UNIT · Uniti Group Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Uniti posted record fiber infrastructure bookings of ~$2.2M MRR and record Kinetic fiber net adds and premises, and is raising 2026 fiber homes passed guidance to 475,000–525,000 while also lifting Kinetic net capex by $100M; consolidated results remain pressured by Unity Solutions declines and a $155.9M net loss.
- + Fiber Infrastructure booked record new MRR of ~$2.2 million, ~30% above the prior record
- + Raised 2026 new fiber homes constructed target to 475,000–525,000
- + Raised full-year Kinetic homes-passed target to 2.33–2.38M, lifting fiber coverage above 50% of footprint
- + Fiber Infrastructure 2026 outlook raised on strong hyperscale/AI activity
- + Completed $1.1B ABS at Kinetic with 6.180% weighted avg coupon to fund fiber build and pay down secured debt
- − Consolidated pro forma revenue and Adjusted EBITDA declined 5% and 10% YoY, driven by Unity Solutions and legacy declines
- − Raised 2026 net capex by $100M to ~$1.27B at Kinetic to support accelerated 2027 build
- − Consumer fiber ARPU pressured; expected to decline low single digits YoY in Q3 before stabilizing
- − Unity Solutions 2026 revenue guided to $700M with mid-teens YoY declines expected over next several years
- − Risk that some large hyperscaler Fiber Infrastructure deals could slip from Q4 2026 into early 2027
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $798.7M | Six Months Ended June 30, 2026 | — |
| EBITDA non-GAAP | $753.1M | Six Months Ended June 30, 2026 | — |
| Fiber Infrastructure Contribution Margin non-GAAP | $314.5M | Six Months Ended June 30, 2026 | — |
| Fiber Infrastructure New Bookings Monthly Recurring Revenue | $2.2M | Q2 2026 | — |
| Fiber Infrastructure service revenues | $216M | the three months ended June 30, 2026 filing | — |
| Kinetic Consumer Fiber Net Adds | 38,000 | Q2 2026 | — |
| Kinetic Consumer Fiber Premises Constructed | 141,000 | Q2 2026 | — |
| Kinetic Contribution Margin non-GAAP | $463.9M | Six Months Ended June 30, 2026 | — |
| Kinetic service revenues | $501.9M | the three months ended June 30, 2026 filing | — |
| Total Contribution Margin non-GAAP | $966M | Six Months Ended June 30, 2026 | — |
| Uniti Solutions Contribution Margin non-GAAP | $187.6M | Six Months Ended June 30, 2026 | — |
| Uniti Solutions service revenues | $180.9M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UNIT
this stock
Uniti Group Inc.
|
$1.35B | -22.4% | +91.5% | 1.4 | 8.8% |
|
EQIX
Equinix Inc
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$96.27B | +27.4% | +7.8% | 62.8 | 1.6% |
|
AMT
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$84.76B | +4.2% | +5.1% | 25.0 | 1.6% |
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DLR
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$60.79B | +11.8% | +10.0% | 80.2 | 2.6% |
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CCI
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$34.47B | -8.8% | -4.4% | 41.1 | 2.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UNIT | -20.7% | -42.5% | -52.7% | -35.1% | -22.4% |
| SPY | -1.5% | -0.9% | +7.7% | +0.5% | +12.4% |
| vs SPY | -19.2% | -41.6% | -60.4% | -35.6% | -34.8% |