Rogers Comm Cl A (TSE:RCI.A)
TSX:RCI.A
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.15Last Year’s EPS
1.14Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong execution: solid consolidated and segment results, material free cash flow improvement, deleveraging (net leverage down 0.6x), CapEx discipline, and a successful expansion of sports/media assets (MLSE consolidation and Blue Jays impact). Management acknowledged near‑term headwinds — ARPU decline, roaming impacts, lower immigration, and aggressive competitor promotional activity — plus variability tied to sports outcomes and regulatory-driven project cancellations. On balance the company reported multiple sizable financial and strategic wins, delivered on 2025 guidance, and provided constructive 2026 guidance, while flagging manageable risks that could introduce volatility.Company Guidance
Strong consolidated Q4 and full‑year results
Q4 consolidated service revenue grew 16% to $5.3B and adjusted EBITDA grew 6% to $2.7B. Full‑year 2025 revenue was $21.7B (up 5%) and adjusted EBITDA was $9.8B (up 2%).
Wireless fundamentals and margins
Wireless service revenue was $2.1B (flat YoY) with adjusted EBITDA of $1.4B (+1%) and an industry‑leading margin of 67% (up 40 bps). Full year mobile phone net adds were 245,000; Q4 total mobile phone net adds were 39,000 (37,000 postpaid). Postpaid churn improved to 1.43% in Q4 (down 10 bps) and 1.11% for the full year.
Cable turnaround and Internet growth
Q4 cable revenue was up slightly YoY and adjusted EBITDA rose 1% with an industry‑leading cable margin of 59% (up 30 bps). Retail Internet net adds were 22,000 in Q4 and the company added ~100,000 retail Internet subscribers in 2025.
Exceptional Sports & Media performance
Q4 media revenue was $1.2B (more than double YoY) and adjusted EBITDA was $221M (more than fourfold YoY), driven by the Blue Jays postseason and MLSE consolidation. Pro forma 2025 media revenue (including MLSE) was ~ $4.1B with pro forma EBITDA of ~ $400M.
Improved cash generation and deleveraging
Net leverage decreased to 3.9x (improvement of 0.6x YoY). Q4 free cash flow was $1.0B (+16% YoY) and full‑year free cash flow was over $3.3B (up ~10% YoY). The company completed a $0.2B sale of its data center business and ended the year with $5.9B of available liquidity.
CapEx efficiency and constructive 2026 outlook
Quarterly CapEx declined 7%, full‑year CapEx was $3.7B (down 8% YoY) and capital intensity fell to 15% (lowest since Q2 2017). 2026 guidance: service revenue +3% to +5%, adjusted EBITDA +1% to +3%, CapEx $3.3B–$3.5B and free cash flow $3.3B–$3.5B.
Strategic execution and product innovation
Closed control of MLSE (75% ownership), completed a $7B equity investment, launched Rogers Satellite (included in select 5G+ plans and previously had a beta of over 1M), and introduced consumer initiatives such as Screen Break — positioning new monetization opportunities.
TSE:RCI.A 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
TSE:RCI.A Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | C$47.85 | C$51.71 | +8.07% |
Jan 29, 2026 | C$50.42 | C$52.01 | +3.16% |
Oct 23, 2025 | C$50.91 | C$53.48 | +5.05% |
Jul 23, 2025 | C$47.14 | C$47.81 | +1.42% |
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 Rogers Comm Cl A (TSE:RCI.A) report earnings?
Rogers Comm Cl A (TSE:RCI.A) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Rogers Comm Cl A (TSE:RCI.A) earnings time?
Rogers Comm Cl A (TSE:RCI.A) earnings time is at Jul 29, 2026, Before Open (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 TSE:RCI.A EPS forecast?
TSE:RCI.A EPS forecast for the fiscal quarter 2026 (Q2) is 1.15.