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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.

24 companiesMedian revenue YoY: +4.1%EPS beat rate:

AI industry top-down

The Communication Equipment industry generally shows a mixed picture in terms of sales growth. While the median sales YoY recorded 4.53%, some companies achieved high sales growth exceeding double digits, whereas others experienced a decline in sales. EPS performance also varied by company, with some showing robust growth while others experienced a decline. Analyst opinions on major companies are also divided, with a mix of positive and neutral ratings.

  • Sales growth divergence among companies in the industry: high-growth companies coexist with those experiencing sales declines.
  • Strong EPS growth in some companies, while others experience declines.
Where companies diverge: Significant disparity in company-specific revenue growth rates: e.g., stark differences like AAOI (145.5%) and LITE (-24.7%) · Divergent analyst opinions on key companies (Cisco): with both 'Buy' upgrades and 'Mixed' downgrades coexisting

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
FEIMFREQUENCY ELECTRONICS INCFY2026 Q3$49.83M+25.5%$2.14
NTGRNETGEAR, INC.FY2026 Q1$162.06M-1.5%$-0.21
CLFDClearfield, Inc.FY2026 Q2$70.32M-1.2%$-0.04
BKTIBK Technologies CorpFY2023 Q3$30.61M-5.9%$-3.16
LTRXLANTRONIX INCFY2026 Q3$94.08M-15.4%$-0.23
CRNTCERAGON NETWORKS LTDFY2025 Q2$184.59M+8.9%$0.09+80.0%
AUDCAUDIOCODES LTDFY2021 Q2$105.54M$0.38
INSGINSEEGO CORP.FY2026 Q1$31.67M-15.5%$-0.16
CMTLCOMTECH TELECOMMUNICATIONS CORP /DE/FY2026 Q2$242.37M-15.3%$-6.06

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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