ADTRAN Holdings, Inc.

NasdaqGS:ADTN 주식 리포트

시가총액: US$1.3b

ADTRAN Holdings 경영진

경영진 기준 점검 2/4

ADTRAN Holdings CEO는 Tom Stanton, Sep2005 에 임명되었습니다 의 임기는 20.67 년입니다. 총 연간 보상은 $7.68M, 13.3% 급여 및 86.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $17.71M 가치에 해당하는 회사 주식의 1.4% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5 년과 12 년입니다.

핵심 정보

Tom Stanton

최고경영자

US$7.7m

총 보수

CEO 급여 비율13.31%
CEO 재임 기간20.7yrs
CEO 지분 보유율1.4%
경영진 평균 재임 기간5yrs
이사회 평균 재임 기간12yrs

최근 경영진 업데이트

분석 기사 May 08

Should Shareholders Reconsider ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) CEO Compensation Package?

Key Insights ADTRAN Holdings' Annual General Meeting to take place on 14th of May Salary of US$709.6k is part of CEO...

Recent updates

분석 기사 May 08

Earnings Update: Here's Why Analysts Just Lifted Their ADTRAN Holdings, Inc. (NASDAQ:ADTN) Price Target To US$19.50

It's been a sad week for ADTRAN Holdings, Inc. ( NASDAQ:ADTN ), who've watched their investment drop 18% to US$14.55 in...
내러티브 업데이트 Apr 24

ADTN: Margin Execution And Balance Sheet Improvement Will Shape Recovery Outlook

Analysts have lifted their blended 12 month price target for ADTRAN Holdings from $14.00 to about $16.17, citing recent target increases from several firms, a stronger profit margin outlook, and updated views on the company's future P/E and balance sheet. Analyst Commentary Recent research updates point to a generally constructive stance on ADTRAN Holdings, with analysts focusing on margin execution, balance sheet health, and how those factors could support valuation over the next few years.
내러티브 업데이트 Apr 10

ADTN: Margin Discipline And FY25 Recovery Plans Will Drive Future Upside

Analysts have raised their price target on ADTRAN Holdings by $2 to $18, citing updated assumptions for revenue growth and profit margins, as well as a lower discount rate following recent research that reflects increased confidence in the company’s financial outlook. Analyst Commentary Recent Street research points to a cluster of higher price targets on ADTRAN Holdings, reflecting updated views on the company’s execution and medium term potential.
내러티브 업데이트 Mar 27

ADTN: Margin Confidence And Strong Q4 Set Stage For Balanced Recovery

Analysts have lifted the price target on ADTRAN Holdings to $14, citing a stronger recent earnings report, improved confidence in operating margins, and a balance sheet they view as less concerning. Analyst Commentary Recent research updates cluster around a similar conclusion: the latest Q4 report has given bullish analysts enough confidence to lift their price targets on ADTRAN Holdings to $14 and keep positive ratings in place.
내러티브 업데이트 Mar 12

ADTN: Margin Expansion And Strong Q4 Update Will Drive Repricing

ADTRAN Holdings' analyst price target has moved from $12 to $14, with analysts pointing to a strong Q4 update, improved confidence in margin expansion, and a less concerning balance sheet as key drivers behind the change. Analyst Commentary Recent research updates have centered on Adtran's Q4 performance, expectations for margin execution, and the perceived health of the balance sheet.
내러티브 업데이트 Feb 26

ADTN: Fiber Network Wins And 2025 Outlook Will Drive Future Upside

Analysts now hold the price target for ADTRAN Holdings at $16.00, with the slight adjustment tied to updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News ADTRAN Holdings updated its earnings guidance for the fourth quarter of 2025, with preliminary revenue expected between $290.0 million and $293.0 million, compared with a prior range of $275.0 million to $285.0 million.
내러티브 업데이트 Feb 11

ADTN: Fiber Expansion Wins And AI Services Will Drive Future Upside

Analysts have maintained their price target for ADTRAN Holdings at $16.00. Small adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E are being used to refine their valuation rather than indicate a major change in conviction.
내러티브 업데이트 Jan 28

