T-Mobile's accelerating service revenue growth (7.9% YoY in 2026Q2) and robust operating cash flow ($7.5B) underscore its competitive position, yet the strategic pivot to capital-intensive fiber partnerships and aggressive share repurchases are eroding the equ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 7.9% YoY to $22.8B in 2026Q2 with operating margin expanding to 24.1%, though EPS growth of 5.3% masks quarterly volatility including a 26.6% decline in 2025Q4.
T-Mobile aims to leverage AI for personalized pricing and improved customer retention, potentially leading to margin expansion and new revenue streams.
T-Mobile's significant mid-band spectrum advantage allows for fast 5G service, driving high customer acquisition and retention rates.
The integration of Sprint is nearing completion, expected to yield operational efficiencies and cost savings.
The U.S. wireless market is maturing, leading to increased competition for a shrinking pool of net adds.
Some analysts point to a slowdown in revenue growth, with recent quarterly results showing margin compression.
T-Mobile's significant debt could limit financial flexibility, especially in a rising interest rate environment.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $2.99+15.4% vs $2.59 | $22.8B-0.7% vs $22.9B |
Q2 2026 Apr 28, 2026 | $2.27+12.9% vs $2.01 | $23.1B+0.5% vs $23.0B |
Q1 2026 Feb 11, 2026 | $1.88-8.3% vs $2.05 | $24.3B+0.7% vs $24.2B |
Q4 2025 Oct 23, 2025 | $2.59+7.9% vs $2.40 | $22.0B+0.2% vs $21.9B |
Corient Private Wealth LP cut its holdings in shares of T-Mobile US, Inc. (NASDAQ: TMUS) by 48.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 129,048 shares of the Wireless communications provider's stock after selling 118,992 shares during
Integrated Wealth Concepts LLC lifted its stake in T-Mobile US, Inc. (NASDAQ: TMUS) by 70.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,470 shares of the Wireless communications provider's stock after buying an additional 6,834 shares during
T-Mobile US NASDAQ: TMUS executives said the company sees continued growth opportunities in wireless, broadband, business services and newer adjacencies, while maintaining that potential competitive threats from satellite providers and industry convergence offerings have not altered its strategy.
T-Mobile US NASDAQ: TMUS CEO and President Srini Gopalan outlined the carrier's growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, emphasizing what he described as the company's “best network, best value, and best experience” positioning.
Benchmark TMUS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for T-Mobile US, Inc. (TMUS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $162.41 | $174.21B | 16.71 | 8.49% | 12.45% | 18.18% | 2.24% | |
| $46.45 | $193.95B | 11.44 | 2.52% | 11.64% | 15.33% | — | |
| $25.12 | $172.13B | 8.26 | 2.71% | 16.89% | 16.82% | — | |
| $6.38 | $6.57B | -3.65 | -5.39% | -8.65% | -52.11% | — | |
| $17.06 | $96.78M | -0.27 | -4.95% | -72.83% | -89.91% | — | |
| $117.26 | $15.8B | 3.24 | -0.56% | 9.05% | 23.71% | — |
T-Mobile US, Inc. (TMUS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
T-Mobile US, Inc. (TMUS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
Jul 7, 2026·SEC
Jun 18, 2026·SEC
Feb 11, 2026·SEC
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T-Mobile US, Inc. (TMUS) stock FAQ — growth, dividends, profitability & financials explained
T-Mobile US, Inc. (TMUS) reported $92.19B in revenue for fiscal year 2025.
T-Mobile US, Inc. (TMUS) grew revenue by 8.5% over the past year. This is steady growth.
Yes, T-Mobile US, Inc. (TMUS) is profitable, generating $10.56B in net income for fiscal year 2025 (12.4% net margin).
Yes, T-Mobile US, Inc. (TMUS) pays a dividend with a yield of 2.24%. This makes it attractive for income-focused investors.
T-Mobile US, Inc. (TMUS) has a return on equity (ROE) of 18.2%. This is reasonable for most industries.
T-Mobile US, Inc. (TMUS) generated $7.85B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
T-Mobile US, Inc. (TMUS) has a dividend payout ratio of 37%. This suggests the dividend is well-covered and sustainable.
