Charter Communications reports on Friday 6 November, before the market opens. The analysts' average EPS estimate for the quarter is $9.16, with a revenue estimate of $14.9 billion. The trend the report will test is revenue, which is now shrinking: twelve-month revenue of $54.4 billion fell 1.5% on the year before.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $8.34 | $9.29 |
| Dec '25 | $10.34 | $9.93 |
| Mar '26 | $9.17 | $10.08 |
| Jun '26 | $10.66 | $10.06 |
What analysts expect from Charter Communications
The full-year EPS estimate stands at $40.36, up 11.5% on last year, based on 18 analysts. That figure has fallen 3.0% over the past 90 days, even as the implied growth rate remains double-digit. The quarterly EPS range runs from $7.95 to $9.78. The recommendation split is 5 positive, 10 neutral and 6 negative, the negative recommendations outnumber the positive by two.
Earnings surprise model
Our model estimates EPS could land below the analysts' average estimate by 1.2%. Its estimated chance of an EPS beat is 50.0%, based on the last 4 quarters. This is a reference estimate from a small sample, not company guidance.
Charter Communications' record against estimates
The company reported EPS above the analysts' average estimate in 2 of the last 4 quarters. Last quarter, EPS of $10.66 came in above the estimate of $10.06 by 5.9%.
The revenue growth rate of −1.5% is below every past reading in the company's own record, which ran from −0.9% to 269.3%
Revenue is the pressure point. The twelve-month decline of 1.5% was down 0.6 percentage points from a quarter earlier, and the growth rate is below every past reading in the company's history, which have ranged from −0.9% to 269.3%.
Margins are still high by the company's own standards but drifting lower. Operating margin is 23.3%, down 0.7 percentage points from a year earlier, though higher than 85% of past quarterly readings (7.8% to 24.0%). Net margin is 9.1%. Net income over the twelve months was $4.9 billion, down 6.5% on the year before.
Cash generation is holding up despite the revenue decline. Operating cash flow over the twelve months was $16.5 billion, up 8.3%. Capital spending was $12.1 billion, or 22.3% of revenue, leaving free cash flow of $4.4 billion, up 1.3%. The free-cash-flow margin of 8.0% is up 0.2 percentage points and higher than 60% of past readings (0.9% to 16.7%).
The average diluted share count fell 11.0% over the year. Net income fell 6.5%, the share count fell 11.0%, and the full-year EPS estimate is up 11.5%.
Questions this report will answer
The report will answer whether the revenue slowdown continues, whether results land above or below the analysts' expectations set out above, and whether margins hold at the trailing levels reported.
