The raised guidance midpoint for Core Adjusted EBITDA and Adjusted Free Cash Flow, combined with strong EPS growth and a 15% dividend increase, signals confidence in continued operational momentum. Monitor the Q4 2026 earnings call for updates on postpaid churn trends and the impact of rate plan modernization on account growth.
Price Chart
Executive Summary
T-Mobile reported Q3 2026 results with diluted EPS of $3.22, above the consensus estimate of $2.91, and total revenues of $23.58B, above the consensus of $23.14B. The company raised its full-year Core Adjusted EBITDA and Adjusted Free Cash Flow guidance at the midpoint, while service revenue grew 6% YoY and net income grew 27% YoY.
Key Financial Metrics
Key Facts
- Diluted EPS of $3.22 grew 34% year-over-year from $2.41
- Total service revenues of $19.4 billion grew 6% year-over-year
- Postpaid service revenues of $16.3 billion grew 9% year-over-year
- Net income of $3.5 billion grew 27% year-over-year
- Core Adjusted EBITDA of $9.6 billion grew 11% year-over-year
- Adjusted Free Cash Flow of $5.1 billion grew 5% year-over-year
- Postpaid ARPA of $155.73 grew 4% year-over-year
- Postpaid net account additions of 274 thousand
- Full-year Core Adjusted EBITDA guidance raised to $37.35-$37.45 billion from $37.1-$37.5 billion
- Full-year Adjusted Free Cash Flow guidance raised to $18.7-$18.8 billion from $18.4-$18.8 billion
- Board declared a cash dividend of $1.17 per share, a 15% increase
- Net debt to LTM Core Adjusted EBITDA ratio improved to 2.2x from 2.3x in Q2 2026
Financial Impact
EPS beat consensus by $0.31 (10.7%), revenue beat consensus by $0.44B (1.9%), guidance raised for Core Adjusted EBITDA and Adjusted Free Cash Flow
Risk Factors
- Postpaid account churn increased to 1.09% from 0.97% year-over-year, driven by rate plan modernization and higher broadband-only accounts
- Net cash provided by operating activities decreased 2% year-over-year to $7.3 billion
- Prepaid service revenues declined year-over-year
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001283699-26-000128 |
| Document: tmus09302026ex991.htm | 0001283699-26-000128 |
| Document: tmus-20261028.htm | 0001283699-26-000128 |
| Document: 0001283699-26-000128-index-headers.html | 0001283699-26-000128 |
| Document: 0001283699-26-000128-index.html | 0001283699-26-000128 |
| Document: 0001283699-26-000128.txt | 0001283699-26-000128 |
| 8-K Data (Synthetic) | 0001283699-26-000128 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 today | SC 13D/A | $148.35 | awaiting T+5 | awaiting T+5 | $147.29 (−0.71%) |
Oct 28, 2026 1d ago | 8-K | $148.96 | awaiting T+5 | awaiting T+5 | $147.29 (−1.12%) |
Oct 28, 2026 1d ago | 8-K | $148.08 | awaiting T+5 | awaiting T+5 | $147.29 (−0.53%) |
Oct 21, 2026 8d ago | Institutional Cluster | $158.79 $147.29 | ▲ +7.24% | ▲ +7.95% | $147.29 (+7.24%) |
Jul 23, 2026 14w ago | 8-K | $170.42 $173.34 | ▲ +1.71% | ▲ +1.24% | $147.29 (−13.57%) |
Jun 30, 2026 17w ago | Court Ruling | $173.01 $180.87 | ▲ +4.54% | ▲ +3.75% | $147.29 (−14.87%) |
Jun 2, 2026 21w ago | Court Ruling | $180.41 $184.49 | ▲ +2.26% | ▲ +6.08% | $147.29 (−18.36%) |
May 1, 2026 25w ago | Insider Cluster | $195.97 $194.20 | ▼ −0.91% | ▼ −3.25% | $147.29 (−24.84%) |
Mar 26, 2026 31w ago | Court Ruling | $208.48 $196.40 | ▼ −5.79% | ▼ −9.71% | $147.29 (−29.35%) |
Mar 25, 2026 31w ago | Court Ruling | $209.24 $199.16 | ▼ −4.82% | ▼ −6.48% | $147.29 (−29.61%) |
US Market Status
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