--- title: "T-Mobile US | 8-K: FY2026 Q3 Revenue: USD 23.58 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/303446687.md" datetime: "2026-10-28T20:07:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/303446687.md) - [en](https://longbridge.com/en/news/303446687.md) - [zh-HK](https://longbridge.com/zh-HK/news/303446687.md) generator: "portal-rs" --- # T-Mobile US | 8-K: FY2026 Q3 Revenue: USD 23.58 B Revenue: As of FY2026 Q3, the actual value is USD 23.58 B, compared to the market estimate of USD 23.14 B. EPS: As of FY2026 Q3, the actual value is USD 3.22, compared to the market estimate of USD 2.9121. EBIT: As of FY2026 Q3, the actual value is USD 4.63 B. #### Q3 2026 Financial and Operational Highlights ##### Revenue - Total service revenues were $19.4 billion, growing 6% year-over-year . Total service revenues were $19,375 million, increasing 6% year-over-year from $18,241 million in Q3 2025 and 2% sequentially from $18,983 million in Q2 2026 . - Postpaid service revenues reached $16.3 billion, an increase of 9% year-over-year . Postpaid service revenues specifically rose 9% year-over-year to $16,269 million in Q3 2026 from $14,882 million in Q3 2025, and 3% sequentially from $15,853 million in Q2 2026 . - Total revenues were $23,584 million . - Equipment revenues increased 13% year-over-year to $3,929 million in Q3 2026 from $3,465 million in Q3 2025, and 11% sequentially from $3,524 million in Q2 2026 . ##### Profitability - Net income increased 27% year-over-year to $3.5 billion . Net income was $3,455 million, an increase from $2,714 million in Q3 2025 and $3,239 million in Q2 2026 . - Core Adjusted EBITDA grew 11% year-over-year to $9.6 billion . Core Adjusted EBITDA was $9,620 million, marking an 11% increase year-over-year from $8,680 million in Q3 2025, and a sequential increase from $9,537 million in Q2 2026 . - Adjusted EBITDA was $9,620 million . - Operating income was $5,661 million . - Cost of equipment sales, exclusive of Depreciation and Amortization (D&A), increased 12% year-over-year to $5,444 million in Q3 2026 from $4,853 million in Q3 2025, and 8% sequentially from $5,055 million in Q2 2026 . - Cost of services, exclusive of D&A, increased 5% year-over-year to $3,007 million in Q3 2026 from $2,873 million in Q3 2025, and sequentially from $2,978 million in Q2 2026 . - Selling, General and Administrative (SG&A) expense was $6,020 million in Q3 2026 compared to $6,015 million in Q3 2025, but increased 3% sequentially from $5,834 million in Q2 2026 . ##### Cash Flow - Net cash provided by operating activities was $7.3 billion, representing a 2% decrease year-over-year . Net cash provided by operating activities decreased 2% year-over-year to $7,341 million in Q3 2026 from $7,457 million in Q3 2025, and 2% sequentially from $7,500 million in Q2 2026 . - Cash purchases of property and equipment, including capitalized interest, were - $2,270 million, a 14% decrease year-over-year . Cash purchases of property and equipment, including capitalized interest, decreased 14% year-over-year to - $2,270 million in Q3 2026 from $2,639 million in Q3 2025, and 16% sequentially from $2,703 million in Q2 2026 . - Adjusted Free Cash Flow increased 5% year-over-year to $5.1 billion . Adjusted Free Cash Flow increased 5% year-over-year to $5,071 million in Q3 2026 from $4,818 million in Q3 2025, and 6% sequentially from $4,797 million in Q2 2026 . - Adjusted Free Cash Flow margin was 26.2% . ##### Operational Metrics - Postpaid Average Revenue Per Account (ARPA) was $155.73, up 4% year-over-year . Postpaid ARPA increased 4% year-over-year to $155.73 in Q3 2026 from $149.44 in Q3 2025, and 2% sequentially from $152.91 in Q2 2026 . - Postpaid net account additions totaled 274 thousand . Postpaid net account additions were 274 thousand in Q3 2026, compared to 396 thousand in Q3 2025 and 277 thousand in Q2 2026 . - Total postpaid