Uniti Group Inc. Reports First Quarter 2026 Results

Rhea-AI Summary

Uniti Group (Nasdaq: UNIT) reported first quarter 2026 consolidated revenue of $987.5 million, net loss of $70.3 million, and Adjusted EBITDA of $441.6 million (about 45% margin). Fiber revenue grew across segments, including 15% consolidated fiber growth year over year.

For full year 2026, Uniti forecasts revenue of $3.61–$3.66 billion, net loss of $400–$450 million, Adjusted EBITDA of $1.43–$1.48 billion, and net interest expense of $785 million.

AI-generated analysis. Not financial advice.

Positive

• Consolidated Q1 2026 revenue of $987.5 million
• Q1 2026 Adjusted EBITDA of $441.6 million, ~45% margin
• Consolidated fiber revenue up 15% year over year in Q1
• Fiber Infrastructure Q1 revenue $294.8 million, ~65% margin
• Kinetic Q1 revenue $548.0 million, contribution margin ~$235.5 million (~43%)
• Fiber Infrastructure new bookings MRR of $1.6 million
• Full-year 2026 Adjusted EBITDA outlook $1.425–$1.475 billion

Negative

• Q1 2026 consolidated net loss of $70.3 million
• Full-year 2026 net loss outlook of $400–$450 million
• Kinetic Q1 2026 capital expenditures of $251.9 million
• Fiber Infrastructure Q1 2026 capital expenditures of $70.4 million
• Full-year 2026 net interest expense outlook of $785 million

Key Figures

Q1 2026 revenue: $987.5M Q1 2026 net loss: $70.3M Q1 2026 Adjusted EBITDA: $441.6M +5 more

8 metrics

Q1 2026 revenue $987.5M Consolidated revenue for first quarter 2026

Q1 2026 net loss $70.3M Consolidated net loss for first quarter 2026

Q1 2026 Adjusted EBITDA $441.6M Consolidated Adjusted EBITDA; ≈45% margin

Kinetic revenue $548.0M Kinetic revenues in Q1 2026; ≈43% margin

Fiber Infrastructure revenue $294.8M Fiber Infrastructure revenues in Q1 2026; ≈65% margin

Uniti Solutions revenue $191.8M Uniti Solutions revenues in Q1 2026; ≈50% margin

2026 revenue outlook $3,605M to $3,655M Full-year 2026 consolidated revenue guidance

2026 Adjusted EBITDA outlook $1,425M to $1,475M Full-year 2026 Adjusted EBITDA guidance

Market Reality Check

Price: $11.28 Vol: Volume 2,242,733 is below...

normal vol

$11.28 Last Close

Volume Volume 2,242,733 is below the 20-day average of 2,580,334 (relative volume 0.87). normal

Technical Price $11.28 is trading above the 200-day MA of $7.47 and 7.35% below the 52-week high.

Peers on Argus

UNIT rose 1.44% while close peers were mixed: FPI and LAND were modestly negativ...

UNIT rose 1.44% while close peers were mixed: FPI and LAND were modestly negative, OUT gained 5.64%, and PCH and EPR were slightly positive, suggesting a more company-specific reaction.

Previous Earnings Reports

5 past events · Latest: Mar 02 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 02	Q4/FY 2025 earnings	Positive	+7.0%	Strong Q4 and FY 2025 metrics plus detailed 2026 guidance and financings.
Nov 04	Q3 2025 earnings	Positive	-2.1%	Solid fiber growth and financings but stock fell after results.
Aug 05	Q2 2025 earnings	Negative	-10.4%	Reported net loss and merger terms that reshaped ownership and capital.
May 06	Q1 2025 earnings	Positive	-9.6%	Profitable quarter and outlook update followed by share price decline.
Feb 21	Q4/FY 2024 earnings	Positive	+3.7%	Profitable year, fiber growth, securitization and solid liquidity metrics.

Pattern Detected

Earnings reactions have been mixed: three aligned moves and two divergences, with an average move of -2.29% on prior earnings releases.

Recent Company History

Recent earnings for Uniti show growing scale and a major shift after the Windstream merger. Q4 2024 and Q1–Q3 2025 highlighted rising fiber revenue, strong Adjusted EBITDA and recurring bookings, alongside large one-time merger gains and sizable financings. The March 2026 Q4/FY 2025 release introduced the current 2026 guidance framework that today’s Q1 results reiterate and update at the business-unit level, framing this quarter as an early checkpoint on that multi‑year plan.

