Brief: Shenandoah Telecommunications Q2 EPS USD -0.19

Shenandoah Telecommunications

31/07/2025 21:05

Overview

Shentel Q2 revenue up 3.2% yr/yr, but missed analyst expectations

Adjusted EBITDA grows 21.9%, driven by Horizon synergies

Co completes acquisition of fiber-to-the-home assets in Virginia

Outlook

Shentel expects 2025 revenue between $352 mln and $357 mln

Company forecasts 2025 adjusted EBITDA of $113 mln to $118 mln

Shentel projects 2025 capital expenditures at $260 mln to $290 mln

Company says guidance excludes potential tariff impacts

Result Drivers

GLO FIBER GROWTH - Glo Fiber Expansion Markets revenue grew 40.5% yr/yr, driven by 43.1% increase in data subscribers

HORIZON SYNERGIES - Realization of Horizon Telcom acquisition synergies contributed to adjusted EBITDA growth

REVENUE OFFSET - Revenue growth partially offset by declines in Incumbent Broadband Markets and Commercial Fiber

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$88.60 mln
$90.50 mln (2 Analysts)
Q2 EPS
-$0.19
Q2 Net Income
-$9.05 mln
Q2 Operating Expenses
$97.68 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the integrated telecommunications services peer group is "buy"

Wall Street's median 12-month price target for Shenandoah Telecommunications Co is $26.00, about 43.1% above its July 30 closing price of $14.80

Press Release: ID:nGNX88L3xY

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)