Rogers Communications Inc., a prominent Canadian telecommunications and media conglomerate, structures its diverse operations across three core divisions: Wireless, Cable, and Media. ...
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$2.00 per share
Est. EPS $0.90 · Revenue $5.52B · 9 analysts
$2.00 per share
Est. EPS $0.98 · Revenue $6.25B · 8 analysts
EPS CAD -1.35 · Revenue CAD 5.62B
EPS CAD 0.81 · Revenue CAD 5.48B
EPS CAD 12.73 · Revenue CAD 21.69B
EPS CAD 10.62 · Revenue CAD 5.35B
EPS CAD 0.29 · Revenue CAD 5.22B
EPS CAD 0.52 · Revenue CAD 4.98B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $21.7B | +5.3% | +2.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $6.9B | +297.3% | -265.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +45.3% | -3.0% | -48.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +23.1% | -4.8% | +6.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +31.8% | +277.3% | -261.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.4B | +55.8% | +24.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +10.8% | +48.0% | +21.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 248.9% | -45.6% | +10.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.61x | -8.7% | -1.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $89.9B | +25.9% | +0.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 12.73 vs 3.57 | +256.2% | -1.35 vs 0.79 | -270.1% |
| Revenue Surprise | $21.7B vs $21.5B | +0.8% | $5.6B vs $5.6B | +1.1% |
Operator : Thank you for standing by. This is the conference operator. Welcome to the Rogers Communications Inc. second quarter 2026 results conference call. As a reminder, all participants are in listen-only mode and the conference is being recorded. Following the presentation, we will conduct a question-and-answer session. To join the question queue, you may press star then one on your telephone keypad. Should you need assistance during the conference call, you may reach an operator by pressing star then zero. I would now like to turn the conference over to Paul Carpino, Vice President of Investor Relations with Rogers Communications. Please go ahead, Mr. Carpino. Paul Carpino : Thank you, Gaylene. Good morning, everyone, and thank you for joining us. Today I am here with our President and Chief Executive Officer, Tony Staffieri, and our Chief Financial Officer, Glenn Brandt. Today's discussion will include estimates and other forward-looking information from which our actual results could differ. Please review the cautionary language in today's earnings report and in our 2025 annual report regarding the various factors, assumptions, and risks that could cause actual results to differ. With that, let me turn it over to Tony. Tony Staffieri : Thank you, Paul. Good morning, everyone. In releasing our second quarter results this morning, I am pleased to report that Rogers continued to deliver solid performance across our three lines of business. We remain focused on driving growth and delivering on our commitments. Consolidated service revenue and adjusted EBITDA were up 8% and 3% respectively, despite an overall low growth telecom market. In April, we updated our full-year 2026 guidance to reflect stronger free cash flow growth alongside a meaningful reduction in our capital spend. In Q2, we generated free cash flow of CAD 1 billion, which was up 6% year-on-year. CapEx was down 16%. This reflects our commitment to adjust our spending given market realities and the current regulatory environment. In the quarter, capital intensity improved a notable 350 basis points to 12.4%. This is the lowest capital intensity ratio Rogers has achieved since the first quarter of 2008. We expect free cash flow growth to further accelerate in the second half of the year, particularly as CapEx declines and capital intensity shows additional improvements. We are managing our capital prudently while investing to provide Canadians with the best network experience. Our network leadership was reaffirmed once again recently by umlaut, ranking Rogers as Canada's best 5G+ network and the country's most reliable wireless network. Turning to our telecom results, we continue to perform in a low growth environment. Both wireless and cable delivered adjusted EBITDA growth underpinned by balanced and disciplined subscriber additions. In wireless, total net additions were 40,000 customers. This was driven by our strong base management combined with the popularity of our …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Anthony Staffieri FCPA | President, Chief Executive Officer & Director | CAD 2,592,920 | Male | 1965 | Active |
Edward S. Rogers | Executive Chairman | CAD 2,167,122 | Male | 1970 | Active |
Mahes S. Wickramasinghe | President of Group Operations | CAD 1,179,349 | Male | 1958 | Active |
Glenn A. Brandt | Chief Financial Officer | CAD 955,710 | Male | — | Active |
Bret D. Leech | President of Residential | CAD 912,471 | Male | — | Active |
Iain Kennedy | Chief Information & Cyber Security Officer | — | Male | — | Active |
Terrie L. Tweddle | Chief Brand & Communications Officer | — | Female | — | Active |
Paul Carpino | Vice President of Investor Relations | — | Male | — | Active |
Marisa L. Wyse | Chief Legal Officer & Corporate Secretary | — | Female | — | Active |
Mark Kennedy | Chief Technology Officer | — | Male | — | Active |
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Rogers Communications and Amazon.com's Prime Video on Monday signed a 12-year sublicensing agreement granting the streaming platform exclusive rights to broadcast Wednesday night national NHL games in Canada beginning with the 2026-27 season.
Prime Video becomes exclusive long-term home of regular-season Wednesday Night Hockey in Canada and select early round Stanley Cup Playoff series in English and French Prime Video becomes exclusive long-term home of regular-season Wednesday Night Hockey in Canada and select early round Stanley Cup Playoff series in English and French
RCI beats Q2 earnings and revenue estimates as Media sales surge, while reaffirming its 2026 outlook.
