Cogent Communications

CCOI

8.3508.16% ( +0.630 )

Closed: Oct 15, 15:59:58 (EDT)

Q2 FY2026 EarningsQ2 FY2026 results showed a revenue miss but a significant GAAP EPS beat driven by a one-time $130.7M gain from data center sales. Service revenue of $235.6M fell -1.76% short of the $239.8M consensus, primarily due to continued erosion in legacy off-net and non-core services. However, Non-GAAP gross margin of 47.0% exceeded expectations (46.44%), and a major debt repurchase program was initiated following $224.2M in net proceeds from asset divestitures.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Cogent Communications(CCOI) the Revenue is 235.56 M (-4.34%), Miss estimate;the EBIT is 118.94 M (+478.1%), Beat estimate;the EPS is 1.38 (+214.1%), Beat estimate.

Actual

YoY

Estimate

YoY

Vs estimate

YoY

RevenueMiss expectations

0.24B4.34%

0.24B2.62%

-0.00B1.72%

EBITExceed expectations

0.12B478.09%

-0.02B45.53%

+0.14B432.56%

EPSExceed expectations

1.38214.05%

-1.010716.47%

+2.3907197.58%

Upcoming earnings report - FY2026 Q3 Earning Release

Available dateNov 5, 2026

Estimate Revenue234.77 M

Estimate EBIT-12.67 M

Estimate EPS-0.7658

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