TMUS
FY2026 Q2 · Calendar Q3 2026
T-Mobile US, Inc.
T-Mobile's Q2 2026 results extend the narrative of network-led market share gains, with a record NPS of 46 and 277,000 postpaid net additions. EPS beat estimates by 15.4% ($2.99 vs. $2.59) but revenue narrowly missed ($22.79B vs. $22.95B). The stock fell 10.7% on the session despite the operational strength, likely reflecting investor disappointment that guidance was maintained rather than raised for a second consecutive quarter. The subsequent +8.2% drift suggests partial recovery as the market reassessed the fundamentals. At $185.32, the stock trades well below the analyst consensus target of $235.50, implying meaningful upside if execution continues.
EPS surprise+15.4%
Market move-10.7%
