Latest revenue
$13.60B
as of 2026-03-31
Latest net income
$1.16B
as of 2026-03-31
Net margin
8.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $30.95B
- Enterprise value
- $124.84B
- P/E (trailing)
- 6.2×
- Forward P/E
- —
- P/B
- 1.89×
- Dividend yield
- 0.0%
- 52-wk high
- $422.29
- 52-wk low
- $136.63
- Beta
- —
- Shares out
- 213.2M
5-year trend
What this company does
Charter Communications sells broadband internet, mobile, TV, and voice services to U.S. homes and businesses under the Spectrum brand, operating one of the country's largest cable networks. The company generates revenue primarily through monthly subscription fees, posting $13.6 billion in Q1 2026 revenue, slightly down year-over-year. Charter is preparing to absorb Cox Communications' residential cable and commercial fiber operations in a multi-billion-dollar transaction that will reshape it into the largest U.S. cable operator.
Generated from CHTR's filing dated 2026-01-30
Key risks
- Massive leverage: $94.4B long-term debt against $21B equity; Q1 interest expense $1.26B consuming 39% of operating income.
- Revenue declining: Q1 2026 revenue fell to $13.6B from $13.7B YoY, signaling continued broadband subscriber pressure from fiber/wireless competition.
- Cox transaction risk: $3.5B cash plus $6.0B 6.875% convertible preferred and 33.6M units will further strain balance sheet and dilute holders.
Generated from CHTR's filing dated 2026-01-30
Profitability
Operating margin
23.6%
1.0%Net margin
9.1%
1.3%Return on equity
31.1%
4.7%Return on assets
3.2%
4.6%Leverage
Debt / equity
8.61×
0.2%Long-term debt / equity
5.86×
0.9%Debt / assets
89.6%
0.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $13.60B | -1.0% | $1.16B | -4.4% | 8.6% |
Q4 2025 2025-12-31 | $13.60B | -2.3% | $1.33B | -9.1% | 9.8% |
Q3 2025 2025-09-30 | $13.67B | -0.9% | $1.14B | -11.2% | 8.3% |
Q2 2025 2025-06-30 | $13.77B | +0.6% | $1.30B | +5.7% | 9.5% |
Q1 2025 2025-03-31 | $13.73B | +0.4% | $1.22B | +10.0% | 8.9% |
Q4 2024 2024-12-31 | $13.93B | — | $1.47B | — | 10.5% |
Q3 2024 2024-09-30 | $13.79B | +1.6% | $1.28B | +2.0% | 9.3% |
Q2 2024 2024-06-30 | $13.69B | +0.2% | $1.23B | +0.7% | 9.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Cable & Other Pay Television Services · SIC 4841
Your notes
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Insider activity
Insider buying
$4.3M
Insider selling
$271.4K
Net activity
+$4.0M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CHTR
Institutional value
$10.70B
Total shares held
50.3M
Distinct holders
537
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.0M | $1.51B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | $1.18B | — | New |
| 3 | Capital Research Global Investors | 5.3M | $1.14B | — | New |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $804.7M | — | New |
| 5 | First Eagle Investment Management, LLC | 3.6M | $772.9M | — | New |
| 6 | Invesco Ltd. | 2.9M | $633.8M | — | New |
| 7 | FRANKLIN RESOURCES INC | 2.6M | $571.0M | — | New |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $367.4M | — | New |
| 9 | JPMORGAN CHASE & CO | 1.4M | $320.0M | — | New |
| 10 | UBS Group AG | 1.2M | $260.0M | — | New |
| 11 | Capital International Investors | 1.0M | $216.1M | — | New |
| 12 | Lind Value II ApS | 936.8K | $202.2M | — | New |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 700.3K | $151.2M | — | New |
| 14 | Cryder Capital Partners LLP | 641.7K | $138.5M | — | New |
| 15 | Allianz Asset Management GmbH | 571.0K | $123.3M | — | New |
| 16 | Rothschild & Co Wealth Management UK Ltd | 563.3K | $121.6M | — | New |
| 17 | Bank of New York Mellon Corp | 517.5K | $111.7M | — | New |
| 18 | DEUTSCHE BANK AG\ | 506.5K | $109.3M | — | New |
| 19 | Legal & General Group Plc | 505.1K | $109.0M | — | New |
| 20 | VANGUARD FIDUCIARY TRUST CO | 481.0K | $103.8M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Revenue declined to $13.6B from $13.74B with capex up 19% to $2.86B—when does converged broadband investment translate to subscriber and revenue reacceleration?
- 2
With $94.4B long-term debt and $1.07B quarterly cash interest, how do you justify $1.02B Q1 buybacks versus deleveraging given fiber overbuild competition?
- 3
What's the status and synergy timing of the Cox transaction announced May 2025, and what integration risks aren't yet reflected in guidance?
Refreshed when CHTR files a new report · last from 2026-01-30