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Industry top-down

Communication Equipment

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

15 companiesMedian revenue YoY: +7.7%EPS beat rate:

AI industry top-down

The telecommunications equipment industry generally showed mixed results. While the median revenue growth rate was 11.04%, there were significant variations among individual companies. Some companies achieved strong double-digit revenue growth, while others experienced revenue declines. EPS also showed a mix of increases and decreases across companies, indicating no consistent trend. Analyst opinions on major companies also presented a mix of positive outlooks and cautious perspectives.

  • Widening disparity in sales growth rates among companies
  • Continued mixed trends in EPS changes
  • Mixed analyst opinions on major companies
Where companies diverge: High revenue growth in some companies contrasted with revenue decline in others · Significant divergence in EPS changes

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
CSCOCISCO SYSTEMS, INC.FY2026 Q3$41.98B+4.5%$1.91-4.5%
CIENCIENA CORPFY2026 Q1$1.07B+3.3%$0.31-8.8%
MSIMotorola Solutions, Inc.FY2026 Q1$2.53B+5.8%$2.53
LITELumentum Holdings Inc.FY2025 Q3$1.05B-24.7%$-4.38
HPEHewlett Packard Enterprise CoFY2026 Q1$7.85B+16.3%$0.44+51.7%
ASTSAST SpaceMobile, Inc.FY2022 Q3$6.19M+89.4%$-0.31
UIUbiquiti Inc.FY2026 Q3$1.81B+27.7%$7.36+80.8%
AAOIAPPLIED OPTOELECTRONICS, INC.FY2026 Q1$99.86M+145.5%$-0.18
ONDSOndas Inc.FY2026 Q1$4.25M$-0.15
BDCBELDEN INC.FY2026 Q1$624.86M+16.6%$1.27+41.1%
EXTREXTREME NETWORKS INCFY2026 Q3$833.06M-3.2%$0.00
DGIIDIGI INTERNATIONAL INCFY2026 Q2$208.37M-2.5%$0.55
HLITHARMONIC INC.FY2025 Q3$456.56M+3.6%$0.01
ADTNADTRAN Holdings, Inc.FY2026 Q1$247.74M+9.5%$-0.01
GILTGILAT SATELLITE NETWORKS LTDFY2025 Q2$152.71M+20.7%$0.11

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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