Telephone and Data Systems, Inc.

NYSE:TDS 주식 리포트

시가총액: US$5.3b

Telephone and Data Systems 과거 순이익 실적

과거 기준 점검 2/6

Telephone and Data Systems의 수입은 연평균 -30.6%의 비율로 감소해 온 반면, Wireless Telecom 산업은 수입이 연평균 24.7% 증가했습니다. 매출은 연평균 16%의 비율로 감소해 왔습니다. Telephone and Data Systems의 자기자본이익률은 6.4%이고 순이익률은 16.1%입니다.

핵심 정보

-30.60%

순이익 성장률

-30.61%

주당순이익(EPS) 성장률

Wireless Telecom 산업 성장률23.12%
매출 성장률-16.01%
자기자본이익률6.36%
순이익률16.09%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 Nov 14

Telephone and Data Systems' (NYSE:TDS) Earnings Are Weaker Than They Seem

Despite posting some strong earnings, the market for Telephone and Data Systems, Inc.'s ( NYSE:TDS ) stock hasn't moved...

Recent updates

내러티브 업데이트 Apr 27

TDS: Q4 Execution And 2026 Outlook Will Drive Future Upside

Analysts recently lifted their price target on Telephone and Data Systems to $56 from $51, citing updated models following the latest Q4 results and the company's 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$56 price target as reflecting updated forecasts that they view as better aligned with the latest Q4 results and 2026 outlook.
내러티브 업데이트 Apr 13

TDS: Future Upside Will Rely On Executing Q4-Informed 2026 Outlook

Analysts have raised their price target on Telephone and Data Systems to $56 from $51, citing updated models that factor in the latest Q4 results and the company’s 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$56 price target as reflecting updated assumptions after the Q4 report and the 2026 outlook, suggesting they view current execution as supportive of that valuation framework.
내러티브 업데이트 Mar 29

TDS: Future Upside Will Depend On Executing Tower-Focused 2026 Outlook

Narrative update on Telephone and Data Systems Analysts have lifted their price target on Telephone and Data Systems to $56 from $45, citing updated models after the Q4 report, a refreshed 2026 outlook, and a more positive view of the tower business. Analyst Commentary Recent research updates give you a clearer sense of how analysts are thinking about Telephone and Data Systems after the Q4 report and refreshed 2026 outlook.
내러티브 업데이트 Mar 11

TDS: Future Upside Will Hinge On Executing Tower-Led 2026 Outlook

Analysts increased their price target on Telephone and Data Systems by $5 to $56 after the Q4 report, citing updated models and a more optimistic view of the tower business and the 2026 outlook. Analyst Commentary Recent research updates focus on how the Q4 report and the 2026 outlook feed into valuation and execution for Telephone and Data Systems, with particular attention on the tower business and long term growth assumptions.
내러티브 업데이트 Feb 25

TDS: Future Upside Will Rely On Executing Refreshed 2026 Outlook

Analysts have lifted their price target on Telephone and Data Systems by $3.67 to $52.33, citing refreshed models after the Q4 report, an updated 2026 outlook, and a more upbeat view on the tower business. Analyst Commentary Bullish Takeaways Bullish analysts are lifting targets into the low to mid US$50s, which signals greater confidence in how the updated Q4 figures and 2026 outlook feed into their valuation work.
내러티브 업데이트 Dec 27

TDS: Future Upside Will Depend On Completing Pending Spectrum Divestitures

Analysts modestly raised their price target on Telephone and Data Systems to about $48.67, citing the company’s ongoing transformation efforts, including the sale of its wireless operations and spectrum divestitures, as key drivers of potential additional shareholder value. Analyst Commentary Analysts highlight that the renewed coverage and updated price target reflect growing confidence in Telephone and Data Systems’ ability to execute its strategic transformation, while also underscoring several execution and valuation risks that could limit upside if not addressed.
내러티브 업데이트 Dec 13

TDS: Future Gains Will Hinge On Completing Pending Spectrum Sales

Analysts increased their price target on Telephone and Data Systems to $48.67 per share from $45.00, citing the company’s strategic transformation through the sale of its wireless operations and spectrum assets, as well as the potential for further value creation once pending spectrum transactions are completed. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the completed sale of wireless operations to T Mobile simplifies the business model and allows management to focus capital on higher return segments, supporting a higher valuation multiple.
Seeking Alpha Dec 09

Telephone And Data Systems Preferreds Offer Highest Investment Grade Yield

Summary Telephone and Data Systems' tickers TDS-U (TDS.PR.U) and TDS-V (TDS.PR.V) have, by far, the highest “qualified dividend” yield of any preferred stock in the market from an investment grade company. TDS carries a huge amount of cash on its balance sheet, many times more than its debt, so the preferred stocks are ultra safe. For U.S. investors, the TDS preferred’s high “qualified dividends” generate a very high after-tax yield comparable to a 10.2% bond for those in the higher tax brackets. If TDS preferred stocks traded at their fair value yield, they would trade $3.70 higher than their current prices. That is a huge undervaluation for a preferred stock. Read the full article on Seeking Alpha
내러티브 업데이트 Nov 28

