T Mobile US (TMUS)
NASDAQ:TMUS
Want to see TMUS full AI Analyst Report?
Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.6Last Year’s EPS
2.84Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented numerous strong operational and financial achievements: leadership in NPS, robust postpaid net additions (+6% YoY), solid ARPA growth (+3.9% Q1) and market-leading revenue and EBITDA growth (postpaid service revenue +15% YoY; core adjusted EBITDA +12% YoY), alongside accelerating broadband momentum and expanded shareholder returns. Management raised guidance and described disciplined, returns-focused fiber JV activity, while emphasizing network innovation (5G Advanced, edge/AI initiatives). The primary negatives were higher postpaid account churn (driven by mix effects), increased equipment-related losses (several hundred million YoY), and execution/visibility risks around multi-JV fiber rollout and early-stage edge AI monetization. Overall, highlights substantially outweigh the lowlights, signaling strong momentum and confidence but with some execution and margin pressures to monitor.Company Guidance
Industry-Leading Customer Satisfaction (NPS)
Net Promoter Score of 45, more than 20% higher than the next closest competitor, indicating widening differentiation on network, value and experience.
Strong Postpaid Net Additions and ARPA Growth
Postpaid net account additions of 217,000 in Q1, up 6% year-over-year, with postpaid ARPA growth of 3.9% in Q1 and full-year postpaid ARPA guidance of 2.5%–3.0%.
Robust Revenue and Profit Growth
Postpaid service revenue grew 15% year-over-year; total service revenue grew 11% year-over-year (over 4x the growth rate of the next closest competitor); core adjusted EBITDA grew 12% year-over-year.
Strong Free Cash Flow and Capital Returns
Industry-leading free cash flow margins of 24%; returned $6.0 billion to shareholders (dividends and buybacks) in the quarter; increased 2026 shareholder return authorization by up to $3.6 billion to a total of up to $18.2 billion.
Raised and Affirmed 2026 Guidance
Raised total postpaid net account additions guidance to 950,000–1,050,000; service revenue full-year target ~ $77 billion (~8% growth) with Q2 ~ $19 billion (~9% YoY); core adjusted EBITDA guidance raised to $37.1B–$37.5B; adjusted free cash flow increased to $18.1B–$18.7B; cash CapEx unchanged at ~$10 billion.
Broadband Momentum and Product Leadership
Fastest-growing ISP in America for the quarter with over 0.5 million total broadband net additions and accelerating 5G broadband net adds year-over-year; 5G broadband speeds reported as over 50% faster than the next closest competitor and top customer experience rankings from J.D. Power, Forbes, CNET, Consumer Reports and OpenSignal.
Fiber JV Expansion and Capital-Efficient Play
Announced two additional fiber JVs (to acquire GoNetSpeed, Greenlight Networks and i3 Broadband); management disclosed ~$2.7 billion of investment across the two JVs at close, pursuing double-digit IRRs and a returns-focused approach.
Network and Innovation Advances
Nationwide 5G Advanced network enabling new offerings: live translation beta (network-native AI), partnership connecting 5G advanced to Figure AI robots (edge use cases), and ongoing migration toward edge inferencing opportunities; T Life app engagement ~25 million monthly active users; several hundred new experience stores delivering higher premium mix and higher NPS.
Operational Efficiency/Transformation Progress
Cost synergy target of $2.7 billion exiting 2027 reported as on track, with further runway beyond 2027; initial AI-powered chatbot resolving ~60% of inbound customer questions (example of transformation-driven efficiencies).
TMUS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TMUS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $186.72 | $198.17 | +6.13% |
Feb 11, 2026 | $198.47 | $208.54 | +5.07% |
Oct 23, 2025 | $225.20 | $217.86 | -3.26% |
Jul 23, 2025 | $230.85 | $244.24 | +5.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does T Mobile US (TMUS) report earnings?
T Mobile US (TMUS) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is T Mobile US (TMUS) earnings time?
T Mobile US (TMUS) earnings time is at Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TMUS EPS forecast?
TMUS EPS forecast for the fiscal quarter 2026 (Q2) is 2.6.
