Comcast Résultats passés
Passé contrôle des critères 4/6
Comcast a connu une croissance annuelle moyenne de ses bénéfices de 13.9%, tandis que le secteur Telecom a vu ses bénéfices augmenter de en hausse à 17% par an. Les revenus ont augmenté de en hausse à un taux moyen de 2.2% par an. Le rendement des capitaux propres de Comcast est 20.8% et ses marges nettes sont de 15%.
Informations clés
13.93%
Taux de croissance des bénéfices
19.50%
Taux de croissance du BPA
| Telecom Croissance de l'industrie | 6.72% |
| Taux de croissance des recettes | 2.23% |
| Rendement des fonds propres | 20.77% |
| Marge nette | 15.00% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 15
CMCSA: Fiber Competition And Sports Rights Reset Will Shape Future Earnings Power
Comcast's updated analyst price target edges higher as fair value is adjusted slightly to $32.74 and the modeled P/E contracts, with analysts pointing to a modestly lower discount rate, a small improvement in profit margin assumptions, and mixed views on revenue growth and competitive fiber headwinds. Analyst Commentary Recent Street research on Comcast reflects a split view, with several bullish analysts lifting price targets while more cautious voices highlight growth and competitive risks, especially around fiber.Seeking Alpha • May 10
Comcast: Market Is Ignoring A 14% Yield Opportunity
Summary Comcast remains a strong buy, supported by robust cash flow, high shareholder yield, and an attractive valuation despite competitive and execution risks. Q1 2026 saw mixed results: core connectivity revenue and EBITDA declined due to intentional go-to-market strategies, but management is optimistic about customer conversion in H2. Content & Experiences revenue surged nearly 40% on event-driven gains, though EBITDA fell due to high rights costs; Peacock is expected to approach profitability in Q2. With a forward P/E of 7.1x and implied earnings yield near 14%, CMCSA offers a significant margin of safety even under conservative execution scenarios. Read the full article on Seeking AlphaArticle d’analyse • May 01
Impressive Earnings May Not Tell The Whole Story For Comcast (NASDAQ:CMCSA)
Despite announcing strong earnings, Comcast Corporation's ( NASDAQ:CMCSA ) stock was sluggish. Our analysis uncovered...
Mise à jour du récit • Apr 30
CMCSA: Broadband And Content Execution Will Outweigh Fiber And Policy Headwinds
Narrative Update on Comcast The updated analyst price target for Comcast reflects a modest fair value move from about $43.62 to $42.69. Analysts are weighing slightly softer revenue growth and profit margin assumptions against a higher future P/E and mixed recent research that includes several price target increases alongside downgrades citing muted growth and fiber headwinds.
Mise à jour du récit • Apr 25
Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth
Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.Mise à jour du récit • Apr 16
CMCSA: Fiber Competition And Sports Rights Reset Will Reframe Earnings Power
Comcast's analyst price target edges lower by about $0.33 as analysts factor in softer revenue growth expectations and rising competitive pressures from fiber and new wireless offerings, while still recognizing relatively steady margins and price-to-earnings assumptions. Analyst Commentary Recent Street research on Comcast points to a more cautious stance overall, with several firms trimming price targets and at least one downgrade in rating as competition and fiber build outs weigh on sentiment.Nouveau récit • Apr 07
Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth
Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.
Mise à jour du récit • Apr 02
CMCSA: Future Returns Will Be Weighed Down By Rising Fiber Headwinds
Analysts have trimmed their fair value estimate for Comcast by about $0.42 to $23.28, reflecting recent cuts to Street price targets and growing caution around competitive fiber headwinds and wireline growth pressure, partly balanced by relatively stable profit margin and P/E assumptions. Analyst Commentary Recent Street research around Comcast reflects a cautious tone, with several bearish analysts trimming price targets and revisiting ratings as competitive and structural pressures come into focus.Mise à jour du récit • Mar 19
CMCSA: Fiber Headwinds And Versant Spin Off Will Reframe Earnings Power
Analysts have trimmed their fair value estimate for Comcast to $33.01 from $33.93, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent Street price target cuts tied to fiber competition and the Versant spin off, partially offset by a few modest target increases. Analyst Commentary Street research on Comcast has become more divided, with several price target cuts and downgrades offset by a smaller number of upgrades and modest target increases.Mise à jour du récit • Mar 04
CMCSA: Future Returns Will Be Pressured By Rising Fiber Competition
