T-Mobile US (TMUS)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
$181.52-3.46%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · TMUS
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 TMUS 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.
Continue to grow postpaid net account additions and increase Postpaid ARPA through widening differentiation and customer engagement.
Stated as a priority in all 6 quarters from 2025-Q1 through 2026-Q2. Postpaid net account additions increased from 205 thousand in 2025-Q1 to 277 thousand in 2026-Q2, while Postpaid ARPA grew from $146.22 to $152.91 over the same period. Postpaid service revenues grew 13% year-over-year to $15.9 billion in 2026-Q2. Management's statements and financials show delivering progress on accelerating account growth and deepening customer relationships.
“CEO: 'Q2 marked another strong quarter of execution... postpaid net account and postpaid ARPA growth...'”
“CEO: 'Q1 marked a strong start... accelerating postpaid net account growth and strong postpaid ARPA growth.'”
“CEO: 'T-Mobile is raising the bar... unparalleled growth opportunities... continued share gains... Postpaid ARPA growth...'”
“CEO: 'Q3 once again proves that our differentiated strategy is working... more consumers recognize our industry-leading network...'”
“CEO: 'T-Mobile crushed our own growth records with the best-ever total postpaid and postpaid phone nets in a Q2 in our history.'”
“CEO: 'T-Mobile delivered big yet again with outstanding Q1 results... best ever Q1 total postpaid customer gross and net additions.'”
Maintain and extend network leadership through technology innovation, superior network quality, and customer-centric investments.
Stated as a priority in all 6 quarters from 2025-Q1 through 2026-Q2. Management highlights record wireless NPS of 46 in 2026-Q2, #1 Network Quality rankings in 5 of 6 regions by J.D. Power in 2025-Q4, and multiple awards from Ookla and Opensignal. These recognitions confirm ongoing delivery and extension of network leadership.
“T-Mobile achieved a record wireless NPS score of 46, highest-ever for big three carrier.”
Sustain industry-leading growth in service revenues, Core Adjusted EBITDA, and Adjusted Free Cash Flow with disciplined capital expenditures.
Stated as a priority in all 6 quarters from 2025-Q1 through 2026-Q2. Service revenues increased from $16.7 billion in 2025-Q1 to $19.0 billion in 2026-Q2 (+14%), Core Adjusted EBITDA grew from $8.3 billion to $9.5 billion (+14%), and Adjusted Free Cash Flow rose from $4.4 billion to $4.8 billion (+9%). Management's financial results demonstrate delivering industry-leading financial growth.
Continue balanced capital allocation with disciplined capex, maintaining leverage target, and increasing shareholder returns including buybacks and dividends.
Stated as a priority in 5 quarters from 2025-Q2 through 2026-Q2. Shareholder returns totaled $3.3 billion in 2026-Q2, including $2.2 billion in repurchases and $1.1 billion in dividends. The 2026 Shareholder Return Program was increased to up to $18.2 billion from $14.6 billion. Management is delivering on disciplined capital allocation and increasing shareholder returns.
Continue to enhance shareholder value by increasing the 2026 Shareholder Return Program authorization to up to $18.2 billion through share repurchases.
Over the trailing year it converted 2.73x 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).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
29 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated volatile grew net income 53% of the time over the next year (vs 53% for the rest of the cohort, n=827).
Not investment advice. As of 2026-09-04.
“A record share of recent switchers say they chose T-Mobile primarily due to network quality.”
“T-Mobile achieved #1 Network Quality rankings in five of six regions by J.D. Power.”
“T-Mobile recognized by Opensignal as 5G Global Winner in 5G Coverage Experience and Global Leader in 5G Reliability.”
“Ookla awarded T-Mobile as only carrier to win back-to-back Best Mobile Network awards.”
“T-Mobile rolled out nationwide 5G Advanced network leveraging standalone 5G core.”
“Service revenues of $19.0 billion grew 9% year-over-year; Core Adjusted EBITDA of $9.5 billion grew 12% year-over-year.”
“Service revenues of $18.8 billion grew 11% year-over-year; Core Adjusted EBITDA of $9.2 billion grew 12% year-over-year.”
“Service revenues of $18.2 billion grew 9% year-over-year; Core Adjusted EBITDA of $8.7 billion grew 6% year-over-year.”
“Service revenues of $17.4 billion grew 6% year-over-year; Core Adjusted EBITDA of $8.5 billion grew 6% year-over-year.”
“Service revenues of $16.9 billion grew 5% year-over-year; Core Adjusted EBITDA of $8.3 billion grew 8% year-over-year.”
“Service revenues of $16.7 billion increased 5% year-over-year; Core Adjusted EBITDA of $8.3 billion increased 8% year-over-year.”
“Stockholder Returns of $3.3 billion in Q2 2026, including common stock repurchases of $2.2 billion and cash dividends of $1.1 billion.”
“Stockholder Returns of $6.0 billion in Q1 2026, including common stock repurchases of $4.9 billion and cash dividends of $1.1 billion.”
“Since 2024 Capital Markets Day, returned over $20 billion to stockholders and invested approximately $12 billion in accretive M&A.”
“Stockholder Returns of $3.5 billion in Q3 2025, including common stock repurchases of $2.5 billion and cash dividends of $987 million.”
“Stockholder Returns of $3.5 billion in Q2 2025, including common stock repurchases of $2.5 billion and cash dividends of $996 million.”