Charter Communications Past Earnings Performance
Past criteria checks 2/6
Charter Communications has been growing earnings at an average annual rate of 3%, while the Media industry saw earnings growing at 8.6% annually. Revenues have been growing at an average rate of 1.9% per year. Charter Communications's return on equity is 27.1%, and it has net margins of 9%.
Key information
2.99%
Earnings growth rate
10.28%
EPS growth rate
| Media Industry Growth | 13.17% |
| Revenue growth rate | 1.85% |
| Return on equity | 27.15% |
| Net Margin | 9.03% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
Charter Communications: Broadband Panic Is Overly Dramatic
Apr 24
CHTR: Future Returns Will Depend On Broadband Execution Against Rising Competition
Analysts have trimmed their average price target on Charter Communications by about $1 to roughly $275, reflecting updated views on revenue growth, profitability and competitive pressure following recent Street research moves. Analyst Commentary Recent Street research on Charter Communications has been mixed, with both upward and downward price target revisions contributing to a modest reduction in the overall average target.
CHTR: Rising Rival Offers Will Pressure Broadband Subscribers And Residential Revenue
Charter Communications' analyst price target has shifted to $150 from $168, as analysts factor in softer revenue trends, lower profit margin expectations, a slightly reduced discount rate, and a higher assumed future P/E following recent mixed research that includes both target cuts and modest raises. Analyst Commentary Recent Street research on Charter reflects a cautious tone, with several bearish analysts highlighting competitive pressures, execution risks, and questions around the sustainability of growth assumptions embedded in current valuation frameworks.CHTR: Future Returns Will Hinge On Broadband Execution Despite Split Street Views
Analysts have adjusted their Charter Communications price target to $276.80, reflecting recent mixed revisions across firms as they weigh updated growth, margin, discount rate and future P/E assumptions. Analyst Commentary Street research on Charter Communications has been mixed, with some firms lifting price targets while others are cutting estimates and ratings.CHTR: Future Returns Will Rely On Broadband Execution Despite Split Street Views
Narrative Update on Charter Communications The analyst price target on Charter Communications has moved by a net $26, as analysts balance recent target increases from TD Cowen, Benchmark, and Wells Fargo against reductions from Goldman Sachs and Bernstein. They are tying their updates to revised views on revenue growth, profit margins, and forward P/E assumptions.CHTR: Future Returns Will Rely On Executing Broadband And WiFi 7 Rollout
The analyst price target for Charter Communications has shifted from $314.94 to $282.81, as analysts updated their models around recent mixed research, including several price target increases alongside cuts and a downgrade. Analyst Commentary Recent research on Charter Communications reflects a split view, with some analysts lifting price targets while others are cutting targets and, in one case, moving to a more cautious rating.Charter Communications, Inc. (NASDAQ:CHTR) Stock Rockets 26% But Many Are Still Ignoring The Company
Feb 15
CHTR: Future Cash Returns And AI Adoption Could Drive Repricing
Narrative Update on Charter Communications The analyst price target for Charter Communications has shifted alongside our fair value estimate, moving from US$500.00 to US$479.00 as analysts factor in updated expectations for revenue growth, profit margins, discount rates, and future P/E multiples following a mix of recent target hikes and cuts across the Street. Analyst Commentary Street research on Charter Communications has been mixed, with several firms adjusting price targets in both directions and at least one downgrade to an Underweight rating.CHTR: Rising Fiber Competition Will Pressure Broadband Subscribers And Residential Revenue
