earnings
confidence high
sentiment neutral
materiality 0.65
ADTRAN Q2 revenue $281.1M (+6.1% YoY); GAAP EPS -$0.13, non-GAAP EPS $0.04; guides Q3 rev $275-295M
ADTRAN Holdings, Inc.
- Revenue $281.1M, up 6.1% YoY; GAAP gross margin 37.0%, non-GAAP 40.7%.
- GAAP diluted loss per share $0.13; non-GAAP diluted EPS $0.04.
- Operating cash flow $25.9M; cash and equivalents $79.2M.
- Q3 2026 guidance: revenue $275M-$295M, non-GAAP operating margin 1.5%-5.5%.
- Cloud/hyperscaler/enterprise/government revenue grew 47% YoY; optical networking led demand.