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 ( ADTN ) 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 ( ADTN ) strengthened its capital structure and improved efficiency, supporting its growth strategy

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $279.44 $274.59

Revenue mln mln (6

Analysts

)

Q3 Miss $0.05 $0.06 (5

Adjusted Analysts

EPS )

Q3 EPS -$0.12

Q3 Net -$7.75

Income 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 ( ADTN ) 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:

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(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.)