Uniti Group Inc. is a premier insurgent fiber provider dedicated to enabling mission-critical connectivity across the United States. The firm build, operate, ...
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Est. EPS $-0.60 · Revenue $856.86M · 5 analysts
Est. EPS $-0.41 · Revenue $906.06M · 4 analysts
Est. EPS $-1.98 · Revenue $3.66B · 6 analysts
Est. EPS $-0.54 · Revenue $916.05M · 1 analysts
EPS $-0.07 · Revenue $300.73M
EPS $0.08 · Revenue $293.91M
| 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). | $2.2B | +91.5% | -7.9% |
| 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. | $1.3B | +1296.8% | -121.8% |
| 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. | +36.9% | -63.1% | -22.8% |
| 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). | +21.2% | -59.2% | -67.8% |
| 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. | +58.4% | +629.5% | -140.7% |
| 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. | $-459.6M | -3974.9% | -213.2% |
| 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. | -20.6% | -2123.6% | -239.9% |
| 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. | 2635.4% | +1198.9% | +97.7% |
| 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. | 0.74x | +266.8% | -20.7% |
| 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. | $12.0B | +127.9% | -1.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.87 vs 5.01 | -2.7% | -0.68 vs -0.60 | -13.8% |
| Revenue Surprise | $2.2B vs $2.2B | +0.5% | $909.7M vs $856.9M | +6.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 1, 2025 | Mudry Ronald J. | officer: SVP, Chief Revenue Officer | COMMON STOCK | D | 555,124 | — |
| Aug 1, 2025 | Bruce Scott G. | director | COMMON STOCK | D | 212,334 | — |
| Aug 1, 2025 | Gunderman Kenny | director, officer: President & Chief Exec. Off. | COMMON STOCK | D | 3,098,835 | — |
| Aug 1, 2025 | ZEITZ HAROLD A. | director | COMMON STOCK | D | 54,348 | — |
| Aug 1, 2025 | FRANTZ FRANCIS X | director | COMMON STOCK | A | 5,359 | — |
Operator: Good morning, and welcome to today's conference call to discuss Uniti's Second Quarter 2026 Earnings Results. My name is Jonathan, and I will be your operator for today. Today's call is being recorded, and a webcast will be available on the company's Investor Relations website, investor.unity.com, beginning today and will remain available for 365 days. [Operator Instructions] It is now my pleasure to introduce Bill DiTullio, Uniti's Senior Vice President of Investor Relations and Treasury. Please begin. Bill DiTullio: Thanks, Jonathan. Good morning, everyone, and thank you for joining today's conference call to discuss Uniti's second quarter 2026 results. Speaking on the call today will be Kenny Gunderman, our CEO; and Paul Bullington, Uniti's CFO. John Harrobin, President of Kinetics, will also be joining us this morning during Q&A. Before we get started, I'd like to quickly cover our safe harbor statement. Please note that today's remarks may contain forward-looking statements. These statements include, but are not limited to, statements regarding Uniti's fiber build strategy, the business' growth potential, our 2026 outlook and other statements that are not historical facts. Numerous factors could cause actual results to differ materially from those described in the forward-looking statements. For more information on those factors, please see the section titled Safe Harbor Statement in the accompanying presentation in the Risk Factors sections in our filings with the United States Securities and Exchange Commission. With that, I would now like to turn the call over to Kenny. Kenneth Gunderman: Thank you, Bill. Good morning, everyone, and thank you for joining. Uniti posted another terrific quarter of results as we continue to execute well on our strategy as the premier insurgent fiber provider. We're consistently growing wholesale, enterprise and consumer fiber revenue at 10% to 20% with an insurgent share taker mentality. Our strategy of being first with fiber to metro and wholesale markets, along with a mission-critical and future-proof technology positions us for many years of predictable execution and value creation for our shareholders. Demand for fiber is continuing to accelerate, and hyperscalers and neo-clouds are leading the way. We posted a record quarter of new bookings at Fiber Infrastructure, exceeding our previous record by almost 30%. Demand was strong across virtually all categories, reinforcing the benefit of our robust diversified customer base, especially at Uniti Wholesale. The use of Agentic AI is now upon us and growing. As has proven typical with AI adoption, both the time line and TAM appear ahead of our prior expectations. Near-term Agentic AI use cases with measurable ROIs such as customer service agents, cybersecurity threat hunting and mitigation and automation of corporate functions are only a precursor to more bandwidth-intensive functions like physical robotics, autonomous driving, personal AI agents, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John Harrobin | Senior EVP & President of Kinetic | USD 8,105,988 | Male | 1968 | Active |
Kenneth A. Gunderman | President, Chief Executive Officer & Director | USD 2,899,836 | Male | 1971 | Active |
Paul Bullington | Senior EVP, CFO & Treasurer | USD 1,068,000 | Male | 1972 | Active |
Daniel L. Heard | Senior EVP, General Counsel & Secretary | USD 1,014,993 | Male | 1975 | Active |
Ronald J. Mudry | Senior Vice President of M&A | USD 820,174 | Male | 1962 | Active |
Michael Friloux | Senior EVP & CTO | USD 817,355 | Male | 1965 | Active |
Ric Chura | Executive Vice President & Chief Information Officer | — | Male | — | Active |
Travis T. Black | Senior Vice President & Chief Accounting Officer | — | Male | 1982 | Active |
Jennifer Ragsdale | EVice President, Chief Administrative Officer & Chief People Officer | — | Female | — | Active |
Eric Daniels | SVP & President of Uniti Network | — | Male | — | Active |
Uniti Group NASDAQ: UNIT is prioritizing execution on its fiber expansion, hyperscaler opportunities and strategic alternatives during the second half of the year, President and CEO Kenny Gunderman said at the TD Cowen conference.
More than 75% of area homes now have access to Kinetic's Multi-Gig, Next-Generation internet 4,000 locations benefit from better internet experience supporting economic growth, telehealth, work, streaming ABERDEEN, N.C., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Kinetic, the leading insurgent residential and business fiber internet provider, announced today that Aberdeen is officially recognized as a Kinetic ‘Gig-Ready Community,' meaning more than 75% of the area's homes now have access to Kinetic's high-speed, next generation internet.
More than 75% of homes in community now have access to Kinetic's Multi-Gig, Next-Generation internet 14,000 locations benefit from better internet experience supporting economic growth, telehealth, work, streaming ASHLAND, Ky., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Kinetic, the leading insurgent residential and business fiber internet provider, announced today that Ashland is officially recognized as a Kinetic ‘Gig-Ready Community,' meaning more than 75% of the area's homes now have access to Kinetic's high-speed, next generation internet.
More than 75% of area homes now have access to Kinetic's Multi-Gig, Next-Generation Internet 1,200 locations benefit from better internet experience supporting economic growth, telehealth, work, streaming HOMINY, Okla., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Kinetic, the leading insurgent residential and business fiber internet provider, announced today that Hominy is officially recognized as a Kinetic ‘Gig-Ready Community,' meaning more than 75% of the area's homes now have access to Kinetic's high-speed, next generation internet.
More than 75% of area's homes now have access to Kinetic's Multi-Gig, Next-Generation internet 5,800 locations benefit from better internet experience supporting economic growth, telehealth, work, streaming ANDREWS, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Kinetic, the leading insurgent residential and business fiber internet provider, announced today that Andrews is officially recognized as a Kinetic ‘Gig-Ready Community,' meaning more than 75% of the area's homes now have access to Kinetic's high-speed, next generation internet. This major technological milestone marks a significant advancement in the community's digital infrastructure and provides many residents with award-winning technology - at a better value - and an overall better internet experience to help enhance everyday life.
