Press Release: ADTRAN Holdings, Inc. reports first quarter 2026 financial results

Dow Jones
May 05
HUNTSVILLE, Ala.--(BUSINESS WIRE)--May 04, 2026-- 

ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) ("ADTRAN Holdings" "ADTRAN" or the "Company") today announced its unaudited financial results for the first quarter ended March 31, 2026.

   --  Revenue: $286.1 million, up 15.5% year-over-year. 
 
   --  GAAP gross margin of 39.5%; Non-GAAP gross margin of 43.0%; up 108 and 
      55 basis points year-over-year, respectively. 
 
   --  Operating margin: GAAP operating margin of 2.2 %; non-GAAP operating 
      margin of 6.9%. 
 
   --  Net cash provided by operating activities of $12.7 million. 
 
   --  GAAP diluted loss per share of $0.01; non-GAAP diluted earnings per 
      share of $0.14. 
 
   --  Cash and cash equivalents of $88.3 million. 

ADTRAN Holdings Chairman and Chief Executive Officer Tom Stanton stated, "We delivered solid first quarter results, with revenue increasing 15.5% year-over-year, and GAAP and non-GAAP operating margin rising 380 and 300 basis points from a year ago, respectively. These results reflect the continued strength of our core markets and the operating leverage we have been building."

Mr. Stanton added, "We believe that the demand drivers underpinning our business continue to build. In the US, broadband momentum continues with BEAD deployment funds now beginning to reach operators in a growing number of states. In Europe, high-risk vendor displacement continues to progress, reinforced by the European Commission's advancing legislation such as Cybersecurity Act 2.0. Also during the quarter, we introduced LiteWave800$(TM)$, our first product purpose-built for intra-data center AI infrastructure, setting a new benchmark for power efficiency at 800G."

Business outlook(1)

For the second quarter of 2026, the Company expects revenue to be within a range of $283.0 million to $303.0 million. Non-GAAP operating margin is expected to be within a range of 5.0% to 9.0%.

(1) Non-GAAP operating margin (which is calculated as non-GAAP operating income (loss) divided by revenue) is a non-GAAP financial measure. The Company has provided guidance for its second quarter 2026 non-GAAP operating margin. This measure excludes from the corresponding GAAP financial measure the effect of adjustments as described below. The Company has not provided a reconciliation of such non-GAAP guidance to guidance presented on a GAAP basis because it cannot predict and quantify without unreasonable effort all of the adjustments that may occur during the period due to the difficulty of predicting the timing and amounts of various items within a reasonable range. In particular, non-GAAP operating margin excludes certain items, such as acquisition related expenses, amortization and adjustments, stock-based compensation expense, deferred compensation adjustments, professional fees and other expenses, amortization of pension actuarial losses, the tax effect of these adjustments to net loss and purchases of property, plant and equipment, and developed technologies, that the Company is unable to quantitatively predict. Depending on the materiality of these items, they could have a significant impact on the Company's GAAP financial results.

Conference call

The Company will hold a conference call to discuss its first quarter 2026 results on Tuesday , May 5, 2026, at 7:30 a.m. Central Time (2:30 p.m. Central European Time). The Company will webcast this conference call at the events and presentations section of ADTRAN Holdings, Inc. Investor Relations website at https://events.q4inc.com/attendee/656998876 approximately 10 minutes before the start of the call, or you may dial 1-888-330-2391 (Toll-Free US) or 1-240-789-2702, and use Conference ID 8936454.

An online replay of the Company's conference call, as well as the transcript of the call, will be available on the Investor Relations site https://investors.adtran.com/shortly following the call and will remain available for at least 12 months. For more information, visit investors.adtran.com or email investor.relations@adtran.com.

Upcoming conference schedule

May 20, 2026: B. Riley Institutional Investor Conference - Marina Del Rey, CA

About Adtran

ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) is the parent company of Adtran, Inc., a leading global provider of open, disaggregated networking and communications solutions that enable voice, data, video and internet communications across any network infrastructure. From the cloud edge to the subscriber edge, Adtran empowers communications service providers around the world to manage and scale services that connect people, places and things. Adtran solutions are used by service providers, private enterprises, government organizations and millions of individual users worldwide. ADTRAN Holdings, Inc. is also the majority shareholder of Adtran Networks SE, formerly ADVA Optical Networking SE ("Adtran Networks"). Find more at Adtran.com, LinkedIn and X.

