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北京时间·🕒 发布 19:23:25时区推断·⟳ 抓取 19:39:21·⚡ 决策 07-22 19:41:13 +1m52s·97.3 天前
Rogers二季度盈利小幅超预期但无线用户新增不及预期且全年指引不变
二季度调整后EPS为C$1.15，仅较彭博一致预期C$1.12高约2.7%，属于小幅超预期。
📄 原文Bloomberg↗ 原文
Rogers Communications Inc. beat analysts’ earnings expectations as its sports assets continue providing a boost. Canada…
不做 Rogers Communications（RCI.US）
财报信号正负混合：EPS仅小幅超预期，无线新增用户低于预期且全年指引维持不变，缺少可执行的单边正期望。
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研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 二季度调整后EPS为C$1.15，仅较彭博一致预期C$1.12高约2.7%，属于小幅超预期。
- 媒体收入同比增长53%主要来自2025年已完成的MLSE持股提升，增量逻辑并非全新突发。
- 最大无线业务收入持平，后付费手机净增2.2万户低于2.753万户预期，公司还维持2026财年指引。
主要风险
- 若市场更重视体育资产整合与后续少数股权出售，股价仍可能有阶段性正反馈。
- 财报信号正负混合且指引未上修，盘前追多缺少明确短线预期差。
原文全文
展开原文 · 1,956 字
Rogers Communications Inc. beat analysts’ earnings expectations as its sports assets continue providing a boost.
Canada’s biggest mobile phone provider earned C$1.15 per share on an adjusted basis in the second quarter, more than the C$1.12 forecast in a Bloomberg survey of analysts.
Rogers’ media revenue rose 53% from a year ago to C$1.2 billion ($851 million), beating expectations as the company continues to benefit from doubling its stake in Maple Leaf Sports & Entertainment on July 1, 2025.
Earlier this month, Rogers agreed to purchase the remaining 25% of MLSE for C$4.35 billion, meaning it will fully own a sports entity that includes the Toronto Raptors basketball club and Toronto Maple Leafs hockey team. The transaction is still expected to close in the fourth quarter. Rogers, which also owns Major League Baseball’s Toronto Blue Jays, plans to sell a minority stake in a consolidated sports, media and entertainment company over the next year.
Read More: Rogers Pays $3.1 Billion for Rest of Toronto’s NBA and NHL Teams
New wireless subscribers have been more difficult to come by as the Canadian population stagnates on federal immigration curbs, pushing Rogers to find growth in its sports assets.
“Our second quarter results reflect strong execution, delivering growth across our three lines of business,” Chief Executive Officer Tony Staffieri said in a statement. “We’re excited to bring together Canada’s premier communications company with one of the world’s premier sports and entertainment organizations and unlock long-term value for our shareholders.”
Revenue in the wireless segment, Rogers’ largest business, was C$2.5 billion, the same as a year ago. The company added 22,000 net postpaid mobile subscribers during the quarter, less than the 27,530 expected by analysts and down from 35,000 a year ago. Rogers attributed the decrease to slower population growth.
The company maintained its guidance for fiscal 2026.
Canada’s biggest mobile phone provider earned C$1.15 per share on an adjusted basis in the second quarter, more than the C$1.12 forecast in a Bloomberg survey of analysts.
Rogers’ media revenue rose 53% from a year ago to C$1.2 billion ($851 million), beating expectations as the company continues to benefit from doubling its stake in Maple Leaf Sports & Entertainment on July 1, 2025.
Earlier this month, Rogers agreed to purchase the remaining 25% of MLSE for C$4.35 billion, meaning it will fully own a sports entity that includes the Toronto Raptors basketball club and Toronto Maple Leafs hockey team. The transaction is still expected to close in the fourth quarter. Rogers, which also owns Major League Baseball’s Toronto Blue Jays, plans to sell a minority stake in a consolidated sports, media and entertainment company over the next year.
Read More: Rogers Pays $3.1 Billion for Rest of Toronto’s NBA and NHL Teams
New wireless subscribers have been more difficult to come by as the Canadian population stagnates on federal immigration curbs, pushing Rogers to find growth in its sports assets.
“Our second quarter results reflect strong execution, delivering growth across our three lines of business,” Chief Executive Officer Tony Staffieri said in a statement. “We’re excited to bring together Canada’s premier communications company with one of the world’s premier sports and entertainment organizations and unlock long-term value for our shareholders.”
Revenue in the wireless segment, Rogers’ largest business, was C$2.5 billion, the same as a year ago. The company added 22,000 net postpaid mobile subscribers during the quarter, less than the 27,530 expected by analysts and down from 35,000 a year ago. Rogers attributed the decrease to slower population growth.
The company maintained its guidance for fiscal 2026.
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