T-Mobile US, Inc. Q1 2026 Earnings Recap

TMUS Q1 2026 April 29, 2026

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Shares rallied 8.4% after T-Mobile delivered notable upside across postpaid subscriber growth, ARPA expansion, and double-digit service revenue gains, signaling execution well ahead of investor expectations on both volume and profitability.

Earnings Per Share Beat

$2.28 vs $2.01 est.

+13.4% surprise

Revenue Beat

23107000000 vs 22981540000 est.

+0.5% surprise

Market Reaction

1-Day -1.35%

5-Day -1.89%

30-Day -3.67%

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Key Takeaways

Postpaid net account additions reached 217,000 in Q1, up 6% year-over-year, underpinning ongoing subscriber momentum.
Postpaid ARPA (average revenue per account) grew 3.9% year-over-year, reflecting effective pricing and customer monetization.
Postpaid service revenue increased 15% and total service revenue rose 11% versus the prior year, surpassing peers’ rates by a wide margin.
Core adjusted EBITDA advanced by 12% year-over-year, with free cash flow margins holding at 24%.
Capital return remained robust with $6 billion returned to shareholders through dividends and share repurchases during the quarter.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit TMUS on AllInvestView.

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