The financials
ADTRAN Holdings, Inc. by the numbers
ADTRAN Holdings, Inc. (ADTN) reported revenue of $286M in Q1 2026 (quarter ended March 31, 2026), up 15% from the same quarter a year earlier. That came with a gross margin of 39% and net loss of $1.3M. For the full year FY2025, revenue was $1.08B (+17% year on year) and net income −$46M. Its largest product in 2026-Q2 was Optical Networking Solutions at $87M, 37% of the disclosed total, just ahead of Subscriber Solutions at 32%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $286M | $248M | +15% |
| Gross profit | $113M | $95M | +19% |
| Operating income | $6.4M | −$4.0M | to a profit |
| Net income | −$1.3M | −$11M | n/a |
| Diluted EPS | −$0.01 | −$0.14 | n/a |
| Product | Revenue | Share |
|---|---|---|
| Optical Networking Solutions | $87M | 37% |
| Subscriber Solutions | $74M | 32% |
| Access Aggregation Solutions | $72M | 31% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $232.9M (-2.1%)
Optical Networking Solutions grew +31% year on yearAccess Aggregation Solutions -6.7% year on year
Segment Latestquarter on quarteryear on year
- Optical Networking Solutions$87.2M$87.2MQoQ +23%year on year +31%+23%+31%
- Subscriber Solutions$73.5M$73.5MQoQ -18%year on year -2.6%-18%-2.6%
- Access Aggregation Solutions$72.1M$72.1MQoQ -6.1%year on year -6.7%-6.1%-6.7%
Communication Equipment
Ranks #14 of 21 by Smart Score