Stock Markets February 18, 2026

Sunrise Communications Posts Modest Q4 EBITDAaL Decline, Falls Short of Analyst Estimates

Operator cites shifted cost seasonality as revenue mix sees B2B gains offset by weak residential internet

By Nina Shah
Sunrise Communications Posts Modest Q4 EBITDAaL Decline, Falls Short of Analyst Estimates

Sunrise Communications reported a 1.4% drop in fourth-quarter core profit, with lease-adjusted EBITDAaL of 242.7 million Swiss francs, missing the average analyst forecast of 245 million francs. The company attributed the shortfall to changed seasonality in operating costs. Quarterly revenue rose slightly thanks to stronger business-to-business and wholesale performance, but weakness in residential internet contributed to a 1.1% decline in full-year sales to 2.98 billion francs. The firm confirmed a dividend of 3.42 francs per class A share, in line with its stated payout target.

Key Points

  • Sunrise's Q4 lease-adjusted EBITDAaL declined 1.4% to 242.7 million Swiss francs, down from 249.6 million a year earlier.
  • Analysts polled had expected an average EBITDAaL of 245 million francs, so the reported result missed consensus.
  • Quarterly revenue saw a slight increase driven by business-to-business and wholesale segments, while weakness in residential internet contributed to a 1.1% fall in annual sales to 2.98 billion francs.

Sunrise Communications, Switzerland's second-largest telecommunications operator, said its core fourth-quarter profit edged down 1.4% year-on-year, delivering lease-adjusted earnings before interest, taxes, depreciation and amortization (EBITDAaL) of 242.7 million Swiss francs. That result compares with 249.6 million francs for the same quarter in 2024 and was below the 245 million francs average forecast by analysts polled by the company.

The group attributed the decline in quarterly core profit to a change in the seasonality of operating costs when compared with 2024. Sunrise highlighted this shift in cost timing as the principal reason for the shortfall relative to market expectations.

On the top line, Sunrise reported a slight uptick in quarterly revenue. Management pointed to improved performance in the business-to-business and wholesale segments as the drivers of that modest increase. However, the company also reported ongoing softness in its residential internet business, a factor that weighed on full-year results.

For the full year, sales fell 1.1% to 2.98 billion francs. The company framed the annual decline as the net effect of segment-level variation - gains in B2B and wholesale were not sufficient to offset weakness in the residential internet market.

Sunrise said it will pay a dividend of 3.42 francs per class A share, a payout consistent with its previously stated target. The dividend confirmation preserves the company’s disclosed distribution plan despite the quarter's profit decline and the missed analyst estimate.


Analysis

The quarter's figures show a modest deterioration in core operating profitability on a year-on-year basis and a revenue mix that benefited from non-residential segments while residential services underperformed. Management has pointed to timing differences in operating costs as the main explanatory factor for the profit drop.

Further quarterly detail on cost components or segment margins was not provided beyond the company’s attribution to changed seasonality in operating costs and segmented revenue performance.

Risks

  • Changed seasonality in operating costs - if cost timing continues to diverge from prior periods, near-term profitability may remain pressured (impacts telecom operators and corporate cost management).
  • Weakness in the residential internet business - continued softness in that segment could further weigh on revenue growth for the consumer-facing telecom segment.

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