Charter Communications exhibits a stable margin profile with operating margins around 22.6% in Q2 2026, yet faces persistent revenue decline of 1.7% year-over-year due to broadband subscriber losses.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue declined 1.7% year-over-year to $13.5B in Q2 2026, yet operating margin held at 22.6% and EPS grew 16.1% to $10.66, reflecting cost controls and buybacks rather than operational growth.
Charter's stock is trading at a significantly lower P/E ratio, around 4.5x to 6x, compared to its media peers and historical norms. This suggests the market may be undervaluing the company, presenting a potential buying opportunity for value-focused investors.
Charter's mobile business is rapidly expanding its customer base and contributing to EBITDA and revenue. This growth engine has become substantial in a short period, indicating strong operational strength.
Investments in network evolution, including the upgrade to DOCSIS 4.0, are expected to enable multi-gigabit speeds over existing infrastructure. This enhancement will improve competitiveness and potentially lead to better profit margins.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 6, 2026 | -$20.50-330.3% vs $8.90 | $14.9B+10.6% vs $13.5B |
Q3 2026 Jul 24, 2026 | $10.66+6.8% vs $9.98 | $13.5B+0.1% vs $13.5B |
Q2 2026 Apr 24, 2026 | $9.17-7.9% vs $9.96 | $13.6B+0.3% vs $13.5B |
Q1 2026 Jan 30, 2026 | $10.34+5.7% vs $9.78 | $13.6B-1.0% vs $13.7B |
CHTR beats Q3 earnings estimates as Cox lifts revenues, but a $6.33B franchise impairment, Internet subscriber losses and declining cash flow cloud results.
Charter Communications, Inc. remains a Strong Buy despite losing nearly half its value amid broadband competition and mixed Q3 results. CHTR's investment thesis centers on $3B+ in cost cuts post-Cox acquisition, stabilizing broadband losses, and leveraging Spectrum's superior operating model. Free cash flow is set to rise as capex declines by $2.5B over 2-3 years, supporting buybacks and debt reduction toward 3.5x leverage.
Charter Communications, Inc. (CHTR) Q3 2026 Earnings Call Transcript
U.S. stocks traded mostly higher midway through trading, with the Nasdaq Composite gaining around 1.5% on Friday.
Benchmark CHTR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Charter Communications, Inc. (CHTR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $118.07 | $15.91B | 3.26 | -0.56% | 9.1% | 24.79% | — | |
| $24.39 | $86.55B | 4.53 | -0.02% | 9.2% | 12.29% | 5.52% | |
| $4.30 | $24.39M | -0.07 | -4.95% | -72.83% | -89.91% | 71.06% | |
| $5.20 | $429.82M | -7.22 | -8.13% | -13.2% | -42.52% | — | |
| $1.89 | $539.38M | -8.59 | -4.06% | -21.76% | — | — | |
| $35.99 | $5.18B | -1.92 | -100% | — | -86.71% | — |
Charter Communications, Inc. (CHTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Charter Communications, Inc. (CHTR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 20, 2026·SEC
Aug 18, 2026·SEC
Aug 12, 2026·SEC
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Charter Communications, Inc. (CHTR) stock FAQ — growth, dividends, profitability & financials explained
Charter Communications, Inc. (CHTR) reported $54.40B in revenue over the trailing twelve months. Revenue was $54.77B in fiscal year 2025. That is 399331% more than the $13.7M of fiscal year 1998.
Charter Communications, Inc. (CHTR) revenue fell by 0.6% in fiscal year 2025, compared with the prior fiscal year.
Yes. Charter Communications, Inc. (CHTR) earned $4.92B in net income over the trailing twelve months (a 9.1% net margin).
Charter Communications, Inc. (CHTR) had a return on equity (ROE) of 24.8% in fiscal year 2025. That is well above the market's typical 10-15%.
Charter Communications, Inc. (CHTR) generated $4.36B in free cash flow over the trailing twelve months.
