Viavi Solutions Inc.
NASDAQ•VIAV
CEO: Mr. Oleg Khaykin
セクター: Technology
業種: Communication Equipment
上場日: 1993-11-17
Viavi Solutions Inc. provides network test, monitoring, and assurance solutions for communications service providers, hyperscalers, network equipment manufacturers, original equipment manufacturers, government, and avionics customers in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates through three segments: Network Enablement (NE), Service Enablement (SE), and Optical Security and Performance Products (OSP). The NE segment offers testing solutions that access the network to perform build-out and maintenance tasks. Its solutions include instruments, software, and services to design, build, activate, certify, troubleshoot, and optimize networks; and test and measurement instrumentation for aviation, aerospace, government, defense, communication and safety. It also offers support and professional services, such as repair, calibration, software support, and technical assistance for the products; and system integration projects, including project management, installation, and implementation, as well as product and technology training, and consulting services. The SE segment provides embedded systems and enterprise performance management solutions for communication service providers, enterprises, and cloud operators with visibility into network, service, and application data. Its solutions include instruments, microprobes, and software, which monitor, collect, and analyze network data to reveal the actual customer experience and to identify opportunities for new revenue streams and network optimization. The OSP segment offers optical products for anti-counterfeiting, consumer electronics, industrial, government, automotive, and industrial markets. The company was formerly known as JDS Uniphase Corporation. Viavi Solutions Inc. was founded in 1923 and is headquartered in Chandler, Arizona.
連絡先情報
1445 South Spectrum Boulevard, Suite 102, Chandler, AZ, 85286, United States
408-404-3600
時価総額
$7.14B
PER (TTM)
-165.2
39.4
配当利回り
--
52週高値
$35.61
52週安値
$8.10
52週レンジ
順位41Top 44.9%
4.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q2 2026 データ
売上高
$369.30M+36.37%
直近4四半期の推移
EPS
-$0.21-612.20%
直近4四半期の推移
フリーCF
$36.90M+1.10%
直近4四半期の推移
2026 Q2 決算ハイライト
主なハイライト
Net Revenue Jumps 36.4% Total Net Revenue reached $369.3M, up $98.5M. Acquisitions contributed $43.0M from Spirent and $21.1M from Inertial Labs.
Non-GAAP Income Strong Non-GAAP Net Income was $51.5M, reflecting a $22.1M increase or 75.2% improvement over the prior period results.
Cash Position Strengthened Cash, cash equivalents, and restricted cash balance grew to $776.1M. Total assets increased to $2,777.8M post-integrations.
GAAP Income Declines GAAP Net Loss was $(48.1)M, a $57.2M deterioration. Operating Income fell to $11.4M due to acquisition related costs.
リスク要因
Acquisition Costs Inflate Expenses SG&A expense increased 50.8% to $127.1M, driven by contingent consideration changes and integration charges incurred.
Gross Margin Compression Gross Margin decreased 240 bps to 57.0%. This was primarily due to higher amortization of acquired intangibles.
Interest Expense Spikes Interest expense increased 104.0% to $15.3M this quarter, resulting from entering into the new high-rate Term Loan B.
Geopolitical and Tariff Headwinds Global geopolitical risks, tariffs, and supply chain instability could increase manufacturing costs and negatively impact demand.
見通し
Strategic Growth Priorities Long-term focus remains on executing strategic priorities: driving revenue growth, capturing market share, and optimizing capital structure.
Investment in Secular Trends Plan to invest in secular trends to expand Total Addressable Market (TAM) and extend VIAVI technologies into adjacent markets.
New Restructuring Initiative New restructuring plan approved in January 2026 anticipates $32M in total charges, aiming for $30M in annualized cost savings.
Continued R&D Investment Management commits to continued heavy investment in R&D for new product development and technology differentiation efforts.
同業比較
売上高 (TTM)
$23.15B
$9.83B
$4.13B
粗利益率 (最新四半期)
146.0%
102.1%
78.9%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| VICR | $8.84B | 74.9 | 18.7% | 1.6% |
| DOCN | $7.14B | 27.4 | -214.1% | 39.8% |
| VIAV | $7.14B | -165.2 | -5.4% | 47.9% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
9.0%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月29日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
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データなし