Ciena Corp — Earnings

Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-31) · sourced from SEC EDGAR

Next earnings (estimated): Sat, May 2, 2026 0 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2026-01-31$1.43B↑+33.1%$150M↑+237.2%13.3%
2025-11-01$1.35B↑+20.3%$19M↓-47.4%0.8%
2025-08-02$1.22B↑+29.4%$50M↑+253.5%6.0%
2025-05-03$1.13B↑+23.6%$9M↑+153.2%2.9%
2025-02-01$1.07B↑+3.3%$45M↓-10.0%7.5%
2024-11-02$1.12B↓-0.5%$37M↓-59.4%5.3%
2024-07-27$942M↓-11.8%$14M↓-52.1%2.8%
2024-04-27$911M↓-19.6%$-17M↓-129.2%-0.4%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Last earnings · FY2026 (Q4)

Revenue
$1.43B
↑+33.1% +$355M YoY
Net Income
$150M
↑+237.2% +$106M YoY

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

EPS history · last 10 fiscal years

diluted, GAAP, annual

Note: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.

Margin trends · 72 quarters

margin trajectory tells the operating-leverage story
Gross Margin↓-0.2pts
43.8%
Operating Margin↑+5.8pts
13.3%
Net Margin↑+6.4pts
10.5%

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