Jun 2026 (Q2 FY26) — Aug 4, 2026
ADTRAN Holdings, Inc. Q2 FY26 — Project Delays & Supply Constraints Impact Results, but Optical Growth and Diversification Remain Strong
Read the full callADTRAN Holdings earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 281 | +6.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -3.6 | +1.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -10.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $9.04 on 17 Oct 2025 → $6.43. High $19.4 (27 May 2026), low $6.31 (16 Oct 2026).
Overview
Call summaries
ADTRAN Holdings, Inc. Q2 FY26 — Project Delays & Supply Constraints Impact Results, but Optical Growth and Diversification Remain Strong
Read the full callEvery analysed call
Financials
Net profit, year on year: +47% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 228 | 243 | 248 | 265 | 279 | 292 | 286 | 281 |
| Operating profit | -26 | -17 | -4 | -13 | -3 | 4 | 6 | -10 |
| Operating margin | −11.5% | −6.9% | −1.6% | −5.0% | −1.0% | 1.5% | 2.2% | −3.6% |
| Interest | 6 | 5 | 5 | 5 | 5 | 5 | 4 | 4 |
| Profit before tax | -31 | -20 | -9 | -17 | -7 | 2 | 3 | -8 |
| Tax rate | −1.3% | −115.9% | 4.3% | −5.9% | −18.3% | 167.7% | 67.3% | −9.9% |
| Net profit | -33 | -46 | -11 | -21 | -10 | -4 | -1 | -11 |
| EPS ($ per share) | -0.38 | -0.58 | -0.14 | -0.24 | -0.12 | — | -0.01 | -0.13 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 884 | 807 | 782 | 741 | 55 | -232 | -689 | -730 |
| Total liabilities | 182 | 165 | 153 | 212 | 640 | 629 | 622 | 685 |
| Fixed assets | 81 | 68 | 62 | 56 | 111 | 118 | 106 | 124 |
| Investments | 3 | 33 | 3 | 0 | 0 | 0 | — | — |
| Total assets | 628 | 545 | 526 | 569 | 1,943 | 1,677 | 1,171 | 1,204 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 55 | -2 | -17 | 3 | -44 | -43 | 104 | 130 |
| Cash from investing | 0 | -10 | 41 | 10 | 56 | -35 | -64 | -69 |
| Cash from financing | -32 | -18 | -43 | -13 | 53 | 59 | -50 | -47 |
| Net cash flow | -4 | — | — | — | — | — | — | — |
| Capital expenditure | -8 | -9 | -6 | -6 | -17 | -36 | -35 | -32 |
| Free cash flow | 47 | -12 | -23 | -3 | -61 | -79 | 69 | 98 |
36 filings between Nov 17, 2025 and Aug 10, 2026.
Purchases
$499.8K
4 purchases by 3 insiders
Sales
$2.51M
5 sales by 3 insiders
60% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Glingener Christoph | — | $2.22M | May 8, 2026 |
| STANTON THOMAS R | $300.0K | — | Nov 24, 2025 |
| Jacqueline Hourigan Rice | — | $148.2K | Mar 4, 2026 |
| Wilson James Denson Jr | — | $137.4K | May 20, 2026 |
| Theodosopoulos Nikos | $100.4K | — | Nov 26, 2025 |
| Santo Timothy P | $99.3K | — | Aug 6, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 10, 2026 | Glingener Christoph Chief Technology Officer | Award | 27,924 | $0 |
| Aug 6, 2026 | Santo Timothy P SVP of Finance; CFO | Purchase | 6,579 | $50.0K |
| Jul 24, 2026 | Glingener Christoph Chief Technology Officer | Award | 9,384 | $0 |
| Jul 1, 2026 | DelSanto Anne Director | Award | 4,399 | $0 |
| May 20, 2026 | Wilson James Denson Jr Chief Revenue Officer | Sale | 9,332 | $137.4K |
| May 20, 2026 | Wilson James Denson Jr Chief Revenue Officer | Gift | 10,469 | $0 |
| May 8, 2026 | Glingener Christoph Chief Technology Officer | Option exercise 10b5-1 plan | 22,277 | $271.1K |
| May 8, 2026 | Glingener Christoph Chief Technology Officer | Sale 10b5-1 plan | 22,277 | $334.2K |
| May 7, 2026 | Glingener Christoph Chief Technology Officer | Option exercise 10b5-1 plan | 41,220 | $289.0K |
