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Uniti Group (UNIT)
NASDAQ:UNIT
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.24Last Year’s EPS
0.08Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized substantial operational and strategic progress—closing a transformational merger, strong consumer fiber growth (Kinetic: record gross adds 38k, net adds 28k; consumer fiber revenue +24% YoY), expanding passings (+80k homes in Q4 to ~1.9M), and material wholesale/hyperscaler bookings (record MRR $1.7M) —alongside notable balance-sheet wins (debt yields down ~560 bps, successful ABS and debt refinancing). However, near-term consolidated revenue was down ~5% YoY in Q4 due to legacy copper/TDM declines, Uniti Solutions is expected to decline mid-teens YoY, and large hyperscaler deals create lumpiness in GAAP revenue recognition and increase near-term CapEx intensity (consolidated net CapEx ~ $1.4B in 2026). Overall, positive execution and sizable long-term opportunity outweigh the near-term headwinds and accounting lumpiness, while management acknowledges execution and competitive risks.Company Guidance
Transformative Merger and Leadership
Closed merger with Windstream in 2025, establishing a scaled national wholesale fiber footprint and a new insurgent leadership team with recent fiber-to-the-home experience; management cites strategic positioning to win large-scale fiber infrastructure deals.
Strong Core Fiber Revenue Growth
Core fiber business revenue grew approximately 13% year-over-year in Q4 2025 (management-highlighted); Kinetic consumer fiber revenue grew 24% year-over-year in the quarter.
Record Consumer Adds and Lower Churn at Kinetic
Kinetic reported 38,000 consumer fiber gross adds in Q4 (company-high), 28,000 net adds (highest in ~3 years), bringing Kinetic churn to the best levels since the pandemic and supporting improved lifetime value per passing.
Material Increase in Fiber Passings and Penetration
Kinetic expanded fiber passings by ~80,000 homes in Q4, ending the year at ~1.9 million homes passed; fiber penetration reached 29% in the quarter (up 30 bps sequential and ~150 bps year-over-year).
Aggressive 2026 Build and Subscriber Targets
Management targets 2.30–2.35 million homes passed at Kinetic by end of 2026 (>50% coverage), 675,000–700,000 fiber subs, and $635M–$655M of consumer fiber revenue in 2026 (implying ~25%–30% YoY revenue growth for consumer fiber).
Hyperscaler / Wholesale Momentum and Bookings
Fiber Infrastructure booked record-level consolidated bookings MRR of $1.7M in Q4 (tie for highest on record), reported anchor IRRs around 22%, and management disclosed a large funnel and booked contract value supporting future non-recurring revenue.
Three-Year Build Economics and Route-Mile Plan
Plan to build ~6,000 new route miles over the next three years, expect ~ $1B cumulative non-recurring cash revenue and up to $25M recurring cash revenue by 2028, and management expects an incremental ~$500M of non-recurring cash revenue after 2030 with total return on capital of 2x–4x.
Balance Sheet and Capital Markets Wins
Blended yields on debt improved by ~560 basis points over three years (from ~12.5% in Feb 2023 to ~6.9% today); closed inaugural Kinetic ABS with strong demand and completed $1.0B add-on to 8.625% unsecured notes to refinance $500M term loan.
Planned Capital Deployment and Investment Discipline
Guidance includes net CapEx of ~ $1.2B (Kinetic midpoint) and ~$140M (Fiber Infrastructure midpoint) for 2026, with management offsetting gross CapEx by upfront IRU payments in net CapEx reporting and identifying $500M–$1B of monetizable non-core assets.
Upside Opportunities in Managed Services and ARPU
Uniti Solutions/managed services attach rate at Uniti Fiber estimated below 0.1x today with material upside; Kinetic ARPU improved ~5% in Q4 with management guidance that sustainable ARPU growth should be ~2%–3% annually via price-ups, speed upgrades and VAS.
UNIT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UNIT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 04, 2025 | $6.13 | $6.00 | -2.12% |
Aug 05, 2025 | $8.09 | $7.25 | -10.38% |
May 06, 2025 | $8.29 | $7.50 | -9.53% |
Feb 21, 2025 | $8.99 | $9.32 | +3.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Uniti Group (UNIT) report earnings?
Uniti Group (UNIT) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Uniti Group (UNIT) earnings time?
Uniti Group (UNIT) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UNIT EPS forecast?
UNIT EPS forecast for the fiscal quarter 2026 (Q1) is -0.24.