ADTNADTRAN Holdings, Inc.
Price
-27%1YEnd-of-day closes, not the intraday tick.
Survival is the story here: start there
Quality mixed, hard red flags, price roughly fair, growing in the filings, the market undecided.
ADTRAN Holdings, Inc. (“Adtran” or the “Company”) is a leading global provider of networking and communications platforms, software, systems and services focused on the metro optical transport, data center interconnect, and broadband access market, serving a diverse domestic and international customer base in multiple countries that includes large, medium and small Service Providers, alternative Service Providers, such as utilities, municipalities and fiber overbuilders, cable/MSOs, SMBs and distributed enterprises, including Fortune 500 companies with sophisticated business continuity applications; hyper-scalers, neocloud and content providers and data center companies; and federal, state and local government agencies.
In the company’s own words · 10-K filed Feb 26, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
ADTRAN Holdings, Inc. (ADTN) reported revenue of $281M in Q2 2026 (quarter ended Jun 30, 2026), up 6.1% from the same quarter a year earlier. That came with a gross margin of 37% and net loss of $11M. For the full year FY2025, revenue was $1.08B (+17% year on year) and net income −$46M. Its largest product in Q2 2026 was Optical Networking Solutions at $87M, 37% of the disclosed total, just ahead of Subscriber Solutions at 32%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 10, 2026On August 10, 2026, Adtran Networks SE (“Adtran Networks”), a majority-owned subsidiary of ADTRAN Holdings, Inc. (the “Company”), entered into an amendment (the “Amendment”) to its employment agreement with Christoph Glingener, the Company’s Chief Technology Officer (“CTO”) and the CTO and a member of the management …Director or officer change · Form 8-K
- Aug 4, 2026ADTRAN Holdings, Inc. reports second quarter 2026 financial results.Earnings release · press release
- Jul 23, 2026On July 21, 2026, ADTRAN Holdings, Inc. (the “Company”) as guarantor, ADTRAN, Inc., a Delaware corporation (the “US Borrower”), and Adtran Networks SE, a European stock corporation (the “German Borrower” and together with the US Borrower, collectively, the “Borrowers”), entered into a credit agreement (the “Credit …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $232.9MThe company’s own SEC segment disclosure.
- Optical Networking Solutions$87.2M37%
- Subscriber Solutions$73.5M32%
- Access Aggregation Solutions$72.1M31%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Communication Equipment
Ranks #16 of 20 by RyuScore