Cautionary note regarding forward-looking statements

Statements contained in this press release and the accompanying earnings call which are not historical facts, such as those relating to market trends, future demand driver growth (including with respect to future fiber expansion, service provider fiber networking demand, future high-risk vendor displacement, data center expansion, and future customer opportunities), the impact of AI on customer network operations, future AI uses, and ADTRAN Holdings' strategy, outlook and financial guidance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements can also generally be identified by the use of words such as "believe," "expect," "intend," "estimate," "anticipate," "will," "may," "could," "look forward," and similar expressions. In addition, ADTRAN Holdings, through its senior management, may from time to time make forward-looking public statements concerning the matters described herein. All such projections and other forward-looking information speak only as of the date hereof, and ADTRAN Holdings undertakes no duty to publicly update or revise such forward-looking information, whether as a result of new information, future events, or otherwise, except to the extent as may be required by law. All such forward-looking statements are estimates and reflect management's best judgment based upon current information. Actual events or results may differ materially from those anticipated in these forward-looking statements as a result of a variety of factors. While it is impossible to identify all such factors, factors which have caused and may in the future cause actual events or results to differ materially from those estimated by ADTRAN Holdings include, but are not limited to: (i) risks and uncertainties relating to our ability to remain in compliance with the covenants set forth in and satisfy the payment obligations under our credit agreement and convertible notes, to satisfy our payment obligations to Adtran Networks' minority shareholders under the Domination and Profit and Loss Transfer Agreement between us and Adtran Networks (the "DPLTA"), and to make payments to Adtran Networks in order to absorb its annual net loss pursuant to the DPLTA; (ii) the risk of fluctuations in revenue due to lengthy sales and approval processes required by major and other service providers for new products, as well as shifting customer spending patterns; (iii) risks and uncertainties related to our inventory practices and ability to match customer demand; (iv) risks and uncertainties relating to our level of indebtedness and our ability to generate cash; (v) risks and uncertainties relating to ongoing material weaknesses in our internal control over financial reporting; (vi) risks posed by changes in general economic conditions and monetary, fiscal and trade policies, including tariffs; (vii) risks and uncertainties relating to our international operations, including potential exposure to ongoing military conflicts (including the conflicts in Iran, Ukraine, and Israel and the surrounding areas); (viii) risks posed by potential breaches of information systems and cyber-attacks (ix) the risk that we may not be able to effectively compete, including through product improvements and development; and (x) the other risks set forth in our public filings made with the Securities and Exchange Commission (the "SEC"), including our most recent Annual Report on Form 10-K for the year ended December 31, 2025 and our Form 10-Q for the quarterly period ended March 31, 2026 to be filed with the SEC.

Explanation of use of non-GAAP financial measures

Set forth in the tables below under the heading "Supplemental Information" are reconciliations of cost of revenue, gross profit, gross margin, operating expenses, operating income (loss), operating margin, other expense, net income (loss) inclusive of the non-controlling interest, net loss attributable to the Company, and loss per share - basic and diluted, attributable to the Company, and net cash provided by operating activities, in each case as reported based on generally accepted accounting principles in the United States ("GAAP"), to non-GAAP cost of revenue, non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP operating margin, non-GAAP other expense, non-GAAP net income inclusive of the non-controlling interest, non-GAAP net income attributable to the Company, non-GAAP net earnings per share - basic and diluted, attributable to the Company, and free cash flow, respectively. Such non-GAAP measures exclude acquisition-related expenses, amortizations and adjustments (consisting of intangible amortization of backlog, developed technology, customer relationships, and trade names acquired in connection with business combinations), stock-based compensation expense, deferred compensation adjustments, professional fees and other expenses, amortization of pension actuarial losses, the tax effect of these adjustments to net loss and purchases of property, plant and equipment, and

developed technologies. These measures are used by management in our ongoing planning and annual budgeting processes. Additionally, we believe the presentation of these non-GAAP measures, when combined with the presentation of the most directly comparable GAAP financial measure, is beneficial to the overall understanding of ongoing operating performance of the Company. These non-GAAP financial measures are not prepared in accordance with, or an alternative for, GAAP and therefore should not be considered in isolation or as a substitution for analysis of our results as reported under GAAP. Furthermore, our calculation of non-GAAP measures may not be comparable to similar measures calculated by other companies.

