Overview

* CommScope ( COMM ) Q2 net sales rise 31.7% yr/yr to $1.39 bln

* Adjusted EBITDA for Q2 beats estimates, rising 79% to $337.8 mln

* Adjusted EPS of $0.44 beats analyst expectations, per LSEG data

* Co to sell CCS segment to Amphenol for $10.5 bln in cash

Outlook

* CommScope ( COMM ) raises 2025 adjusted EBITDA guidance to $1.15-$1.20 bln

* Company expects CCS segment sale to close in H1 2026

* Proceeds from CCS sale to repay debt, redeem equity, and pay dividends

* ANS and RUCKUS positioned for growth post-CCS sale

Result Drivers

* ALL SEGMENTS - Net sales increased 31.7% year-over-year, supported by stronger-than-expected results across all segments

* RUCKUS DEMAND - RUCKUS segment net sales rose 46.5% due to increased demand and improved channel inventory

* ANS GROWTH - ANS segment net sales increased 65% driven by Access Technologies and Broadband Networks Solutions

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales $1.39

bln

Q2 Beat $0.44 $0.23 (8

Adjusted Analysts

EPS )

Q2 EPS $0.07

Q2 Net $31.80

Income mln

Q2 Beat $337.80 $267.20

Adjusted mln mln (6

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and 3 "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 CommScope Holding Company Inc ( COMM ) is $4.00, about 94.7% below its August 1 closing price of $7.79

* The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release:

(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.)