Aviat Networks 2026 Q1 Earnings Strong Turnaround as Net Income Surges 101.4%

Aviat Networks (AVNW) reported Q1 2026 earnings on Nov 4, 2025, delivering results that exceeded expectations and reaffirming its full-year guidance. The company posted a 21.4% revenue increase to $107.32 million and returned to profitability with a $0.01 EPS, reversing a $0.94 loss in the prior-year period. Management maintained its 2026 revenue guidance of $440–460 million and adjusted EBITDA of $45–55 million, reflecting confidence in its strategic execution and market opportunities.

Revenue

Product sales drove the revenue increase with $75.08 million, while services contributed $32.24 million, culminating in total revenues of $107.32 million. This 21.4% year-over-year growth was fueled by robust demand in private networks, particularly in public safety and utility sectors, as well as expanded product offerings like the Aprisa LTE 5G router.

Earnings/Net Income

Aviat Networks returned to profitability with a $0.01 EPS in Q1 2026, a 101.1% improvement from the $0.94 loss in the prior-year period. Net income surged to $162,000, marking a 101.4% positive swing from a $11.88 million net loss in 2025 Q1. The company’s return to profitability underscores its operational efficiency and cost management.

Post-Earnings Price Action Review

Following the earnings report, Aviat Networks’ stock edged down 1.22% during the latest trading day and 0.70% for the week, but gained 6.23% month-to-date. The mixed short-term performance reflects investor caution amid macroeconomic uncertainties and the potential impact of the U.S. federal government shutdown, which could delay revenues into Q3.

CEO Commentary

CEO Peter Smith highlighted the $8 million multistate utility network modernization project and the launch of the Aprisa LTE 5G router for public safety as key growth drivers. He emphasized confidence in the $2.8 billion global cellular router market, expected to grow at 12% annually, and noted cautious optimism about the BEAD program’s potential in late 2026.

Guidance

Aviat Networks reiterated its full-year 2026 guidance, targeting revenue of $440–460 million and adjusted EBITDA of $45–55 million. The company remains optimistic about its fiscal 2026 outlook despite macroeconomic headwinds, citing strong demand in private networks and product innovation.

Additional News

Non-earnings developments include the launch of the Aprisa LTE 5G router for emergency services, a $8 million utility network project, and strategic partnerships with 4RF to expand market reach. The company also emphasized its role in the BEAD program, though benefits are expected only in the latter half of 2026.

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