ADTRAN is emerging from a severe carrier destocking cycle, with revenue accelerating to $281.1M in 2026Q2 (up 17.5% YoY) and gross margins stabilizing near 37-39%.
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $0.09+100.2% vs $0.04 | $281M-1.4% vs $285M |
Q3 2026 Aug 3, 2026 | $0.04-58.6% vs $0.10 | $281M-3.1% vs $290M |
Q2 2026 May 5, 2026 | $0.14+55.6% vs $0.09 | $286M+0.2% vs $285M |
Q1 2026 Feb 25, 2026 | $0.16+100.0% vs $0.08 | $292M+3.6% vs $281M |
ADTRAN (NASDAQ: ADTN) reported third-quarter revenue of $281.2 million, up about 1% from a year earlier and roughly flat sequentially, as growth in optical networking and access products was partly offset by supply constraints and lower subscriber-solutions revenue from the prior year. Management said results came in slightly below the midpoint of its guidance range, but
Hyperscaler customer revenue grew over 200% year over year. European equipment replacement represents a $10 billion market opportunity.
ADTRAN Holdings, Inc. (NASDAQ:ADTN) reported worse-than-expected third-quarter sales results and issued fourth-quarter sales guidance below estimates.
ADTRAN Holdings, Inc. ( ADTN ) Q3 2026 Earnings Call November 3, 2026 8:30 AM EST Company Participants Thomas Stanton - President, CEO & Chairman Timothy Santo - Senior VP of Finance, Principal Accounting Officer, Treasurer & CFO Conference Call Participants Jyhhaw Liu - Evercore ISI Institutional Equities, Research Division Amoljit Dhaliwal Christian Schwab - Craig-Hallum Capital Group LLC, Research Division Dave Kang - B. Riley Securities, Inc., Research Division George Notter - Wolfe Research, LLC William Dezellem - Tieton Capital Management, LLC Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the ADTRAN Holdings, Inc. Third Quarter 2026 Earnings Release Conference Call.
Benchmark ADTN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for ADTRAN Holdings Inc. (ADTN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.04 | $327.23M | -7.09 | 17.46% | -4.21% | -8.54% | — | |
| $243.39 | $34.45B | 286.34 | 18.79% | 10.87% | 22.82% | — | |
| $30.60 | $1.93B | 117.69 | 20.26% | 3.99% | 6.09% | — | |
| $28.47 | $7.02B | 189.80 | 8.39% | -2% | -3.16% | — | |
| $93.85 | $369.9B | 28.18 | 11.77% | 20.95% | 27.39% | 1.75% | |
| $18.88 | $506.74M | -16.56 | 2.91% | -5.91% | -8.42% | — |
ADTRAN Holdings Inc. (ADTN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ADTRAN Holdings Inc. (ADTN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Aug 4, 2026·SEC
Jul 23, 2026·SEC
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ADTRAN Holdings Inc. (ADTN) stock FAQ — growth, dividends, profitability & financials explained
ADTRAN Holdings Inc. (ADTN) reported $1.14B in revenue over the trailing twelve months. Revenue was $1.08B in fiscal year 2025. That is 333% more than the $250.1M of fiscal year 1996.
ADTRAN Holdings Inc. (ADTN) grew revenue by 17.5% in fiscal year 2025, compared with the prior fiscal year.
No. ADTRAN Holdings Inc. (ADTN) reported a net loss of $26.1M over the trailing twelve months.
ADTRAN Holdings Inc. (ADTN) had a return on equity (ROE) of -8.5% in fiscal year 2025. A negative ROE means the company lost money over the period.
ADTRAN Holdings Inc. (ADTN) generated $56.9M in free cash flow over the trailing twelve months.
