AT&T INC. — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
AT&T reported Q3 2026 revenues of $32.3 billion (+5.3% YoY), with adjusted EPS of $0.65 (+20.4% YoY). The company added over 1 million Advanced Connectivity customers for a second consecutive quarter (769,000 internet net adds including 442,000 fiber; 379,000 postpaid phone adds). On October 13, 2026, AT&T agreed to sell its Mexico wireless business (Latin America segment) to Grupo Televisa and Fintech Holdings, recording a $2.6 billion non-cash impairment charge. The company raised 2026 adjusted EPS guidance to ~$2.40 (from prior guidance) and lowered long-term capital investment outlook to $22–23 billion annually in 2027–2028 (vs. prior $23–24 billion), while raising free cash flow guidance to $18 billion+ in 2026, $19 billion+ in 2027, and $21 billion+ in 2028.
Why this rating
Strong operational momentum (connectivity growth, margin expansion) offset by Mexico sale (immaterial to $207B market cap). Modest guidance raise and capex reduction are moderately positive; Mexico divestiture is strategic cleanup, not transformational.
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