Sirius XM Holdings Inc (SIRI)
NASDAQCommunication ServicesBroadcastingSnapshot 2026-09-04
$28.99-2.62%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesBroadcastingSnapshot 2026-09-04
QuarterlyIQ Insights · SIRI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-09-04.
The screen ranks SIRI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated strong grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=1891).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Raise and reaffirm full-year 2026 revenue guidance, reflecting growth and improved financial performance.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $2.09 billion in 2026-Q1 to $2.16 billion in 2026-Q2 (+3.3%). The company raised its full-year 2026 revenue guidance from $8.5 billion to $8.525 billion, reflecting delivery on growth expectations and upward revision.
“SiriusXM increases 2026 Revenue guidance by $25 million to approximately $8.525 billion.”
“SiriusXM reaffirms full-year 2026 revenue guidance of approximately $8.5 billion.”
“Guidance for 2026 revenue is approximately $8.5 billion.”
Increase and reaffirm full-year 2026 adjusted EBITDA guidance, driven by revenue growth and expense discipline.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA grew from $666 million in 2026-Q1 to $691 million in 2026-Q2, reflecting 6% and 3% year-over-year growth respectively. The company raised full-year 2026 adjusted EBITDA guidance from $2.6 billion to $2.625 billion, consistent with improving profitability.
Raise and reaffirm full-year 2026 free cash flow guidance, supported by higher adjusted EBITDA and capital expenditure discipline.
Stated as a priority in 3 of last 3 quarters. Free cash flow rose 48% year-over-year to $593 million in 2026-Q2, driven by higher adjusted EBITDA and capital expenditure timing. The company raised full-year 2026 free cash flow guidance from $1.35 billion to $1.375 billion, indicating delivery and upward revision.
“Free cash flow guidance increased to approximately $1.375 billion for 2026.”
Focus on increasing self-pay net additions and lowering churn to strengthen subscriber base and engagement.
Stated in 2 of last 2 quarters. Self-pay net additions improved markedly from a loss of 111,000 in 2026-Q1 to a gain of 22,000 in 2026-Q2. Churn declined from 1.5% to a record-low 1.4%. This shows delivering progress on subscriber growth and retention.
“Second-quarter self-pay net additions of 22,000 and record-low churn of 1.4%.”
Focus on reducing debt, maintaining leverage in low-to-mid 3x range, and returning capital to shareholders.
Stated in 2 of last 2 quarters. The company improved net debt-to-adjusted EBITDA ratio from 3.6x in 2026-Q1 to 3.4x in 2026-Q2, achieving its leverage target. Capital returned included $91 million dividends and $6 million share repurchases in 2026-Q2, showing disciplined capital allocation.
“Ended quarter with net debt-to-adjusted EBITDA ratio of 3.4x, returning capital via $91 million dividends and $6 million repurchases.”
Over the trailing year it converted 1.46x of net income into operating cash flow. Historically, Communication Services names rated neutral grew net income 39% of the time over the next year (vs 44% for the rest of the cohort, n=1199).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated neutral grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=1072).
Not investment advice. As of 2026-09-04.
“SiriusXM increased full-year 2026 adjusted EBITDA guidance to approximately $2.625 billion.”
“SiriusXM reaffirms full-year 2026 adjusted EBITDA guidance of approximately $2.6 billion.”
“Guidance for 2026 adjusted EBITDA is approximately $2.6 billion.”
“SiriusXM reaffirms full-year 2026 free cash flow guidance of approximately $1.35 billion.”
“Guidance for 2026 free cash flow is approximately $1.35 billion.”
“Self-pay net additions of (111,000) with churn improving to 1.5%, lowest first-quarter level.”
“Net debt-to-adjusted EBITDA ratio of 3.6x, targeting low-to-mid 3x leverage range by Q4 2026.”