T-Mobile US, Inc.
Shortcut
3.22Normalized diluted EPS
+8.0% vs Street
Street
2.98Normalized diluted EPS
October 25 consensus snapshot
Real
3.45Provider normalized diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Issuer 3Q26 guides from the 23-Jul-26 call: service revenue ~$19.3bn and Core Adj. EBITDA ~$9.4bn; model lands at $19.27bn and $9.45bn, a modest beat consistent with +2.1%/+1.5% EBITDA beats vs quarterly guides in 1Q26/2Q26.
Revenue build: 250k postpaid net account adds (guide) and ARPA $155.00 (+3.7% Y/Y; legacy-plan migration ~$4/line, mgmt leaning to top of 2.5-3% FY ARPA growth), prepaid -$44m Q/Q, equipment +4% Y/Y on iPhone 18 Pro launch.
Below EBITDA: D&A $3.45bn (2Q26 run-rate ex $24m accelerated depreciation plus ~$40m), interest $1.065bn, other expense $110m, ETR 25.3% (FY guide 25-26%).
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026)
- Reporting basis
- consensus data-normalized diluted EPS
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 5:57 AM PDT
- Reviewed revision completed
- Oct 26, 2026 at 5:57 AM PDT
- First published
- Oct 26, 2026 at 9:25 AM PDT
Result basis
Google Finance Q3 2026 Normalized EPS has revised from the previously observed USD3.22 to USD3.45, explicitly displayed in both the current data panel and Previous reports table. All six frozen historical normalized actuals still match. The previous exact provider observation and scored result have been archived. Issuer GAAP diluted EPS USD3.22 remains separate. Original forecast 3.2187698073385502 and frozen Street 2.98 remain fixed. No Special Items or tax bridge is inferred. The provider-normalized revision remains on active revision watch.