T-Mobile US, Inc.

NasdaqGS:TMUS 주식 리포트

시가총액: US$209.0b

T-Mobile US 경영진

경영진 기준 점검 1/4

T-Mobile US CEO는 Srini Gopalan, Nov2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $35.44M, 2.4% 급여 및 97.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.83M 가치에 해당하는 회사 주식의 0.002% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.3 년과 7.9 년입니다.

핵심 정보

Srini Gopalan

최고경영자

US$35.4m

총 보수

CEO 급여 비율2.43%
CEO 재임 기간less than a year
CEO 지분 보유율0.002%
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간7.9yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 04

T-Mobile: Firing On All Cylinders - Best-In-Class Growth, Guidance Raise, Still A Long-Term Buy

Summary T-Mobile remains a compelling long-term opportunity, with strong fundamentals and raised guidance despite recent share price underperformance. TMUS delivered double-digit revenue growth and robust postpaid service gains, driven by strategic acquisitions and expanding broadband initiatives. Management aggressively increased buybacks and announced fiber joint ventures, signaling confidence in undervaluation and future growth. I maintain a bullish rating on TMUS, citing its well-covered dividend, industry-leading growth, and attractive valuation relative to historical averages. Read the full article on Seeking Alpha
분석 기사 May 01

Earnings Beat: T-Mobile US, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

T-Mobile US, Inc. ( NASDAQ:TMUS ) came out with its first-quarter results last week, and we wanted to see how the...
내러티브 업데이트 Apr 27

TMUS: Sector Leading 2026 Outlook And Q1 Execution Will Support Rerating

Analysts have made a slight downward adjustment to the T-Mobile US fair value estimate, trimming the target by about $0.33 to $268.35. At the same time, recent price target increases and ratings upgrades from multiple firms point to sustained confidence in the company, supported by expected service revenue and core adjusted EBITDA growth.
새 내러티브 Apr 16

T-Mobile US, Inc. (TMUS): The "Incumbent Disruptor" and the FY2026 AI-Native Pivot

T-Mobile US, Inc. (TMUS) , the company that systematically dismantled the wireless status quo, delivered a high-stakes performance as of Thursday, April 16, 2026 , confirming its transition from an industry underdog into the sector's most profitable growth engine.
내러티브 업데이트 Apr 12

TMUS: Sector Leading 2026 Service Outlook Will Support Higher Earnings Multiple

Analysts have nudged their fair value framework for T-Mobile US higher, reflected in a modestly increased Street price target of $225. They are applying slightly better P/E assumptions supported by recent upgrades and neutral views on competitive risks such as AT&T OneConnect.
내러티브 업데이트 Mar 29

TMUS: Sector Leading 2026 Service And EBITDA Outlook Will Drive Future Upside

The analyst price target for T-Mobile US edges up slightly to $268.68 from $268.52, as analysts fine tune assumptions around revenue growth, profit margins and future P/E multiples, while also factoring in recent price target revisions and ratings changes across the Street. Analyst Commentary Recent research updates on T-Mobile US reflect a mix of optimism about the company’s growth profile and some caution around valuation and sector conditions, which together shape the modest upward move in the consensus price target.
내러티브 업데이트 Mar 15

TMUS: Multi Year Service And EBITDA Outlook Will Support Future Upside

Analysts have nudged their average T-Mobile US price target slightly higher to $268.52, reflecting updated views that incorporate recent guidance on service revenue and core adjusted EBITDA growth, alongside mixed but ongoing recalibrations of individual firm targets. Analyst Commentary Recent research on T-Mobile US shows a mix of optimism around the company’s growth plan and some restraint on valuation, with several firms updating price targets and ratings after the latest guidance and sector review.
내러티브 업데이트 Mar 01

TMUS: Long Term Service And EBITDA Guidance Will Drive Future Upside

T-Mobile US's updated analyst price target edges up by $0.22, as analysts highlight sector leading long term service revenue and core adjusted EBITDA guidance, along with a continued focus on higher margin wireless and spectrum assets. Analyst Commentary Recent research on T-Mobile US highlights a mix of optimism around long term growth targets and some recalibration of price targets as analysts reassess sector conditions ahead of upcoming results.
내러티브 업데이트 Feb 15

TMUS: 5G Network Depth And Agentic AI Will Drive Future Upside

Analysts have nudged their fair value estimate for T-Mobile US slightly higher to $268.30, reflecting a mix of updated price targets that factor in recent sector-wide revisions and modest adjustments to growth, margins and future P/E assumptions. Analyst Commentary Recent research updates on T-Mobile US show a mixed picture, with some analysts tightening their fair value ranges while others trim expectations as they refresh sector models ahead of upcoming results.
내러티브 업데이트 Feb 01

TMUS: 5G Network Depth And Cash Returns Will Drive Future Upside

Analysts have reduced their T-Mobile US fair value estimate by about $1.40 to $266.82, reflecting recent price target cuts from several firms, along with ongoing expectations related to revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research on T-Mobile US points to a mixed set of views, with some analysts trimming price targets while others edge them higher.
내러티브 업데이트 Jan 18

TMUS: 5G Coverage And Cash Returns Will Support Future Outperformance

The analyst fair value estimate for T-Mobile US has shifted from US$277.08 to US$268.22 as analysts update price targets across the sector, balancing stronger revenue and margin assumptions with a lower future P/E and mixed views on competitive intensity and cash flow growth. Analyst Commentary Recent research on T-Mobile US reflects a mix of optimism around execution and cash generation, alongside more cautious views on valuation, industry competition, and certain cash flow exposures.
내러티브 업데이트 Dec 03

