://secwatch.observer/filing/0001193125-26-311290 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer