Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Telecom Services and Carriers Industry Analysis

UpdatedAug 20, 2026
DataAggregated Company Financials
Companies56
  • 7D-2.9%
  • 3M-0.7%
  • 1Y-2.1%
  • YTD-9.6%

Over the last 7 days, the Telecom Services and Carriers industry has risen 6.2%, driven by gains from Verizon Communications of 5.1%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 47% annually.

Industry Valuation and Performance

Has the U.S. Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Aug 2026US$2.4tUS$430.4bUS$35.9b20.1x67.3x5.6x
Sat, 18 Jul 2026US$2.2tUS$426.6bUS$41.4b19.2x53.3x5.2x
Mon, 15 Jun 2026US$2.6tUS$442.6bUS$41.6b16.9x63.6x6x
Wed, 13 May 2026US$525.6bUS$410.2bUS$51.3b13x10.2x1.3x
Fri, 10 Apr 2026US$558.1bUS$406.5bUS$51.3b12.7x10.9x1.4x
Sun, 08 Mar 2026US$590.6bUS$406.5bUS$50.8b10.4x11.6x1.5x
Tue, 03 Feb 2026US$546.4bUS$406.3bUS$55.9b11x9.8x1.3x
Thu, 01 Jan 2026US$408.7bUS$286.7bUS$38.5b9.7x10.6x1.4x
Sat, 29 Nov 2025US$408.2bUS$284.0bUS$38.4b9.2x10.6x1.4x
Mon, 27 Oct 2025US$407.2bUS$287.0bUS$35.0b11.5x11.6x1.4x
Wed, 24 Sep 2025US$443.6bUS$286.5bUS$25.5b15.4x17.4x1.5x
Fri, 22 Aug 2025US$449.9bUS$286.4bUS$25.5b15.2x17.7x1.6x
Sun, 20 Jul 2025US$414.5bUS$282.4bUS$27.5b15.6x15x1.5x
Tue, 17 Jun 2025US$427.7bUS$282.4bUS$27.5b17.1x15.5x1.5x
Thu, 15 May 2025US$409.0bUS$282.2bUS$27.4b16.2x14.9x1.4x
Sat, 12 Apr 2025US$413.0bUS$282.1bUS$28.1b14x14.7x1.5x
Mon, 10 Mar 2025US$433.3bUS$281.4bUS$28.2b11.1x15.4x1.5x
Wed, 05 Feb 2025US$383.6bUS$284.5bUS$22.7b16.2x16.9x1.3x
Fri, 03 Jan 2025US$375.6bUS$283.6bUS$13.1b18.8x28.6x1.3x
Sun, 01 Dec 2024US$398.4bUS$281.4bUS$13.3b20.2x30.1x1.4x
Tue, 29 Oct 2024US$371.9bUS$281.2bUS$16.1b18.4x23.1x1.3x
Thu, 26 Sep 2024US$382.8bUS$281.4bUS$21.2b17.9x18.1x1.4x
Sat, 24 Aug 2024US$350.8bUS$281.4bUS$21.2b18.6x16.6x1.2x
Mon, 22 Jul 2024US$343.6bUS$281.1bUS$22.7b21.1x15.2x1.2x
Wed, 19 Jun 2024US$322.2bUS$281.1bUS$22.7b25.7x14.2x1.1x
Fri, 17 May 2024US$324.6bUS$281.0bUS$22.7b27.4x14.3x1.2x
Sun, 14 Apr 2024US$314.9bUS$281.7bUS$22.5b26.8x14x1.1x
Tue, 12 Mar 2024US$323.1bUS$283.8bUS$20.8b26.3x15.5x1.1x
Thu, 08 Feb 2024US$332.5bUS$285.5bUS$19.9b14.6x16.7x1.2x
Sat, 06 Jan 2024US$328.8bUS$300.0b-US$7,362,407,040.0021.3x-44.7x1.1x
Mon, 04 Dec 2023US$318.8bUS$300.0b-US$7,362,654,300.0010.2x-43.3x1.1x
Wed, 01 Nov 2023US$291.7bUS$300.5b-US$4,695,091,679.007.1x-62.1x1x
Fri, 29 Sep 2023US$279.6bUS$301.1b-US$2,062,126,016.008.8x-135.6x0.9x
Sun, 27 Aug 2023US$278.0bUS$301.1b-US$2,059,826,705.0010.3x-135x0.9x
Price to Earnings Ratio

-135x


Total Market Cap: US$278.0bTotal Earnings: -US$2,059,826,705.00Total Revenue: US$301.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Services and Carriers Industry Price to Earnings3Y Average 5.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Telecom industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 68.3x which is higher than its 3-year average PE of 5.1x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 5.7x.
Past Earnings Growth
  • Total earnings for the Telecom industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 13% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market-0.79%
Telecom-0.92%
Telecom Services and Carriers-2.93%
Integrated Telecom Services4.34%
Alternative Carriers-4.53%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry even though it's trading below its 3-year average PE ratio of 14.7x.
    • Analysts are expecting annual earnings growth of 4.0%, which is higher than its past year's earnings decline of 14.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 57% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 4.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VZ Verizon CommunicationsUS$49.365.1%
+US$9.9b		9.5%PE12.7x
T AT&TUS$25.123.6%
+US$6.0b		-14.2%PE8x
CMCSA ComcastUS$26.594.4%
+US$4.0b		-20.1%PE8.4x
UNIT Uniti GroupUS$10.338.6%
+US$199.0m		69.3%PE2.5x
LBTY.A Liberty GlobalUS$10.702.7%
+US$95.5m		-5.6%PS0.7x

Latest News

IRDM
US$48.71
Iridium Communications
7D
-1.9%
1Y
101.9%
CMCSA
US$26.59
Comcast
7D
4.4%
1Y
-20.1%
SPCX
US$139.65
Space Exploration Technologies
7D
-4.4%
1Y
n/a
New Narrative • Aug 19

Massive Starship Scale Up And AI Infrastructure Will Transform Long Term Earnings Power

Catalysts About Space Exploration Technologies Space Exploration Technologies develops and operates reusable launch vehicles, global satellite connectivity through Starlink and large scale AI compute infrastructure. What are the underlying business or industry changes driving this perspective?
VZ
US$49.36
Verizon Communications
7D
5.1%
1Y
9.5%
Narrative Update • Aug 19

VZ: Dark Fiber And AI Infrastructure Wins Will Drive Future Upside

Analysts have raised the fair value estimate for Verizon Communications by about $3.49, bringing it to $62.50. They cite updated views on profitability, a lower discount rate, and recent research indicating improving execution, cost control, and new growth projects such as dark fiber and AI related offerings.
GSAT
US$82.46
Globalstar
7D
-0.9%
1Y
230.9%
TSAT
US$46.09
Telesat
7D
-24.9%
1Y
131.3%
Seeking Alpha • Aug 17

Telesat: Lightspeed's Strategic Value Is The Bull Case

Summary TSAT remains a two-part story. First, it has a declining GEO business. But it also has an ongoing Lightspeed buildout. Lightspeed is moving into production, with the planned constellation now expanded to 225 satellites. TSAT targets to have global commercial service ready by the end of Q1 2028. Plus, TSAT signed a C$2.7 billion Canadian defense agreement. This agreement suggests that their LEO backlog is probably closer to C$5.6 billion. And I believe that underlies Lightspeed's long-term strategic value. TSAT's timeline is now more concrete than when I first covered them. So, I feel the shares are a viable speculative "Buy" at these levels. Read the full article on Seeking Alpha
ASTS
US$66.43
AST SpaceMobile
7D
-10.6%
1Y
47.4%
LILA
US$8.34
Liberty Latin America
7D
-3.6%
1Y
6.9%
IDT
US$66.19
IDT
7D
1.1%
1Y
6.7%
LUMN
US$6.13
Lumen Technologies
7D
-2.5%
1Y
38.4%
ATNI
US$31.88
ATN International
7D
2.7%
1Y
104.0%
GLIB.A
US$26.43
Liberty Capital
7D
2.7%
1Y
-27.7%
LBTY.A
US$10.70
Liberty Global
7D
2.7%
1Y
-5.6%
T
US$25.12
AT&T
7D
3.6%
1Y
-14.2%
UNIT
US$10.33
Uniti Group
7D
8.6%
1Y
69.3%
SIFY
US$14.47
Sify Technologies
7D
-7.8%
1Y
75.1%