ADTN: Fiber Contracts And AI Service Gains Will Support Future Upside

Analysts have adjusted their price target on ADTRAN Holdings slightly, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Together these factors point to a refined view of the company’s valuation rather than a major reset.
내러티브 업데이트 Jan 12

ADTN: Fiber Expansion And AI-Based Services Will Support Stronger Future Demand

Analysts have trimmed their price target on ADTRAN Holdings to US$16.00. The update reflects slightly adjusted assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations.
내러티브 업데이트 Dec 14

ADTN: Broadband Cycle Recovery Will Drive Stronger Demand Across Diverse Customer Base

Analysts have raised their price target on ADTRAN Holdings from $15.00 to $16.00, citing a recovering demand environment and the company’s strong positioning in broadband access and optical equipment. Analyst Commentary Bullish analysts highlight that ADTRAN is emerging as a key beneficiary of the improving broadband investment cycle, with its solutions aligned to multi-year upgrades in access and optical networks.
Seeking Alpha Dec 11

Adtran: High Debt And Growing Receivables Continuing To Weigh On Stock (Technical Analysis)

Summary Adtran Holdings, Inc. is maintained at hold due to persistent negative earnings and a leveraged balance sheet. Despite double-digit top-line growth across all segments in Q3 this year, ADTN's profitability remains weak, and receivables are rising. Technical analysis signals a long-term bearish trend, with significant resistance near $10 and weak buying volume trends. Minimal near-term upside is expected as debt management overshadows operational improvements and market momentum. Read the full article on Seeking Alpha
분석 기사 Nov 07

The ADTRAN Holdings, Inc. (NASDAQ:ADTN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Shareholders in ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) had a terrible week, as shares crashed 24% to US$8.03 in the week...
분석 기사 Aug 14

Market Still Lacking Some Conviction On ADTRAN Holdings, Inc. (NASDAQ:ADTN)

NasdaqGS:ADTN 1 Year Share Price vs Fair Value Explore ADTRAN Holdings's Fair Values from the Community and select...
분석 기사 May 11

ADTRAN Holdings, Inc. (NASDAQ:ADTN) Just Reported, And Analysts Assigned A US$12.40 Price Target

Shareholders might have noticed that ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) filed its quarterly result this time last...
분석 기사 May 08

Should Shareholders Reconsider ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) CEO Compensation Package?

Key Insights ADTRAN Holdings' Annual General Meeting to take place on 14th of May Salary of US$709.6k is part of CEO...
분석 기사 Apr 04

ADTRAN Holdings, Inc. (NASDAQ:ADTN) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have had a horrible month, losing 27% after a relatively good period...
User avatar
새 내러티브 Mar 26

Optical Networking And Wi-Fi 7 Solutions Will Advance US Networks

Expansion in optical networking and aggregation solutions is driving revenue growth through new customer acquisitions and fiber network upgrades.
분석 기사 Mar 07

ADTRAN Holdings, Inc. (NASDAQ:ADTN) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a sad week for ADTRAN Holdings, Inc. ( NASDAQ:ADTN ), who've watched their investment drop 10% to US$9.51 in...
분석 기사 Feb 23

Is ADTRAN Holdings (NASDAQ:ADTN) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jan 18

Subdued Growth No Barrier To ADTRAN Holdings, Inc. (NASDAQ:ADTN) With Shares Advancing 25%

Despite an already strong run, ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have been powering on, with a gain of 25...
분석 기사 Nov 08

After Leaping 30% ADTRAN Holdings, Inc. (NASDAQ:ADTN) Shares Are Not Flying Under The Radar

ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have continued their recent momentum with a 30% gain in the last month...
분석 기사 Sep 18

ADTRAN Holdings (NASDAQ:ADTN) Is Carrying A Fair Bit Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Aug 09

Analysts Have Lowered Expectations For ADTRAN Holdings, Inc. (NASDAQ:ADTN) After Its Latest Results

Shareholders in ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) had a terrible week, as shares crashed 24% to US$4.90 in the week...
Seeking Alpha Jul 23

Adtran: Well Off April Lows, But Financials Need To Gain More Traction

Summary ADTRAN Holdings stock experienced a significant drop in value over the past 12 months, recovering slightly after a normalized EPS and revenue beat in Q1. The company registered a sizable impairment charge of $293 million in Q1, impacting its balance sheet and valuation metrics. Despite some positive trends in Q1, ADTN's struggling margins and high inventory levels pose challenges for future growth and performance. Read the full article on Seeking Alpha
분석 기사 Jul 20

Investors Still Aren't Entirely Convinced By ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) Revenues Despite 25% Price Jump

Despite an already strong run, ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have been powering on, with a gain of 25...

