Rogers Communications Reports Third Quarter 2026 Results
Rogers reported Q3 2026 revenue of $5.44 billion (+2%) with adjusted EBITDA of $2.54 billion (+1%) and record free cash flow of $1.37 billion, up 65% year-over-year on a 46% cut in capital expenditures and lowest capital intensity in over two decades at 9.6%. Underlying telecom operations were stable but soft: wireless service revenue fell 1% on ARPU erosion to $55.22 amid competitive intensity and a CRTC fee prohibition, while Cable service revenue was flat and Media grew 9% helped by over 97% Blue Jays attendance. Adjusted diluted EPS declined 6% to $1.29 on higher finance costs.
Key figures
- Eps
- 0.88
- Revenue
- 5443
- Guidance
- Reaffirms 2026 outlook for total service revenue, adjusted EBITDA, capital expenditures, and free cash flow
- Revenue Yoy
- 2%
- Fcf
- 1370
- Capex
- 524
- Fcf yoy
- 65%
- Fcf ytd
- 3128
- Net income
- 495
- Media revenue
- 821
- Wireless arpu
- 55.22
- Dividends paid
- 270
- Net income yoy
- -91%
- Adjusted ebitda
- 2535
- Mobile net adds
- 17000
- Capital intensity
- 9.6%
- Media revenue yoy
- 9%
- Dividend per share
- 0.5
- Adjusted ebitda yoy
- 1%
- Available liquidity
- 8300
- Debt leverage ratio
- 3.7
- Adjusted diluted eps
- 1.29
- Wireless arpu change
- -$1.48
- Adjusted ebitda margin
- 46.6%
- Adjusted diluted eps yoy
- -6%
- Total service revenue yoy
- 1%
- Cable adjusted ebitda margin
- 59%
- Wireless service revenue yoy
- -1%
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.