TMUS Earnings Predictions — 2026-07-23

Ticker Report or Guide KPI Prediction Answer Confidence
TMUS Report Postpaid account net adds BEAT pred ~275K vs. cons 259K MEDIUM
TMUS Report Postpaid ARPA IN-LINE pred ~$153.10 vs. cons $153.01 MEDIUM
TMUS Report Core Adjusted EBITDA IN-LINE pred ~$9.430B vs. cons $9.402B MEDIUM
TMUS Guide FY26 postpaid account adds LOWER guide ~0.95-1.05M vs. cons 1.045M LOW
TMUS Guide FY26 Core Adjusted EBITDA UNCHANGED guide ~$37.1-37.5B vs. cons $37.336B MEDIUM
TMUS Guide FY26 Adjusted FCF UNCHANGED guide ~$18.1-18.7B vs. cons $18.506B MEDIUM
TMUS Return Day-1 residual (stock − beta × S&P 500) -2.0% LOW
TMUS Return 5-day cumulative residual -3.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — implicit H2 account cut drives revisions LOW