Published by

ADTRAN Holdings, Inc.

www.adtran.com

 
                 Condensed Consolidated Balance Sheets 
                              (Unaudited) 
                             (In thousands) 
 
                                          March 31,     December 31, 
                                             2026           2025 
                                          ----------   -------------- 
Assets 
Current Assets 
Cash and cash equivalents                 $   88,270   $       95,696 
Accounts receivable, net                     215,473          210,687 
Other receivables                             10,292            7,046 
Inventory, net                               209,003          215,736 
Income tax receivable                          2,971            3,667 
Prepaid expenses and other current 
 assets                                       62,492           55,317 
Short-term investments - deferred 
 compensation                                 33,813           35,174 
Assets held for sale                          11,901           11,901 
                                           ---------       ---------- 
Total Current Assets                         634,215          635,224 
Property, plant and equipment, net           123,849          124,384 
Goodwill                                      59,003           59,983 
Intangible assets, net                       281,280          294,047 
Deferred tax assets                           16,223           16,481 
Other non-current assets                      69,560           73,352 
Long-term investments                            937            1,022 
                                           ---------       ---------- 
Total Assets                              $1,185,067   $    1,204,493 
                                           =========       ========== 
 
Liabilities, Redeemable Non-Controlling 
Interest and Equity 
Current Liabilities 
Accounts payable                          $  170,605   $      167,337 
Unearned revenue                              90,752           87,541 
Accrued expenses and other liabilities        31,736           33,690 
Accrued wages and benefits                    23,449           32,203 
Deferred compensation liability               37,051           37,447 
Income tax payable                             5,613            3,642 
                                           ---------       ---------- 
Total Current Liabilities                    359,206          361,860 
Non-current revolving credit agreement        25,000           25,000 
Non-current convertible senior notes, 
 net of debt issuance costs                  193,425          193,038 
Deferred tax liabilities                      26,776           27,453 
Non-current unearned revenue                  26,227           27,143 
Non-current pension liability                  6,305            6,277 
Non-current lease obligations                 24,940           27,000 
Other non-current liabilities                 16,646           17,564 
                                           ---------       ---------- 
Total Liabilities                            678,525          685,335 
Redeemable Non-Controlling Interest          369,017          373,328 
Equity 
Common stock                                     808              802 
Additional paid-in capital                   803,031          801,269 
Accumulated other comprehensive income        70,046           78,877 
Retained deficit                            (731,345)        (730,010) 
Treasury stock                                (5,015)          (5,108) 
                                           ---------       ---------- 
Total Equity                                 137,525          145,830 
                                           ---------       ---------- 
Total Liabilities, Redeemable 
 Non-Controlling Interest and Equity      $1,185,067   $    1,204,493 
                                           =========       ========== 
 
 
            Condensed Consolidated Statements of Loss 
                           (Unaudited) 
             (In thousands, except per share amounts) 
 
