Rogers Communications Inc. - Ordinary Shares - Class B
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+ FollowMarket Cap$18.68B
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Earnings Call Q4 2025
January 29, 2026 - AI Summary
Strong Financial Results: Rogers Communications reported solid financial outcomes for Q4 2025, with consolidated service revenue up 16% to $5.3 billion and adjusted EBITDA growing 6% to $2.7 billion. For the full year, revenues reached $21.7 billion, up 5% YoY, while EBITDA increased by 2% to $9.8 billion.
Subscriber Growth and Wireless Market Dynamics: The company added 39,000 mobile phone subscribers in Q4, with a total of 245,000 for the year. However, total market growth for postpaid subscribers slowed by 50%, indicating increased competitive pressure and prompting a cautious approach to pricing despite ongoing efforts to improve churn rates (now at 1.43%).
2026 Guidance and Growth Projections: For 2026, Rogers forecasts service revenue growth of 3-5% and adjusted EBITDA growth of 1-3%. This guidance reflects expected stability in the wireless market, though poses risks from potential aggressive competitor pricing strategies.
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$20.12
41.8% downside
Current Fair Value
41.8% downsideOvervalued by 41.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $18.68 Billion |
|---|---|
| Enterprise Value | $63.62 Billion |
| Annual dividend | $1.45 |
| Dividend yield | 4.40% |
| Earnings per Share | $12.76 |
| Beta | 0.79 |
| Outstanding Shares | 540,000,000 |
Return
| Return on Equity | 4.83% |
|---|---|
| Return on Assets | 0.89% |
| Return on Invested Capital | 6.72% |
Valuation & Multiples
| P/E Ratio | 26.14 |
|---|---|
| PEG | -28.46 |
| Price to Sales | 0.91 |
| Price to Book Ratio | 0.82 |
| Enterprise Value to Revenue | 3.03 |
| Enterprise Value to EBIT | 13.09 |
| Enterprise Value to Net Income | 79 |
| Total Debt to Enterprise | 0.73 |
| Debt to Equity | 2.82 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 23, 2026
EPS Estimate
$0.84
Consensus analyst estimateRevenue Estimate
$3.79 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$0.95
Consensus analyst estimateRevenue Estimate
$4.35 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 324.10% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 1.96%▼ 45.35% |
|---|---|
| Total Invested | $332.64M▼ 96.05% |
| Investors Holding | 80▼ 251.00% |
About Rogers Communications Inc.
25,000 employees
CEO: Joseph Natale
Rogers Communications Inc. is a prominent Canadian enterprise specializing in telecommunications and media services. Its operations are organized into three primary divisions: Wireless, Cable, and Media. Within its Wireless division, the...