Narrative Update on Charter Communications The analyst price target on Charter Communications has been reduced by $40, as analysts point to recent downgrades, broadband subscriber and residential revenue pressures, and rising competitive fiber build outs. Together, these factors have led analysts to apply a higher discount rate and a slightly higher future P/E multiple in their models.CHTR: Rising Fiber Competition Will Intensify Broadband Subscriber Declines
Analysts have lowered their price target on Charter Communications from US$200 to US$168, citing weaker broadband subscriber trends, pressure on residential revenue and concerns that rising fiber competition could challenge the company's current penetration levels. The updated forecasts also reflect different assumptions for revenue growth, margins and future P/E.CHTR: Broadband Losses And Fiber Competition Will Shape A Cautious Outlook
Analysts have trimmed their fair value estimate for Charter Communications to $200 from $223 per share. This reflects mounting concerns over accelerating broadband subscriber declines, intensifying fiber competition, and a more cautious outlook on revenue growth despite relatively stable profit margins.CHTR: Future Returns Will Hinge On Stabilizing Broadband Amid Fiber Pressure
Analysts have reduced their 12 month price target on Charter Communications by a low single digit percentage to reflect mounting concerns over broadband subscriber declines and intensifying fiber competition, even though there have been only modest changes to long term growth and cash flow assumptions. Analyst Commentary Bullish analysts acknowledge that recent subscriber trends and competitive pressures warrant lower price targets, but they still emphasize the company’s strong free cash flow generation and history of execution as key underpinnings for long term valuation support.CHTR: Future Performance Will Depend On Reversing Broadband Subscriber Declines
Analysts have maintained Charter Communications' fair value estimate at $314.94 per share. They cite concerns over slowing revenue growth, higher projected discount rates, and competitive broadband pressures as key factors behind their latest outlook adjustment.CHTR: Future Market Performance Will Hinge On Broadband Subscriber Stabilization
Analysts have lowered their fair value estimate for Charter Communications from approximately $373.60 to $314.94. They cited ongoing broadband subscriber declines and intensifying competitive pressures as key factors behind the revision.Analysts Maintain Neutral Outlook on Charter Communications Amid Profit Gains and Sector Pressures
Analysts have maintained their price target for Charter Communications at $373.60. They note a neutral stance amid stable fair value metrics, stronger profit margins, and ongoing competitive pressures in the cable sector.Spectrum Mobile And AI Will Improve Service Efficiency
Analysts have lowered their fair value estimate for Charter Communications to $373.60 from $387.60. This change reflects ongoing competition in the cable sector and continued investor focus on tradeoffs between growth and profitability.Spectrum Mobile And AI Will Improve Service Efficiency
Amid persistent sector-wide competitive pressures and a balanced outlook on subscriber growth versus profitability, analysts have slightly lowered Charter Communications’ consensus price target from $391.90 to $387.60. Analyst Commentary Sector-wide competitive pressures remain elevated, with analysts expressing concern over heightened competition impacting future performance.Spectrum Mobile And AI Will Improve Service Efficiency
Charter Communications’ consensus price target edged down to $395.75 as analysts weighed ongoing network upgrades and potential cash tax relief against continued competitive pressures and decelerating ARPU growth. Analyst Commentary Bullish analysts note Charter’s ongoing network upgrades and the momentum of its Spectrum Life Unlimited offering as drivers for improvement in broadband net subscriber losses.Not Many Are Piling Into Charter Communications, Inc. (NASDAQ:CHTR) Stock Yet As It Plummets 26%