                                           Three Months Ended 
                                               March 31, 
                                            2026         2025 
                                         -----------   -------- 
Revenue 
Network Solutions                        $   237,941   $202,217 
Services & Support                            48,145     45,527 
                                             -------    ------- 
    Total Revenue                            286,086    247,744 
Cost of Revenue 
Network Solutions                            154,648    134,241 
Services & Support                            18,450     18,327 
                                             -------    ------- 
    Total Cost of Revenue                    173,098    152,568 
    Gross Profit                             112,988     95,176 
Selling, general and administrative 
 expenses                                     55,836     50,285 
Research and development expenses             50,777     48,859 
                                             -------    ------- 
    Operating Income (Loss)                    6,375     (3,968) 
Interest and dividend income                     300        126 
Interest expense                              (4,241)    (4,761) 
Net investment loss                             (850)    (1,686) 
Other income, net                              1,263        944 
                                             -------    ------- 
    Income (Loss) Before Income Taxes          2,847     (9,345) 
Income tax (expense) benefit                  (1,917)       397 
                                             -------    ------- 
    Net Income (Loss)                    $       930   $ (8,948) 
    Less: Net Income attributable to 
     non-controlling interest (1)              2,251      2,319 
                                             -------    ------- 
    Net Loss attributable to ADTRAN 
     Holdings, Inc.                      $    (1,321)  $(11,267) 
                                             =======    ======= 
 
Weighted average shares outstanding -- 
 basic                                        80,321     79,534 
Weighted average shares outstanding -- 
 diluted                                      80,321     79,534 
 
Loss per common share attributable to 
 ADTRAN Holdings, Inc. -- basic (2)      $     (0.01)  $  (0.14) 
Loss per common share attributable to 
 ADTRAN Holdings, Inc. -- diluted (2)    $     (0.01)  $  (0.14) 
 
 
(1) For the three months ended March 31, 2026 and 2025 we accrued $2.2 million 
and $2.4 million, respectively, of net income attributable to non-controlling 
interest, representing the recurring cash compensation earned by 
non-controlling interest shareholders post-DPLTA. 
(2) Loss per common share attributable to ADTRAN Holdings, Inc. - basic and 
diluted - reflects a $0.3 million and a $(3) thousand effect of redemption of 
RNCI for the three months ended March 31, 2026 and 2025. 
 
 
           Condensed Consolidated Statements of Cash Flows 
                             (Unaudited) 
                            (In thousands) 
 
                                               Three Months Ended 
                                                   March 31, 
                                                2026         2025 
                                             -----------   -------- 
Cash flows from operating activities: 
    Net income (loss)                        $       930   $ (8,948) 
    Adjustments to reconcile net income 
    (loss) to net cash provided by 
    operating activities: 
        Depreciation and amortization             24,916     21,596 
        Amortization of debt issuance cost           374        320 
        Amortization of convertible notes 
        issuance costs                               386         -- 
        Loss on investments, net                     822      1,631 
        Net loss on disposal of property, 
         plant and equipment                          60         13 
        Stock-based compensation expense           1,819      3,210 
        Deferred income taxes                       (244)      (157) 
        Inventory reserves                           143      3,339 
        Changes in operating assets and 
        liabilities: 
            Accounts receivable, net              (6,192)    16,011 
            Other receivables                     (3,312)    (1,141) 
            Income taxes receivable                  896       (690) 
            Inventory                              4,671     10,345 
            Prepaid expenses, other current 
             assets and other assets              (5,558)     1,504 
            Accounts payable                         366     (4,222) 
            Accrued expenses and other 
             liabilities                          (9,197)       352 
            Income taxes payable                   1,790         18 
                                                 -------    ------- 
Net cash provided by operating activities         12,670     43,181 
                                                 -------    ------- 
 
Cash flows from investing activities: 
        Purchases of property, plant and 
         equipment                                (7,505)    (7,399) 
        Purchases of intangibles - 
         developed technology                     (8,435)   (11,296) 
        Proceeds from sales and maturities 
         of available-for-sale investments           736        660 
        Purchases of available-for-sale 
         investments                                 (75)      (170) 
        Payments for beneficial interests 
         in securitized accounts 
         receivable                                 (574)      (133) 
                                                 -------    ------- 
Net cash used in investing activities            (15,853)   (18,338) 
                                                 -------    ------- 
 
Cash flows from financing activities: 
        Tax withholdings related to 
         stock-based compensation 
         settlements                              (1,645)      (420) 
        Proceeds from stock option 
         exercises                                 1,369        756 
        Payments on financing agreement           (1,400)        -- 
        Redemption of redeemable 
         non-controlling interest                     (8)       (12) 
                                                 -------    ------- 
Net cash (used in) provided by financing 
 activities                                       (1,684)       324 
                                                 -------    ------- 
 
