AT&T Delivers Strong Third-Quarter 2026 Results with Its Best Consolidated Service Revenue Growth in More Than Four Years
AT&T reported Q3 2026 revenue of $32.3 billion, up 5.3% year-over-year, its best consolidated service revenue growth in more than four years. Adjusted EPS rose 20.4% to $0.65, though GAAP diluted EPS was $0.13 due to a $2.6 billion non-cash impairment on the held-for-sale Mexico wireless business. The company posted a record 769,000 internet net adds plus 379,000 postpaid phone net adds, and returned roughly $4.8 billion to shareholders.
Key figures
- Eps
- 0.13
- Revenue
- 32322000000
- Guidance
- 2026 adjusted EPS in the $2.40 range (raised); FCF $18B+ in 2026, $19B+ in 2027, $21B+ in 2028; capital investment $23-24B in 2026, $22-23B annually 2027-2028; $45B+ shareholder returns 2026-2028; fiber to 60M+ locations by end 2030
- Revenue Yoy
- 5.3%
- Net debt
- 149800000000
- Total debt
- 159600000000
- Adjusted eps
- 0.65
- Fiber net adds
- 442000
- Free cash flow
- 4953000000
- Adjusted ebitda
- 12500000000
- Adjusted eps yoy
- 20.4%
- Impairment charge
- 2600000000
- Internet net adds
- 769000
- Adjusted ebitda yoy
- 5.4%
- Shareholder returns
- $4.8 billion including $2.8 billion buybacks
- Postpaid phone churn
- 0.92%
- Fixed wireless net adds
- 327000
- Postpaid phone net adds
- 379000
- Net debt to adjusted ebitda
- 3.13
- Advanced connectivity service revenue
- 23902000000
- Advanced connectivity service revenue yoy
- 6.1%
AI analysis
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