Shenandoah Telecommunications Earnings Calls
| Release date | May 01, 2026 |
| EPS estimate | -$0.240 |
| EPS actual | -$0.310 |
| EPS Surprise | -29.17% |
| Revenue estimate | 91.341M |
| Revenue actual | 92.153M |
| Revenue Surprise | 0.89% |
| Release date | Feb 26, 2026 |
| EPS estimate | -$0.200 |
| EPS actual | -$0.100 |
| EPS Surprise | 50.00% |
| Revenue estimate | 90.027M |
| Revenue actual | 91.592M |
| Revenue Surprise | 1.74% |
| Release date | Oct 29, 2025 |
| EPS estimate | -$0.220 |
| EPS actual | -$0.200 |
| EPS Surprise | 9.09% |
| Revenue estimate | 90.027M |
| Revenue actual | 89.796M |
| Revenue Surprise | -0.256% |
| Release date | Jul 31, 2025 |
| EPS estimate | -$0.200 |
| EPS actual | -$0.190 |
| EPS Surprise | 5.00% |
| Revenue estimate | 90.949M |
| Revenue actual | 88.568M |
| Revenue Surprise | -2.62% |
Last 4 Quarters for Shenandoah Telecommunications
Below you can see how SHEN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $14.68 |
| EPS estimate | -$0.200 |
| EPS actual | -$0.190 |
| EPS surprise | 5.00% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $15.17 |
| Jul 28, 2025 | $15.05 |
| Jul 29, 2025 | $14.80 |
| Jul 30, 2025 | $14.80 |
| Jul 31, 2025 | $14.68 |
| Aug 01, 2025 | $13.25 |
| Aug 04, 2025 | $12.91 |
| Aug 05, 2025 | $13.28 |
| Aug 06, 2025 | $12.97 |
| 4 days before | -3.23% |
| 4 days after | -11.65% |
| On release day | -9.78% |
| Change in period | -14.50% |
| Release date | Oct 29, 2025 |
| Price on release | $13.11 |
| EPS estimate | -$0.220 |
| EPS actual | -$0.200 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $12.77 |
| Oct 24, 2025 | $13.12 |
| Oct 27, 2025 | $12.89 |
| Oct 28, 2025 | $12.92 |
| Oct 29, 2025 | $13.11 |
| Oct 30, 2025 | $12.43 |
| Oct 31, 2025 | $12.32 |
| Nov 03, 2025 | $12.17 |
| Nov 04, 2025 | $11.57 |
| 4 days before | 2.66% |
| 4 days after | -11.75% |
| On release day | -5.19% |
| Change in period | -9.40% |
| Release date | Feb 26, 2026 |
| Price on release | $13.96 |
| EPS estimate | -$0.200 |
| EPS actual | -$0.100 |
| EPS surprise | 50.00% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $13.47 |
| Feb 23, 2026 | $13.34 |
| Feb 24, 2026 | $13.42 |
| Feb 25, 2026 | $13.55 |
| Feb 26, 2026 | $13.96 |
| Feb 27, 2026 | $13.63 |
| Mar 02, 2026 | $13.86 |
| Mar 03, 2026 | $14.31 |
| Mar 04, 2026 | $15.62 |
| 4 days before | 3.64% |
| 4 days after | 11.89% |
| On release day | -2.36% |
| Change in period | 15.96% |
| Release date | May 01, 2026 |
| Price on release | $16.29 |
| EPS estimate | -$0.240 |
| EPS actual | -$0.310 |
| EPS surprise | -29.17% |
| Date | Price |
|---|---|
| Apr 27, 2026 | $16.10 |
| Apr 28, 2026 | $16.47 |
| Apr 29, 2026 | $15.09 |
| Apr 30, 2026 | $15.73 |
| May 01, 2026 | $16.29 |
| May 04, 2026 | $15.72 |
| May 05, 2026 | $16.05 |
| May 06, 2026 | $16.22 |
| May 07, 2026 | $16.23 |
| 4 days before | 1.18% |
| 4 days after | -0.368% |
| On release day | -3.53% |
| Change in period | 0.81% |
Shenandoah Telecommunications Earnings Call Transcript Summary of Q1 2026
Shentel reported strong first-quarter 2026 operational and financial results driven by its Glo Fiber expansion. Key metrics: 22,000 passings added in the quarter (449,000 total Glo Fiber passings), ~6,000 net Glo Fiber customers (94,000 total), total Glo Fiber RGUs >110,000 (up 31% YoY), and blended broadband data ARPU stable at ~$77 in expansion markets. Consolidated revenue grew 4.8% to $92.2M and adjusted EBITDA rose 15% to $31.7M, with adjusted EBITDA margin improving to 34.4%. Commercial Fiber bookings were strong (~$196k incremental monthly bookings) and installation backlog from the Verizon acquisition is largely complete. Construction progress: 88% of target Glo Fiber passings complete; company expects Glo Fiber expansion finished by end of 2026. CapEx (net of grants) was $64.3M in Q1; full-year guidance reiterated: revenue $370–377M, adjusted EBITDA $131–136M, and net CapEx $220–250M. Liquidity: ~$195M available; $707M outstanding debt with no maturities until 2029. Management reiterated the path to positive free cash flow in 2027 driven by (1) double-digit adjusted EBITDA growth in fiber, (2) declining capital intensity as construction winds down, and (3) lower cost of capital after 2025 refinancing. Risks/near-term headwinds: modest ARPU pressure in incumbent markets and localized churn/competitive promotions from Starlink in some rural incumbent areas; management is responding with targeted speed increases and rate-card value offers.
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