Estimates
Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-07-25.
Charter's consensus tape describes a business at a plateau: analysts model revenue stuck near $54B and EBITDA flat around $22B through 2029, with estimates trimmed roughly 3-4% over the past six months. The forward story is cash, not growth: as capex rolls off from about $11.5B toward $8B, free cash flow climbs above $7B by 2028 and net debt falls from ~$95B toward ~$81B. Normalized EPS still rises from $36 in 2025 into the mid-$40s even as the operating base flattens. The Street is unconvinced, with a hold-heavy rating book and a $110-$413 target range framing an unusually wide bull-bear debate.
Forward estimates
Currency: USD · Scale: money in millions, absolute · YoY uses the prior fiscal year from the feed; analyst count and range use the first displayed period.
| Metric | FY2025A | FY2026E | FY2027E | FY2028E | FY2029E | YoY | Analysts | Low / high |
|---|---|---|---|---|---|---|---|---|
| Revenue | $54.91bn | $54.28bn | $53.74bn | $53.84bn | $53.89bn | — | 19 | $54.84bn / $55.05bn |
| EBITDA | $22.52bn | $22.32bn | $22.05bn | $22.01bn | $21.74bn | — | 19 | $21.53bn / $22.67bn |
| Capital expenditure | -$11.50bn | -$11.45bn | -$9.54bn | -$8.12bn | -$8.21bn | — | — | — |
| Free cash flow | $4.99bn | $4.86bn | $6.13bn | $7.30bn | $6.38bn | — | — | — |
| Net debt | $95.24bn | $93.32bn | $90.08bn | $86.69bn | $80.96bn | — | — | — |
| EPS (normalized) | $35.92 | $43.26 | $45.02 | $46.17 | $40.82 | — | 16 | $33.95 / $39.25 |
Both revenue and EPS estimates were cut since January; FY2028 revenue is down ~4% in six months
The downgrades concentrate in the outer year: the 180-day cut runs about 3% for FY2027 revenue and 4% for FY2028, with normalized EPS trimmed alongside it.
Currency: USD · Scale: money in millions, absolute · Point-in-time consensus; Δ90d is Now versus 90d.
| Metric | FY | 180d | 90d | 30d | Now | Δ90d |
|---|---|---|---|---|---|---|
| Revenue | FY2027 | $55.30bn | $54.27bn | $53.90bn | $53.74bn | -1.0% |
| Revenue | FY2028 | $56.24bn | $54.65bn | $54.12bn | $53.84bn | -1.5% |
| EPS (normalized) | FY2027 | $47.37 | $45.12 | $44.67 | $45.02 | -0.2% |
| EPS (normalized) | FY2028 | $46.51 | $47.78 | $47.17 | $46.17 | -3.4% |
Revenue prints land within 1% of consensus every quarter while normalized EPS swings from +10% to -10%
Current sequences by metric: Revenue: 2 consecutive beats; EPS (normalized): 1 consecutive beat.
Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.
| Quarter | Metric | Consensus | Actual | Surprise | Outcome |
|---|---|---|---|---|---|
| Q2 FY2026 | Revenue | $13.51bn | $13.53bn | +0.1% | Beat |
| Q2 FY2026 | EPS (normalized) | $10.41 | $10.66 | +2.4% | Beat |
| Q1 FY2026 | Revenue | $13.54bn | $13.60bn | +0.4% | Beat |
| Q1 FY2026 | EPS (normalized) | $10.07 | $9.17 | -9.0% | Miss |
| Q4 FY2025 | Revenue | $13.73bn | $13.60bn | -1.0% | Miss |
| Q4 FY2025 | EPS (normalized) | $9.83 | $10.34 | +5.2% | Beat |
| Q3 FY2025 | Revenue | $13.75bn | $13.67bn | -0.6% | Miss |
| Q3 FY2025 | EPS (normalized) | $9.32 | $8.34 | -10.5% | Miss |
| Q2 FY2025 | Revenue | $13.76bn | $13.77bn | +0.0% | Beat |
| Q2 FY2025 | EPS (normalized) | $9.77 | $9.18 | -6.1% | Miss |
| Q1 FY2025 | Revenue | $13.67bn | $13.73bn | +0.5% | Beat |
| Q1 FY2025 | EPS (normalized) | $8.59 | $8.42 | -2.0% | Miss |
| Q4 FY2024 | Revenue | $13.88bn | $13.93bn | +0.3% | Beat |
| Q4 FY2024 | EPS (normalized) | $9.17 | $10.10 | +10.2% | Beat |
| Q3 FY2024 | Revenue | $13.66bn | $13.79bn | +1.0% | Beat |
| Q3 FY2024 | EPS (normalized) | $8.49 | $8.82 | +3.9% | Beat |
Analysts split hard on out-year earnings: FY2028 normalized EPS spans $34 to $55
Revenue coverage is tight, but earnings dispersion widens down the income statement and into the outer years. FY2027 net income (GAAP) already ranges from $4.0B to $6.3B across ten analysts.
Currency: USD · Scale: money in millions, absolute · Spread/mean is absolute high-low divided by absolute mean.
| Metric | Period | Mean | Low–high | Spread/mean | Analysts |
|---|---|---|---|---|---|
| EPS (normalized) | FY2027E | $45.02 | $36.25–$49.60 | 29.7% | 9 |
| EPS (normalized) | FY2028E | $46.17 | $34.21–$55.13 | 45.3% | 7 |
| Net income (GAAP) | FY2027E | $5.04bn | $4.01bn–$6.25bn | 44.6% | 10 |
Street snapshot
Currency: USD · Scale: money in millions, absolute · Analyst counts shown explicitly.
| Street view | Reading | Analysts |
|---|---|---|
| Recommendation mix | Buy 5, Outperform 0, Hold 11, Underperform 2, Sell 3 | 21 |
| Consensus score | 2.90 | 21 |
| Target price | mean $208.5; median $190.0; high $413.0; low $110.0 | 17 |
FY2029 coverage is thin, so treat outer-year lines as directional
Only a handful of analysts carry FY2029: revenue (4), EBITDA (5) and normalized EPS (4). The wide 2029 EPS range of $27.5 to $49.2 reflects sparse coverage as much as genuine disagreement.