T-Mobile US, Inc.(TMUS)— Stock Profile, AI Score & Financials
Communication Services · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
T-Mobile US, Inc. (TMUS) stock profile, AI quality score, and SEC EDGAR financial data, a Communication Services sector company. 13F Pro's AI-powered ranking engine scores TMUS at 69.1/100 on a 32-signal composite quality model, placing it at rank #282 of 2,960 stocks — the top 10% of the AI-ranked universe. TMUS scores in the top quartile across revenue scale (98.5), institutional flow (77.1). Based on the latest XBRL financial filings (Q2 2026), T-Mobile US, Inc. reports quarterly revenue of $22.8B, net income of $3.2B, an operating margin of 24.1%. Top institutional holders of TMUS by reported 13-F value include BlackRock, Invesco Ltd., VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. TMUS trades on the Nasdaq exchange and files with the SEC under CIK 1283699. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TMUS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for T-Mobile US, Inc. directly from SEC EDGAR.
AI Quality Score
69.1/100
AI Rank
#282
Revenue
$22.8B
Net Income
$3.2B
Free Cash Flow
$4.8B
Operating Margin
24.1%
TMUS key financials by period
T-Mobile US, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$88.3B
$11.0B
20.7%
FY 2024
10-K
$81.4B
$11.3B
22.1%
FY 2023
10-K
$78.6B
$8.3B
18.2%
FY 2022
10-K
$79.6B
$2.6B
8.2%
FY 2021
10-K
$80.1B
$3.0B
8.6%
FY 2020
10-K
$68.4B
$3.1B
9.7%
Institutions holding TMUS
Institutional investors reporting a position in T-Mobile US, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-23 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
T-Mobile posted Q2 revenue of $22.8B (+8% YoY), driven by postpaid growth from UScellular acquisition and higher ARPA, though net income was flat at $3.2B.
Biggest Revenue Drivers
Postpaid revenues$15.9B+13% YoY
Higher average postpaid accounts including from UScellular acquisition and higher postpaid ARPA.
Equipment revenues$3.5B+2% YoY
Higher average revenue per device sold driven by increased high-end phone mix.
Biggest Revenue Drivers
Total revenue: $22.8B+8% YoY
Postpaid revenues$15.9B+13% YoY
Higher average postpaid accounts including from UScellular acquisition and higher postpaid ARPA.
Equipment revenues$3.5B+2% YoY
Higher average revenue per device sold driven by increased high-end phone mix.
Prepaid revenues$2.5B-6% YoY
Lower average revenue per customer from promotional activity and rate plan mix.
Wholesale and other service revenues$657M-8% YoY
Lower MVNO revenues including DISH and TracFone.
Largest Expense Items
Cost of services, exclusive of depreciation and amortization$2.98B+10% YoY
Wholesale network access costs and amortization from Metronet and Lumos, plus UScellular merger-related costs.
Cost of equipment sales, exclusive of depreciation and amortization$5.06B+8% YoY
Higher average cost per device sold driven by increased high-end phone mix.
Selling, general and administrative$5.83B+8% YoY
Higher UScellular merger costs, bad debt expense, retail initiative costs, partially offset by vendor credits.
Depreciation and amortization$3.43B+9% YoY
Depreciation from UScellular assets, 5G network build-out, and accelerated network asset depreciation from restructuring.
Margins: Adjusted EBITDA margin expanded 100 basis points to 50% YoY despite higher operating expenses, reflecting revenue growth and operational leverage. Operating margin increased 5% in absolute dollars, though impacted by merger integration costs and restructuring charges.
Watch Items from the Filing
UScellular acquisition integration ongoing with $286M restructuring costs incurred through Q2; company expects $1.2B annual run-rate synergies but will incur ~$2.6B total costs by end of 2027.
Postpaid account churn increased 7 bps to 0.99% due to higher broadband-only accounts from Metronet acquisition; industry switching also pressuring retention.
Net cash declined from $5.6B (Dec 31, 2025) to $2.8B (June 30, 2026) due to $7.1B share repurchases, $7.8B debt repayments, and $2.2B dividends, while raising $6.4B debt.
Operating income declined for six months YTD to $10.0B from $10.0B, reflecting $622M UScellular merger costs; net income fell 7% to $5.7B YTD.
Significant contingent liabilities from August 2021 cyberattack resolved ($400M charge recorded Q2 2022); company states reasonably possible additional losses remain from pending regulatory inquiries.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
