T-Mobile US, Inc. — Form 8-K
Filed July 23, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
T-Mobile reported Q2 2026 postpaid net additions of 277 thousand (down 13% YoY), postpaid ARPA of $152.91 (up 2% YoY), service revenues of $19.0 billion (up 9% YoY), and Core Adjusted EBITDA of $9.5 billion (up 12% YoY). The company raised full-year 2026 operating cash flow guidance by $200M to $28.4–$28.8B and Adjusted Free Cash Flow guidance by $200M to $18.4–$18.8B, while maintaining postpaid account and EBITDA guidance. Net income was $3.2 billion (up 1% YoY), diluted EPS was $2.99 (up 5% YoY), and adjusted free cash flow was $4.8 billion (up 4% YoY). UScellular merger costs of $146M net of tax ($0.14 per share) and $2.2B in share repurchases and $1.1B in dividends were recorded.
Why this rating
Modest guidance raise on strong operating metrics; postpaid additions decline notable but offset by robust ARPA and EBITDA growth. Material relative to ~$112B market cap, but typical operational execution.
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