CALX Earnings

CALX reported its earnings on 2026-01-28, showcasing a revenue of 272.45M against an estimate of 270.03M, resulting in a 0.9% surprise. The EPS was 0.39, surpassing the expected 0.38 by 2.63%. The stock experienced a -11.9% price change on the earnings day and a -9.14% change over the next five days, reflecting market reactions to the results.

Following CALX's earnings announcement on 2026-01-28, the stock price moved by -11.9% on the day of the release. Over the subsequent five days, it saw a -9.14% change. Historically, CALX's stock price tends to shift by an average of -1.03% in the 10 days leading up to earnings and -1.08% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate CALX's annual revenue to reach 272.24M, while the EPS is projected at 0.38. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CALX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CALX's stock price typically moves by -1.03% in the 10 days before its earnings and -1.08% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.38 and revenue of 272.24M.

The earnings call summary highlights strong financial performance with 7% sequential revenue growth, record high gross margin, and robust RPO growth. The company's share repurchase program also adds a positive sentiment. Despite potential risks like supply chain challenges and regulatory uncertainties, the demand remains strong and resilient. The Q&A section didn't reveal major concerns, and management is optimistic about future growth. Given the market cap, the stock is likely to react positively, but not excessively, resulting in a 'Positive' prediction for the next two weeks.