RCI tops Q1 estimates as sales jump 15%, driven by strong Media growth and rising service revenues, while boosting free cash flow outlook.
Rogers Communications delivered a robust Q1, with a net profit of C$482 million and EPS up nearly 60% year-over-year. RCI's free cash flow exceeded expectations due to lower capex, with guidance for sustained reduced capex through 2026. Management now anticipates 2026 net free cash flow of C$4.1 billion–C$4.3 billion, supporting accelerated debt reduction and dividend coverage.
Rogers Communications Inc. (RCI) is a leading Canadian provider of wireless, internet, and cable services, with media and sports assets. RCI's internet business has grown in importance as traditional cable TV declines, reflecting shifting consumer preferences. The stock has outperformed the S&P 500 over the past year but lags on longer timeframes.
Cinctive Capital Management LP acquired a new stake in shares of Rogers Corporation (NYSE: ROG) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 66,333 shares of the electronics maker's stock, valued at approximately $5,337,000. Cinctive Capital Management
Tom Rogers, Versant Media senior advisor, joins 'Fast Money' to talk breaking news out of Netflix concerning the bidding war for Warner Bros.
Rogers Corp. (ROG) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.46 per share a year ago.
Rogers Corporation (ROG) Q4 2025 Earnings Call Transcript
Tom Rogers, former NBC Cable president and Versant senior advisor, joins 'Squawk Box' to discuss news of President Trump telling NBC News he won't get involved in the battle between Netflix and Paramount Skydance to buy Warner Bros. Discovery, Disney's leadership reset, and more.
RCI Q4 revenues jump 13% year over year, driven by a surge in Media growth and higher adjusted EBITDA.
Rogers Communications Inc. (RCI.B:CA) Q4 2025 Earnings Call Transcript
Rogers Sugar remains a defensive, bond-like equity with steady dividends and slow growth, justifying a continued 'Hold' rating. The LEAP project expansion is the key growth catalyst, expected to add at least 10% capacity and boost EBITDA by FY 2027. Current FCF is pressured by elevated Capex, but leverage remains manageable at ~2.5x Debt/EBITDA, with dividend safety supported by future post-LEAP cash flows.
Tom Rogers looks at how much the takeover of Warner Bros. matters to TV viewers, policy makers, Hollywood and shareholders.