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ADTRAN Holdings, Inc.

ADTN

ADTRAN Holdings is a global provider of networking and communications platforms, software, and services focused on metro optical transport, data center interconnect, and broadband access.

Market cap
$769.48M+4.6%
Revenue$1.1B+18.8%
Net income-$35.7M+74.6%
Free cash flow$67.4M-17.1%
EPS (diluted)-$0.39+77.5%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 3, 2026 (In 5 days)
Revenue estimate$290.2M
EPS estimate$0.09

Financials

Q1 2026

Income statement

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Revenue$286.1M+15.5%
Gross profit$113.0M+18.7%
Operating income$6.4M+261%
Net income-$1.3M+88.3%
EPS (diluted)-$0.01+92.9%

Balance sheet

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Cash & equivalents$88.3M-12.9%
Total assets$1.2B-0.7%

Cash flow

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Operating cash flow$12.7M-70.7%
CapEx$7.5M+1.4%
Free cash flow$5.2M-85.6%

Valuation & ratios

Valuation

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Market cap$769.48M+4.6%
P/S0.7×-0.1×

Profitability

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Gross margin38.6%+1.6pp
Net margin-3.2%-1.4pp
FCF margin6%-2.6pp

Returns & leverage

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Current ratio1.8×-0.3×

Segments

By product

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Subscriber Solutions$98.2M+22.2%
Optical Networking Solutions$97.3M+24.5%
Access Aggregation Solutions$90.5M+1.6%

By segment

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Network Solutions$237.9M+17.7%
Services And Support$48.1M+5.8%

Competitors

Profile

ADTRAN Holdings is a global provider of networking and communications platforms, software, and services focused on metro optical transport, data center interconnect, and broadband access. The company delivers fiber-based infrastructure and AI-driven SaaS applications that span from the network core to the subscriber edge. Its core value proposition centers on enabling service providers to transition to high-capacity fiber networks through open, disaggregated networking solutions.

Competitive position

A leading global supplier of fiber-based communications infrastructure and converged edge solutions with a focus on open, disaggregated architectures.

GeographiesUnited States, Germany, United Kingdom, EMEA, APAC
Customer segmentsTelecommunications Service Providers, Hyper-scalers, Government Agencies, Small and Medium Businesses
Business modelHardware-as-a-Service, Subscription SaaS, Professional Services, B2B Manufacturing
SuppliersSemiconductor manufacturers, Contract manufacturers (EMS), Original Design Manufacturers (ODM), Raw mineral suppliers
CustomersTier 1/2/3 Service Providers, Internet Content Providers, Value-Added Resellers (VARs), System Integrators, Managed Service Providers (MSPs)
Listed1994
Employees3.2K
CEOThomas R. Stanton
Websiteadtran.com
FilingsSEC EDGAR

Questions, answered.

What is ADTRAN Holdings, Inc.'s market cap?
ADTRAN Holdings, Inc. (ADTN) has a market capitalization of $769.5M and trades on NASDAQ.
What is ADTRAN Holdings, Inc.'s revenue and profitability?
ADTRAN Holdings, Inc. generated $1.1B in trailing twelve-month revenue with a net loss of $35.7M, representing a net margin of -3.2%. Gross margin stands at 38.6%, with free cash flow of $67.4M. These figures are based on the Q1 2026 filing.
Who are ADTRAN Holdings, Inc.'s competitors?
ADTRAN Holdings, Inc.'s key competitors include Harmonic, Ciena, Calix, and others. These companies compete in similar markets and product categories.
What subsidiaries does ADTRAN Holdings, Inc. have?
ADTRAN Holdings, Inc.'s subsidiaries include ADTRAN, Inc., Adtran Networks SE, Adtran GmbH, and others.
Where is ADTRAN Holdings, Inc. headquartered?
ADTRAN Holdings, Inc. is headquartered in United States of America and employs approximately 3,227 people. It has been publicly traded since 1994.