T-Mobile US, Inc. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
T-Mobile reported Q3 2026 net income of $3.5 billion (up 27% YoY) on service revenues of $19.4 billion (up 6% YoY), with postpaid net account additions of 274,000 and postpaid ARPA of $155.73 (up 4% YoY). Core Adjusted EBITDA grew 11% YoY to $9.6 billion; Adjusted Free Cash Flow grew 5% YoY to $5.1 billion. The company raised full-year 2026 guidance: Core Adjusted EBITDA midpoint increased $100M to $37.4 billion; operating cash flow midpoint increased $150M to $28.75 billion; Adjusted Free Cash Flow midpoint increased $150M to $18.75 billion. Effective tax rate improved 100 bps to 24–25%. The company returned $3.5 billion to shareholders in Q3 ($2.4B repurchases, $1.1B dividends) and increased quarterly dividend by 15% to $1.17/share.
Why this rating
Solid operational and financial beat with raised guidance signals confidence; growth metrics solid but modestly decelerating. Relative to $112.4B market cap, $150M operating cash flow improvement is minor; strong free cash flow and shareholder returns are positive but routine. Not a transformation, but validates Un-carrier strategy execution.
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