ADTRAN Holdings, Inc. Reports Stable Q3 2026 Financial Results

ADTRAN Holdings, Inc., based in Huntsville, Alabama, announced its third-quarter 2026 financial results. The company recorded revenue of $281.2 million, reflecting a slight 0.6% increase from the previous year. Gross margins stood at 38.5% on a GAAP basis, with non-GAAP figures at 42.1%, influenced by IEEPA refunds. Operating margins showed a GAAP loss of 0.3%, while non-GAAP results indicated a positive 5.0%. Despite using $24.5 million in operations, ADTRAN maintained cash reserves of $71.7 million.

CEO Tom Stanton expressed resilience in navigating a challenging supply environment, with growth in optical networking and hyperscale customer engagement. AI infrastructure's expansion provides new opportunities across cloud and service markets.

Looking forward to Q4 2026, ADTRAN anticipates revenue between $272.0 million and $292.0 million, with non-GAAP operating margins ranging from 1.0% to 5.0%, factoring in seasonal trends and project timing.