Charter Communications, Inc. earnings overview

CHTR FY2026 Q2 · Calendar Q3 2026

Charter Communications, Inc.

Charter delivered a solid EPS beat and accelerated mobile subscriber growth, but the headline shift this quarter is the lowered EBITDA guidance, driven by Cox integration transition costs running higher than initially expected. The market initially sold off (-2.6% abnormal move) but the stock subsequently drifted +15.2%, suggesting investors are increasingly focused on the longer-term Cox synergy story, the $20B debt exchange to reduce leverage to 3.5x, and the path to sub-$8B capex by 2028. The bullish score eased from 70 to 65 as near-term execution risk on Cox integration weighs against the multi-year free cash flow improvement thesis. At $142, the stock trades at a meaningful discount to the $173.88 consensus target, reflecting the tension between near-term integration headwinds and long-term cash generation potential.