ADTRAN Holdings, Inc. — Third Quarter 2026 Earnings Summary

ADTRAN Holdings, Inc. reported third-quarter 2026 revenue of $281.2 million, representing a 0.6% increase year-over-year despite challenges in the supply environment. The company achieved a non-GAAP operating margin of 5.0% and non-GAAP diluted earnings per share of $0.09, while GAAP results reflected a loss per share of $0.10 due to various adjustments. Management highlighted growth in optical networking and hyperscale customers driven by expanding AI infrastructure needs. For the fourth quarter of 2026, the company forecasts revenue between $272.0 million and $292.0 million with a non-GAAP operating margin ranging from 1.0% to 5.0%.