| May 7, 2026 | Glingener Christoph Chief Technology Officer | Sale 10b5-1 plan | 84,895 | $1.28M |
| May 7, 2026 | Glingener Christoph Chief Technology Officer | Sale 10b5-1 plan | 41,220 | $607.2K |
| May 7, 2026 | Glingener Christoph Chief Technology Officer | Option exercise 10b5-1 plan | 84,895 | $1.03M |
| Apr 1, 2026 | STANTON THOMAS R Chairman & CEO | Award | 170,723 | $0 |
| Apr 1, 2026 | Santo Timothy P SVP of Finance; CFO | Award | 28,252 | $0 |
| Apr 1, 2026 | Wilson James Denson Jr Chief Revenue Officer | Award | 24,908 | $0 |
| Mar 19, 2026 | Santo Timothy P SVP of Finance; CFO | Tax withheld | 1,501 | $17.9K |
| Mar 4, 2026 | Jacqueline Hourigan Rice Director | Sale | 14,406 | $148.2K |
| Jan 26, 2026 | Wilson James Denson Jr Chief Revenue Officer | Tax withheld | 1,309 | $12.1K |
| Jan 26, 2026 | STANTON THOMAS R Chairman & CEO | Award | 27,973 | $0 |
| Jan 26, 2026 | STANTON THOMAS R Chairman & CEO | Tax withheld | 12,407 | $114.6K |
| Jan 26, 2026 | STANTON THOMAS R Chairman & CEO | Tax withheld | 14,409 | $140.2K |
| Jan 24, 2026 | STANTON THOMAS R Chairman & CEO | Tax withheld | 17,535 | $167.5K |
| Jan 24, 2026 | Wilson James Denson Jr Chief Revenue Officer | Tax withheld | 1,227 | $11.7K |
| Jan 20, 2026 | Wilson James Denson Jr Chief Revenue Officer | Tax withheld | 765 | $7.1K |
| Jan 20, 2026 | STANTON THOMAS R Chairman & CEO | Tax withheld | 10,247 | $94.7K |
| Dec 31, 2025 | Theodosopoulos Nikos Director | Award | 13,809 | $0 |
| Dec 31, 2025 | Jacqueline Hourigan Rice Director | Award | 13,809 | $0 |
| Dec 31, 2025 | HUSS H FENWICK Director | Award | 13,809 | $0 |
| Dec 31, 2025 | Nair Balan Director | Award | 13,809 | $0 |
| Dec 31, 2025 | McCray Gregory James Director | Award | 13,809 | $0 |
| Dec 31, 2025 | Walker Kathryn A Director | Award | 13,809 | $0 |
| Nov 28, 2025 | Santo Timothy P SVP of Finance; CFO | Purchase | 6,150 | $49.3K |
| Nov 26, 2025 | Theodosopoulos Nikos Director | Purchase | 12,859 | $100.4K |
| Nov 24, 2025 | STANTON THOMAS R Chairman & CEO | Purchase | 40,928 | $300.0K |
| Nov 17, 2025 | STANTON THOMAS R Chairman & CEO | Tax withheld | 3,355 | $24.6K |
| Nov 17, 2025 | Wilson James Denson Jr Chief Revenue Officer | Tax withheld | 468 | $3.4K |
| Jul 13, 2025 | STANTON THOMAS R Chairman & CEO | Tax withheld | 5,663 | $52.1K |
| Apr 13, 2025 | STANTON THOMAS R Chairman & CEO | Tax withheld | 5,408 | $41.2K |
| Mar 19, 2025 | Santo Timothy P SVP of Finance; CFO | Award | 20,444 | $0 |
| Jan 26, 2025 | Wilson James Denson Jr Chief Revenue Officer | Tax withheld | 845 | $8.7K |
| Jan 26, 2025 | STANTON THOMAS R Chairman & CEO | Tax withheld | 9,536 | $98.3K |
| Jan 26, 2025 | Dopfer Ulrich Chief Financial Officer | Tax withheld | 1,167 | $12.0K |
| Jan 24, 2025 | STANTON THOMAS R Chairman & CEO | Award | 39,735 | $0 |
| Jan 24, 2025 | Wilson James Denson Jr Chief Revenue Officer | Award | 14,163 | $0 |
| Jan 24, 2025 | Dopfer Ulrich Chief Financial Officer | Award | 16,291 | $0 |
| Jan 24, 2025 | Dopfer Ulrich Chief Financial Officer | Tax withheld | 4,613 | $47.6K |
| Jan 24, 2025 | Dopfer Ulrich Chief Financial Officer | Award | 16,384 | $0 |
| Jan 24, 2025 | Glingener Christoph Chief Technology Officer | Award | 13,907 | $0 |
| Jan 24, 2025 | Glingener Christoph Chief Technology Officer | Award | 13,870 | $0 |
| Jan 24, 2025 | Wilson James Denson Jr Chief Revenue Officer | Award | 16,096 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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