TMUS Earnings

TMUS reported its earnings on 2026-02-11, showcasing a revenue of 24.33B against an estimate of 23.64B, resulting in a 2.94% surprise. The EPS was 2.14, surpassing the expected 2.03 by 5.42%. The stock experienced a 5.07% price change on the earnings day and a 10.12% change over the next five days, reflecting market reactions to the results.

Following TMUS's earnings announcement on 2026-02-11, the stock price moved by 5.07% on the day of the release. Over the subsequent five days, it saw a 10.12% change. Historically, TMUS's stock price tends to shift by an average of -2.41% in the 10 days leading up to earnings and 1.46% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TMUS's annual revenue to reach 23.07B, while the EPS is projected at 2.86. These estimates reflect recent revisions, with revenue estimates revised downward by -0.01% and EPS estimates revised downward by -0.04% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TMUS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.01%, while EPS estimates moved revised downward by -0.04%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TMUS's stock price typically moves by -2.41% in the 10 days before its earnings and 1.46% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.86 and revenue of 23.07B.

The earnings call reflects strong financial performance with increased service revenue and EBITDA, robust customer additions in 5G and fiber, and effective cost management. The Q&A highlights strategic initiatives in network perception, broadband, and digital acquisition, with promising partnerships like SpaceX. Despite some vagueness in management's responses, the overall sentiment is positive, supported by optimistic guidance and strategic growth plans. The absence of negative factors like guidance refusal or secondary offerings further supports a positive outlook.