| TMUS |
Report |
Postpaid net account additions |
BEAT |
pred ~280K vs. cons 262K |
MEDIUM |
| TMUS |
Report |
Core Adjusted EBITDA |
IN-LINE |
pred ~$9.50B vs. cons $9.43B |
MEDIUM |
| TMUS |
Report |
Adjusted free cash flow |
BEAT |
pred ~$4.68B vs. cons $4.55B |
MEDIUM |
| TMUS |
Guide |
Postpaid net account additions |
BETTER |
guide midpoint ~1.05M vs. cons 1.03M (FY2026) |
MEDIUM |
| TMUS |
Guide |
Core Adjusted EBITDA |
UNCHANGED |
guide midpoint ~$37.50B vs. cons $37.50B (FY2026) |
MEDIUM |
| TMUS |
Guide |
Adjusted free cash flow |
BETTER |
guide midpoint ~$18.60B vs. cons $18.50B (FY2026) |
MEDIUM |
| TMUS |
Guide |
Postpaid ARPA growth |
UNCHANGED |
guide midpoint ~2.75% vs. cons 2.75% (FY2026) |
MEDIUM |
| TMUS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.7% |
— |
MEDIUM |
| TMUS |
Return |
5-day cumulative residual |
+2.3% (FADE) |
The initial customer-growth and cash-flow beats should support a rerating, but FY2026 EBITDA guidance near ~$37.50B versus consensus ~$37.50B implies limited out-period estimate revisions; strong peer subscriber results also temper the share-gain signal, causing part of the day-1 move to fade. |
MEDIUM |