Historical Comparison

-2.3% avg move · Past earnings releases saw an average move of -2.29%, with both strong rallies and sharp selloffs, m...

earnings

-2.3%

Average Historical Move earnings

Past earnings releases saw an average move of -2.29%, with both strong rallies and sharp selloffs, making today’s modest positive reaction comparatively restrained.

Earnings have tracked Uniti’s evolution from standalone REIT to a merged fiber platform with Windstream, with guidance stepping up from 2024 levels to the larger 2025–2026 revenue and Adjusted EBITDA targets.

Market Pulse Summary

This announcement highlights Q1 2026 execution with nearly $987.5M in revenue, $441.6M of Adjusted E...

Analysis

This announcement highlights Q1 2026 execution with nearly $987.5M in revenue, $441.6M of Adjusted EBITDA and continued fiber growth across Kinetic, Fiber Infrastructure and Uniti Solutions. Management reaffirmed a detailed 2026 outlook, providing revenue and Adjusted EBITDA ranges and net loss expectations. Compared with earlier earnings tied to the Windstream merger and large financings, this update serves as an early progress check. Key metrics to watch include unit-level margins, capital expenditures and progress toward the multi‑year fiber build and guidance targets.

Key Terms

adjusted ebitda, contribution margin, capital expenditures, asset securitizations

4 terms

adjusted ebitda financial

"Consolidated Revenue and Adjusted EBITDA of $987.5 Million and $441.6 Million"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

contribution margin financial

"Kinetic contributed $548.0 million of revenues and $235.5 million of contribution margin"

Contribution margin is the amount of money left from a product’s sale after paying the costs that rise with each unit sold (like materials or hourly labor); it can be shown per unit or as a percentage of the sale price. Investors care because it shows how much each sale contributes to covering fixed expenses and generating profit — think of each sale as a slice of pie where the contribution margin is the slice available to pay the rent and add to earnings.

capital expenditures financial

"Kinetic’s capital expenditures during the quarter were $251.9 million."

Capital expenditures are the money a company spends to buy or improve big assets like buildings, equipment, or machines that will last a long time. These investments matter because they help the company grow and operate more efficiently, similar to how upgrading a home’s appliances or adding a new room can make it better and more valuable.

asset securitizations financial

"potentially pursuing additional asset securitizations,” commented Kenny Gunderman"

Asset securitizations are transactions where a group of loans or other predictable income sources (like mortgages, car loans, or receivables) are bundled together and sold to investors as tradable securities. For investors, securitizations turn a stream of payments into buyable pieces—spreading and shifting credit and payment risk, creating liquidity, and offering yields tied to the quality of the underlying assets much like buying a slice of a loan portfolio.

AI-generated analysis. Not financial advice.

Reiterates Full Year 2026 Outlook

• Net Loss of $70.3 Million for the First Quarter
• Consolidated Revenue and Adjusted EBITDA of $987.5 Million and $441.6 Million, Respectively, for the First Quarter

LITTLE ROCK, Ark., May 11, 2026 (GLOBE NEWSWIRE) -- Uniti Group Inc. (“Uniti” or the “Company”) (Nasdaq: UNIT) today announced its results for the first quarter 2026.

Key highlights during the quarter on a pro forma basis included:

• Consolidated Fiber Revenue Grew 15% Year-over-Year in the First Quarter
• Fiber Infrastructure Fiber Revenue Grew 13% Year-over-Year in the First Quarter
• Kinetic Consumer Fiber Revenue Grew 26% Year-over-Year in the First Quarter
• Kinetic Consumer Fiber Gross Adds of ~39,000; Highest Ever on Record
• Fiber Infrastructure New Bookings Monthly Recurring Revenue of $1.6 Million
  

“2026 is off to a great start at Uniti, fueled by the continued strong demand from hyperscalers and the significant progress we have made to-date on our fiber-to-the-home build. We saw consolidated revenue and Adjusted EBITDA year-over-year growth during the first quarter for the first time as a combined company, which is a significant first step in our goal to achieve full year year-over-year growth by 2027. We also had another strong quarter of new bookings at Fiber Infrastructure, the third highest quarter on record. At Kinetic, we had our highest number of consumer fiber gross adds ever and fiber churn was the best quarter on record. We also had the highest number of new consumer fiber premises constructed in almost four years and we remain on track to pass 3.5 million homes with fiber by the end of 2029. Finally, our balance sheet is as strong as it has ever been and we expect to be opportunistically active in the capital markets this year, including potentially pursuing additional asset securitizations,” commented Kenny Gunderman, President and Chief Executive Officer of Uniti.

