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ADTRAN Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.0900 |
| EPS actual | $0.140 |
| EPS Surprise | 55.56% |
| Revenue estimate | 285.478M |
| Revenue actual | 286.086M |
| Revenue Surprise | 0.213% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.0800 |
| EPS actual | $0.160 |
| EPS Surprise | 100.00% |
| Revenue estimate | 281.463M |
| Revenue actual | 291.56M |
| Revenue Surprise | 3.59% |
| Release date | Nov 03, 2025 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0500 |
| EPS Surprise | -16.67% |
| Revenue estimate | 280.722M |
| Revenue actual | 279.435M |
| Revenue Surprise | -0.459% |
| Release date | Aug 04, 2025 |
| EPS estimate | $0.0100 |
| EPS actual | -$0.0300 |
| EPS Surprise | -400.00% |
| Revenue estimate | 267.997M |
| Revenue actual | 265.068M |
| Revenue Surprise | -1.09% |
Last 4 Quarters for ADTRAN
Below you can see how ADTN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $9.47 |
| EPS estimate | $0.0100 |
| EPS actual | -$0.0300 |
| EPS surprise | -400.00% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $9.51 |
| Jul 30, 2025 | $9.19 |
| Jul 31, 2025 | $9.29 |
| Aug 01, 2025 | $8.76 |
| Aug 04, 2025 | $9.47 |
| Aug 05, 2025 | $8.09 |
| Aug 06, 2025 | $8.66 |
| Aug 07, 2025 | $8.71 |
| Aug 08, 2025 | $8.59 |
| 4 days before | -0.421% |
| 4 days after | -9.29% |
| On release day | -14.57% |
| Change in period | -9.67% |
| Release date | Nov 03, 2025 |
| Price on release | $10.43 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0500 |
| EPS surprise | -16.67% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $10.29 |
| Oct 29, 2025 | $10.15 |
| Oct 30, 2025 | $10.54 |
| Oct 31, 2025 | $10.42 |
| Nov 03, 2025 | $10.43 |
| Nov 04, 2025 | $7.91 |
| Nov 05, 2025 | $8.40 |
| Nov 06, 2025 | $8.03 |
| Nov 07, 2025 | $7.97 |
| 4 days before | 1.36% |
| 4 days after | -23.59% |
| On release day | -24.16% |
| Change in period | -22.55% |
| Release date | Feb 25, 2026 |
| Price on release | $10.69 |
| EPS estimate | $0.0800 |
| EPS actual | $0.160 |
| EPS surprise | 100.00% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $9.88 |
| Feb 20, 2026 | $10.07 |
| Feb 23, 2026 | $10.22 |
| Feb 24, 2026 | $10.58 |
| Feb 25, 2026 | $10.69 |
| Feb 26, 2026 | $9.91 |
| Feb 27, 2026 | $10.20 |
| Mar 02, 2026 | $9.96 |
| Mar 03, 2026 | $9.88 |
| 4 days before | 8.20% |
| 4 days after | -7.58% |
| On release day | -7.30% |
| Change in period | 0% |
| Release date | May 05, 2026 |
| Price on release | $15.30 |
| EPS estimate | $0.0900 |
| EPS actual | $0.140 |
| EPS surprise | 55.56% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $16.79 |
| Apr 30, 2026 | $17.69 |
| May 01, 2026 | $18.45 |
| May 04, 2026 | $18.34 |
| May 05, 2026 | $15.30 |
| May 06, 2026 | $15.71 |
| May 07, 2026 | $14.55 |
| May 08, 2026 | $14.94 |
| May 11, 2026 | $15.68 |
| 4 days before | -8.87% |
| 4 days after | 2.48% |
| On release day | 2.68% |
| Change in period | -6.61% |
ADTRAN Earnings Call Transcript Summary of Q1 2026
ADTRAN reported solid Q1 2026 results: revenue of $286.1M, up 15.5% YoY, and non-GAAP operating margin of 6.9% (up 300 bps YoY). Growth was broad-based: Optical Networking (+24% YoY to $97.3M), Subscriber Solutions (+22% YoY to $98.2M) and Access & Aggregation (+2% YoY to $90.5M). Management highlighted strong demand drivers including BEAD-funded U.S. broadband deployments (expected to ramp in the back half of the year), continued vendor-replacement momentum in Europe, and accelerating opportunity from cloud/hyperscaler and AI data-center networking. ADTRAN introduced LiteWave800 (targeting very low power intra-data-center connectivity) and is expanding AI/network automation offerings under Mosaic One/Clarity; early customer feedback and trials are encouraging. Margins benefited from favorable mix and cost discipline despite elevated memory and freight costs; non-GAAP gross margin was 43%. Balance sheet and cash flow showed working capital headwinds (inventory $209M, DIO 110 days) and free cash flow was negative $3.3M. For Q2 2026 management guides revenue $283M–$303M and non-GAAP operating margin 5%–9%. Key priorities remain expanding margins, generating cash, and converting pipeline (BEAD, AI/data-center, enterprise) into revenue.
