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北京时间·🕒 发布 07-22 19:17:43时区推断·⟳ 抓取 07-22 19:19:43·⚡ 决策 07-23 08:54:08 +13h34m·97.0 天前
ADTRAN下调二季度收入和利润率预期
公司将二季度收入预估降至2.80亿-2.82亿美元，低于此前2.83亿-3.03亿美元指引和2.934亿美元市场预期。
📄 原文Investing.com↗ 原文
Adtran stock tumbles 14% on cut Q2 revenue outlook
Oil price tops $95 for first time since June 11 amid widening Mideast conflict Investing.com -- Adtran Holdings (NASDAQ…
不做 ADTRAN Holdings（ADTN.US）
同一二季度预告下修催化已在近6小时处理库出现，且ADTN.US当日已跌13.92%；重复转述不再追空。
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研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 high · price-in 风险 high ↗
关键理由
- 公司将二季度收入预估降至2.80亿-2.82亿美元，低于此前2.83亿-3.03亿美元指引和2.934亿美元市场预期。
- 非GAAP经营利润率预估降至3.5%-4.0%，低于此前5.0%-9.0%指引，GAAP经营利润率预计为-3.2%至-4.0%。
- 三季度收入指引2.75亿-2.95亿美元且利润率1.5%-5.5%，说明项目延迟和成本压力延续。
主要风险
- 同一ADTRAN二季度预告下修催化已在近6小时处理库出现，重复转述不再推交易。
- ADTN.US当日已下跌13.92%，且美股借券字段未确认，不能在重复信号上追空。
反向证据
- 做空前查反向 · 来源 search_processed_events|stock_quote · 日期 2026-07-23 · 影响 weakens
未发现本条新增正向反证；但同一催化已处理且当日已下跌13.92%。
检索:ADTRAN Q2 revenue outlook cut customer project delay counter evidence
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 1,881 字
Oil price tops $95 for first time since June 11 amid widening Mideast conflict
Investing.com -- Adtran Holdings (NASDAQ:ADTN) shares fell 14% Wednesday after the company cut its second-quarter 2026 revenue outlook, citing a project delay from a single customer.
The telecommunications equipment maker reported preliminary second-quarter revenue in the range of $280.0 million to $282.0 million, below its prior guidance of $283.0 million to $303.0 million and below analyst estimates of $293.4 million. The company attributed the shortfall to the customer project delay and elevated component and freight costs.
Preliminary non-GAAP operating margin for the quarter is expected to be between 3.5% and 4.0%, below the company’s prior guidance range of 5.0% to 9.0%. Preliminary GAAP operating margin is expected to be between -3.2% and -4.0%.
Preliminary non-GAAP basic and diluted earnings per share are expected to be between $0.03 and $0.05. Preliminary GAAP basic and diluted loss per share attributable to Adtran Holdings is expected to be between $(0.12) and $(0.14).
"Our preliminary second quarter results were directly impacted by a project delay from a single customer. In addition, margins reflected the current elevated component and freight cost environment," commented Tom Stanton, Chairman and Chief Executive Officer.
For the third quarter of 2026, Adtran Holdings expects revenue of $275.0 million to $295.0 million, with non-GAAP operating margin in the range of 1.5% to 5.5%.
The company said it will release final second-quarter results after the market close on August 3, 2026, with an earnings call scheduled for August 4, 2026. The preliminary figures are unaudited and subject to completion of the company’s quarter-end financial close procedures.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
Investing.com -- Adtran Holdings (NASDAQ:ADTN) shares fell 14% Wednesday after the company cut its second-quarter 2026 revenue outlook, citing a project delay from a single customer.
The telecommunications equipment maker reported preliminary second-quarter revenue in the range of $280.0 million to $282.0 million, below its prior guidance of $283.0 million to $303.0 million and below analyst estimates of $293.4 million. The company attributed the shortfall to the customer project delay and elevated component and freight costs.
Preliminary non-GAAP operating margin for the quarter is expected to be between 3.5% and 4.0%, below the company’s prior guidance range of 5.0% to 9.0%. Preliminary GAAP operating margin is expected to be between -3.2% and -4.0%.
Preliminary non-GAAP basic and diluted earnings per share are expected to be between $0.03 and $0.05. Preliminary GAAP basic and diluted loss per share attributable to Adtran Holdings is expected to be between $(0.12) and $(0.14).
"Our preliminary second quarter results were directly impacted by a project delay from a single customer. In addition, margins reflected the current elevated component and freight cost environment," commented Tom Stanton, Chairman and Chief Executive Officer.
For the third quarter of 2026, Adtran Holdings expects revenue of $275.0 million to $295.0 million, with non-GAAP operating margin in the range of 1.5% to 5.5%.
The company said it will release final second-quarter results after the market close on August 3, 2026, with an earnings call scheduled for August 4, 2026. The preliminary figures are unaudited and subject to completion of the company’s quarter-end financial close procedures.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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