        Net (decrease) increase in cash and 
         cash equivalents                         (4,867)    25,167 
        Effect of exchange rate changes           (2,559)       133 
Cash and cash equivalents, beginning of 
 period                                           95,696     76,021 
                                                 -------    ------- 
Cash and cash equivalents, end of period     $    88,270   $101,321 
                                                 =======    ======= 
 
Supplemental disclosure of cash financing 
activities: 
        Cash paid for interest expense       $     4,451   $  4,129 
        Cash (refund) paid for income 
         taxes, net                          $      (814)  $  2,367 
        Cash used in operating activities 
         related to operating leases         $     2,425   $  2,696 
Supplemental disclosure of non-cash 
investing and financing activities: 
        Redemption of redeemable 
         non-controlling interest            $       301   $     (3) 
        Right-of-use assets obtained in 
         exchange for lease obligations      $       183   $  1,893 
        Purchases of property, plant and 
         equipment included in accounts 
         payable                             $     1,296   $  1,162 
 
 
   Supplemental Information Reconciliation of Cost of Revenue Gross 
 Profit and Gross Margin to Non-GAAP Cost of Revenue, Non-GAAP Gross 
     Profit and Non-GAAP Gross Margin (Unaudited) (In thousands) 
 
                                   Three Months Ended 
                       ------------------------------------------- 
                        March 
                         31,         December 31,       March 31, 
                         2026            2025             2025 
                       --------      ------------      ----------- 
Total Revenue          $286,086      $    291,560      $   247,744 
 
Cost of Revenue        $173,098      $    177,831      $   152,568 
Acquisition-related 
 expenses, 
 amortizations and 
 adjustments (1)        (10,021)           (9,964)          (9,831) 
Stock-based 
 compensation 
 expense                   (140)             (232)            (267) 
                        -------          --------          ------- 
Non-GAAP Cost of 
 Revenue               $162,937      $    167,635      $   142,470 
                        =======          ========          ======= 
 
Gross Profit           $112,988      $    113,729      $    95,176 
Non-GAAP Gross Profit  $123,149      $    123,925      $   105,274 
 
Gross Margin               39.5%             39.0%            38.4% 
Non-GAAP Gross Margin      43.0%             42.5%            42.5% 
 
 
(1) Includes intangible amortization of backlog, developed technology, 
customer relationships, and trade names acquired in connection with business 
combinations. We incur charges relating to the amortization of intangible 
assets and exclude these charges for purposes of calculating our non-GAAP 
measures. Such charges are significantly impacted by the timing and magnitude 
of our acquisitions. We exclude these charges for the purpose of calculating 
our non-GAAP measures, primarily because they are noncash expenses and our 
internal benchmarking analyses evidence that many industry participants and 
peers present non-GAAP financial measures excluding intangible asset 
amortization. Although this does not directly affect our cash position, the 
loss in value of intangible assets over time can have a material impact on the 
equivalent GAAP earnings measure. 
 
 
                       Supplemental Information 
 Reconciliation of Operating Expenses to Non-GAAP Operating Expenses 
                             (Unaudited) 
                            (In thousands) 
 
                                  Three Months Ended 
                       ---------------------------------------- 
                        March          December          March 
                         31,              31,             31, 
                         2026            2025            2025 
                       --------        ---------        ------- 
Operating Expenses     $106,613        $ 109,251        $99,144 
Acquisition-related 
 expenses, 
 amortizations and 
 adjustments (1)         (1,641)  (2)     (1,805)  (6)   (2,249)   (9) 
Stock-based 
 compensation 
 expense                 (1,679)  (3)     (1,092)  (7)   (2,943)  (10) 
Deferred compensation 
 adjustments (4)             11              781          1,547 
Professional fees and 
 other expenses             (30)  (5)     (1,988)  (8)       -- 
                        -------         --------         ------ 
Non-GAAP Operating 
 Expenses              $103,274        $ 105,147        $95,499 
                        =======         ========         ====== 
 