TDS: Future Value Will Depend On Completion Of Pending Spectrum Sales

Analysts have lowered their price target for Telephone and Data Systems from $52 to approximately $48.67. They cite the company's strategic asset sales and potential for further value creation as key factors behind the updated outlook.
분석 기사 Nov 14

Telephone and Data Systems' (NYSE:TDS) Earnings Are Weaker Than They Seem

Despite posting some strong earnings, the market for Telephone and Data Systems, Inc.'s ( NYSE:TDS ) stock hasn't moved...
분석 기사 Oct 06

Returns On Capital Signal Tricky Times Ahead For Telephone and Data Systems (NYSE:TDS)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Jul 24

These 4 Measures Indicate That Telephone and Data Systems (NYSE:TDS) Is Using Debt In A Risky Way

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Jun 27

Some Shareholders Feeling Restless Over Telephone and Data Systems, Inc.'s (NYSE:TDS) P/S Ratio

It's not a stretch to say that Telephone and Data Systems, Inc.'s ( NYSE:TDS ) price-to-sales (or "P/S") ratio of 0.8x...
분석 기사 May 31

Investors Could Be Concerned With Telephone and Data Systems' (NYSE:TDS) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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새 내러티브 Mar 21

Cash From Wireless Sale Will Fund Fiber Expansion And Optimize Capital Structure

Strategic transactions, including selling its wireless business, are expected to inject cash, optimize capital structure, and benefit earnings and cash flow.
Seeking Alpha Mar 20

U.S. Cellular And Telephone and Data Systems: Why The Preferreds Are Still A Buy

Summary Telephone and Data System's asset sales to TMUS, Verizon, and AT&T will transform its balance sheet, with TMUS assuming $2 billion of USM's debt. TDS preferreds, particularly its VV series, offer a significant 28% discount to liquidation value and an 8.3% yield on cost. The company still owns 4,409 towers and 30% of its spectrum assets. The $4.4 billion TMUS deal is set to close in 2025. Read the full article on Seeking Alpha
Seeking Alpha Feb 04

Telephone and Data Systems Q4 Earnings Preview: Not Expecting Any Surprises

Summary I am lowering my rating for Telephone and Data Systems stock from buy to hold, as the stock is now fairly valued with balanced upside and downside risk. The primary focus is on the US Cellular sale to T-Mobile, which could significantly impact TDS's valuation and shareholder returns. TDS's Q4 2024 earnings are expected to show sequentially improved EPS and revenue, with no major surprises anticipated. Regulatory concerns about the US Cellular sale are mitigated by evidence suggesting the deal is not anti-competitive, reducing downside risk. Read the full article on Seeking Alpha
Seeking Alpha Sep 17

U.S. Cellular And Telephone and Data Systems: Preferreds Are Still Discounted

Summary Telephone and Data Systems preferred stock offers an 8% yield on cost for 76 cents on the dollar. The stocks are still discounted against pending asset sales, savings from a right-sized dividend, and pending Fed rate cuts. An expected surge in the company's cash position is set to reduce the risk profile of the preferreds and further boost their value in aggregate with yield compression. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Telephone and Data Systems가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:TDS 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,2472014350
31 Dec 251,228484350
30 Sep 254,860561,6820
30 Jun 254,879-841,6920
31 Mar 254,856-1191,7220
31 Dec 241,297-1414870
30 Sep 242,314-6658160
30 Jun 243,264-5821,1310
31 Mar 245,119-5481,7380
31 Dec 231,355-6204890
30 Sep 235,205-881,7760
30 Jun 235,319-971,8070
31 Mar 235,401-601,7970
31 Dec 225,413-71,7680
30 Sep 225,428471,7450
30 Jun 225,3641011,7100
31 Mar 225,3261041,6990
31 Dec 215,3291171,6770
30 Sep 215,3331191,6860
30 Jun 215,3301681,6760
31 Mar 215,2822141,6580
31 Dec 205,2252261,6810
30 Sep 205,1852231,6840
30 Jun 205,1821641,7070
31 Mar 205,1801311,7310
31 Dec 195,1761211,7170
30 Sep 195,1721261,7220
30 Jun 195,1471551,7000
31 Mar 195,1411551,6960
31 Dec 185,1091351,6940
30 Sep 185,0854061,6720
30 Jun 185,0391781,6760
31 Mar 185,0311551,6770
31 Dec 175,0441531,6890
30 Sep 175,028-1401,7090
30 Jun 175,090541,7260
31 Mar 175,139721,7350
31 Dec 165,155431,7620
30 Sep 165,137481,7560
30 Jun 165,198861,7670
31 Mar 165,178811,7740
31 Dec 155,2102191,7810
30 Sep 155,1992031,7900
30 Jun 155,105361,8040

양질의 수익: TDS는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: TDS는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TDS의 수익은 지난 5년 동안 연평균 30.6% 감소했습니다.

성장 가속화: TDS는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: TDS는 지난해 흑자전환하여 지난 해 수익 성장률을 Wireless Telecom 업계(-11.5%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: TDS의 자본 수익률(6.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 05:22
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Telephone and Data Systems, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William PowerBaird
Zachary SilverB. Riley Securities, Inc.
Michael RollinsCitigroup Inc