CommScope Holding Company, Inc. (VISN)
🔔 Watch stock
symbol.quality_heading
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
After repaying $7.26 billion of debt the balance sheet is genuinely sound, there is no going-concern language, no listing risk and no hole in the substance — that rules out red. What is missing for green is proof that the remaining business earns on its own: a pro forma operating loss of $29.8 million for 2025 and $0.6 million of operating income for the first quarter of 2026, while one customer supplies roughly 35 percent of revenue. That is the classic open operating question — yellow until two or three quarterly reports free of divestiture and tax effects show what Aurora Networks can carry alone. The decision is yours.
symbol.quality_note
CommScope became Vistance Networks on January 14, 2026, and the ticker COMM became VISN. In between sit two divestitures worth roughly $12.3 billion, the full repayment of $7.26 billion of debt and a special distribution of $10.00 per share. The stock ranks 10th of 82 in our big-earnings-surprise ranking (U.S. selection, as of July 26, 2026). We read the 2025 annual report (10-K), the quarterly report (10-Q) for March 31, 2026 and the pro forma exhibit filed July 8, 2026 — and they show that the remaining company would have posted a $29.8 million operating loss in 2025. Not investment advice — just the question of how much company is left after the sell-off.
Read the analysis
Stock Watch
This analysis is as of July 26, 2026. Stock Watch will tell you what's changed at VISN since then.
Later $1 a month per stock — signing up is free, and you'll be the first to know when it launches.
Appears in These Scanners
This stock currently matches 13 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 11.70 $ — 31% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
Uses AIVistance Networks nennt KI-gestützte Netzautomatisierung als einen der Schwerpunkte der eigenen Forschung und beschreibt den Einsatz von KI und generativer KI im Haus sowie über Dienstleister — eine KI-Umsatzquelle weist der Konzern dagegen nirgends aus; die KI-Erzählung rund um Rechenzentren gehörte zur Sparte CCS, die am 09.01.2026 an Amphenol verkauft wurde.
View the full file — quotes, sources, reviewed filings
„We intend to focus our major R&D activities on high-growth opportunities such as Wi-Fi 7 and 6GHz, cloud management systems, AI-driven network automation and converged operational/information technology solutions, CCAP, DAA, DOCSIS 4.0 and passive optical network (PON)."
Wir wollen unsere wesentlichen Forschungs- und Entwicklungsarbeiten auf wachstumsstarke Felder konzentrieren, etwa Wi-Fi 7 und 6 GHz, Cloud-Managementsysteme, KI-gestützte Netzautomatisierung und konvergente Lösungen für Betriebs- und Informationstechnik, CCAP, DAA, DOCSIS 4.0 sowie passive optische Netze (PON).
„The use of artificial intelligence (AI) and generative AI technologies, both internally and through third-party providers, may create new cybersecurity risks or exacerbate existing ones, including the risk of cybersecurity incidents, data breaches or unauthorized access to sensitive information."
Der Einsatz von künstlicher Intelligenz (KI) und generativer KI — sowohl im eigenen Haus als auch über Dienstleister — kann neue Cyber-Risiken schaffen oder bestehende verschärfen, darunter Sicherheitsvorfälle, Datenabflüsse oder unbefugte Zugriffe auf sensible Informationen.
Filings Reviewed: 10-K 2026-02-26 · 10-Q 2026-04-30 · 10-Q 2025-10-30 · 10-Q 2025-08-04 · 10-Q 2025-05-01 · 10-K 2025-02-26
Rated on July 26, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Analysts & Price Target
The price target sits 48.1% above the current price.
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Next Reporting Date
- Expected Earnings per Share
- 0.25 $
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
These companies report in different currencies — switch on “Indexed” or pick a margin for a fair comparison.
The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 0.03 | – | 1,169 | 26.60 | 0.50 | 278 | 271 |
| 2025: Q1 | -0.40 | – | 1,112 | 23.50 | -7.70 | -187 | -202 |
| 2025: Q2 | 0.14 | -30.80 | 1,388 | 31.70 | 2.30 | 77 | 65 |
| 2025: Q3 | 0.39 | – | 1,630 | 50.60 | 6.70 | 151 | 135 |
| 2025: Q4 | 6.13 | 20,577.10 | 515 | -56.00 | 264.20 | 281 | 256 |
| 2026: Q1 | -6.66 | – | 472 | -57.60 | -317.90 | -227 | -229 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Assessment: Opportunities & Risks
Within a single quarter, from negative equity of $1,004.1 million (December 31, 2025) to positive $4,594.5 million (March 31, 2026), from $7,260.2 million of long-term debt to zero and from $754.4 million to $2,510.0 million of cash. All notes were redeemed on January 26, 2026 and the Carlyle preferred stock was fully redeemed. The new $300 million revolver with Citibank (since April 7, 2026, maturing April 7, 2031) is a reserve tank, not a burden.