 
(1) We incur charges relating to the amortization of intangible assets and 
exclude these charges for purposes of calculating our non-GAAP measures. Such 
charges are significantly impacted by the timing and magnitude of our 
acquisitions. We exclude these charges for the purpose of calculating our 
non-GAAP measures, primarily because they are noncash expenses and our 
internal benchmarking analyses evidence that many industry participants and 
peers present non-GAAP financial measures excluding intangible asset 
amortization. Although this does not directly affect our cash position, the 
loss in value of intangible assets over time can have a material impact on the 
equivalent GAAP earnings measure. 
(2) Includes intangible amortization of developed technology, customer 
relationships, and trade names acquired in connection with business 
combinations, of which $1.4 million is included in selling, general and 
administrative expenses and $0.2 million is included in research and 
development expenses on the condensed consolidated statements of loss. 
(3) $1.2 million is included in selling, general and administrative expenses 
and $0.5 million is included in research and development expenses on the 
condensed consolidated statements of loss. 
(4) Includes non-cash change in fair value of equity investments held in the 
ADTRAN Holdings, Inc. Deferred Compensation Program for Employees, all of 
which is included in selling, general and administrative expenses on the 
condensed consolidated statement of loss. 
(5) Included in selling, general and administrative expenses on the condensed 
consolidated statements of loss. Includes one-time professional fees and 
business expenses. 
(6) Includes intangible amortization of developed technology, customer 
relationships, and trade names acquired in connection with business 
combinations, of which $1.4 million is included in selling, general and 
administrative expenses and $0.4 million is included in research and 
development expenses on the condensed consolidated statements of loss. 
(7) $0.4 million is included in selling, general and administrative expenses 
and $0.7 million is included in research and development expenses on the 
condensed consolidated statements of loss. 
(8) $2.0 million is included in selling, general and administrative expenses 
on the condensed consolidated statements of loss. Includes professional fees 
related to an internal investigation and a related SEC inquiry, a provision in 
connection with a potential 401(k) plan corrective action, and fees relating 
to other one-time professional fees and business expenses. 
(9) Includes $2.2 million of intangible amortization of developed technology, 
customer relationships, and trade names acquired in connection with business 
combinations. 
(10) $2.0 million is included in selling, general and administrative expenses 
and $0.9 million is included in research and development expenses on the 
condensed consolidated statements of loss. 
 
 
 Supplemental Information Reconciliation of Operating Income (Loss) and 
  Operating Margin to Non-GAAP Operating Income and Non-GAAP Operating 
                   Margin (Unaudited) (In thousands) 
 
                                   Three Months Ended 
                    ------------------------------------------------ 
                     March 31,        December 31,        March 31, 
                       2026               2025              2025 
                    -----------      --------------      ----------- 
Total Revenue       $   286,086      $      291,560      $   247,744 
 
Operating Income 
 (Loss)             $     6,375      $        4,478      $    (3,968) 
Acquisition 
 related expenses, 
 amortizations and 
 adjustments (1)         11,662              11,769           12,080 
Stock-based 
 compensation 
 expense                  1,819               1,324            3,210 
Deferred 
 compensation 
 adjustments (2)            (11)               (781)          (1,547) 
Professional fees 
 and other 
 expenses (3)                30               1,988               -- 
                        -------          ----------          ------- 
Non-GAAP Operating 
 Income             $    19,875      $       18,778      $     9,775 
                        =======          ==========          ======= 
 
Operating Margin            2.2%                1.5%            -1.6% 
Non-GAAP Operating 
 Margin                     6.9%                6.4%             3.9% 
 
