Recent platform briefings covering T-Mobile US Inc. (TMUS), published between 11 September and 27 September 2026, each reference the SEC filing dated 2026-07-24 as the most current regulatory disclosure available [Brief - 2026-09-27] [Brief - 2026-09-19] [Brief - 2026-09-11]. That filing captures TMUS's financial position for the quarter ending 30 June 2026 and served as the basis for prior comprehensive reviews of the company's fundamentals, ownership structure, and broader sector context. No subsequent SEC periodic filing has superseded this document on the platform as of the generation date of this report.
For the trailing twelve months ending 30 June 2026, TMUS recorded revenue of $92.19 billion, representing year-over-year growth of 7.85%. Net income over the same period stood at $10.56 billion, yielding a net margin of 11.45% and an operating margin of 19.80%. Earnings per share grew 5.28% year-over-year. The company held $2.83 billion in cash against total debt of $92.40 billion. The trailing P/E ratio was 17.12, with market capitalisation at approximately $175.88 billion at the time of reporting [SEC 10-Q - TMUS - 2026-06-30].
Insider activity in October 2026 comprised four transactions with a net directional bias toward selling, aggregating a net disposal value of approximately $137,671 [SEC Form 4 - TMUS - 2026-10]. On the institutional side, four prominent asset managers opened new positions in TMUS during the most recently reported 13F filing period: AQR Capital Management, Citadel, Millennium Management, and Bridgewater Associates each initiated holdings, representing the material institutional position changes that triggered this report [SEC 13F - AQR Capital - Q3 2026] [SEC 13F - Citadel - Q3 2026] [SEC 13F - Millennium - Q3 2026] [SEC 13F - Bridgewater - Q3 2026].
The prevailing macro environment features a 10-year US Treasury yield of 5.24% and a 2-year yield of 4.78%, producing a normal yield curve spread of 46 basis points [FRED DGS10] [FRED DGS2]. TMUS carries a substantial debt load of $92.40 billion, making the interest rate environment a relevant contextual factor when assessing its financing costs and capital structure against current fixed-income conditions [SEC 10-Q - TMUS - 2026-06-30].