accounts reached 35.0 million . Postpaid accounts at the end of Q3 2026 totaled 34,974 thousand . - Postpaid account churn was 1.09% . Postpaid account churn increased 12 basis points year-over-year to 1.09% in Q3 2026 from 0.97% in Q3 2025, and 10 basis points sequentially from 0.99% in Q2 2026 . ##### Stockholder Returns and Debt - T-Mobile US, Inc. returned $3.5 billion to stockholders in Q3 2026, comprising $2.4 billion in common stock repurchases and $1.1 billion in cash dividends . During Q3 2026, T-Mobile US, Inc. repurchased 13.6 million shares for $2.4 billion and paid a cash dividend of $1.02 per share, totaling $1.1 billion . - The Board declared a cash dividend of $1.17 per share for Q3 2026, an increase of $0.15 per share or 15% . - Total debt (excluding tower obligations) at the end of Q3 2026 was $86.0 billion, with Net debt (excluding tower obligations) at $80.3 billion . #### Nine Months Ended September 30, 2026 (YTD) Financial Highlights ##### Revenue - Total service revenues were $57,189 million . Total service revenues were $57,189 million, compared to $52,604 million in 2025 . - Postpaid service revenues were $47,751 million . - Total revenues were $69,482 million . - Equipment revenues were $11,449 million for the nine months ended September 30, 2026, up from $10,608 million in the prior year period . ##### Profitability - Net income was $9,198 million . Net income was $9,198 million, up from $8,889 million for the same period in 2025 . - Adjusted EBITDA was $28,398 million . - Core Adjusted EBITDA was $28,397 million . Core Adjusted EBITDA for the nine months ended September 30, 2026, was $28,397 million, an increase from $25,479 million in the prior year period . - Operating income was $15,648 million . ##### Cash Flow - Net cash provided by operating activities was $22,063 million . Net cash provided by operating activities was $22,063 million, up from $21,296 million in 2025 . - Cash purchases of property and equipment, including capitalized interest, were - $7,596 million . - Adjusted Free Cash Flow was $14,467 million . Adjusted Free Cash Flow was $14,467 million for the nine months ended September 30, 2026, compared to $13,810 million in 2025 . ##### Stockholder Returns - Cumulative stockholder returns since program inception totaled $58.1 billion, split between $46.7 billion in stock repurchases and $11.5 billion in cash dividends . Cumulatively, since Q3 2022, $58.1 billion has been returned to stockholders, including $46.7 billion for 264.4 million shares repurchased and $11.5 billion in cash dividends . #### Outlook and Guidance - T-Mobile US, Inc. has raised its profitability and cash flow guidance at the midpoint for the full year 2026 . Core Adjusted EBITDA is anticipated to be between $37.35 billion and $37.45 billion, and Adjusted Free Cash Flow is expected to be between $18.7 billion and $18.8 billion . Postpaid net account additions are expected to be approximately 1.0 million, and the effective tax rate is now projected to be between 24% and 25% . ### Related Stocks - [TMUS.US](https://longbridge.com/en/quote/TMUS.US.md) ## Related News & Research - [T-Mobile Q3 revenue beats estimates on postpaid service growth; lifts profit outlook](https://longbridge.com/en/news/303446908.md) - [T-Mobile raises annual free cash flow forecast as premium plans gain traction](https://longbridge.com/en/news/303445340.md) - [BUZZ-Street View: T-Mobile's network edge, pricing strength support growth despite SpaceX risk](https://longbridge.com/en/news/303554245.md) - [T-Mobile Launches T-Mix Wireless Plans That Lets Customers Choose Benefits Included In Their Plans](https://longbridge.com/en/news/303094413.md) - [T-Mobile Shakes Up Wireless Again with First-Ever T-Mix: Built for Value, Powered by Customer Choice](https://longbridge.com/en/news/303089187.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**