 
(1) Includes intangible amortization of backlog, developed technology, 
customer relationships, and trade names acquired in connection with business 
combinations. We incur charges relating to the amortization of intangible 
assets and exclude these charges for purposes of calculating our non-GAAP 
measures. Such charges are significantly impacted by the timing and magnitude 
of our acquisitions. We exclude these charges for the purpose of calculating 
our non-GAAP measures, primarily because they are noncash expenses and our 
internal benchmarking analyses evidence that many industry participants and 
peers present non-GAAP financial measures excluding intangible asset 
amortization. Although this does not directly affect our cash position, the 
loss in value of intangible assets over time can have a material impact on the 
equivalent GAAP earnings measure. 
(2) Includes non-cash change in fair value of equity investments held in the 
ADTRAN Holdings, Inc. Deferred Compensation Program for certain employees, all 
of which is included in selling, general and administrative expenses on the 
condensed consolidated statement of loss. 
(3) Includes professional fees related to an internal investigation and a 
related SEC inquiry, a provision in connection with a potential 401(k) plan 
corrective action, employee exit costs and fees relating to other one-time 
professional fees and business expenses. 
 
 
                      Supplemental Information 
     Reconciliation of Other Expense to Non-GAAP Other Expense 
                            (Unaudited) 
                           (In thousands) 
 
                                   Three Months Ended 
                       ------------------------------------------ 
                        March 31,     December 31,     March 31, 
                          2026            2025           2025 
                       -----------   --------------   ----------- 
Interest and dividend 
 income                $       300   $        1,703   $       126 
Interest expense            (4,241)          (4,520)       (4,761) 
Net investment loss           (850)            (574)       (1,686) 
Other income, net            1,263              805           944 
                           -------       ----------       ------- 
Total Other Expense    $    (3,528)  $       (2,586)  $    (5,377) 
Deferred compensation 
 adjustments (1)             1,012              601         1,649 
Pension expense (2)            (20)              12            11 
                           -------       ----------       ------- 
Non-GAAP Other 
 Expense               $    (2,536)  $       (1,973)  $    (3,717) 
                           =======       ==========       ======= 
 
 
(1) Includes non-cash change in fair value of equity investments held in the 
ADTRAN Holdings, Inc. Deferred Compensation Program for Employees. 
(2) Includes amortization of actuarial losses related to the Company's pension 
plan for employees in certain foreign countries 
 
 
    Supplemental Information Reconciliation of Net Income (Loss) 
    inclusive of Non-Controlling Interest to Non-GAAP Net Income 
inclusive of Non-Controlling Interest (Unaudited) and Reconciliation 
   of Net Loss attributable to ADTRAN Holdings, Inc. and Loss per 
  Common Share attributable to ADTRAN Holdings, Inc. -- Basic and 
Diluted to Non-GAAP Net Income attributable to ADTRAN Holdings, Inc. 
   and Non-GAAP Earnings per Common Share attributable to ADTRAN 
   Holdings, Inc. -- Basic and Diluted (Unaudited) (In thousands, 
                     except per share amounts) 
 
                                   Three Months Ended 
                       ------------------------------------------ 
                        March 31,     December 31,     March 31, 
                          2026            2025           2025 
                       -----------   --------------   ----------- 
Net Loss attributable 
 to ADTRAN Holdings, 
 Inc. common 
 stockholders          $    (1,020)  $       (1,521)  $   (11,270) 
Effect of redemption 
 of RNCI (1)                  (301)          (2,075)            3 
                           -------       ----------       ------- 
Net Loss attributable 
 to ADTRAN Holdings, 
 Inc.                  $    (1,321)  $       (3,596)  $   (11,267) 
Net Income 
 attributable to 
 non-controlling 
 interest (2)                2,251            2,316         2,319 
                           -------       ----------       ------- 
Net Income (Loss) 
 inclusive of 
 non-controlling 
 interest              $       930   $       (1,280)  $    (8,948) 
Acquisition related 
 expenses, 
 amortizations and 
 adjustments (3)            11,662           11,769        12,080 
Stock-based 
 compensation 
 expense                     1,819            1,324         3,210 
Deferred compensation 
 adjustments (4)             1,001             (180)          102 
Pension adjustments 
 (5)                           (20)              12            11 
Professional fees and 
 other expenses (6)             30            1,988            -- 
Tax effect of 
 adjustments to net 
 loss                       (2,509)            (628)       (1,980) 
                           -------       ----------       ------- 
Non-GAAP Net Income 
 inclusive of 
 non-controlling 
 interest              $    12,913   $       13,005   $     4,475 
Net Income 
 attributable to 
 non-controlling 
 interest (2)                2,251            2,316         2,319 
                           -------       ----------       ------- 
Non-GAAP Net Income 
 attributable to 
 ADTRAN Holdings, 
 Inc.                  $    10,662   $       10,689   $     2,156 
                           -------       ----------       ------- 
Effect of redemption 
 of RNCI (1)                   301            2,075            (3) 
                           -------       ----------       ------- 
Non-GAAP Net Income 
 attributable to 
 ADTRAN Holdings, 
 Inc. common 
 stockholders          $    10,963   $       12,764   $     2,153 
                           =======       ==========       ======= 
 
