| TMUS |
Report |
Postpaid net account additions |
BEAT |
pred ~285K vs. cons 262K |
MEDIUM |
| TMUS |
Report |
Core Adjusted EBITDA |
IN-LINE |
pred ~$9.48B vs. cons $9.43B |
HIGH |
| TMUS |
Report |
Adjusted free cash flow |
BEAT |
pred ~$4.70B vs. cons $4.55B |
MEDIUM |
| TMUS |
Guide |
FY2026 postpaid net account additions |
UNCHANGED |
guide ~1.00M midpoint vs. cons 1.01M (FY2026) |
MEDIUM |
| TMUS |
Guide |
FY2026 Core Adjusted EBITDA |
UNCHANGED |
guide ~$37.30B midpoint vs. cons $37.40B (FY2026) |
HIGH |
| TMUS |
Guide |
FY2026 adjusted free cash flow |
UNCHANGED |
guide ~$18.40B midpoint vs. cons $18.45B (FY2026) |
MEDIUM |
| TMUS |
Guide |
FY2026 postpaid ARPA growth |
UNCHANGED |
guide ~2.75% midpoint vs. cons 2.70% (FY2026) |
MEDIUM |
| TMUS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| TMUS |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A ~285K account-add result versus 262K consensus plus ~$4.70B adjusted free cash flow versus $4.55B should support modest upward revisions even if FY2026 midpoint guidance remains ~$37.30B EBITDA versus $37.40B consensus; the key is credible second-half ARPA reacceleration rather than a headline guide raise. |
MEDIUM |