A new SEC filing for T-Mobile US Inc. (TMUS), dated 2026-07-24, reflects the company's financial position for the quarter ending 30 June 2026 and represents the most recent regulatory disclosure available on the platform [Brief - 2026-07-24]. This filing prompted the current review of TMUS across fundamentals, ownership, and macro context.
For the trailing twelve months ending 30 June 2026, T-Mobile US recorded revenue of $92.19 billion, representing year-over-year growth of 7.85%. Net income for the same period was $10.56 billion, with a net margin of 11.45% and an operating margin of 19.80%. Earnings per share grew 5.28% year-over-year. The company's market capitalisation stood at approximately $196.27 billion, with a price-to-earnings ratio of 19.1. Cash on hand was $2.83 billion against total debt of $92.40 billion [SEC 10-Q - TMUS - 2026-06-30].
Insider activity in the past 30 days comprised one transaction with a net value of zero and a mixed directional classification, indicating no material net change in insider positioning during the period [SEC Form 4 - TMUS - 2026-08]. Institutional ownership saw notable changes, with AQR Capital, Citadel, Millennium, and Bridgewater each opening new positions in TMUS during the most recent reporting period [SEC 13F - AQR Capital - Q2 2026] [SEC 13F - Citadel - Q2 2026] [SEC 13F - Millennium - Q2 2026] [SEC 13F - Bridgewater - Q2 2026]. These simultaneous new entries across multiple large institutional managers represent the primary trigger for this report.
The prevailing macro environment features a 10-year US Treasury yield of 4.63% and a 2-year yield of 4.15%, producing a normal yield curve spread of 48 basis points [FRED DGS10] [FRED DGS2]. T-Mobile carries a substantial debt load of $92.40 billion, making the interest rate environment a relevant contextual factor for assessing the company's financing costs as reported in its most recent filing [SEC 10-Q - TMUS - 2026-06-30].