Owner Scorecard


← The groupings

A grouping · a comparative table

Communications Equipment

36 companies across the library’s three pools, one row each. The columns are the line items this kind of business is read on; each header names its basis, and the margins and returns are medians over each company’s readable record — the through-cycle level, never one year’s print. Rows open largest first by latest-year revenue, and every column sorts both ways — the re-ordering is the reader’s own act, and a sorted view keeps its order in the address bar. The company stays in view as the columns scroll. A dash is a figure that could not be read; n/a is one that does not apply to that member; both sit at the back of a sorted column.

As a group: median revenue $430M; median gross margin 43.3%; median operating margin 4.0%; median owner earnings $51M; median return on invested capital 6.5%; 25 of 35 hold net cash. Medians of this table’s own columns, over the members each applies to · data as of July 9, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD median over the record median over the record op. cash − maintenance capex · latest FY, USD after tax · median over the record debt − cash & ST investments · latest FY, USD
CSCO Cisco Systems Inc. Common Stock (DE) Communications Equipment $56.7B62.9%25.7%$13.5B17.7%$8.5B
QCOM QUALCOMM Incorporated Communications Equipment $44.3B56.2%26.6%$12.8B26.9%$4.7B
ERIC Ericsson Communications Equipment $24.6B38.6%2.4%$3.1B7.0%+$1.2B cash
MSI Motorola Solutions Inc. Communications Equipment $11.7B48.7%20.0%$2.6B35.5%$7.2B
ANET Arista Networks Inc. Communications Equipment $9.0B63.9%31.4%$4.3B31.0%+$1.9B cash
JNPR Juniper Networks Communications Equipment $5.1B58.8%9.8%$673M8.5%$564M
CIEN Ciena Corporation Communications Equipment $4.8B43.0%7.4%$702M8.3%$228M
FN Fabrinet Communications Equipment $3.4B12.1%7.7%$275M16.6%+$905M cash
FFIV F5 Inc. Communications Equipment $3.1B81.4%23.1%$906M26.1%+$1.3B cash
UI Ubiquiti Inc. Communications Equipment $2.6B43.6%32.5%$627M142.5%+$150M cash
VISN Vistance Networks Inc. Communications Equipment $1.9B36.2%-0.6%$253M-0.4%$6.5B
LITE Lumentum Holdings Inc. Communications Equipment $1.6B31.5%1.3%$22M3.2%$1.7B
EXTR Extreme Networks Inc. Communications Equipment $1.1B55.4%-1.5%$137M-3.9%+$58M cash
ADTN ADTRAN Holdings Inc. Communications Equipment $1.1B38.5%-7.1%$98M-5.1%$97M
NTGR NETGEAR Inc. Communications Equipment $700M29.6%2.6%($19M)4.0%+$323M cash
GILT Gilat Satellite Networks Ltd. Communications Equipment $452M33.2%5.2%$9M10.4%+$124M cash
AIOT PowerFleet Inc. Communications Equipment $444M50.2%-7.1%$9M-8.2%$199M
DGII Digi International Inc. Communications Equipment $430M51.6%4.9%$105M3.6%$90M
HLIT Harmonic Inc. Communications Equipment $361M49.5%3.2%$97M-1.4%+$83M cash
CRNT Ceragon Networks Ltd. Communications Equipment $339M33.8%2.6%$18M19.3%+$29M cash
PL Planet Labs PBC Communications Equipment $308M49.2%-77.3%$93M-44.3%+$229M cash
ATEN A10 Networks Inc. Communications Equipment $291M77.8%7.9%$70M25.7%+$466M cash
AUDC AudioCodes Ltd. Communications Equipment $246M64.8%6.2%$26M9.2%+$53M cash
NSSC NAPCO Security Technologies Inc. Communications Equipment $182M42.9%13.4%$51M22.7%+$95M cash
CLFD Clearfield Inc. Communications Equipment $150M39.9%7.2%$22M8.0%+$104M cash
ALLT Allot Ltd. Communications Equipment $102M69.1%-9.3%$15M-9.4%+$66M cash
SILC Silicom Ltd Communications Equipment $62M31.4%9.7%($3M)6.0%+$49M cash
ONDS Ondas Inc. Communications Equipment $51M42.9%-618.3%($40M)-150.0%+$535M cash
BOSC B.O.S. Better Online Solutions Communications Equipment $51M20.7%3.6%$5M7.4%+$10M cash
SNT Senstar Technologies Corporation Communications Equipment $36M63.0%4.2%$1M6.5%+$22M cash
SATL Satellogic Inc. Communications Equipment $18M-405.6%($34M)-194.4%+$38M cash
SATLW Satellogic Inc. Communications Equipment $18M-405.6%($34M)-194.4%+$38M cash
UMAC Unusual Machines Inc. Communications Equipment $11M($21M)-362.0%+$142M cash
UTSI UTStarcom Holdings Corp. Communications Equipment $9M26.7%-33.4%($9M)-42.5%+$35M cash
WLDSW Wearable Devices Ltd. Communications Equipment $647K-2028.1%($7M)+$7M cash
NOK Nokia Corporation Sponsored Communications Equipment as filed: €19.9B39.5%4.0%as filed: €1.5B3.5%as filed: (€4.1B)

Every figure is recomputed from the company’s own SEC or EDINET filings, the same way as on its page; the columns name facts, weigh nothing, and form no rank. Foreign filers are stated in US dollars at the dated reference rate (as of 2026-07-17) so each money column sorts on one basis; their own pages keep the records as filed. A foreign filer whose conversion terms are missing shows its money as filed and sorts to the back of the column — never a guessed conversion. Ratios and margins are currency-free.