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Viavi Solutions: Inside Aerospace & Defense—How PNT Demand Is Accelerating!

Viavi Solutions’ financial performance for the fiscal second quarter of 2026 shows a strong position with noteworthy growth metrics and some ongoing operational challenges. The company reported net revenue of $369.3 million, aligning with the higher end of their guidance. This reflects a 23.5% sequential increase and a 36.4% year-over-year rise, indicating substantial growth fueled by strategic acquisitions and sectoral demand. Viavi’s operating margin for the quarter was 19.3%, significantly above the forecasted range and substantially higher than the previous year, suggesting improved operational efficiency. Segment-wise, the Network and Service Enablement (NSE) division reported revenues of $291.5 million, again at the high end of expectations. The increase over the year is primarily attributed to the acquisitions of Inertial Labs and Spirent product lines, indicating strategic expansions have successfully contributed to growth. However, Spirent’s $43 million revenue fell slightly below expectations due to timing issues with certain opportunities.