NASDAQ$TMUS

T-Mobile Us Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

T-Mobile reported Q4 2025 service revenues of $18.7B with net income of $2.1B and diluted EPS of $1.88.

Fourth-quarter service revenues reached $18.7 billion with postpaid net customer additions of 2.4 million and industry-leading Core Adjusted EBITDA of $8.4 billion. Net income was $2.1 billion, or $1.88 per diluted share; full-year diluted EPS was $9.72. Adjusted free cash flow was $4.2 billion in the quarter as the company extended network quality leadership and returned $14.0 billion to stockholders in 2025.

  • Q4 service revenue $18.7B; postpaid net adds 2.4M.
  • Core Adjusted EBITDA $8.4B; diluted EPS $1.88.
  • First J.D. Power #1 network quality ranking in five of six U.S. regions.
  • Capital Markets Day update expected to refresh multi-year guidance.

Headline financials

Total Revenue

$24.3B

No prior period
EPS (adj)

$1.88

No prior period
Postpaid Net Customer Adds

2.4M

No prior period
Postpaid Phone Net Adds

962.0K

No prior period
Postpaid Net Account Adds

261.0K

No prior period
Prepaid Net Customer Adds

57.0K

No prior period
Postpaid Phone Churn

1.0%

No prior period
Prepaid Churn

2.8%

No prior period
Broadband Net Additions

558.0K

No prior period
Total 5G Broadband Customers

8.4M

No prior period
Total Customers

142.4M

No prior period
Capital Expenditures

$2.47B

No prior period
Free Cash Flow

$4.19B

No prior period
Net Income

$2.1B

No prior period
Operating Income

$3.74B

No prior period

Revenue & EPS history

T-Mobile · Revenue · Quarterly

$24.3B

Q4 2025
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

T-Mobile · $12.3B total across 1 segment · Q3 2023

  • Postpaid Service Revenue
    $12.3B+6.4%

Forward guidance

The release discusses T-Mobile US's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • T-Mobile US cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.8%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+3.0%

Avg return

30 days after

62%

42 / 68 earnings

Positive

+43.9%

Q2 2012

Best reaction

-11.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%+4.1%+0.3%
Q4 2025+5.1%+10.1%+9.0%
Q3 2025-4.0%-3.3%-7.9%
Q2 2025+1.7%+3.5%-3.4%
Q1 2025-11.2%-5.8%-7.4%
Q3 2024+6.6%+4.0%+8.8%
Q2 2024+6.7%+6.6%+13.3%
Q1 2024-0.1%-0.0%+1.1%
Q4 2023+0.1%-0.2%+1.4%
Q3 2023+1.3%+0.4%+5.6%
Q2 2023-0.2%-2.7%-5.5%
Q1 2023-3.0%-5.3%-8.9%
Q4 2022-1.6%-4.9%-5.0%
Q3 2022+7.2%+8.1%+7.2%
Q2 2022+5.8%+7.4%+6.8%
Q1 2022+5.9%+1.2%+7.3%
Q4 2021+10.3%+11.4%+12.5%
Q3 2021+5.2%+5.9%-4.7%
Q2 2021-0.8%-0.4%-4.6%
Q1 2021+2.0%+5.8%+8.3%
Q4 2020-3.2%-3.8%-3.6%
Q3 2020+6.5%+4.9%+13.6%
Q2 2020+6.7%+5.3%+5.9%
Q1 2020+7.1%+8.7%+13.7%
Q4 2019+4.5%+15.5%+7.4%
Q3 2019+0.2%+1.0%-3.2%
Q2 2019+4.5%+0.9%-5.1%
Q1 2019-0.6%-0.5%+5.4%
Q4 2018+2.2%+4.0%+5.5%
Q3 2018+5.6%+5.5%+5.8%
Q2 2018+3.6%+10.5%+10.1%
Q1 2018-5.9%-5.4%-7.9%
Q4 2017-4.6%-7.0%+5.1%
Q3 2017+3.0%+4.1%+1.5%
Q2 2017-0.4%+1.9%+2.6%
Q1 2017+4.1%+4.0%+4.9%
Q4 2016+0.7%+5.0%+2.4%
Q3 2016+6.1%+5.6%+16.2%
Q2 2016+2.8%+4.6%+2.2%
Q1 2016-3.6%
Q4 2015+0.5%
Q3 2015-5.0%
Q2 2015+9.8%
Q1 2015+1.6%
Q4 2014+3.1%
Q3 2014+2.6%
Q2 2014+8.0%
Q1 2014+9.3%
Q4 2013-6.1%
Q3 2013-1.1%
Q2 2013+5.1%
Q1 2013+1.4%
Q4 2012+3.5%
Q3 2012-3.6%
Q2 2012+43.9%
Q1 2012+1.0%
Q4 2011-1.4%
Q3 2011+0.8%
Q2 2011-9.3%
Q4 2010-9.3%
Q1 2010-0.8%
Q1 2011+1.0%
Q4 2008-1.4%
Q3 2010+7.4%
Q3 2009+7.4%
Q4 2009-7.1%
Q2 2010-7.1%
Q2 2009-7.1%

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