Ciena Corporation
NYSE•CIEN
CEO: Mr. James E. Moylan Jr.
セクター: Technology
業種: Communication Equipment
上場日: 1997-02-07
Ciena Corporation provides hardware and software services for delivery of video, data, and voice traffic metro, aggregation, and access communications network worldwide. The company's Networking Platforms segment offers convergence of coherent optical transport, open optical networking, optical transport network switching, IP routing, and switching services. Its products include 6500 Packet-Optical Platform, Waveserver stackable interconnect system, and the 6500 Reconfigurable line system, and the 5400 family of Packet-Optical platforms, as well as 8100 coherent routing platforms; 3000 family of service delivery switches and the 5000 family of service aggregation switches, as well as 8700 Packetwave Platform and 6500 Packet Transport System. This segment also sells operating system software and enhanced software features embedded in each of its products. The company's Blue Planet Automation Software and Services segment provides multi-domain service orchestration, inventory, route optimization and analysis, multi-cloud orchestration, and unified assurance and analytics services. Its Platform Software and Service segment offers MCP domain controller solution, and OneControl unified management system, as well as planning tools. The company's Global Services segment provides maintenance support and training, installation and deployment, and consulting and network design services. Ciena Corporation was incorporated in 1992 and is headquartered in Hanover, Maryland.
連絡先情報
時価総額
$58.36B
PER (TTM)
255.2
80.2
配当利回り
--
52週高値
$416.76
52週安値
$49.21
52週レンジ
順位39Top 39.1%
4.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.2 / 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
Q1 2026 データ
売上高
$1.43B+0.00%
直近4四半期の推移
EPS
$1.06+0.00%
直近4四半期の推移
フリーCF
$153.76M+0.00%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Revenue Growth Strong Total revenue reached $1.43B, marking a 33.1% increase compared to prior year quarter.
Net Income Surge Net income was $150.3M, significantly higher than $44.6M reported last year, up 237.1%.
Strong RPO Backlog Remaining performance obligations total $2.3B, with 85% expected revenue recognition within 12 months.
Optical Networking Sales Optical Networking revenue grew $295.2M, primarily driven by increased sales of Waveserver and RLS systems.
リスク要因
Gross Margin Pressure Total gross margin fell 20 basis points to 43.8%, primarily reflecting decreased services margin performance.
Inventory Provision Recorded Recorded $21.8M provision for inventory excess and obsolescence due to decreased forecasted product demand.
Operating Expense Rises Total operating expenses increased 11.5% to $436.1M, driven by higher R&D and compensation costs.
Tariff Ruling Uncertainty Supreme Court ruling on tariffs creates complex questions regarding potential timing and administration of refunds.
見通し
Increased Technology Investment Invested $221.5M in R&D, increasing 14.9%, focused on enhancing leading WaveLogic coherent modem technology.
Stock Buyback Activity Repurchased $80.5M common stock under the program; $589.8M remains authorized for future purchases.
Capital Allocation Focus Strategy prioritizes innovation investment, select transactions, and returning value to stockholders via buybacks.
Evaluating New Standards Currently evaluating the financial impact of recently issued FASB ASU 2024-03 regarding expense disaggregation.
同業比較
売上高 (TTM)
$35.79B
$26.84B
$23.57B
粗利益率 (最新四半期)
82.8%
76.3%
68.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CIEN | $58.36B | 255.2 | 8.3% | 27.0% |
| TER | $47.34B | 85.4 | 19.9% | 8.3% |
| NOK | $44.83B | 44.1 | 4.4% | 13.9% |
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
8.2%
安定成長
4四半期純利益CAGR
155.9%
収益性の大幅な改善
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6月4日
EPS:$1.46
|売上高:$1.50B
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 |
|---|
データなし