QUARTERLY RESULTS

Consolidated revenues for the first quarter of 2026 were $987.5 million. Consolidated net loss and Adjusted EBITDA were $70.3 million and $441.6 million, respectively, for the same period, achieving Adjusted EBITDA margins of approximately 45%.

Kinetic contributed $548.0 million of revenues and $235.5 million of contribution margin for the first quarter of 2026, achieving margins of approximately 43%. Kinetic’s capital expenditures during the quarter were $251.9 million.

Fiber Infrastructure contributed $294.8 million of revenues and $192.7 million of contribution margin for the first quarter of 2026, achieving margins of approximately 65%. Fiber Infrastructure’s capital expenditures during the quarter were $70.4 million and upfront payments received from customers were $152.4 million.

Uniti Solutions contributed $191.8 million of revenues and $95.8 million of contribution margin for the first quarter of 2026, achieving margins of approximately 50%. Uniti Solutions’ capital expenditures during the quarter were $6.5 million.

FULL YEAR CONSOLIDATED 2026 OUTLOOK

The Company is updating its 2026 outlook primarily for business unit level revisions, and transaction related and other costs incurred to date. This outlook excludes any impact from other future acquisitions, capital market transactions, and future transaction-related and other costs not mentioned herein.

The Company’s 2026 outlook is based on management’s current expectations and beliefs but is subject to change as it continues the integration of Uniti and Windstream.

The Company’s consolidated outlook for 2026 is as follows (in millions):

	Full Year 2026
Revenue	$	3,605		to	$	3,655
Net loss		(450	)	to		(400	)
Adjusted EBITDA (1)		1,425		to		1,475
Interest expense, net		785		to		785
________________________
(1)   See “Non-GAAP Financial Measures” below.

CONFERENCE CALL

Uniti will hold a conference call today to discuss this earnings release at 8:30 AM Eastern Time (7:30 AM Central Time). The conference call will be webcast live on Uniti’s Investor Relations website at investor.uniti.com. Those parties interested in participating via telephone may register on the Company’s Investor Relations website or by clicking here. A replay of the call will also be made available on the Investor Relations website.

ABOUT UNITI

Uniti (Nasdaq: UNIT) is a premier insurgent fiber provider dedicated to enabling mission-critical connectivity across the United States. We build, operate, and deliver fast and reliable communications services, empowering more than a million consumers and businesses in the digital economy. Our broad portfolio of services is offered through a suite of brands: Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions. Visit us online at www.uniti.com.

FORWARD-LOOKING STATEMENTS

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions and management’s current expectations with respect to the future, involve certain risks and uncertainties, and are not guarantees. These forward-looking statements include, but are not limited to, statements regarding Uniti’s fiber build strategy, the businesses growth potential, and 2026 outlook. The words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “plans,” “projects,” “will,” “would,” “predicts” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Uniti may not actually achieve the plans, intentions or expectations disclosed in its forward-looking statements, and you should not place undue reliance on the forward-looking statements. Future results may differ materially from the plans, intentions and expectations disclosed in the forward-looking statements that Uniti makes. These forward-looking statements involve risks and uncertainties, known and unknown, that could cause events and results to differ materially from those in the forward-looking statements, including, without limitation: unanticipated difficulties or expenditures relating to the merger of Uniti and Windstream; competition and overbuilding in consumer service areas and general competition in business markets; risks related to the Company’s indebtedness, which could reduce funds available for business purposes and operational flexibility; rapid changes in technology, which could affect its ability to compete; risks relating to information technology system failures, network disruptions, and failure to protect, loss of, or unauthorized access to, or release of, data; risks related to various forms of regulation from the Federal Communications Commission, state regulatory commissions and other government entities and effects of unfavorable legal proceedings, government investigations, and complex and changing laws; risks inherent in the communications industry and associated with general economic conditions; and additional risks set forth in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of the Company’s most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings with the U.S. Securities and Exchange Commission as well as the Company’s predecessor’s registration statement on Form S-4 dated February 12, 2025. The discussion of such risks is not an indication that any such risks have occurred at the time of this filing. Uniti does not assume any obligation to update any forward-looking statements.

NON-GAAP PRESENTATION

This release and today’s conference call contain certain supplemental measures of performance that are not required by, or presented in accordance with, accounting principles generally accepted in the United States (“GAAP”). Such measures should not be considered as alternatives to GAAP. Further information with respect to and reconciliations of such measures to the nearest GAAP measure can be found herein.

Uniti Group Inc. Consolidated Balance Sheets (In millions, except per share data)
			March 31, 2026				December 31, 2025
Assets:
Current assets:
Cash and cash equivalents		$	982.6			$	53.5
Restricted cash			149.3				80.6
Accounts receivable, net			317.0				359.0
Inventories			43.8				44.0
Prepaid expenses			145.6				137.6
Other current assets			169.5				156.3
Total current assets			1,807.8				831.0
Goodwill			1,158.5				1,158.3
Intangible assets, net			1,212.6				1,293.3
Property, plant and equipment, net			8,319.2				8,141.9
Operating lease right-of-use assets, net			495.6				516.6
Other assets			117.7				95.6
Total assets		$	13,111.4			$	12,036.7
Liabilities and shareholders’ equity
Current liabilities:
Current portion of notes and other debt		$	10.0			$	10.0
Accounts payable			187.3				171.5
Deferred revenue			262.6				239.8
Current portion of operating lease obligations			119.2				122.6
Accrued taxes			53.4				51.8
Accrued interest			186.8				138.8
Other current liabilities			353.9				389.4
Total current liabilities			1,173.2				1,123.9
Notes and other debt, net			10,636.6				9,529.4
Noncurrent operating lease obligations			342.9				360.5
Noncurrent deferred revenue			370.7				368.7
Deferred income taxes, net			17.9				17.7
Other liabilities			250.4				256.1
Total liabilities			12,791.7				11,656.3
Commitments and contingencies
Shareholders’ equity:
Preferred stock, $0.0001 par value, 0.6 million shares issued and outstanding at March 31, 2026 and December 31, 2025			—				—
Common stock, $0.0001 par value, 5,550.0 million shares authorized, 235.0 million and 234.0 million issued and outstanding at March 31, 2026 and December 31, 2025, respectively			—				—
Additional paid-in capital			2,809.1				2,790.1
Accumulated other comprehensive income (loss)			4.3				(1.9		)
Accumulated deficit			(2,493.7	)			(2,407.9		)
Total Uniti shareholders’ equity			319.7				380.3
Noncontrolling interests			—				0.1
Total shareholders’ equity			319.7				380.4
Total liabilities and shareholders’ equity		$	13,111.4			$	12,036.7

Uniti Group Inc.
Consolidated Statements of Operations
(In millions, except per share data)

		Three Months Ended March 31,
			2026				2025
Revenues and sales:
Service revenues		$	889.0			$	290.8
Sales revenues			98.5				3.1
Total revenues and sales			987.5				293.9
Costs and expenses:
Cost of services (exclusive of depreciation and amortization included below)			358.2				31.4
Cost of sales (exclusive of depreciation and amortization included below)			29.8				1.0
Selling, general and administrative			168.7				28.3
Depreciation and amortization			289.8				79.7
Transaction related and other costs			30.1				7.8
Total costs and expenses			876.6				148.2
Operating income			110.9				145.7
Other income, net			6.5				—
Gain (loss) on extinguishment of debt			1.2				(8.5	)
Interest expense, net			(188.3	)			(129.5	)
(Loss) income before income taxes			(69.7	)			7.7
Income tax (expense) benefit			(0.6	)			4.5
Net (loss) income			(70.3	)			12.2
Participating securities’ share in earnings			—				(0.3	)
Dividends declared on preferred stock			(15.5	)			—
Net (loss) income attributable to common shareholders		$	(85.8	)		$	11.9
Net (loss) income attributable to common shareholders - Basic		$	(85.8	)		$	11.9
Dividends declared on preferred stock			—				—
Impact of if-converted dilutive securities			—				—
Net (loss) income attributable to common shareholders – Diluted		$	(85.8	)		$	11.9
(Loss) income earnings per common share:
Basic		$	(0.34	)		$	0.08
Diluted		$	(0.34	)		$	0.08
Weighted-average number of common shares outstanding:
Basic			252.1				143.5
Diluted			252.1				143.5

Uniti Group Inc. Consolidated Statements of Cash Flows (In millions)
		Three Months Ended March 31,
		2026				2025
Cash flows from operating activities:
Net (loss) income		$	(70.3	)		$	12.2
Adjustments to reconcile net (loss) income to net cash provided by operating activities:
Depreciation and amortization			289.8				79.7
Amortization of deferred financing costs, debt discount and premium			0.7				5.5
(Gain) loss on extinguishment of debt			(1.2	)			8.5
Deferred income taxes			0.2				(4.9	)
Straight-line revenues and amortization of below-market lease intangibles			(1.4	)			(6.9	)
Stock-based compensation			7.6				3.8
Provision for estimated credit losses			9.1				0.4
Other, net			4.5				1.5
Changes in operating assets and liabilities, net of acquisitions:
Accounts receivable			32.3				7.2
Inventories			(13.8	)			—
Prepaid expenses			(8.0	)			(0.7	)
Other current assets			3.9				2.3
Other assets			(21.0	)			0.1
Accounts payable			19.0				(4.3	)
Accrued interest			48.1				(86.9	)
Accrued taxes			1.6				1.2
Deferred revenue			22.9				2.7
Other current liabilities			(75.6	)			(8.9	)
Other liabilities			(1.0	)			(0.4	)
Noncurrent deferred revenue			2.7				(3.8	)
Operating lease assets and lease obligations			—				0.3
Other, net			10.8				—
Net cash provided from operating activities			260.9				8.6
Cash flows from investing activities:
Capital expenditures			(349.2	)			(208.1	)
Capital expenditures funded by government grants			(22.6	)			—
Grant funds received for broadband expansion			6.2				—
Proceeds from sale of assets			3.1				0.4
Net cash used in investing activities			(362.5	)			(207.7	)
Cash flows from financing activities:
Proceeds from issuance of debt			2,070.1				629.0
Repayments of debt			(927.5	)			(440.0	)
Payments of settlement obligation			—				(24.5	)
Payments for financing costs			(36.4	)			(16.2	)
Other, net			(6.8	)			(2.7	)
Net cash provided from financing activities			1,099.4				145.6
Net increase (decrease) in cash, restricted cash and cash equivalents			997.8				(53.5	)
Cash, restricted cash and cash equivalents at beginning of period			134.1				183.8
Cash, restricted cash and cash equivalents at end of period		$	1,131.9			$	130.3
Non-cash investing and financing activities:
Interest paid, net of interest capitalized		$	138.8			$	211.8
Income taxes paid, net of refunded			2.8				0.1
Right-of-use assets obtained in exchange for operating lease obligations			10.2				4.1
Change in accounts payable and other current liabilities for purchases of property and equipment			(37.7	)			(1.6	)
Tenant capital improvements			—				110.2

Uniti Group Inc. Reconciliation of EBITDA and Adjusted EBITDA (In millions)

	Three Months Ended March 31,
		2026				2025
Net (loss) income	$	(70.3	)		$	12.2
Depreciation and amortization		289.8				79.7
Interest expense, net		188.3				129.5
(Gain) loss on extinguishment of debt		(1.2	)			8.5
Income tax expense (benefit)		0.6				(4.5	)
EBITDA	$	407.2			$	225.4
Stock based compensation		7.6				3.8
Transaction related and other costs		30.1				7.8
Other, net:
Other income, net		(6.5	)			—
Amortization of non-cash rights-of-use assets		0.1				0.8
Loss on asset retirements and dispositions		3.1				—
Total other, net		(3.3	)			0.8
Adjusted EBITDA	$	441.6			$	237.8
Contribution margin:
Kinetic	$	235.5			$	—
Uniti Solutions		95.8				—
Fiber Infrastructure		192.7				253.3
Total Contribution Margin	$	524.0			$	253.3

Uniti Group Inc. Projected Future Results (1) (In millions)
		Year Ended December 31, 2026
Net loss (2)		($450) to ($400)
Interest expense, net		785
Depreciation and amortization		1,130
Income tax benefit		(110)
EBITDA (2)		1,355 to 1,405
Stock-based compensation		30
Transaction related and other costs (3)		40
Adjusted EBITDA (2)		$ 1,425 to $ 1,475

________________________

NON-GAAP FINANCIAL MEASURES

We refer to EBITDA and Adjusted EBITDA in our analysis of our results of operations, which are not required by, or presented in accordance with, accounting principles generally accepted in the United States (“GAAP”). While we believe that net income, as defined by GAAP, is the most appropriate earnings measure, we also believe that EBITDA and Adjusted EBITDA are important non-GAAP supplemental measures of our operating performance.

