Zacks Investment Research
08 Jul 2026, 18:50 UTC · 1h ago
VIAV Gains From Strong Operating Margin Growth: Will the Trend Last?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
08 Jul 2026, 18:50 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Viavi Solutions' Network and Service Enablement (NSE) segment revenue grew 54.4% year-over-year to $321.5 million, driven by data center and aerospace & defense demand. — Significant growth in a core segment fueled by AI infrastructure and data center ecosystems suggests strong secular tailwinds.
+0.60Sanmina Corporation reported a 131.5% year-over-year increase in non-GAAP operating profit, reaching $257 million. — A massive jump in operating profit indicates strong execution and demand for accelerated compute systems.
+0.50Viavi Solutions expects its operating margin to increase to 22.7% in the fourth quarter, up from 21% in the third quarter. — Positive forward guidance on margins indicates continuing operating leverage and profitability growth.
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Viavi Solutions' non-GAAP operating income rose to $85.5 million from $47.7 million a year ago, with margins expanding to 21%. — Strong historical performance confirms the trend of margin expansion and profitability.
+0.30Which stocks this story touches
Reported a substantial year-over-year increase in non-GAAP operating profit and margin expansion driven by strong demand for accelerated compute systems.
Reported significant growth in non-GAAP operating income and margin, with strong revenue growth in NSE and OSP segments.
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