Categories Analysis, Technology

Earnings Preview: Finisar likely to post weak Q2 results

Finisar Corp. (FNSR) is set to report its earnings for the second quarter on Monday before the market open. The company’s results will be hurt by higher costs and expenses as well as iPhone orders cut and margin headwinds. The demand for wavelength selective switches could be weak and impacting the company’s results.

Analysts, on average, expect the company to post earnings of $0.22 per share on revenue of $326.59 million for the second quarter. In comparison, during the previous year quarter, the company reported a profit of $0.23 per share on revenue of $332.2 million. Majority of the analysts recommended a “strong buy” or “buy” rating on the stock with an average price target of $23.13.

The company’s top line will be hurt by the weaker demand for its wavelength selective switches. The favorable product mix is likely to benefit the results but higher costs and expenses could hurt the bottom line for the second quarter.

As being a provider of optical communications components and subsystems to Apple (AAPL), Finisar is likely to experience a shortfall in the second quarter after Lumentum cut its guidance on weaker orders from a large customer. In addition, analysts warned of soft iPhone sales as well as order cuts and margin headwinds. This could hurt Finisar for this quarter.

Apple stock selloff after production cut shows iPhone buzz is fading

Due to the proposed acquisition of Finisar by II-VI Inc. (IIVI), the company has decided not to hold an earnings call for the second quarter nor provide the outlook for the third quarter. The company has a history of posting earnings below analysts’ expectations in the three of the past four quarters.

For the first quarter, Finisar posted a loss of $18.5 million or $0.16 per share compared to a profit of $19.9 million or $0.17 per share a year ago. Revenues dropped 7% to $317.34 million as it experienced lesser demand for its wavelength selective switches.

For the second quarter, the company had expected revenues in the range of $315 million to $335 million and adjusted earnings in the range of $0.19 to $0.25 per share. Adjusted gross margin is predicted to be about 28% and the adjusted operating margin is projected to be about 7% to 8%.

Shares of Finisar opened lower on Friday and is trading in the red territory in the early trade. The stock has risen over 12% in the year so far and over 17% in the past year.

 

Listen to publicly listed companies’ earnings conference calls along with the edited closed caption text.

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