ADTRAN Holdings' Q3 revenue beats estimates

Adtran Holdings

04/11/2025 08:34

Overview

ADTRAN Q3 2025 revenue rises 23% yr/yr, beating analyst expectations

Adjusted EPS for Q3 misses analyst estimates

Parent company of Adtran Inc, a provider of open, disaggregated networking and communications solutions, highlights focus on sustainable growth and shareholder value

Outlook

ADTRAN expects Q4 2025 revenue between $275.0 mln and $285.0 mln

Company anticipates Q4 2025 non-GAAP operating margin of 3.5% to 7.5%

Result Drivers

REVENUE GROWTH - ADTRAN reports 23% yr/yr revenue increase, driven by disciplined execution and broad-based growth

INDUSTRY ENVIRONMENT - CEO attributes results to a healthy industry environment and strategic focus on key technology transitions

CAPITAL STRUCTURE - ADTRAN strengthened its capital structure and improved efficiency, supporting its growth strategy

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$279.44 mln
$274.59 mln (6 Analysts)
Q3 Adjusted EPS
Miss
$0.05
$0.06 (5 Analysts)
Q3 EPS
-$0.12
Q3 Net Income
-$7.75 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for ADTRAN Holdings Inc is $12.50, about 16.6% above its November 3 closing price of $10.43

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nBw9YRsRba

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)