Weighted average 
 shares outstanding 
 -- basic                   80,321           79,877        79,534 
Weighted average 
 shares outstanding 
 -- diluted                 80,321           79,877        79,534 
 
Loss per common share 
 attributable to 
 ADTRAN Holdings, 
 Inc. -- basic         $     (0.01)  $        (0.02)  $     (0.14) 
Loss per common share 
 attributable to 
 ADTRAN Holdings, 
 Inc. -- diluted       $     (0.01)  $        (0.02)  $     (0.14) 
 
Non-GAAP Earnings per 
 common share 
 attributable to 
 ADTRAN -- basic       $      0.14   $         0.16   $      0.03 
Non-GAAP Earnings per 
 common share 
 attributable to 
 ADTRAN -- diluted     $      0.14   $         0.16   $      0.03 
 
 
(1) Loss per common share attributable to ADTRAN Holdings, Inc. - basic and 
diluted - reflects a $0.3 million and a $(3) thousand effect of redemption of 
RNCI for the three months ended March 31, 2026 and 2025. 
(2) Represents the non-controlling interest portion of the Company's ownership 
of Adtran Networks pre-DPLTA and the annual recurring compensation earned by 
redeemable non-controlling interests and accrued by the Company post-DPLTA. 
(3) We incur charges relating to the amortization of intangible assets and 
exclude these charges for purposes of calculating our non-GAAP measures. Such 
charges are significantly impacted by the timing and magnitude of our 
acquisitions. We exclude these charges for the purpose of calculating our 
non-GAAP measures, primarily because they are noncash expenses and our 
internal benchmarking analyses evidence that many industry participants and 
peers present non-GAAP financial measures excluding intangible asset 
amortization. Although this does not directly affect our cash position, the 
loss in value of intangible assets over time can have a material impact on the 
equivalent GAAP earnings measure. 
(4) Includes non-cash change in fair value of equity investments held in 
deferred compensation plans offered to certain employees. 
(5) Includes amortization of actuarial losses related to the Company's pension 
plan for employees in certain foreign countries. 
(6) Includes professional fees related to an internal investigation and a 
related SEC inquiry, a provision in connection with a potential 401(k) plan 
corrective action and fees relating to other one-time professional fees and 
business expenses. 
 
 
  Supplemental Information Reconciliation of Net Cash Provided By 
 Operating Activities to Free Cash Flow (Unaudited) (In thousands) 
 
                                   Three Months Ended 
                       ------------------------------------------ 
                        March 31,     December 31,     March 31, 
                          2026            2025           2025 
                       -----------   --------------   ----------- 
Net cash provided by 
 operating 
 activities            $    12,670   $       42,238   $    43,181 
Purchases of 
 property, plant and 
 equipment and 
 developed 
 technologies (1)          (15,940)         (19,708)      (18,695) 
                           -------       ----------       ------- 
Free cash flow 
 (Non-GAAP)            $    (3,270)  $       22,530   $    24,486 
                           =======       ==========       ======= 
 
 
(1) Purchases related to capital expenditures and developed technologies. 
 

View source version on businesswire.com: https://www.businesswire.com/news/home/20260504551223/en/

 
    CONTACT:    For media 

Gareth Spence

+44 1904 699 358

public.relations@adtran.com

For investors

Rob Fink

investor.relations@adtran.com

 
 

(END) Dow Jones Newswires

May 04, 2026 23:00 ET (03:00 GMT)

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