GCI LLC CL C

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $261M missed the $265.3M estimate by 1.62%, while EBIT of $29M fell significantly short of the $54M expected (-46.30%). Net income of $16M was also well below the $46M consensus, pressured by higher acquisition costs and stock-based compensation. Despite the earnings miss, management initiated a $60M annual dividend policy and expects the Quintillion acquisition to close in Q4 2026, signaling a shift toward shareholder returns and strategic expansion.