Narrative Update The analyst price target for Comcast has edged lower, with fair value moving from about $23.85 to $23.70 as analysts factor in increased fiber competition, adjustments for the Versant spin off, and a series of reduced price targets from several firms partly offset by one modest upward revision. Analyst Commentary Recent research on Comcast has leaned more cautious, with several bearish analysts either cutting price targets or shifting to more negative stock ratings.Mise à jour du récit • Feb 18
CMCSA: Future Returns Will Hinge On Risky Warner Bros Bid Uncertainty
Comcast's analyst price targets have edged lower overall, with several firms trimming their views by $1 to $4 as they factor in the Versant spin off and lingering pressure in legacy pay TV. This is partly offset by at least one small upward revision of $0.21 tied to more constructive views on the core business.Mise à jour du récit • Feb 04
CMCSA: Future Returns Will Depend On Risky Warner Bros Acquisition Pursuit
Analysts have trimmed their implied fair value for Comcast by about US$4. This reflects a series of lower price targets that factor in softer revenue growth assumptions, a slightly higher discount rate, and a modestly lower future P/E multiple, even as margin expectations hold steady.Mise à jour du récit • Jan 21
CMCSA: Broadband Reset And Versant Spin Off Will Reshape Future Returns
Analysts have trimmed their fair value estimate for Comcast from about $49.43 to $43.62, reflecting lower assumed revenue growth, a slightly higher discount rate, and a reset future P/E multiple following mixed rating changes, reduced price targets, and the impact of the Versant spin off. Analyst Commentary Recent research on Comcast has shifted toward a more cautious stance overall, with several firms cutting price targets and rethinking growth assumptions following the Versant spin off, rising broadband competition, and expectations for higher content costs.Mise à jour du récit • Jan 07
CMCSA: Warner Bids And New Sports Rights Will Reframe Earnings Power
Analysts nudged their fair value estimate for Comcast slightly lower to about $33.93 from $34.65. This reflects trimmed long term revenue growth and profit margin assumptions after the Versant spin, price target cuts from several firms to a range around $23 to $44, and concerns about broadband competition and media cost pressures, even as the assumed future P/E multiple edges modestly higher.Mise à jour du récit • Dec 16
CMCSA: Future Returns Will Balance Broadband Headwinds And Media Deal Uncertainty
Analysts have trimmed their fair value estimate for Comcast to $28 from $31, reflecting expectations for a tougher five year earnings outlook as broadband competition intensifies, subscriber and ARPU growth slow, and media profitability faces pressure from higher sports rights costs. Analyst Commentary Street research around Comcast has turned more cautious, with several bearish analysts resetting expectations to reflect weaker broadband momentum, rising competitive intensity, and mounting media cost pressures.Mise à jour du récit • Dec 02
CMCSA: Bidding For Warner Units And New Sports Deals Will Generate Upside Momentum
Comcast’s analyst price target fell modestly to $34.65 from $35.10, as analysts highlighted ongoing challenges in broadband subscriber trends, competitive pressures, and slower expectations for EBITDA growth. Analyst Commentary Recent research from Wall Street reflects a mix of cautious optimism and heightened concern regarding Comcast's outlook.Mise à jour du récit • Nov 18
CMCSA: New Sports Channel Launch And M&A Activity Will Drive Momentum
Comcast's analyst price target has been lowered by approximately $0.65 to $35.10. This adjustment reflects growing concerns among analysts about intensified broadband competition, EBITDA pressures, and slower subscriber growth.Mise à jour du récit • Nov 03
CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum
Comcast's fair value estimate has been reduced from $38.91 to $35.75 per share. Analysts cite greater near-term EBITDA pressure and slowing broadband ARPU growth, despite incremental improvements from recent strategic shifts.Mise à jour du récit • Oct 20
Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition
Comcast's analyst price targets have seen mixed revisions recently, with adjustments ranging from a decrease to $36 to an increase to $45.50. Analysts are weighing stable sector performance alongside modest improvements in profits and competitive pressures.Mise à jour du récit • Oct 05
Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition
Comcast's analyst price target has decreased modestly from $39.75 to $39.18, as analysts weigh lower revenue growth and profit margin forecasts in light of ongoing competitive pressures and nuanced performance across its business segments. Analyst Commentary Recent Street research highlights a mix of optimism and caution among analysts regarding Comcast's outlook.Article d’analyse • Sep 17
Comcast (NASDAQ:CMCSA) Has More To Do To Multiply In Value Going Forward
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Article d’analyse • Jul 18
Is It Time To Consider Buying Comcast Corporation (NASDAQ:CMCSA)?
