Harmonic raises FY26 adj EPS guidance to $0.67-$0.75
Harmonic raised its FY26 adjusted EPS guidance to $0.67-$0.75, beating the $0.64 estimate. Revenue guidance was also upgraded to $505M-$525M, surpassing the $489.7M consensus.

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Harmonic (NASDAQ: HLIT) raised its full-year fiscal 2026 financial guidance, signaling stronger expected performance in both profitability and top-line growth. The company lifted its adjusted earnings per share (EPS) forecast from a previous range of $0.57-$0.67 to $0.67-$0.75. This new midpoint of $0.71 exceeds the analyst estimate of $0.64.
Simultaneously, Harmonic increased its revenue guidance for FY26 to $505 million-$525 million. The updated sales outlook also beats the market consensus estimate of $489.7 million, indicating improved visibility into near-term demand.
Guidance Update
| Metric | Previous Guidance | New Guidance | Analyst Estimate |
|---|---|---|---|
| Adj EPS: | $0.57-$0.67 | $0.67-$0.75 | $0.64 |
| Revenue: | Not specified | $505M-$525M | $489.7M |
What the Numbers Show
The upward revision in both EPS and revenue suggests that Harmonic expects margin expansion or cost efficiencies alongside higher sales volume. By raising the floor of its EPS guidance by $0.10 (from $0.57 to $0.67), the company is reflecting greater confidence in its operational execution for the remainder of the fiscal year.
Which specific product segments or geographic regions are driving the unexpected demand that led to the revenue guidance increase?
How does Harmonic plan to sustain margin expansion given potential headwinds from supply chain costs or competitive pricing pressure?
Will Harmonic consider accelerating share buybacks or increasing dividend payouts in light of the higher-than-expected EPS outlook?


