CEO 보수 분석

Tom Stanton의 보수는 ADTRAN Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$31m

Dec 31 2025US$8mUS$1m

-US$42m

Sep 30 2025n/an/a

-US$77m

Jun 30 2025n/an/a

-US$98m

Mar 31 2025n/an/a

-US$137m

Dec 31 2024US$4mUS$710k

-US$457m

Sep 30 2024n/an/a

-US$520m

Jun 30 2024n/an/a

-US$568m

Mar 31 2024n/an/a

-US$557m

Dec 31 2023US$6mUS$914k

-US$269m

Sep 30 2023n/an/a

-US$118m

Jun 30 2023n/an/a

-US$82m

Mar 31 2023n/an/a

-US$41m

Dec 31 2022US$10mUS$866k

-US$2m

Sep 30 2022n/an/a

-US$45m

Jun 30 2022n/an/a

-US$14m

Mar 31 2022n/an/a

-US$11m

Dec 31 2021US$5mUS$710k

-US$9m

Sep 30 2021n/an/a

US$2m

Jun 30 2021n/an/a

US$18m

Mar 31 2021n/an/a

US$13m

Dec 31 2020US$3mUS$676k

US$2m

Sep 30 2020n/an/a

-US$15m

Jun 30 2020n/an/a

-US$67m

Mar 31 2020n/an/a

-US$64m

Dec 31 2019US$2mUS$656k

-US$53m

보상 대 시장: Tom의 총 보수(USD7.68M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.52M)보다 높습니다.

보상과 수익: Tom의 보상은 회사가 적자임에도 증가했습니다.


CEO

Tom Stanton (60 yo)

20.7yrs
재임 기간
US$7,683,726
보수

Mr. Thomas Richard Stanton, also known as Tom, is Chief Executive Officer of Adtran Networks SE (formerly known as ADVA Optical Networking SE) from July 1, 2023 and Member of Management Board since July 20...


리더십 팀

이름직위재임 기간보수지분
Thomas Stanton
President20.7yrsUS$7.68m1.4%
$ 17.7m
Timothy Santo
Senior VP of Finance1.2yrsUS$1.48m0.012%
$ 153.4k
Christoph Glingener
Chief Technology Officer3.3yrsUS$1.18m0.033%
$ 415.0k
James Wilson
Chief Revenue Officer6.7yrsUS$1.16m0.19%
$ 2.5m
Joia Thompson
Vice President of Human Resourcesno data데이터 없음데이터 없음
TJ Rancour
President at CalChip Connectno data데이터 없음데이터 없음
Keith Atwell
Head of Global Business Developmentno data데이터 없음데이터 없음
5.0yrs
평균 재임 기간
55.5yo
평균 나이

경험이 풍부한 관리: ADTN의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5 년).


이사회 구성원

이름직위재임 기간보수지분
Thomas Stanton
President20.7yrsUS$7.68m1.4%
$ 17.7m
Gregory McCray
Independent Director9yrsUS$210.00k0.073%
$ 928.8k
H. Huss
Lead Independent Director23.6yrsUS$265.00k0.12%
$ 1.5m
Kathryn Walker
Independent Director12yrsUS$225.00k0.11%
$ 1.3m
Nikos Theodosopoulos
Independent Director3.8yrsUS$230.00k0.065%
$ 819.8k
Balan Nair
Independent Director19.3yrsUS$210.00k0.14%
$ 1.8m
Jacqueline Rice
Independent Director9.8yrsUS$225.00k0.077%
$ 979.0k
12.0yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: ADTN의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 23:32
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

ADTRAN Holdings, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Eric GhernatiBofA Global Research