Adtran Inc (ADTN)
NASDAQ:ADTN
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.13Last Year’s EPS
0Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid operational progress: meaningful top-line growth (+15.5% YoY), strong optical and subscriber performance, meaningful margin expansion (non-GAAP operating margin up ~300 bps YoY), and promising product and AI initiatives (LiteWave800, Mosaic One). These positives are tempered by persistent supply-chain pressures (memory and freight), near-term cash/working-capital strain (negative FCF, elevated inventory), regional geopolitical impacts, and uncertainty about the pace of BEAD-driven revenue. On balance, the positive revenue and margin trends and product momentum outweigh the challenges, though risks remain.Company Guidance
Revenue Growth
Total revenue of $286.1 million, up 15.5% year-over-year, returning to a more normalized seasonal pattern.
Margin Expansion and Profitability
Non-GAAP gross margin of 43.0% (up ~55 bps YoY and ~54 bps sequentially); non-GAAP operating margin of 6.9% (expanded ~300 bps YoY from 3.9% in Q1'25) with non-GAAP operating income of $19.9 million. Non-GAAP net income of $11.0 million or $0.14 per diluted share versus $0.03 in Q1'25.
Optical Networking Momentum
Optical networking revenue of $97.3 million, up 24% year-over-year; management expects optical revenue to build throughout the year driven by hyperscalers, MOFN and European vendor-replacement initiatives.
Subscriber and Access Strength
Subscriber solutions revenue $98.2 million, up 22% YoY; access & aggregation revenue $90.5 million, up 2% YoY and up 14% sequentially, indicating broad-based strength across U.S. and Europe.
U.S. Revenue Upside
U.S. revenue of $146.2 million (51% of total), up 42% year-over-year and up 7% sequentially—highlighting strong domestic demand.
New Product and AI/Cloud Initiatives
Introduction of LiteWave800 (purpose-built for intra-data center connectivity) with claimed >90% power reduction (~1 picojoule/bit) and positive early customer feedback; Quattro (4x100) planned later this year. Mosaic One Clarity won FTTH Europe AI award; Mosaic One ~500 customers and Intellifi >100 customers, validating AI/automation demand.
BEAD and Market Tailwinds
BEAD deployment funds have begun to reach operators — early orders observed with expectations for more meaningful contribution in the back half of the year and into 2027; company previously referenced ~ $1 billion industry opportunity over multiple years for the program.
ADTN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ADTN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $18.45 | $18.34 | -0.60% |
Feb 25, 2026 | $10.58 | $10.69 | +1.04% |
Nov 03, 2025 | $10.42 | $10.43 | +0.10% |
Aug 04, 2025 | $8.76 | $9.47 | +8.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Adtran Inc (ADTN) report earnings?
Adtran Inc (ADTN) is schdueled to report earning on Aug 04, 2026, Before Open (Confirmed).
What is Adtran Inc (ADTN) earnings time?
Adtran Inc (ADTN) earnings time is at Aug 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ADTN EPS forecast?
ADTN EPS forecast for the fiscal quarter 2026 (Q2) is 0.13.