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Ciena Corporation

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
7035 Ridge Road, Hanover, MD, 21076, United States
410-694-5700
www.ciena.com
時価総額
$42.13B
PER (TTM)
342.8
91.9
配当利回り
--
52週高値
$298.99
52週安値
$49.21
52週レンジ
100%
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

Q4 2025 データ

売上高

$1.35B+20.27%
直近4四半期の推移

EPS

$0.14-46.15%
直近4四半期の推移

フリーCF

$230.28M-13.37%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Total revenue reached $4.77B, marking an 18.8% increase driven by strong demand for AI connectivity solutions.
Backlog Significantly Exceeds Revenue Backlog grew substantially to $5.0B compared to $2.1B at the end of fiscal 2024, reflecting robust order intake.
Net Income Increased Net income was $123.3M in fiscal 2025, a notable increase from $84.0M reported in the prior fiscal year.
Technology Investment Rises Research and development investment totaled $848.3M, reflecting an 11% increase year-over-year to drive innovation.

リスク要因

Services Margin Compression Services gross margin decreased 350 basis points to 45.8% due to higher incentive compensation and sales mix shifts.
High Customer Concentration Revenue concentration remains high; top five customers accounted for 49.7% of total revenue in fiscal 2025.
Supply Chain Dependency Risks Reliance on third-party manufacturers and limited sole-source suppliers exposes operations to shortages and delays.
Intense Competitive Environment Global competition is intense, characterized by aggressive selling and significant pricing pressure across networking solutions.

見通し

Focus on AI Interconnects Strategy emphasizes expanding optical leadership into adjacent markets, particularly for AI infrastructure and data center interconnects.
Software Revenue Alignment Company seeks to increase the overall proportion of revenue derived from software offerings through sales team alignment.
Operational Efficiency Plan Plan initiated to deliver increased operating efficiencies through a targeted reduction of 4% to 5% of global workforce.
Capital Allocation Priorities Capital allocation prioritizes innovation investment, select transactions, and returning value to stockholders via share buybacks.

同業比較

売上高 (TTM)

Hewlett Packard Enterprise CompanyHPE
$34.30B
+14.1%
Flex Ltd.FLEX
$26.84B
+12.2%
Telefonaktiebolaget LM Ericsson (publ)ERIC
$23.57B
-7.7%

粗利益率 (最新四半期)

PTC Inc.PTC
81.1%
+4.9pp
Zoom Communications Inc.ZM
77.9%
+2.0pp
Credo Technology Group Holding LtdCRDO
67.5%
+4.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TER$48.50B86.119.9%8.3%
CIEN$42.13B342.84.5%27.0%
NOK$38.24B37.14.4%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
8.0%
安定成長
4四半期純利益CAGR
-24.1%
収益性の低下
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3月5日
|
EPS:$1.13
|
売上高:$1.40B
財務レポート
財務データ
全年度
  • Form 10-K - FY 2025

    会計期末: 2025年11月1日|提出日: 2025年12月12日|
    売上高: $4.77B+18.8%
    |
    EPS: $0.87+50.0%
    予想を下回る
  • Form 10-Q - Q3 2025

    会計期末: 2025年8月2日|提出日: 2025年9月4日|
    売上高: $1.22B+29.4%
    |
    EPS: $0.35+255.3%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年5月3日|提出日: 2025年6月5日|
    売上高: $1.13B+23.6%
    |
    EPS: $0.06-152.4%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年2月1日|提出日: 2025年3月12日|
    売上高: $1.07B+3.3%
    |
    EPS: $0.31-8.8%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年11月2日|提出日: 2024年12月20日|
    売上高: $4.01B-8.5%
    |
    EPS: $0.58-66.1%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年7月27日|提出日: 2024年9月4日|
    売上高: $942.31M-11.8%
    |
    EPS: $0.10-50.7%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年4月27日|提出日: 2024年6月6日|
    売上高: $910.83M-19.6%
    |
    EPS: $-0.12-130.8%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年1月27日|提出日: 2024年3月7日|
    売上高: $1.04B-1.8%
    |
    EPS: $0.34-33.3%
    予想を下回る