
T-Mobile US, Inc.
NASDAQ•TMUS
CEO: Mr. G. Michael Sievert
セクター: Communication Services
業種: Telecommunications Services
上場日: 2007-04-19
T-Mobile US, Inc., together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services to customers in the postpaid, prepaid, and wholesale and other services. It also provides wireless devices, including smartphones, wearables, tablets, home broadband routers, and other mobile communication devices, as well as wireless devices and accessories; financing through equipment installment plans; reinsurance for device insurance policies and extended warranty contracts; leasing through JUMP! On Demand; and High Speed Internet services. In addition, the company offers services, devices, and accessories under the T-Mobile and Metro by T-Mobile brands through its owned and operated retail stores, T-Mobile app and customer care channels, and its websites. It also sells its devices to dealers and other third-party distributors for resale through independent third-party retail outlets and various third-party websites. The company was founded in 1994 and is headquartered in Bellevue, Washington. T-Mobile US, Inc. operates as a subsidiary of Deutsche Telekom AG.
連絡先情報
時価総額
$240.12B
PER (TTM)
21.8
12
配当利回り
1.7%
52週高値
$276.49
52週安値
$181.36
52週レンジ
順位32Top 23.6%
4.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$24.33B+0.00%
直近4四半期の推移
EPS
$1.89+0.00%
直近4四半期の推移
フリーCF
$4.19B+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Revenues Reach $88.3B Total revenues hit $88.3B, growing 8% versus 2024; Net Income slightly down 3% to $11.0B for the year.
Customer Base Expansion Total customers reached 142.4M, marking 10% growth; Postpaid accounts increased 11% to 34.2M by year-end.
Strong Cash Flow Generation Operating cash flow increased 25% to $28.0B; Adjusted EBITDA grew 7% to $33.9B for the fiscal year.
Major Acquisitions Completed Closed UScellular, Vistar, and Blis acquisitions; Lumos and Metronet fiber JVs finalized during 2025.
リスク要因
Intense Market Competition Highly competitive wireless industry pressures pricing and margins across prepaid and postpaid segments.
Cyberattack Exposure Risks Persistent cyberattacks threaten Confidential Information and Systems; prior incidents resulted in substantial legal costs.
Integration and Restructuring Costs UScellular integration costs totaled $263M in 2025; 2025 Workforce Transformation recorded $390M pre-tax charge.
Debt Servicing Constraints Substantial debt level reduces flexibility; inability to service debt obligations could adversely affect financial condition.
見通し
2026 Revenue Growth Expected Postpaid service revenues expected to grow in 2026 driven by account growth and higher ARPA realization.
Realizing Integration Synergies Expect $1.2B in total annual run rate cost synergies from UScellular integration by end of fiscal 2027.
Continued 5G Network Buildout Future CapEx driven by deployment of acquired spectrum licenses; maintaining 5G network commitment continues.
Operating Expenses Increase Total operating expenses expected to increase in 2026 due to higher Depreciation and amortization from 5G build-out.
同業比較
売上高 (TTM)
VZ$138.19B
T$125.65B
CMCSA$123.71B
粗利益率 (最新四半期)
T178.7%
VZ80.5%
CMCSA60.6%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| TMUS | $240.12B | 21.8 | 18.2% | 53.5% |
| VZ | $208.54B | 12.2 | 16.6% | 49.6% |
| T | $204.25B | 9.4 | 20.3% | 41.4% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
5.2%
安定成長
4四半期純利益CAGR
-10.7%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月22日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-K - FY 2025
会計期末: 2025年12月31日|提出日: 2026年2月11日|売上高: $88.31B+8.5%|EPS: $9.75+0.5%予想を上回るForm 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年10月23日|売上高: $21.96B+8.9%|EPS: $2.42-7.6%予想通りForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月23日|売上高: $21.13B+6.9%|EPS: $2.84+13.6%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年4月24日|売上高: $20.89B+6.6%|EPS: $2.59+29.5%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年1月31日|売上高: $81.40B+3.6%|EPS: $9.70+38.2%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年10月23日|売上高: $20.16B+4.7%|EPS: $2.62+43.2%予想を上回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年7月31日|売上高: $19.77B+3.0%|EPS: $2.50+34.4%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年4月26日|売上高: $19.59B-0.2%|EPS: $2.00+25.8%予想を上回る