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AI核心结论
T-Mobile US delivered Q2 FY2026 revenue growth of 7.9% YoY to $22.79B and operating income growth of 5.3% to $5.49B, driven primarily by postpaid revenue gains from the UScellular and Metronet acquisitions, though net income was roughly flat (+0.5%) due to higher interest expense, joint venture losses, and elevated merger-related and restructuring costs.
营业收入
$22.79B
同比 ++7.85%
每股收益（基本）
$2.99
同比 ++5.28%
营业利润
$5.49B
同比 ++5.31%
提交于 · 来源: SEC EDGAR 10-Q 原文
T-Mobile US (TMUS) Q2 FY2026 营收 $22.79B，同比增长 7.9%。 净利润 $3.24B，同比增长 0.5%，稀释每股收益 $2.99。
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
营业收入 | $22.79B | $21.13B | +7.85% |
营业利润 | $5.49B | $5.21B | +5.31% |
净利润 | $3.24B | $3.22B | +0.53% |
每股收益（基本） | $2.99 | $2.84 | +5.28% |
每股收益（稀释） | $2.99 | $2.84 | +5.28% |
销售及管理费用 | $5.83B | $5.4B | +8.10% |
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
总资产 | $213.55B | $212.64B | +0.43% |
流动资产 | $21.77B | $26.77B | -18.69% |
流动负债 | $23.55B | $22.1B | +6.57% |
股东权益 | $56.27B | $61.11B | -7.92% |
现金及等价物 | $2.83B | $10.26B | -72.46% |
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
经营活动现金流 | $7.5B | $6.99B | +7.27% |
投资活动现金流 | $-3.05B | $-1.56B | -95.77% |
筹资活动现金流 | $-5.18B | $-7.21B | +28.08% |
股票回购 | $2.32B | $2.56B | -9.20% |
折旧及摊销 | $3.43B | $3.15B | +9.15% |
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
营业利润率 | 24.1% | 24.7% | -0.58% |
净利率 | 14.2% | — | — |
净资产收益率 | 5.8% | — | — |
总资产收益率 | 1.5% | — | — |
流动比率 | $0.924 | — | — |
预计发布日期、分析师预期与关注要点
T-Mobile US delivered 10.6% revenue growth in Q1 FY2026 to $23.1B, but net income fell 15.2% to $2.5B as higher SG&A costs, increased D&A from network investments, and a surge in share buybacks weighed on profitability and cash balances.
T-Mobile US delivered strong FY2025 revenue growth of 8.5% to $88.3B, driven by robust operating cash flow of $28.0B, though net income dipped 3.1% to $11.0B amid a 12.7% surge in SG&A expenses and rising long-term debt.
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