ADTRAN Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
55.5%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$1.1Bnext fiscal year
FY EPS (est.)
$0.29next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 2 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly286.1MTarget: 283000000 to 303000000
Non-GAAP Operating Margin Quarterly6.9%Target: 5 to 9%
Non-GAAP Gross Margin Quarterly43.0%Target: Sustained expansion driven by product mix
Watch Items
- BEAD Funding RolloutTrigger: Delays in state-level allocation of broadband deployment fundsAction: Re-evaluate revenue growth projections for late 2026 and 2027
- DPLTA Cash ObligationsTrigger: Recurring compensation or exit payments to Adtran Networks SE minority shareholders exceeding cash reservesAction: Assess liquidity risk and potential dilution from Wells Fargo credit facility or convertible notes
- High-Risk Vendor Displacement in EuropeTrigger: Slowing legislative progress of Cybersecurity Act 2.0 or equivalent European Commission mandatesAction: Adjust European market share expansion assumptions
Research as of 19 Jun 2026