T-Mobile Delivers Strong Account and ARPA Growth, Translating into Industry-Leading Service Revenue, Profitability and EPS Growth
T-Mobile delivered Q3 2026 service revenue of $19.4 billion, up 6% year-over-year, with diluted EPS of $3.22 up 34% and net income of $3.5 billion up 27% — growth it calls industry-leading. Postpaid momentum continued with 274 thousand net account additions and ARPA of $155.73 up 4% year-over-year, though postpaid account churn rose to 1.09% from 0.97% a year earlier. The company raised full-year guidance at the midpoint: Core Adjusted EBITDA to $37.35B-$37.45B, operating cash flow to $28.7B-$28.8B, and Adjusted Free Cash Flow to $18.7B-$18.8B, with a lower 24-25% effective tax rate.
Key figures
- Eps
- 3.22
- Revenue
- $19.4 billion
- Guidance
- Core Adjusted EBITDA $37.35B-$37.45B (raised from $37.1B-$37.5B midpoint); operating cash flow $28.7B-$28.8B (raised from $28.4B-$28.8B midpoint); Adjusted FCF $18.7B-$18.8B (raised from $18.4B-$18.8B midpoint); effective tax rate 24-25% (lowered from 25-26%); capex ~$10.0B; postpaid net account additions ~1.0M
- Revenue Yoy
- 6%
- Eps yoy
- 34%
- Arpa yoy
- 4%
- Net income
- 3455000000
- Adjusted fcf
- $5.1 billion
- Dividends q3
- $1.1 billion
- Postpaid arpa
- 155.73
- Net income yoy
- 27%
- Adjusted fcf yoy
- 5%
- Postpaid accounts
- 35.0 million
- Operating cash flow
- $7.3 billion
- Core adjusted ebitda
- $9.6 billion
- Share repurchases q3
- $2.4 billion
- Postpaid account churn
- 1.09%
- Stockholder returns q3
- $3.5 billion
- Operating cash flow yoy
- -2%
- Core adjusted ebitda yoy
- 11%
- Postpaid service revenue
- $16.3 billion
- Postpaid service revenue yoy
- 9%
- Cumulative stockholder returns
- $58.1 billion
- Postpaid net account additions
- 274000
AI analysis
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