T-Mobile US, Inc.
$184.57+2.5%YTD-8.7%1Y-18.7%
Mentions · last 7 days
79
Price updated 20h ago·X counts updated 20h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Telecommunications Services sits in its cycle right now — and what that implies for $TMUS.
Telecommunications Services
Space-based connectivity is the structural differentiation above legacy terrestrial carriers — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match. Terrestrial fiber (AT&T) and wireless (Verizon) compete on quality within a more mature segment.
Industry benchmark
13-name peer basket
+23.5%YTD
+21.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
19.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
7.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
20.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
7.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
17.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
54.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$2.28$2.01+13.4%
Q4 2025Feb 11, 2026$1.88$2.05-8.3%
Q3 2025Oct 23, 2025$2.59$2.40+7.9%
Q2 2025Jul 23, 2025$2.84$2.67+6.4%
Next earningsWed, Jul 22·consensus EPS $2.57
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$23.1B+10.6%61.8%19.5%$2.28$4.6B
Q4 FY25$24.3B+11.3%42.5%15.9%$1.89$1.6B
Q3 FY25$22.0B+8.9%49.3%22.1%$2.42$4.8B
Q2 FY25$21.1B+6.9%65.1%24.7%$2.84$4.6B
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$94.6B$93.9B – $95.1B$10.43$9.69 – $12.3919
FY27$98.9B$98.4B – $99.4B$13.57$11.61 – $16.2218
FY28$102.9B$102.9B – $103.0B$16.74$14.06 – $21.2716
FY29$106.3B$104.8B – $107.0B$17.73$17.41 – $17.8715
FY30$109.8B$108.3B – $110.5B$19.95$19.59 – $20.1115
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.12%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 495.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary
S-3ASRAuto-shelf registrationApr 30S-3ASR
AI summary
8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentMar 23SC 13D/A
8-KPress release / Reg FDFeb 118-K — Item 7.01: Press release / Reg FD
+ 19 other (4 routine 8-Ks · 2 IRANNOTICEs · 2 earnings 8-Ks · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
More in Telecommunications Services
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $TMUS on X in the last 7 days.