T-Mobile US, Inc.(TMUS)Stock Analysis
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Rank #281 of 2,961 stocksTOP 10%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TMUS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for T-Mobile US, Inc. (TMUS), 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 #281 of 2,961 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. T-Mobile US, Inc.'s 13F Pro composite quality score has ranged between 51 and 74 since 2021, currently 69.1 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving TMUS's Business? Latest 10-Q Breakdown
✓ 12/12 datapoints verifiedAI-extracted from T-Mobile US, Inc.'s 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
Higher average postpaid accounts including from UScellular acquisition and higher postpaid ARPA.
Higher average revenue per device sold driven by increased high-end phone mix.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$22.8B
Net Income
Q2 2026
$3.2B
Free Cash Flow
Q2 2026
$4.8B
Operating Margin
Q2 2026
24.1%
ROIC
Q2 2026
35.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+8.5% YoYNet Income
-3.1% YoYOperating Income
+1.5% YoYEPS (Diluted)
+0.6% YoYTotal Assets
+5.4% YoYTotal Debt
+11.0% YoYOp. Cash Flow
+25.4% YoYFree Cash Flow
+33.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $88.31B +8.5% | $81.40B +3.6% | $78.56B -1.3% | $79.57B -0.7% | $80.12B +17.1% | $68.40B |
| Net Income | $10.99B -3.1% | $11.34B +36.3% | $8.32B +221.1% | $2.59B -14.4% | $3.02B -1.3% | $3.06B |
| Operating Income | $18.28B +1.5% | $18.01B +26.2% | $14.27B +118.0% | $6.54B -5.1% | $6.89B +3.9% | $6.64B |
| EPS (Diluted) | $9.72 +0.6% | $9.66 +39.4% | $6.93 +236.4% | $2.06 -14.5% | $2.41 -9.1% | $2.65 |
| Total Assets | $219.24B +5.4% | $208.03B +0.2% | $207.68B -1.7% | $211.34B +2.3% | $206.56B +3.2% | $200.16B |
| Total Debt | $91.42B +11.0% | $82.33B +4.7% | $78.64B -4.4% | $82.29B +1.7% | $80.95B +0.8% | $80.28B |
| Operating Cash Flow | $27.95B +25.4% | $22.29B +20.1% | $18.56B +10.6% | $16.78B +20.6% | $13.92B +61.1% | $8.64B |
| Free Cash Flow | $18.00B +33.8% | $13.45B +53.6% | $8.76B +211.6% | $2.81B +76.7% | $1.59B +166.5% | $-2.39B |
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Top Institutional Holders of TMUS
BlackRock, Inc.
$6.6B39,499,642 shInvesco Ltd.
$5.3B31,883,463 shVANGUARD CAPITAL MANAGEMENT LLC
$4.9B29,359,860 shPRICE T ROWE ASSOCIATES INC /MD/
$4.3B25,481,834 shSTATE STREET CORP
$4.2B25,021,478 shMORGAN STANLEY
$2.4B14,522,141 shGEODE CAPITAL MANAGEMENT, LLC
$2.1B12,758,271 shGOLDMAN SACHS GROUP INC
$2.0B11,827,658 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.7B10,365,776 shSOFTBANK GROUP CORP.
$1.7B10,000,000 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $6.6B | 39,499,642 |
| Invesco Ltd. | $5.3B | 31,883,463 |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.9B | 29,359,860 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.3B | 25,481,834 |
| STATE STREET CORP | $4.2B | 25,021,478 |
| MORGAN STANLEY | $2.4B | 14,522,141 |
| GEODE CAPITAL MANAGEMENT, LLC | $2.1B | 12,758,271 |
| GOLDMAN SACHS GROUP INC | $2.0B | 11,827,658 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 10,365,776 |
| SOFTBANK GROUP CORP. | $1.7B | 10,000,000 |
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Popular Research
Is TMUS a good stock to buy?
13F Pro's AI-powered analysis of T-Mobile US, Inc. (TMUS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TMUS are available on the TMUS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. TMUS is classified as a large company.
Which hedge funds own TMUS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TMUS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of T-Mobile US, Inc.'s investment landscape.