ADTRAN Holdings delivers $281.1 million second quarter revenue

• ADTRAN Holdings reported a second-quarter 2026 revenue of $281.1 million, representing a 6.1% year-over-year increase.
• The company posted a GAAP diluted loss of $0.13 per share alongside a non-GAAP operating margin of 3.8%.
• Management expects third-quarter revenue to reach between $275 million and $295. million driven by optical networking demand.

ADTRAN Holdings (NASDAQ:ADTN) reported second-quarter 2026 revenue of $281.1 million, marking a 6.1% year-over-year increase driven by demand in its optical networking business.

This quarterly performance contrasts with previous periods by generating $25.9 million in net cash from operating activities despite a GAAP operating margin of negative 3.6%.

For the third quarter of 2026, the company stated it expects revenue to range between $275 million and $295 million, with a non-GAAP operating margin of 1.5% to 5.5%.

Following the announcement, ADTRAN Holdings' share price was up at $8.84.

The technology firm is actively expanding its customer base by increasing diversity across cloud providers, hyperscalers, enterprise, and government clients.

The company stated that revenue from these targeted customer segments grew 47% year-over-year, reinforcing its long-term strategic operating model.