Rogers Communications Set to Announce Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: seekingalpha
- Earnings Announcement Date: Rogers Communications (RCI) is set to release its Q4 earnings on January 29 before market open, with consensus EPS estimate at $1.03, reflecting a 29.5% year-over-year decline, and revenue estimate at $4.38 billion, down 20.1% year-over-year.
- Historical Performance: Over the past two years, RCI has consistently beaten both EPS and revenue estimates 100% of the time, indicating strong financial performance and market confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen 9 upward revisions and 2 downward, while revenue estimates have experienced 6 upward revisions and 1 downward, suggesting mixed analyst sentiment regarding the company's future performance.
- Investment Opportunity Analysis: Despite the anticipated decline in revenue and earnings, market analysis suggests that Rogers Communications presents an undervalued opportunity in MLSE, potentially offering investors significant value returns.
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Analyst Views on RCI
Wall Street analysts forecast RCI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RCI is 41.43 USD with a low forecast of 35.99 USD and a high forecast of 46.07 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
7 Buy
3 Hold
1 Sell
Moderate Buy
Current: 36.290
Low
35.99
Averages
41.43
High
46.07
Current: 36.290
Low
35.99
Averages
41.43
High
46.07
About RCI
Rogers Communications Inc. is a diversified Canadian communications and media company. The Company operates in three segments: Wireless, Cable, and Media. The wireless segment provides wireless telecommunications operations for Canadian consumers and businesses. The cable segment is engaged in cable telecommunications operations, including Internet, television, and other video, satellite, telephony, and smart home monitoring services for Canadian consumers and businesses, and network connectivity through its fiber network and data center assets to support a range of voice, data, networking, hosting, and cloud-based services for the business, public sector, and carrier wholesale markets. The media segment offers a diversified portfolio of media properties, including sports media and entertainment, television and radio broadcasting, specialty channels, multi-platform shopping, and digital media.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rogers Communications Reports Strong 2025 Earnings Highlights
- Wireless Service Revenue Growth: In Q4 2025, wireless service revenue reached $2.1 billion, reflecting significant year-over-year growth that underscores the company's strong revenue performance in a highly competitive market, further solidifying its market position.
- Free Cash Flow Increase: The company reported free cash flow of $1 billion in Q4 2025, up 16% year-over-year, indicating substantial progress in capital management and operational efficiency, which will support future investments and shareholder returns.
- Debt Leverage Improvement: Rogers reduced its debt leverage to 3.9 times, a 0.6 times improvement from the previous year, demonstrating proactive efforts in financial health that provide greater flexibility for future expansion and investments.
- Media Revenue Surge: Media revenue soared to $1.2 billion in Q4 2025, more than doubling from the previous year, indicating successful integration of media and sports assets, which enhances overall profitability and competitive strength.
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Rogers Launches Screen Break National School Program
- Healthy Screen Use Advocacy: Rogers launches the Screen Break program in collaboration with athletes to help Canadian students establish healthy screen habits, addressing the alarming average of 5.2 hours of daily phone use among youth, which far exceeds the two-hour limit recommended by the Canadian Paediatric Society.
- Athlete Engagement: Prominent athletes including Trey Yesavage, George Springer, and Connor McDavid participate in the initiative, using social media and events to inspire teens to rethink their relationship with screens and enhance their focus on healthy lifestyles.
- Community Partnerships: Rogers partners with youth organizations to provide grants promoting active living, with YMCA as the first national partner, reflecting the company's commitment to youth health and social responsibility.
- Education and Advocacy: The program encompasses four pillars including parental tools, youth programming, research & partnerships, and education & advocacy, aiming to encourage families to balance screen time through school initiatives and Unplug and Play events, thereby raising awareness of healthy digital habits among teens.
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