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Contribution Margin by Segment
Profit remaining after variable costs for each business segment of Uniti. Reveals which lines generate cash and scale efficiently—high contribution margins point to business areas that can fund growth and absorb fixed costs, while weak margins identify segments needing price or cost adjustments.Kinetic still drives contribution but its quarter-to-quarter swings hide two forces: healthy consumer fiber momentum (record adds, rising ARPU) improving margins, and heavy build-related costs that will compress near-term contribution as 2026 capex and cost-per-passing push through. Uniti Solutions’ steady decline is structural—management is winding down legacy/TDM—so don’t expect it to offset shortfalls. Fiber Infrastructure’s rising contribution is the real growth lever, supported by hyperscaler bookings, but revenue-recognition lumpiness and execution risk make gains volatile in the near term.
Date | Kinetic | Uniti Solutions | Fiber Infrastructure |
|---|---|---|---|
Mar 31, 2026 | $235.50M | $95.80M | $192.70M |
Dec 31, 2025 | $246.60M | $96.20M | $103.40M |
Sep 30, 2025 | $236.90M | $110.00M | $102.30M |
Jun 30, 2025 | $263.90M | $112.00M | $102.50M |
Mar 31, 2025 | $257.00M | $125.80M | $98.50M |
Dec 31, 2024 | $240.30M | $112.20M | $86.70M |
Sep 30, 2024 | $251.60M | $122.40M | $91.90M |
Jun 30, 2024 | $271.30M | $119.20M | $84.10M |
Mar 31, 2024 | $285.80M | $138.00M | $94.00M |