| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 909.70 | 7.9% | 202.5% |
| Total Income | 909.70 | 7.9% | 202.5% |
| Expenditure | 877.50 | 0.1% | 463.6% |
| PBT | -155.60 | 123.2% | 820.7% |
| Net Profit | -155.90 | 121.8% | 1357.0% |
| OPM | 3.54% | 7.69pp | 44.68pp |
| NPM | -17.14% | 10.02pp | 13.58pp |
| EPS | -0.68 | 100.0% | 871.4% |
Uniti Group Reports Q2 2026 Results with Record Fiber Infrastructure Bookings
30 Jul 2026 · 30 Jul, 5:38 pm
Summary
Uniti Group Inc. reported second quarter 2026 results with consolidated revenue of $909.7 million and a net loss of $155.9 million. The company highlighted significant growth in its fiber segments, with consolidated fiber revenue up 10% year-over-year and Kinetic Consumer Fiber revenue increasing by 19% year-over-year. Key operational achievements included record levels of new bookings at Fiber Infrastructure and record net adds and premises constructed for Kinetic Consumer Fiber. Management noted a balanced approach to capital raising through asset securitizations and traditional debt markets.
Key Highlights
- 1
Consolidated Fiber Revenue Grew 10% Year-over-Year in the Second Quarter of 2026.
- 2
Kinetic Consumer Fiber Revenue Grew 19% Year-over-Year in the Second Quarter of 2026.
- 3
Kinetic Consumer Fiber achieved a record ~38,000 Net Adds in the Second Quarter of 2026.
- 4
Kinetic Consumer Fiber recorded a record 141,000 Premises Constructed in the Second Quarter of 2026.
- 5
Fiber Infrastructure New Bookings Monthly Recurring Revenue reached a record of approximately $2.2 Million in the Second Quarter of 2026.
- 6
Consolidated revenue for the second quarter of 2026 was $909.7 million, with a net loss of $155.9 million.
- 7
Adjusted EBITDA for the second quarter of 2026 was $357.1 million, achieving margins of approximately 39%.
Management Comments
Kenny Gunderman
We had a record-breaking quarter at Uniti on several fronts, highlighted by our highest level of new bookings MRR at Fiber Infrastructure of $2.2 million, an almost 30% increase from the previously highest reported level. Our robust bookings continue to be fueled by the strong demand we are seeing from hyperscalers and neocloud providers for both dark and lit wave solutions. At Kinetic, we saw the most consumer fiber net adds and fiber premises constructed ever on record, reinforcing the significant progress we are making on our fiber-to-the-home build while remaining on track to pass 3.5 million homes with fiber by the end of 2029. With respect to our balance sheet, we continue to be active in the asset securitization market with our recently completed $1.1 billion transaction at Kinetic. To date, we have successfully raised almost $3 billion through asset securitizations. While we expect to continue to be active in this market, we will also take a balanced approach to raising capital through traditional debt markets and/or monetizing non-core assets.
Informational and educational content only. Not investment advice.