Jun 2026 (Q2 FY26) — Aug 6, 2026
Cogent Q2 FY26 — Data Center Monetization and Deleveraging Progress
Read the full callCogent (CCOI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Cogent earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 236 | −4.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 50.5 | +63.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 66.6 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$7.76 −3.84% · −$0.31
Performance −82.1% 1Y
1Y: $43.45 on 17 Oct 2025 → $7.76. High $44.35 (20 Oct 2025), low $7.34 (29 Sept 2026).
- Previous close
- $8.07
- 52-week range
- $7.34 – $44.35
- One year
- −82.50%
Overview
- Symbol
- CCOI
- Sector
- Communication Services
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Cogent earnings calls (CCOI)
Financials
What the filings say
Net profit, year on year: +215% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 257 | 252 | 247 | 246 | 242 | 241 | 239 | 236 |
| Expenses | 315 | 286 | 287 | 278 | 263 | 252 | 256 | 250 |
| Operating profit | -58 | -33 | -40 | -31 | -18 | -11 | -14 | 119 |
| Operating margin | −22.5% | −13.2% | −16.3% | −12.8% | −7.5% | −4.7% | −5.7% | 50.5% |
| Profit before tax | -80 | -55 | -70 | -75 | -53 | -48 | -51 | 83 |
| Tax rate | 21.1% | 21.3% | 25.9% | 22.4% | 21.0% | 35.3% | 22.4% | 19.8% |
| Net profit | -63 | -43 | -52 | -58 | -42 | -31 | -40 | 67 |
| EPS ($ per share) | -1.33 | — | -1.09 | -1.21 | -0.87 | — | -0.83 | 1.39 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -609 | -685 | -808 | -910 | -1,075 | 17 | -376 | -709 |
| Total liabilities | 889 | 1,136 | 1,294 | 1,358 | 1,529 | 2,602 | 2,950 | 3,164 |
| Fixed assets | 375 | 369 | 430 | 458 | 544 | 1,538 | 1,664 | 1,721 |
| Total assets | 740 | 932 | 1,000 | 985 | 1,010 | 3,212 | 3,173 | 3,100 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 134 | 149 | 140 | 170 | 174 | 17 | -9 | -11 |
| Cash from investing | -50 | -47 | -56 | -70 | -79 | 77 | 21 | -88 |
| Cash from financing | -53 | 22 | -116 | -141 | -145 | -258 | 106 | 63 |
| Net cash flow | 29 | 123 | -28 | -43 | -53 | -162 | 114 | -23 |
| Capital expenditure | -50 | -47 | -56 | -70 | -79 | -130 | -195 | -188 |
| Free cash flow | 84 | 102 | 84 | 100 | 95 | -112 | -204 | -198 |
Insider filings
61 filings between Nov 11, 2025 and Sep 30, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$995.5K
15 sales by 4 insiders
Compensation
not trading decisions- 39
- Award — granted as compensation
Also filed: 6 gifts, 1 disposition to issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| WEED THADDEUS GERARD | — | $411.8K | Sep 2, 2026 |
| KILMER HENRY W | — | $214.0K | Sep 15, 2026 |
| FERGUSON Lewis H | — | $189.2K | May 28, 2026 |
| Kennedy Sheryl Lynn | — | $180.6K | May 14, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Howell Deneen C Director | Award | 3,445 | $0 |
| Sep 30, 2026 | BROOKS STEVEN D Director | Award | 3,445 | $0 |
| Sep 30, 2026 | Kennedy Sheryl Lynn Director | Award | 3,445 | $0 |
| Sep 30, 2026 | de Sa Paul Director | Award | 3,445 | $0 |
| Sep 30, 2026 | Montagner Marc Director | Award | 3,445 | $0 |
| Sep 30, 2026 | Howard Eve N Director | Award | 3,445 | $0 |
| Sep 30, 2026 | FERGUSON Lewis H Director | Award | 3,445 | $0 |
| Sep 15, 2026 | KILMER HENRY W VP OF NETWORK STRATEGY | Sale | 2,400 | $22.1K |
