Rogers Communications Inc. (RCI.B:CA) Q3 2026 Earnings Call Transcript
Rogers Communications Inc. remains a Buy, trading at a steep valuation discount despite robust free cash flow and undervalued sports assets. RCI's Q3 2026 free cash flow surged 65% YoY, largely due to asset sales and deferred capex, but long-term capital intensity may rise again. Competitive pressures and regulatory changes are weighing on wireless and cable subscriber growth and ARPU, though operational efficiencies are supporting margins.
Rogers Communication NYSE: RCI reported third-quarter 2026 service revenue and adjusted EBITDA growth of 1% each as the Canadian telecom company emphasized cost discipline, lower capital spending and the value of its sports and media assets amid slower wireless market activity.
| Automobile Components Industry | Consumer Discretionary Sector | Ali El-Haj CEO | CXA Exchange | US7751331015 ISIN |
| US Country | 3,000 Employees | 9 Jan 1992 Last Dividend | 30 May 2000 Last Split | 17 Mar 1980 IPO Date |
Rogers Corporation is a leading global manufacturer specializing in engineered materials and components used in a wide range of industries and applications. With a rich history dating back to 1832, Rogers Corporation has established itself as an innovator in the design, development, and manufacturing of advanced materials. The company operates through three primary segments: Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other. Its diverse product portfolio serves major industries, including electric and hybrid electric vehicles, wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure. Headquartered in Chandler, Arizona, Rogers Corporation serves customers worldwide, emphasizing innovation, quality, and sustainability.
Rogers Corporation's extensive range of products and services is categorized into three main segments, addressing various market needs across industries: