Abstract
Rogers will report its quarter results on January 29, 2026 Pre-Market. The preview consolidates company guidance, quantitative forecasts, and recent institutional commentary to frame expectations for revenue, margins, and earnings per share for the quarter through January 29, 2026.
Market Forecast
Consensus points to Rogers’s current quarter revenue of USD 5.96 billion, with estimated adjusted EPS of USD 1.42 and EBIT of USD 1.33 billion; year-over-year growth rates are 10.34%, 4.82%, and 4.14%, respectively. The company’s last report implied steady gross profit leverage, and market models embed a stable gross profit margin profile; the forecast assumes a modest year-over-year improvement in margin and a balanced net profit trajectory relative to the prior year.
Rogers’s core businesses—Wireless, Cable, and Media—are set to show mixed momentum, with Wireless continuing to lead top-line expansion and Cable underpinning cash generation. Wireless remains the most promising segment on current models, with revenue scale of USD 2.66 billion last quarter and healthy year-over-year growth implied by ongoing subscriber additions and service ARPU stability.
Last Quarter Review
Rogers delivered previous quarter revenue of USD 5.35 billion, gross profit margin of 47.03%, GAAP net profit attributable to the parent company of USD 5.75 billion, net profit margin of 107.59%, and adjusted EPS of USD 1.37; year-over-year revenue growth was 4.27% and adjusted EPS declined 3.52%.
A key highlight was robust execution against operating plans, where EBIT of USD 1.50 billion exceeded forecasts and signaled cost discipline and synergies. Segment performance showed Wireless revenue of USD 2.66 billion, Cable revenue of USD 1.98 billion, and Media revenue of USD 0.75 billion, reinforcing the Wireless franchise as the principal growth anchor.
Current Quarter Outlook
Wireless Business Outlook
Wireless remains central to Rogers’s earnings power in the current quarter. The segment’s scale, subscriber base mix, and service revenue quality support the forecasted uplift in consolidated revenue and earnings. With network investments focused on capacity and reliability, the business is positioned to sustain service ARPU through disciplined promotions and improving churn dynamics. Postpaid additions, roaming normalization, and enterprise demand offer incremental tailwinds to service revenue, while device revenue sensitivity to launch cycles is mitigated by the company’s focus on value plans that lock in multiyear customer relationships. The margin profile is expected to hold relatively firm as operating efficiencies offset seasonal commercial intensity, underpinning the consolidated EBIT trajectory.
Cable Business Outlook
Cable provides cash flow stability that underlies Rogers’s ability to fund growth and maintain balance sheet flexibility. Management’s ongoing network modernization and customer experience initiatives continue to drive broadband mix-shifts toward higher-speed tiers, supporting stable ARPU and reducing churn pressure. The segment’s cost structure has benefited from integration and process efficiencies, which help absorb competitive pricing actions and promotional cadence. While video pressure persists industry-wide, the data and telephony components of the portfolio remain resilient, supporting consolidated margin consistency in the quarter. These dynamics contribute to an earnings mix that continues to diversify beyond pure mobile.
Media Business Outlook
Media contributes brand reach and monetization through advertising, sports, and content partnerships. Seasonality around sports rights schedules and advertising cycles can create quarter-to-quarter variability; however, the portfolio delivers strategic value by amplifying customer engagement across platforms. The quarter’s outlook anticipates stable content cost management and targeted monetization across digital and linear channels. Any shifts in the advertising market will be buffered by diversified revenue streams, keeping the segment broadly supportive of consolidated revenue while maintaining measured margin expectations.
Key Stock Price Drivers This Quarter
Investors will focus on revenue conversion in Wireless service, the cost trajectory tied to network and integration programs, and the cadence of promotional activity impacting margins. The balance between subscriber growth and ARPU stability will set the tone for EPS delivery relative to consensus. Additionally, visibility on capital allocation, including leverage trends and any commentary on dividend and spectrum strategy, will shape sentiment. Finally, any signals on operational synergies and efficiency gains will be important for sustaining EBIT expansion in line with forecasts.
Analyst Opinions
Across recent institutional previews, the majority view is constructive, with a higher ratio of bullish opinions relative to cautious takes. Prominent analysts emphasize earnings resilience driven by Wireless service revenue and steady Cable cash generation, supporting the forecasted year-over-year growth in revenue and EPS. Commentary highlights that management has exceeded EBIT expectations in the prior quarter and that incremental efficiencies should aid margin stability, reinforcing confidence in the current quarter’s setup. Analysts note that while promotional intensity and competitive dynamics remain watch points, the balance of evidence suggests Rogers can deliver revenue near USD 5.96 billion and adjusted EPS close to USD 1.42, aligning with consensus growth assumptions.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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