TMUS: 5G Leadership And Satellite Expansion Will Sustain Market Outperformance

Analysts modestly increased their average price target on T-Mobile US by roughly $2 to about $277 per share, citing the company’s continued 5G network leadership, solid subscriber and cash flow trends, and confidence in sustained execution despite heightened industry competition and selective target reductions. Analyst Commentary Recent Street research on T-Mobile reflects a broadly constructive view on the company’s long term growth and execution, even as some valuation targets are trimmed to factor in competitive and sector specific risks.
내러티브 업데이트 Nov 16

TMUS: Expanding 5G Coverage Will Sustain Market Leadership And Business Upside

T-Mobile US saw its average analyst price target edge slightly lower to $275.00 from $275.19, as analysts cite modestly reduced revenue growth and profit margin expectations. This is offset by ongoing optimism around the company's network strengths and market position.
분석 기사 Oct 29

T-Mobile US (NASDAQ:TMUS) Is Paying Out A Larger Dividend Than Last Year

T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that it will be increasing its dividend from last year's comparable...
내러티브 업데이트 Oct 25

Network Leadership And Industry Moves Will Drive Market Opportunity Forward

T-Mobile US's fair value estimate sees a slight increase to $275.19 from $274.85 as analysts cite ongoing network advantages, balanced with slightly lower growth and profitability forecasts as a result of mixed changes in price targets. Analyst Commentary Recent analyst updates on T-Mobile US reveal a range of perspectives concerning the company's valuation, strategic execution, and potential future growth.
분석 기사 Oct 15

T-Mobile US (NASDAQ:TMUS) Is Increasing Its Dividend To $1.02

The board of T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that the dividend on 11th of December will be increased to...
내러티브 업데이트 Oct 10

5G And T-Fiber Expansion Will Unlock New Opportunities

T-Mobile US saw its analyst fair value target rise to approximately $274.85 from $272.30. Analysts cite the company's sustained network advantages and improved revenue growth forecasts as reasons supporting the upward revision.
분석 기사 Sep 22

T-Mobile US (NASDAQ:TMUS) Is Increasing Its Dividend To $1.02

T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 Jul 02

The Returns At T-Mobile US (NASDAQ:TMUS) Aren't Growing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Seeking Alpha Apr 26

Why Charter Rallies While T-Mobile Sells Off

Summary After releasing their Q1/25 results, both T-Mobile and Charter stocks showed outsized moves in opposite directions. I believe one single specific reason caused both huge price moves. In this article, we will see whether today can be considered the starting point of a trend inversion for Charter and/or T-Mobile. Read the full article on Seeking Alpha

CEO 보수 분석

Srini Gopalan의 보수는 T-Mobile US의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$11b

Dec 31 2025US$35mUS$862k

US$11b

보상 대 시장: Srini의 총 보수(USD35.44M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M)보다 높습니다.

보상과 수익: Srini의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Srini Gopalan (55 yo)

less than a year
재임 기간
US$35,439,422
보수

Mr. Srinivasan Gopalan, also known as Srini, was Chief Executive Officer of T-Mobile USA, Inc. from November 2025 to 2026. Mr. Gopalan was Chief Operating Officer of T-Mobile USA, Inc. from 2025 to Novembe...


리더십 팀

이름직위재임 기간보수지분
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.8m
Peter Osvaldik
Executive VP & CFO5.8yrsUS$13.25m0.0012%
$ 2.6m
Jonathan Freier
Chief Operating Officerless than a yearUS$20.37m0.017%
$ 35.3m
Mark Nelson
Chief Legal Officer & General Counsel4.6yrsUS$16.43m0.00043%
$ 898.9k
Michael Katz
Chief Business & Product Officerno dataUS$22.20m0.017%
$ 35.1m
André Almeida
Chief Broadbandless than a yearUS$117.30k0.00095%
$ 2.0m
Daniel Drobac
VP & Chief Accounting Officer1yr데이터 없음0.0033%
$ 7.0m
John C. Saw
President of Technology & CTO3.1yrs데이터 없음0.0044%
$ 9.2m
Jeff Simon
Executive VP & Chief Information Officer1.3yrs데이터 없음데이터 없음
Quan Yao
Senior Vice President of Investor Relationsno data데이터 없음데이터 없음
Lucy McLellan
Executive VP and Chief Brand & Communications Officerno data데이터 없음데이터 없음
Doug Chartier
Senior Vice President of Sales and Marketing17.4yrs데이터 없음데이터 없음
1.3yrs
평균 재임 기간
49yo
평균 나이

경험이 풍부한 관리: TMUS의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.8m
G. Sievert
Vice Chairman8.3yrsUS$50.41m0.0067%
$ 13.9m
Srikant T. Datar
Independent Director13.1yrsUS$539.01k0.0028%
$ 5.9m
Thorsten Langheim
Director13.1yrs데이터 없음데이터 없음
Timotheus Hottges
Chairman of the Board13.1yrs데이터 없음데이터 없음
Raphael Kübler
Director13.1yrs데이터 없음데이터 없음
Teresa Taylor
Lead Independent Director13.1yrsUS$563.53k0.00042%
$ 878.0k
Dominique Yvette Leroy
Director5.5yrs데이터 없음데이터 없음
Letitia Long
Independent Director4.9yrsUS$695.40k0.00039%
$ 815.3k
Raul Claure
Independent Director6.1yrsUS$459.87k0.25%
$ 529.0m
Thomas Dannenfeldt
Independent Directorless than a yearUS$377.46k데이터 없음
Christian Illek
Director7.5yrs데이터 없음데이터 없음
7.9yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: TMUS의 이사회경험이 있음으로 간주됩니다(평균 재임 7.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 13:06
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

T-Mobile US, Inc.는 52명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird