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VERIZON COMMUNICATIONS INC (VZ) Form 8-K — Oct 26, 2026

$VZForm 8-KItems 2.02, 9.01Filed Oct 26, 2026, 7:00 AM ET0000732712-26-000049Original filing

Verizon delivered record third-quarter 2026 results on October 26, 2026, with total operating revenue of $34.3 billion (+1.5% YoY), net income of $5.3 billion (+5.2%), Adjusted EBITDA of $13.8 billion (+8.0%), and Adjusted EPS of $1.31 (+8.3%). Customer momentum was exceptional: 406,000 postpaid phone net adds (an 820%+ YoY increase and the strongest Q3 in five years) and 137,000 postpaid net account additions, the best in over a decade, alongside free cash flow of $7.8 billion (+12.1% YoY).

Key figures

Eps
1.25
Revenue
34313000000
Guidance
Raised FY2026 guidance third consecutive quarter: postpaid phone net adds 1.1-1.2M; Adjusted EPS $5.04-$5.06 (7.0-7.5% growth); free cash flow approaching 12% growth ($22.44-22.54B); capex $16.0-16.5B; ~4.0% mobility/broadband service revenue growth in Q4 2026
Net Income
5320000000
Total Debt
166233000000
Total Assets
415522000000
Cash Position
4495000000
Adjusted EPS
$1.31 (+8.3% YoY)
Capex9 M2026
11926000000
Aws Deal Value
$2.0+ billion
Free Cash Flow
$7.8B for the quarter, +12.1% YoY
Broadband Net Adds
314000
Capital Returned9 M
$12.8B (+49% YoY), including $8.8B dividends and $4.0B buybacks
Postpaid Phone Churn
0.94%
Adjusted EBITDAMargin
40.2% vs 37.8% prior year
Postpaid Phone Net Adds
406000
Postpaid Net Account Adds
137000
Quarterly Dividend Per Share
0.7075
Total Broadband Connections
17400000
Consolidated Adjusted EBITDA
$13.8B, +8.0% YoY, highest ever
Net Unsecured Debt To Adjusted EBITDA
2.3x

AI analysis

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