| Sep 2, 2026 | WEED THADDEUS GERARD VICE PRESIDENT, CFO | Sale | 4,850 | $45.4K |
| Jun 30, 2026 | Howell Deneen C Director | Award | 3,445 | $0 |
| Jun 30, 2026 | BROOKS STEVEN D Director | Award | 3,445 | $0 |
| Jun 30, 2026 | Howard Eve N Director | Award | 3,445 | $0 |
| Jun 30, 2026 | de Sa Paul Director | Award | 3,445 | $0 |
| Jun 30, 2026 | Kennedy Sheryl Lynn Director | Award | 3,445 | $0 |
| Jun 30, 2026 | Montagner Marc Director | Award | 3,445 | $0 |
| Jun 30, 2026 | FERGUSON Lewis H Director | Award | 3,445 | $0 |
| Jun 16, 2026 | WEED THADDEUS GERARD VICE PRESIDENT, CFO | Sale | 4,850 | $81.4K |
| Jun 15, 2026 | KILMER HENRY W VP OF NETWORK STRATEGY | Sale | 2,400 | $40.8K |
| May 28, 2026 | FERGUSON Lewis H Director | Sale | 2,800 | $57.0K |
| May 14, 2026 | Kennedy Sheryl Lynn Director | Sale | 3,300 | $53.5K |
| May 4, 2026 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Gift | 1,000,000 | $0 |
| May 4, 2026 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Gift | 1,000,000 | $0 |
| May 4, 2026 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Award | 1,000,000 | $0 |
| Apr 1, 2026 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Gift | 29,333 | $0 |
| Apr 1, 2026 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Gift | 29,333 | $0 |
| Apr 1, 2026 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Disposition to issuer | 58,667 | $0 |
| Mar 31, 2026 | Howard Eve N Director | Award | 3,445 | $0 |
| Mar 31, 2026 | BROOKS STEVEN D Director | Award | 3,445 | $0 |
| Mar 31, 2026 | de Sa Paul Director | Award | 3,445 | $0 |
| Mar 31, 2026 | Kennedy Sheryl Lynn Director | Award | 3,445 | $0 |
| Mar 31, 2026 | Montagner Marc Director | Award | 3,445 | $0 |
| Mar 31, 2026 | Howell Deneen C Director | Award | 3,445 | $0 |
| Mar 31, 2026 | FERGUSON Lewis H Director | Award | 3,445 | $0 |
| Mar 6, 2026 | KILMER HENRY W VP OF NETWORK STRATEGY | Sale | 2,400 | $56.0K |
| Mar 5, 2026 | FERGUSON Lewis H Director | Sale | 2,206 | $50.8K |
| Mar 5, 2026 | WEED THADDEUS GERARD VICE PRESIDENT, CFO | Sale | 4,850 | $109.8K |
| Mar 5, 2026 | Kennedy Sheryl Lynn Director | Sale | 3,300 | $75.9K |
| Dec 31, 2025 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Gift | 229,657 | $0 |
| Dec 31, 2025 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Gift | 229,657 | $0 |
| Dec 31, 2025 | Kennedy Sheryl Lynn Director | Award | 3,388 | $0 |
| Dec 31, 2025 | Harris Mark Andrew VP & Chief Revenue Officer | Award | 100,000 | $0 |
| Dec 31, 2025 | WEED THADDEUS GERARD VICE PRESIDENT, CFO | Award | 19,400 | $0 |
| Dec 31, 2025 | Howard Eve N Director | Award | 3,388 | $0 |
| Dec 31, 2025 | Howell Deneen C Director | Award | 3,388 | $0 |
| Dec 31, 2025 | de Sa Paul Director | Award | 3,388 | $0 |
| Dec 31, 2025 | Harris Mark Andrew VP & Chief Revenue Officer | Award | 5,000 | $0 |
| Dec 31, 2025 | SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT | Award | 229,657 | $0 |
| Dec 31, 2025 | Chang John B. VP & CHIEF LEGAL OFFICER | Award | 100,000 | $0 |
| Dec 31, 2025 | Chang John B. VP & CHIEF LEGAL OFFICER | Award | 9,600 | $0 |
| Dec 31, 2025 | KILMER HENRY W VP OF NETWORK STRATEGY | Award | 9,600 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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