We define “EBITDA” as net income, as defined by GAAP, before interest expense, provision for income taxes, depreciation and amortization, and costs incurred as a result of the early repayment of debt, including early tender and redemption premiums and the write off of unamortized deferred financing costs. We define “Adjusted EBITDA” as EBITDA before stock-based compensation expense and the impact, which may be recurring in nature, of incremental acquisition, pursuit, transaction and integration costs (including unsuccessful acquisition pursuit costs), and costs associated with litigation claims made against us, and costs associated with the implementation of our enterprise resource planning system, (collectively, “Transaction Related and Other Costs”), goodwill impairment charges, gains or losses on retirements and dispositions of assets, gain on settlement of preexisting relationships in connection with our merger with Windstream, severance costs, amortization of non-cash rights-of-use assets, costs associated with the termination of related hedging activities, changes in the fair value of financial instruments, and other similar or infrequent items (although we may not have had such charges in the periods presented). We believe EBITDA and Adjusted EBITDA are important supplemental measures to net income because they provide additional information to evaluate our operating performance on an unleveraged basis. In addition, Adjusted EBITDA is calculated similar to defined terms in our material debt agreements used to determine compliance with specific financial covenants. Since EBITDA and Adjusted EBITDA are not measures calculated in accordance with GAAP, they should not be considered as alternatives to net income determined in accordance with GAAP.

Further, our computations of EBITDA and Adjusted EBITDA may not be comparable to that reported by other companies.

INVESTOR CONTACTS:

Paul Bullington
Senior Executive Vice President, Chief Financial Officer & Treasurer
251-662-1512
paul.bullington@uniti.com

Bill DiTullio
Senior Vice President, Investor Relations & Treasury
501-850-0872
bill.ditullio@uniti.com

MEDIA CONTACTS:

Scott L. Morris
Associate Director, Media & External Communications
501-580-4759
scott.l.morris@uniti.com

Brandi Stafford
Vice President, Corporate Communications
501-351-0067
brandi.stafford@uniti.com

FAQ

What were Uniti Group (NASDAQ: UNIT) Q1 2026 earnings results?

Uniti reported Q1 2026 revenue of $987.5 million, net loss of $70.3 million, and Adjusted EBITDA of $441.6 million. According to Uniti, this implies an Adjusted EBITDA margin of about 45%, with contributions from Kinetic, Fiber Infrastructure, and Uniti Solutions segments.

How did Uniti Group's fiber business perform in Q1 2026 (UNIT)?

Uniti reported consolidated fiber revenue growth of 15% year over year in Q1 2026. According to Uniti, Fiber Infrastructure fiber revenue grew 13%, while Kinetic consumer fiber revenue rose 26%, supported by approximately 39,000 consumer fiber gross adds and strong new bookings MRR of $1.6 million.

What is Uniti Group's full-year 2026 financial outlook for UNIT stock investors?

For 2026, Uniti forecasts revenue of $3.605–$3.655 billion and net loss of $400–$450 million. According to Uniti, full-year Adjusted EBITDA is projected at $1.425–$1.475 billion, with net interest expense expected to total about $785 million for the year.

How did Uniti Group's Kinetic segment perform in Q1 2026?

Kinetic generated Q1 2026 revenue of $548.0 million and contribution margin of $235.5 million, about a 43% margin. According to Uniti, Kinetic’s capital expenditures were $251.9 million, and consumer fiber gross adds reached roughly 39,000, the highest level on record.

What were Uniti Group's Fiber Infrastructure results in Q1 2026?

Fiber Infrastructure delivered Q1 2026 revenue of $294.8 million and contribution margin of $192.7 million, around a 65% margin. According to Uniti, segment capital expenditures were $70.4 million, with $152.4 million of upfront customer payments and $1.6 million in new bookings MRR.

How did Uniti Solutions contribute to Uniti Group's Q1 2026 performance?

Uniti Solutions posted Q1 2026 revenue of $191.8 million and contribution margin of $95.8 million, about a 50% margin. According to Uniti, capital expenditures at Uniti Solutions were $6.5 million for the quarter, complementing results from Kinetic and Fiber Infrastructure.

What long-term fiber expansion goals did Uniti Group highlight for UNIT investors?

Uniti plans to pass 3.5 million homes with fiber by the end of 2029. According to Uniti, Q1 2026 saw the highest number of new consumer fiber premises constructed in almost four years, supporting its fiber-to-the-home build strategy and growth ambitions.