Akros U.S. AI Optical Communication and Network Infrastructure Index

Q1 2026 earnings release and conference call to discuss results and Q2 2026 guidance is scheduled for 2026-05-13. Low impact expected as it is a routine announcement, scheduled.

Coherent announced it will release its financial results for the third quarter of fiscal year 2026 on May 6, 2026, after the market closes. High importance is estimated due to the potential for significant price movement following earnings announcements, scheduled

Corning will host an investor event where it plans to provide an upgraded and extended 'Springboard' strategic plan through 2030 and introduce a new Photonics Market-Access Platform, which is scheduled. High importance estimated due to the potential for significant long-term valuation impact from the strategic update.

Lumentum is scheduled to release its fiscal third quarter 2026 financial results after the market closes on May 5, 2026. Analysts forecast EPS of approximately $2.25 on revenue of $802.94 million, while the company's prior guidance was for EPS of $2.15–$2.35. High importance is estimated due to the potential for significant price volatility following the release. This release is expected.

Fabrinet is scheduled to announce its Q3 fiscal 2026 financial results after market close on May 4, 2026. A high market impact of over 10% is anticipated based on historical volatility during earnings scheduled.

Corning reported Q1 2026 core sales of $4.35 billion (+18% YoY) and core EPS of $0.70 (+30% YoY), beating estimates. The company also announced two new long-term agreements with hyperscale customers. However, shares fell approximately 10% following the release, reportedly due to Q2 sales guidance falling slightly below analyst consensus.

Ex-dividend date for a quarterly dividend of EUR 0.04 per share on April 28, 2026. The dividend was resolved by the Board of Directors on April 23, 2026, following authorization from the Annual General Meeting. This event is estimated to have a low impact as it is a routine dividend payment.

Celestica announced Q1 2026 financial results on April 27, 2026, reporting a 53% YoY revenue increase to $4.05 billion and raising its full-year 2026 revenue outlook from $17.0 billion to $19.0 billion. Despite the strong results and guidance, the stock price fell by over 15% in the following trading session.

Chief Strategy Officer Giovanni Barbarossa transitioned to the role of Special Advisor to the CEO on April 27, 2026, ahead of his planned retirement in September 2026.