AT&T INC. (T) Form 8-K — Oct 21, 2026
AT&T delivered its best consolidated service revenue growth in more than four years in Q3 2026, with revenues of $32.3 billion, up 5.3% year over year, and adjusted EPS of $0.65 versus $0.54 a year ago. The company raised its 2026 adjusted EPS outlook to the $2.40 range and lowered long-term capital investment guidance to $22-23 billion annually in 2027-2028. The quarter's headline GAAP numbers were obscured by a $2.6 billion non-cash impairment on the held-for-sale Mexico wireless business, which AT&T agreed to sell to Grupo Televisa and Fintech Holdings on October 13, 2026. Diluted EPS from continuing operations fell to $0.13 from $1.29, though the prior year included a DIRECTV sale gain.
Key figures
- Eps
- 0.13
- Revenue
- 32322000000
- Guidance
- 2026 adjusted EPS in the $2.40 range (raised); capital investment $23-24B in 2026, $22-23B annually 2027-2028 (lowered); free cash flow $18B+ 2026, $19B+ 2027, $21B+ 2028; $45B+ shareholder returns 2026-2028; net debt/adjusted EBITDA back to 2.5x range in 2029
- Net Income
- 891000000
- Total Debt
- 159627000000
- Revenue Yoy
- 5.3%
- Total Assets
- 445871000000
- Cash Position
- 10767000000
- Net debt
- 149819000000
- Employees
- 127150
- Buybacks q3
- 2800000000
- Adjusted eps
- 0.65
- Fiber net adds
- 442000
- Free cash flow
- 4953000000
- Adjusted ebitda
- 12505000000
- Adjusted eps yoy
- 20.4%
- Internet net adds
- 769000
- Capital investment
- 5566000000
- Adjusted ebitda yoy
- 5.4%
- Postpaid phone churn
- 0.92%
- Fiber locations passed
- 39 million+
- Shareholder returns q3
- 4800000000
- Fixed wireless net adds
- 327000
- Postpaid phone net adds
- 379000
- Mexico impairment charge
- 2600000000
- Net debt to adjusted ebitda
- 3.13
- Dividend per share annualized
- 1.11
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.