Shenandoah Telecom Q4 revenue rises 7.2%, EBITDA up 31.3%

Shenandoah Telecommunications Co

26/02/2026 12:16

Overview

Telecom provider's Q4 revenue grew 7.2% yr/yr

Adjusted EBITDA for Q4 grew 31.3%, margin expanded by 670 basis points

Company announced 10% workforce reduction to align with Glo Fiber completion

Outlook

Shentel projects 2026 revenue between $370 mln and $377 mln

Company expects 2026 adjusted EBITDA between $131 mln and $136 mln

Capital expenditures for 2026 expected to decrease by 20.7%

Result Drivers

GLO FIBER GROWTH - Revenue from Glo Fiber Expansion Markets increased 39% due to a 36.9% growth in data RGUs

COMMERCIAL FIBER - Commercial Fiber revenue rose 10.8%, partly due to a deferred revenue adjustment in Q4 2024

COST REDUCTIONS - Cost of services decreased 3.3% due to synergy savings from the Horizon acquisition and higher capitalized labor

Company press release: ID:nGNX3V3GnY

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
Beat
-$0.10
-$0.20 (2 Analysts)
Q4 Net Income
-$5.37 mln
Q4 Basic EPS
-$0.10
Q4 Operating Expenses
$92.47 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 91.9% above its February 25 closing price of $13.55

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)