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 this platform [Brief - 2026-08-15]. This filing prompted a review of TMUS across fundamentals, insider activity, and institutional ownership disclosures.
As of 30 June 2026, TMUS reported trailing twelve-month revenue of $92.19 billion, representing year-over-year growth of 7.85%. Net income on a TTM basis stood at $10.56 billion, with a net margin of 11.45% and an operating margin of 19.80%. EPS grew 5.28% year-over-year. The company held $2.83 billion in cash against total debt of $92.40 billion. Market capitalisation was recorded at approximately $190.41 billion, with a P/E ratio of 18.53 [SEC 10-Q - TMUS - 2026-06-30].
Insider activity for September 2026 recorded three transactions with a mixed net direction and a net value of zero, indicating no material net change in insider holdings during the period [SEC Form 4 - TMUS - 2026-09]. On the institutional side, four notable new positions were opened during the most recent 13F reporting period: AQR Capital Management, Citadel, Millennium Management, and Bridgewater Associates each initiated new positions in TMUS [SEC 13F - AQR Capital - Q2 2026] [SEC 13F - Citadel - Q2 2026] [SEC 13F - Millennium - Q2 2026] [SEC 13F - Bridgewater - Q2 2026]. These simultaneous new position openings across multiple large institutional filers constitute the primary trigger for this report.
The prevailing macro environment shows the 10-year US Treasury yield at 4.83% and the 2-year yield at 4.39%, producing a normal yield curve with a spread of approximately 44 basis points [FRED DGS10] [FRED DGS2]. TMUS carries a significant total debt load of $92.40 billion, making the prevailing interest rate environment a relevant contextual factor in assessing the company's financing costs as reported in its most recent filing [SEC 10-Q - TMUS - 2026-06-30].