| CHTR |
Report |
Adjusted EPS |
MISS |
pred ~$9.55 vs. cons $10.05 |
MEDIUM |
| CHTR |
Report |
Residential Broadband Net Adds (losses) |
MISS |
pred ~-160K vs. cons -142K |
MEDIUM |
| CHTR |
Report |
Total Revenue |
MISS |
pred ~$13.30B vs. cons $13.51B |
MEDIUM |
| CHTR |
Guide |
FY2026 Adjusted EBITDA Growth (ex-transition costs) |
LOWER |
guide ~1.5% growth vs. cons ~3.0% growth (FY2026) |
MEDIUM |
| CHTR |
Guide |
FY2026 Residential Internet ARPU Growth |
LOWER |
guide ~0.0% vs. cons ~+1.0% (FY2026) |
MEDIUM |
| CHTR |
Guide |
FY2026 Capital Expenditures |
UNCHANGED |
guide ~$11.4B vs. cons $11.4B (FY2026) |
HIGH |
| CHTR |
Guide |
Cox Transaction Synergy Target |
UNCHANGED |
guide ~$800M vs. prior/cons $800M (multi-year, post-close run-rate) |
HIGH |
| CHTR |
Guide |
Net Debt/EBITDA Leverage (Cox pendency) |
UNCHANGED |
guide ~4.25x vs. cons ~4.20x (Q2 2026, pre-Cox close) |
MEDIUM |
| CHTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-9.0% |
— |
MEDIUM |
| CHTR |
Return |
5-day cumulative residual |
-13.5% (FOLLOW-THROUGH) |
Implicit full-year EBITDA/ARPU guide-downs plus a 5th consecutive EPS miss should trigger further negative estimate revisions into and beyond the print, echoing the Q1 pattern where the stock kept sliding ~8-9% in the days after the initial post-earnings drop as sell-side models were cut. With no offsetting catalyst before the Aug 13 CPUC vote (three weeks out) and Zacks ESP already deeply negative, out-period math (weaker ARPU/EBITDA trajectory feeding FY26-27 consensus) argues for continued drift lower rather than a snap-back, though the stock's already-depressed valuation (84% off highs) caps the magnitude versus the Q1 shock. |
MEDIUM |