T-Mobile US (TMUS)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
$159.17+3.08%
Close 2026-11-04 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
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 2026-11-04.
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 3 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 52% for the rest of the cohort, n=1899).
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.
“More families and businesses are choosing T-Mobile, fueling our industry-leading financial growth.
Stated in 8 of 8 supplied quarters. Management reported: “Raising Profitability and Cash Flow Guidance at the Midpoint • Postpaid net account additions are expected to be approximately 1.0 million, at the midpoint of the previous guide of 950 thousand to 1.05 million.” “• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is now expected to be between $18.7 billion and $18.8 billion, an increase at the midpoint from prior guidance of $18.4 billion to $18.8 billion.”
““More families and businesses are choosing T-Mobile, fueling our industry-leading financial growth.”
“As our unmatched value proposition continues to resonate with customers, and as we continue to invest in our network and our technology, we see a tremendous runway for growth across both wireless and…”
“We’re more confident than ever in our strategy and the opportunities ahead of us, supported by the industry’s best growth portfolio in core wireless, broadband, and smart adjacencies.”
“We see continued opportunity to eliminate customer pain points, introduce even more consumers to the Un-carrier ethos, and further extend our network leadership while accelerating our digital transfo…”
““We are even more convicted in our future than ever before, as we continue taking profitable share through wireless, through broadband, and smart adjacencies, investing to defend our network leadersh…”
“Raising 2025 Customer and Financial Guidance T-Mobile’s 2025 guidance below reflects the inclusion of Metronet, which we expect to close on July 24th, and excludes the pending acquisition of UScellul…”
“Q3 marked another strong quarter and is further proof that our winning formula of the best network, best value, and best experiences drives durable and profitable growth,” said Srini Gopalan, CEO of…
Stated in 8 of 8 supplied quarters. Management reported: “• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.” “• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is now expected to be between $18.7 billion and $18.8 billion, an increase at the midpoint from prior guidance of $18.4 billion to $18.8 billion.”
• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.
Stated in 8 of 8 supplied quarters. Management reported: “• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.” “• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is now expected to be between $18.7 billion and $18.8 billion, an increase at the midpoint from prior guidance of $18.4 billion to $18.8 billion.”
“• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.”
• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is now expected to be between $18.7 billion and $18.8 billion, an increase at the midpoint from prior guidance o…
Stated in 8 of 8 supplied quarters. Management reported: “• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is now expected to be between $18.7 billion and $18.8 billion, an increase at the midpoint from prior guidance of $18.4 billion to $18.8 billion.” “• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.”
Continue investing in network assets and technology, improving network perception and customer experience, and extending the company's network position.
Over the trailing year it converted 2.54x of net income into operating cash flow. Historically, Communication Services names rated neutral grew net income 40% of the time over the next year (vs 44% for the rest of the cohort, n=1197).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
28 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated volatile grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=1775).
Not investment advice. As of 2026-11-04.
““A record number of customers chose the Un-carrier in Q1 — we grew postpaid gross additions year-over-year across the board and our High Speed Internet business led the industry in net customer addit…”
“Now, building on this incredible momentum, 2025 is poised to be even more exciting, and because of this, we’re issuing the strongest start-of-year postpaid net additions guide in our history.”
““Q3 marked another strong quarter and is further proof that our winning formula of the best network, best value, and best experiences drives durable and profitable growth,” said Srini Gopalan, CEO of…”
““Q2 marked another strong quarter of execution as we continued making meaningful progress toward our ambitious 2026 and 2027 objectives, including achieving our highest-ever wireless NPS score of 46,…”
““Q1 marked a strong start to the year as we continue to execute against our ambitious 2026 and 2027 targets, representing yet another proof point of our winning formula and unique differentiation,” s…”
““Q4 was a great proof point of our winning formula – and we see significant runway ahead to widen our margin of differentiation, including through maintaining our tremendous momentum in network perce…”
“Q3 once again proves that our differentiated strategy is working — more and more consumers recognize our industry-leading network and elevated customer experiences through digital innovation,” said S…”
“Raising 2025 Customer and Financial Guidance T-Mobile’s 2025 guidance below reflects the inclusion of Metronet, which we expect to close on July 24th, and excludes the pending acquisition of UScellul…”
““T-Mobile delivered big yet again with outstanding Q1 results across wireless and broadband, including our best ever Q1 total postpaid customer gross and net additions—proof that our consistent custo…”
“The company translated its industry-leading customer growth into industry-best service revenue and cash flow growth in 2024 while fueling stockholder returns of $14.4 billion, executing against its a…”
“• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.”
“• Continues to expect cash purchases of property and equipment, including capitalized interest, to be approximately $10.0 billion.”
“• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.”
“• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion, an increase from prior guidance of $500 million.”
“• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $9.5 billion, unchanged from prior guidance.”
“• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $9.5 billion, unchanged from prior guidance.”
“• Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $9.5 billion.”
“• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is now expected to be between $18.7 billion and $18.8 billion, an increase at the midpoint from prior guidance o…”
“• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is now expected to be between $18.4 billion and $18.8 billion, an increase from prior guidance of $18.1 billion…”
“• Adjusted Free Cash Flow, including net payments for UScellular merger-related costs, is expected to be between $18.1 billion and $18.7 billion, an increase at the midpoint from prior guidance of $1…”
“• Adjusted Free Cash Flow, including payments for UScellular merger-related costs, is expected to be between $18.0 billion and $18.7 billion.”
“• Adjusted Free Cash Flow, including payments for Merger-related costs, is expected to be between $17.8 billion and $18.0 billion, an increase at the midpoint from prior guidance of $17.6 billion to…”
“• Adjusted Free Cash Flow, including payments for Sprint Merger-related costs, is expected to be between $17.6 billion and $18.0 billion, an increase at the midpoint from prior guidance of $17.5 bill…”
“• Adjusted Free Cash Flow, including payments for Sprint Merger-related costs, is expected to be between $17.5 billion and $18.0 billion, an increase at the midpoint from prior guidance of $17.3 bill…”
“• Adjusted Free Cash Flow, including payments for Merger-related costs, is expected to be between $17.3 billion and $18.0 billion.”