Without RUCKUS the group would have reported a $29.8 million operating loss on $1,244.8 million of revenue in 2025; the first quarter of 2026 left $0.6 million of operating income on $298.4 million of revenue. Reported income from continuing operations rests on tax benefits of $297.5 million (2025) and $190.3 million (Q1 2026), not on operations (Form 8-K/A filed July 8, 2026, Exhibit 99.1).
Aurora Networks grew segment revenue by $396.9 million to $1,232.7 million in 2025 and lifted adjusted segment EBITDA from $106.0 million to $251.9 million, a margin move from 12.7 to 20.4 percent. The first quarter of 2026 added another $73.4 million — the cable operators' investment cycle is running (10-K 2025 and 10-Q for March 31, 2026).
Comcast accounted for roughly 35 percent of group revenue in 2025 — after 21 percent in 2024 and 20 percent in 2023 — and for roughly 42 percent of receivables at December 31, 2025. Comcast was a customer of both Aurora and RUCKUS; after the RUCKUS sale the remainder stands on fewer legs (10-K 2025, Note 21).
Reported group revenue fell from $9,228.1 million (2022) through $5,789.2 million (2023) to $1,931.6 million of continuing revenue (2025), because at every step segments moved into discontinued operations. Any metric carried across January 9, 2026 blends three different companies. Even the data vendor still carried the stock under its old name as of July 25, 2026.
$10.00 per share flowed back on April 27, 2026, and the buyback authorization was doubled from $50 million to $100 million on April 29, 2026. The pro forma exhibit announces a second special distribution within 60 days of the July 1, 2026 RUCKUS closing, with the board to set amount and timing. Cash returns are welcome, but they do not substitute for operating earnings.
As of July 26, 2026 Vistance Networks is above all one thing: a very well-filled cash box with no debt, attached to a mid-sized business selling equipment to cable operators. The balance-sheet rebuild is documented and impressive, and Aurora Networks is growing for real — but the remaining group earned nothing operationally in 2025 on a pro forma basis, and a single customer supplies a good third of revenue. Buying here means betting on how the money gets used and on the cable operators' capital-spending cycle, not on a proven profit engine. Not investment advice.
- VISN reached our research list at rank 10 of 82 in our in-house big-earnings-surprise ranking (U.S. selection, measured July 26, 2026). The lists are recalculated daily, so rank and composition change.
- Two ways to get the identity wrong: the data vendor still carried the stock as "CommScope Holding Company, Inc." as of July 25, 2026, and the ticker VISN belonged to VisionChina Media, with its own SEC identifier, until 2017. What counts is CIK 0001517228 with the former name CommScope Holding Company, Inc. (April 4, 2011 to January 13, 2026).
- Price series need an adjustment: $10.00 per share was distributed on April 27, 2026. Price and valuation figures in this analysis are dated to the closing price of July 24, 2026; analyses are evergreen and daily prices are not a buy argument.
- The quarterly report for June 30, 2026 was not yet on file as of July 26, 2026 (expected August 6, 2026). It will present RUCKUS as a discontinued operation for the first time. Until then the pro forma exhibit of July 8, 2026 is the best available view of today's company — explicitly an illustration under Article 11 of Regulation S-X, not a set of actual accounts.
About the Company
Vistance Networks, Inc. bietet Infrastrukturlösungen für Kommunikations-, Rechenzentrums- und Unterhaltungsnetze in den USA, Europa, dem Nahen Osten, Afrika, im asiatisch-pazifischen Raum, in der Karibik und Lateinamerika an.
| Employees | 4,500 |
|---|---|
| Headquarters | Richardson, TX |
| Website | vistancenetworks.com |
| IPO Date | 13. Jan 2026 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Charles L. Treadway | President, CEO & Director | 1966 |
| Kyle David Lorentzen | Executive VP & CFO | 1966 |
| Charles A. Gilstrap | Senior VP of Treasury, Tax & Chief Accounting Officer | 1966 |
| Krista R. Bowen J.D. | Senior VP, Chief Administrative Officer, General Counsel & Secretary | 1972 |
| Koen ter Linde | Senior VP and President of Connectivity & Cable Solutions | 1975 |
| Praveen Jonnala | Senior VP & Chief Information Officer | – |
| Jenny Thompson | Head of Investor Relations | – |
| Jennifer L. Crawford CPA | CFO of Connectivity & Cable Solutions Segment | 1982 |
| Guy Sucharczuk | Senior VP & President of Aurora Network Solutions | 1966 |
| Steven Bronken | Head of Global Hospitality of Ruckus Networks | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.