T-Mobile US Inc

T-Mobile US Inc

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Market Cap$185.26B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
T-Mobile US IncT-Mobile US Inc182.28%19%2.12.1

Earnings Call Q2 2026

July 23, 2026 - AI Summary

Strong quarter; differentiation driving durable growth (all-time-high NPS) - T-Mobile reported record NPS of 46 this quarter, framed as the highest in wireless across the “big 3.” - Strategy: “best network, best value, best experience” to reduce customer trade-offs; claimed to be winning network seekers. - Financial performance in Q2: Postpaid service revenue +13% YoY, total service revenue +9% YoY, core adjusted EBITDA +12% YoY, and free cash flow margin ~25%. - Customer indicators: postpaid net adds +277k; ARPA +2% YoY; CLVs up healthy double digits YoY; port-in ARPAs ~20% above port-out; >60% of new-account customers choose premium plans.
Guidance outlook raised/affirmed: 2026 remains strong with clear Q3 expectations - Postpaid net account additions (full-year): expected 950k–1.05M (with Q2 momentum described as on track). - Q3 churn/modernization impact acknowledged: rate plan modernization expected to cause temporary elevated churn; Q3 net postpaid adds ~250k (phone churn impact lower because concentrated in fewer-line accounts). - Service revenue (full-year 2026): ~$77B, +8% growth; Q3 service revenue ~$19.3B, +6% YoY. - Postpaid ARPA growth guidance: 2.5%–3% for the year. - Core adjusted EBITDA (full-year): $37.1B–$37.5B (+~10% YoY at midpoint); Q3 ~$9.4B (+~8% YoY). - CapEx (full-year): ~$10B unchanged. - Adjusted free cash flow guidance increased to ~$18.4B–$18.8B (raise of $200M at midpoint), primarily from lower cash income taxes.
Shareholder returns: continued buybacks + dividend; spectrum-aware capital discipline - Repurchased $2.5B in Q2 and through July 17 (total: 253M shares since late 2022; shares outstanding reduced to ~1.07B). - Buyback level not guaranteed quarter-to-quarter; management emphasized using a capital allocation framework that considers upcoming spectrum opportunities in 2027–2028 (C-band 2.0 and 2.7 GHz). - Dividend continues (mentioned alongside repurchases).

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$236.22

Target Price by Analysts

33.3% upsideT-Mobile US Target Price DetailsTarget Price
$144.73

Current Fair Value

18.3% downside

Overvalued by 18.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$185.26 Billion
Enterprise Value$299.85 Billion
Dividend Yield$3.94 (2.28%)
Earnings per Share$9.75
Beta0.32
Outstanding Shares1,081,771,000

Return

Return on Equity18.77%ROE
Return on Assets4.94%
Return on Invested Capital7.13%

Valuation & Multiples

P/E Ratio18.03P/E Ratio
PEG3416.87PEG
Price to Sales2.08Price to Sales
Price to Book Ratio3.41Price to Book Ratio
Enterprise Value to Revenue3.25
Enterprise Value to EBIT22.13
Enterprise Value to Net Income28
Total Debt to Enterprise0.39
Debt to Equity2.09Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 23, 2026
EPS Estimate
$2.59
Average shareholder expectation
Revenue Estimate
$22.95 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 22, 2026
EPS Estimate
$2.86
Average shareholder expectation
Revenue Estimate
$23.16 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio7.4286▲ 652.32%
Total Calls1,400▼ 99.97%
Total Puts10,400▼ 99.78%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %2.04%▼ 39.74%
Total Invested$3.72B▼ 96.14%
Investors Holding691▼ 1097.00%

ESG Score

No data

About T-Mobile US Inc

CEO: G. Michael Sievert

Relevant Senate Committees

Finance

This powerful committee controls taxation and trade policy, which directly impacts T-Mobile's corporate profitability, investment incentives, and the cost of equipment through tariffs and supply chain regulations.

Judiciary

This committee's oversight of antitrust laws and the DOJ is highly relevant to T-Mobile, particularly given its past major mergers (e.g., Sprint) and ongoing scrutiny of competition in the telecommunications market.

Select Committee on Intelligence

As a critical infrastructure provider, T-Mobile's network and data handling capabilities are directly relevant to national security and intelligence operations, potentially exposing committee members to non-public information regarding cyber threats or data security affecting the company.

Commerce, Science, and Transportation

This committee directly regulates interstate commerce, the FCC, and FTC, making it a primary oversight body for telecommunications, spectrum policy, net neutrality, privacy, and consumer protection issues vital to T-Mobile.