Jul 29
Investors Still Aren't Entirely Convinced By Charter Communications, Inc.'s (NASDAQ:CHTR) Earnings Despite 26% Price Jump
May 18Charter Communications Earnings Preview: Wait And Watch Before Buying
Apr 22Charter Communications Q4 Earnings Preview: Heavy Competition
Jan 28The Charter-Liberty Broadband Deal Might Create An Interesting Opportunity
Nov 14Charter Communications Is A Buy The Dip Opportunity (Technical Analysis)
Oct 28The Infinite Game In Telecom
Oct 01Charter's New Strategy Puts Video Back Into The Profit Mix, And It Just Might Start Working Soon
Aug 08Why The Charter Communications Rally Might Not Last
Jul 29Charter Communications: A Misunderstood Leveraged Equity Opportunity
Mar 18Charter Communications: Down 66% From Its All-Time High; I'm Still Staying Away
Mar 09Charter Q4'23 Earnings: Net Broadband Losses, Robust Mobile Net Adds, 8% FCF Yield
Feb 15Charter: The Real Reason For The Sell-Off
Feb 04Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Charter Communications makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 54,636 | 4,933 | 8,264 | 0 |
| 31 Dec 25 | 54,774 | 4,987 | 8,237 | 0 |
| 30 Sep 25 | 55,099 | 5,121 | 8,322 | 0 |
| 30 Jun 25 | 55,222 | 5,264 | 8,274 | 0 |
| 31 Mar 25 | 55,141 | 5,194 | 8,191 | 0 |
| 31 Dec 24 | 55,085 | 5,083 | 8,190 | 0 |
| 30 Sep 24 | 54,870 | 4,675 | 8,319 | 0 |
| 30 Jun 24 | 54,659 | 4,650 | 8,282 | 0 |
| 31 Mar 24 | 54,633 | 4,642 | 8,241 | 0 |
| 31 Dec 23 | 54,607 | 4,557 | 8,229 | 0 |
| 30 Sep 23 | 54,570 | 4,695 | 7,946 | 0 |
| 30 Jun 23 | 54,536 | 4,625 | 7,836 | 0 |
| 31 Mar 23 | 54,475 | 4,873 | 7,794 | 0 |
| 31 Dec 22 | 54,022 | 5,055 | 7,641 | 0 |
| 30 Sep 22 | 53,560 | 5,469 | 7,967 | 0 |
| 30 Jun 22 | 53,156 | 5,501 | 8,452 | 0 |
| 31 Mar 22 | 52,360 | 5,050 | 8,752 | 0 |
| 31 Dec 21 | 51,682 | 4,654 | 7,003 | 0 |
| 30 Sep 21 | 51,094 | 4,290 | 9,096 | 0 |
| 30 Jun 21 | 49,987 | 3,887 | 9,140 | 0 |
| 31 Mar 21 | 48,881 | 3,633 | 8,984 | 0 |
| 31 Dec 20 | 48,097 | 3,222 | 9,007 | 0 |
| 30 Sep 20 | 47,234 | 2,690 | 9,064 | 0 |
| 30 Jun 20 | 46,645 | 2,263 | 8,801 | 0 |
| 31 Mar 20 | 46,296 | 1,811 | 9,188 | 0 |
| 31 Dec 19 | 45,764 | 1,668 | 9,165 | 0 |
| 30 Sep 19 | 45,234 | 1,250 | 9,096 | 0 |
| 30 Jun 19 | 44,676 | 1,356 | 8,937 | 0 |
| 31 Mar 19 | 44,183 | 1,315 | 8,651 | 0 |
| 31 Dec 18 | 43,634 | 1,230 | 8,586 | 0 |
| 30 Sep 18 | 43,005 | 10,487 | 8,436 | 0 |
| 30 Jun 18 | 42,571 | 10,042 | 8,536 | 0 |
| 31 Mar 18 | 42,074 | 9,908 | 8,473 | 0 |
| 31 Dec 17 | 41,581 | 9,895 | 8,448 | 0 |
| 30 Sep 17 | 41,254 | 796 | 7,914 | 0 |
| 30 Jun 17 | 40,833 | 937 | 7,742 | 0 |
| 31 Mar 17 | 36,637 | 3,865 | 6,271 | 0 |
| 31 Dec 16 | 29,003 | 3,522 | 5,171 | 0 |
| 30 Sep 16 | 21,240 | 2,946 | 3,555 | 0 |
| 30 Jun 16 | 13,653 | 2,811 | 2,102 | 0 |
| 31 Mar 16 | 9,922 | -378 | 1,520 | 0 |
| 31 Dec 15 | 9,754 | -271 | 1,718 | 0 |
| 30 Sep 15 | 9,602 | -197 | 1,813 | 0 |
| 30 Jun 15 | 9,439 | -304 | 1,796 | 0 |
Quality Earnings: CHTR has high quality earnings.
Growing Profit Margin: CHTR's current net profit margins (9%) are lower than last year (9.4%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: CHTR's earnings have grown by 3% per year over the past 5 years.
Accelerating Growth: CHTR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: CHTR had negative earnings growth (-5%) over the past year, making it difficult to compare to the Media industry average (-2.8%).
Return on Equity
High ROE: Whilst CHTR's Return on Equity (27.15%) is high, this metric is skewed due to their high level of debt.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 17:15 |
| End of Day Share Price | 2026/04/30 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Charter Communications, Inc. is covered by 46 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |