Comcast
Shortcut
0.99Normalized diluted EPS
-0.2% vs Street
Street
0.99Normalized diluted EPS
October 18 consensus snapshot
Real
1.07Issuer adjusted diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
The customer, media, studio and parks build forecasts $29.36bn in revenue. The model-normalized EPS estimate is $0.9884, alongside the Street’s $0.99.
The primary scenario excludes an assumed $175m restructuring charge. Keeping that charge gives about $0.951 EPS; its future treatment is unverified, so the percentage comparison is pending. A Business Services average-customer reference was corrected using the original stated growth assumption; all exact EPS changes are recorded in the review notes.
On the record.
- Reporting period
- Q3 2026
- Reporting basis
- Conditional model-normalized diluted EPS assumes restructuring exclusion; future issuer/consensus treatment unverified
- Consensus snapshot
- October 18, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 19, 2026 at 6:18 PM PDT
- First published
- Oct 20, 2026 at 2:48 AM PDT
Result basis
Issuer adjusted diluted EPS was $1.07 versus GAAP $0.97; Google Finance also labels $1.07 normalized. The original model excludes an assumed restructuring charge; the issuer’s actual adjustment table does not identify that same charge. The published model and frozen $0.99 Street estimate are preserved.
Research sources
- https://www.sec.gov/Archives/edgar/data/1166691/000162828026049274/ex991-6302026.htm
- https://www.fool.com/earnings/call-transcripts/2026/07/23/comcast-cmcsa-q2-2026-earnings-call-transcript/
- https://www.sec.gov/Archives/edgar/data/1166691/000162828026026685/ex991-3312026.htm
- https://ae.marketscreener.com/news/comcast-2q26-trending-schedules-final-ce7f51dedb8cf324
- https://www.cmcsa.com/static-files/cf1289bb-bc9c-4f50-9702-c68068174a7b
- https://www.sec.gov/Archives/edgar/data/1166691/000162828026017950/trendingscheduleasrevisedo.htm
- https://www.sec.gov/Archives/edgar/data/1166691/000162828026003964/ex991-12312025.htm
- https://www.sec.gov/Archives/edgar/data/1166691/000116669125000052/ex991-9302025.htm
- https://www.sec.gov/Archives/edgar/data/1166691/000116669125000034/ex991-6302025.htm
- https://www.sec.gov/Archives/edgar/data/1166691/000116669125000018/ex991-3312025.htm
- https://www.sec.gov/Archives/edgar/data/1166691/000162828026004994/R46.htm
- https://data.sec.gov/api/xbrl/companyconcept/CIK0001166691/us-gaap/WeightedAverageNumberOfSharesOutstandingBasic.json
- https://www.sec.gov/Archives/edgar/data/1166691/000162828026049360/cmcsa-20260630.htm
- https://www.businesswire.com/news/home/20260915730592/en/Comcast-to-Host-Third-Quarter-2026-Earnings-Conference-Call
- https://www.boxofficemojo.com/quarter/q3/2026/
- https://www.boxofficemojo.com/quarter/q3/2025/
- https://variety.com/2026/film/box-office/universal-5-billion-global-box-office-odyssey-michael-obsession-1236875740/
- https://www.streetinsider.com/Analyst+Comments/Comcast+Corp+%28CMCSA%29+PT+Lowered+to+%2427+at+UBS+as+Q3+Estimates+Updated/27061953.html
- https://www.investing.com/news/stock-market-news/keybanc-gets-bearish-on-comcast-as-broadband-competition-intensifies-4917694
- https://www.bankofengland.co.uk/boeapps/database/Rates.asp?into=USD&rateview=A
- https://stockanalysis.com/stocks/cmcsa/market-cap/
- https://whichindex.com/indexes/sp-500/
- https://www.japantimes.co.jp/news/2026/09/16/japan/august-foreign-visitors/
- https://www.investing.com/news/transcripts/nbcuniversal-at-bank-of-america-conference-peacock-gains-momentum-93CH-4896083
- https://www.reuters.com/legal/litigation/comcasts-nbcuniversal-cuts-streaming-technology-jobs-2026-10-01/
- https://company.rtl.com/en/media/overview/press-releases-and-news/RTL-Group-closes-acquisition-of-Sky-Deutschland-DACH/
- https://www.mediapost.com/publications/article/416753/nbcu-ad-spend-soars-55-in-q2-peacock-posts-profi.html
- https://www.ad-hoc-news.de/boerse/news/corporate-news/comcast-stock-costs-eur-19-40-ahead-of-quarterly-results/70338547
- https://www.marketbeat.com/earnings/reports/2026-10-22-comcast-co-stock/