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CALX CALIX, INC

Trailing twelve months to 2026-06-27 · as filed 2026-07-21, not restated
Communication Svcs

Scale

Market cap
$2.4bn
Revenue TTM
$1.1bn
Net income TTM
$51m
Free cash flow
$85m
Composite score
52.7
Sector rank
#1543

Valuation

P / E
46.5
EV / EBITDA
27.6
EV / sales
2.0
FCF yield
3.59%
Earnings yield vs 10-yr
-2.58pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
4.6%
EBITDA margin
7.1%
ROE
7.2%
ROIC
11.9%
Revenue growth
27.8%

Insider activity, last 90 days

Net open-market
$-2.71m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

This focus on subscriber experience allows CXPs to expand their brand through increased subscriber acquisition, loyalty and revenue while reducing their operating costs. For imported components for domestic manufacturing and certain finished goods, the original tariff increased our cost of revenue but have since abated. The increase in appliance revenue was primarily due to the adoption of our platform, cloud and managed services by new customers as we continue to take footprint from legacy box vendors and the continued robust expansion of our appliances within our existing customer base. …CALIX, INC, 10-Q, period ended 2026-06-27, filed 2026-07-21

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