Today we're going to take a look at the well-established Comcast Corporation ( NASDAQ:CMCSA ). The company's stock...Nouveau récit • Apr 08
Broadband Adjustments And Peacock NBA Launch Will Yield Mixed Results
Comcast faces challenges in broadband growth due to competition and changes in pricing, impacting revenue trajectory and margins.Nouveau récit • Apr 08
Project Genesis And Media Restructuring Will Create Future Opportunities
Comcast targets wireless market expansion to drive revenue growth and enhance broadband and wireless revenue, aiming for higher ARPU and improved customer retention.Seeking Alpha • Mar 29
Comcast: One Of The Best Times To Buy
Summary Comcast offers a robust 8.6% free cash flow yield and trades at a historically low forward P/E of 8.7. Its diversified business model and strong cash generation support its value and income potential. CMCSA's healthy balance sheet, A- credit rating, and consistent share buybacks enhance its appeal, and it currently has a well-covered 3.5% dividend yield. With potential for 5-10% annual EPS growth and reversion to mean valuation, CMCSA presents an attractive setup for potential double-digit total returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Comcast: Why I Disagree With Wall Street
Summary Since my last analysis, CMCSA has enjoyed a sentiment shift and also delivered a strong quarter. However, I think Wall Street’s buy rating is based on an overestimation of its growth potential. My growth estimate for CMCSA, based on ROCE and reinvestment rates, is 4-5%, significantly lower than the consensus projection of 6.6%. The overestimation also exaggerates the attractiveness of its valuation ratios. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Comcast gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 125,277 | 18,797 | 52,483 | 0 |
| 31 Dec 25 | 123,707 | 19,998 | 51,875 | 0 |
| 30 Sep 25 | 123,312 | 22,607 | 50,607 | 0 |
| 30 Jun 25 | 124,185 | 22,905 | 49,733 | 0 |
| 31 Mar 25 | 123,560 | 15,710 | 48,695 | 0 |
| 31 Dec 24 | 123,731 | 16,192 | 48,606 | 0 |
| 30 Sep 24 | 123,070 | 14,675 | 48,529 | 0 |
| 30 Jun 24 | 121,113 | 15,091 | 47,907 | 0 |
| 31 Mar 24 | 121,939 | 15,411 | 47,772 | 0 |
| 31 Dec 23 | 121,572 | 15,388 | 47,161 | 0 |
| 30 Sep 23 | 120,872 | 15,151 | 46,920 | 0 |
| 30 Jun 23 | 120,606 | 6,507 | 46,834 | 0 |
| 31 Mar 23 | 120,108 | 5,655 | 46,711 | 0 |
| 31 Dec 22 | 121,427 | 5,370 | 46,769 | 0 |
| 30 Sep 22 | 121,210 | 5,404 | 46,078 | 0 |
| 30 Jun 22 | 121,660 | 14,037 | 45,645 | 0 |
| 31 Mar 22 | 120,190 | 14,379 | 44,751 | 0 |
| 31 Dec 21 | 116,385 | 14,159 | 43,314 | 0 |
| 30 Sep 21 | 113,757 | 14,482 | 42,361 | 0 |
| 30 Jun 21 | 108,991 | 12,466 | 40,956 | 0 |
| 31 Mar 21 | 104,160 | 11,716 | 39,543 | 0 |
| 31 Dec 20 | 103,564 | 10,534 | 39,850 | 0 |
| 30 Sep 20 | 104,254 | 10,316 | 39,424 | 0 |
| 30 Jun 20 | 105,549 | 11,514 | 39,844 | 0 |
| 31 Mar 20 | 108,692 | 11,651 | 40,828 | 0 |
| 31 Dec 19 | 108,942 | 13,057 | 40,424 | 0 |
| 30 Sep 19 | 108,390 | 12,406 | 40,323 | 0 |
| 30 Jun 19 | 103,698 | 12,075 | 38,435 | 0 |
| 31 Mar 19 | 98,575 | 12,166 | 36,461 | 0 |
| 31 Dec 18 | 94,507 | 11,731 | 34,791 | 0 |
| 30 Sep 18 | 88,736 | 24,219 | 32,650 | 0 |
| 30 Jun 18 | 87,682 | 23,975 | 32,686 | 0 |
| 31 Mar 18 | 87,233 | 23,280 | 32,570 | 0 |
| 31 Dec 17 | 85,029 | 22,735 | 31,968 | 0 |
| 30 Sep 17 | 83,979 | 10,032 | 31,253 | 0 |
| 30 Jun 17 | 84,217 | 9,627 | 30,545 | 0 |
| 31 Mar 17 | 82,200 | 9,134 | 29,986 | 0 |
| 31 Dec 16 | 80,736 | 8,678 | 30,070 | 0 |
| 30 Sep 16 | 78,623 | 8,370 | 28,882 | 0 |
| 30 Jun 16 | 75,973 | 8,129 | 28,176 | 0 |
| 31 Mar 16 | 75,447 | 8,238 | 27,662 | 0 |
| 31 Dec 15 | 74,510 | 8,163 | 27,282 | 0 |
| 30 Sep 15 | 72,997 | 8,117 | 26,365 | 0 |
| 30 Jun 15 | 71,119 | 8,713 | 25,817 | 0 |
Des revenus de qualité: CMCSA a un important ponctuel gain de $9.4B impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de CMCSA sont plus élevées que l'année dernière CMCSA. (15%) sont plus élevées que l'année dernière (12.7%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de CMCSA ont augmenté de 13.9% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de CMCSA au cours de l'année écoulée ( 19.6% ) dépasse sa moyenne sur 5 ans ( 13.9% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices CMCSA au cours de l'année écoulée ( 19.6% ) a dépassé celle du secteur Telecom 0.01%.
Rendement des fonds propres
ROE élevé: Bien que le retour sur capitaux propres ( 20.77% ) de CMCSA soit élevé, cette mesure est faussée en raison de son niveau d'endettement élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/27 23:41 |
| Cours de l'action en fin de journée | 2026/05/27 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Comcast Corporation est couverte par 54 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |