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U.S. Telecom Services and Carriers Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies58
  • 7D-5.9%
  • 3M-16.8%
  • 1Y-13.3%
  • YTD-1.6%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 5.9%, driven by Space Exploration Technologies declining 6.1%. Meanwhile, Anterix actually outperformed within the industry, gaining 7.9% in the last week. However, the industry is down 13% over the past year. Looking forward, earnings are forecast to grow by 55% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Jul 2026US$2.6tUS$426.5bUS$41.4b18.3x62.5x6.1x
Thu, 04 Jun 2026US$541.0bUS$410.3bUS$51.3b14.6x10.5x1.3x
Sat, 02 May 2026US$539.5bUS$410.1bUS$49.7b12.7x10.9x1.3x
Mon, 30 Mar 2026US$573.6bUS$406.4bUS$51.3b13.4x11.2x1.4x
Wed, 25 Feb 2026US$580.4bUS$406.4bUS$50.8b10x11.4x1.4x
Fri, 23 Jan 2026US$501.1bUS$404.0bUS$61.5b9.7x8.1x1.2x
Sun, 21 Dec 2025US$399.9bUS$284.0bUS$38.4b9.3x10.4x1.4x
Tue, 18 Nov 2025US$413.1bUS$287.7bUS$38.2b9x10.8x1.4x
Thu, 16 Oct 2025US$430.1bUS$286.5bUS$25.5b14.2x16.9x1.5x
Sat, 13 Sep 2025US$447.2bUS$286.5bUS$25.5b15.1x17.5x1.6x
Mon, 11 Aug 2025US$432.6bUS$286.4bUS$25.5b15.8x17x1.5x
Wed, 09 Jul 2025US$433.1bUS$282.4bUS$27.5b17.3x15.7x1.5x
Fri, 06 Jun 2025US$418.7bUS$282.3bUS$27.5b17x15.2x1.5x
Sun, 04 May 2025US$422.1bUS$283.2bUS$29.3b14.1x14.4x1.5x
Tue, 01 Apr 2025US$433.2bUS$281.8bUS$28.1b13.8x15.4x1.5x
Thu, 27 Feb 2025US$417.1bUS$281.3bUS$28.5b13.6x14.6x1.5x
Sat, 25 Jan 2025US$368.4bUS$283.7bUS$13.1b18.4x28x1.3x
Mon, 23 Dec 2024US$374.4bUS$284.8bUS$12.9b18.8x29x1.3x
Wed, 20 Nov 2024US$382.7bUS$281.4bUS$13.3b19.1x28.9x1.4x
Fri, 18 Oct 2024US$382.3bUS$281.4bUS$21.2b18.4x18x1.4x
Sun, 15 Sep 2024US$382.6bUS$281.4bUS$21.2b18.7x18.1x1.4x
Tue, 13 Aug 2024US$346.3bUS$281.3bUS$21.2b20.6x16.3x1.2x
Thu, 11 Jul 2024US$340.2bUS$281.1bUS$22.7b23.1x15x1.2x
Sat, 08 Jun 2024US$335.9bUS$281.1bUS$22.7b26.9x14.8x1.2x
Mon, 06 May 2024US$313.3bUS$281.5bUS$22.7b26.8x13.8x1.1x
Wed, 03 Apr 2024US$331.4bUS$281.7bUS$22.5b27.8x14.7x1.2x
Fri, 01 Mar 2024US$321.0bUS$283.9bUS$20.8b25.2x15.4x1.1x
Sun, 28 Jan 2024US$340.7bUS$300.5bUS$8.4b14.3x40.8x1.1x
Tue, 26 Dec 2023US$315.6bUS$300.0b-US$7,362,413,411.0012.9x-42.9x1.1x
Thu, 23 Nov 2023US$305.5bUS$300.0b-US$7,363,755,095.0010.1x-41.5x1x
Sat, 21 Oct 2023US$276.9bUS$301.4b-US$4,556,318,232.007.8x-60.8x0.9x
Mon, 18 Sep 2023US$287.6bUS$301.1b-US$2,062,129,599.009.5x-139.5x1x
Wed, 16 Aug 2023US$279.9bUS$301.0b-US$992,058,202.009.8x-282.1x0.9x
Fri, 14 Jul 2023US$292.0bUS$302.2bUS$9.5b12.6x30.6x1x
Price to Earnings Ratio

30.6x


Total Market Cap: US$292.0bTotal Earnings: US$9.5bTotal Revenue: US$302.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Services and Carriers Industry Price to Earnings3Y Average 0.9x202420252026
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 62.5x which is higher than its 3-year average PE of 0.88x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 6.1x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 63% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market0.79%
Telecom1.20%
Telecom Services and Carriers-5.86%
Integrated Telecom Services-4.72%
Alternative Carriers-6.07%
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 15.2x.
    • Analysts are expecting annual earnings growth of 0.3%, which is higher than its past year's earnings decline of 2.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 65% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
ATEX AnterixUS$106.047.9%
+US$152.1m		333.5%PE22.8x
IDT IDTUS$60.284.0%
+US$57.9m		-12.2%PE18.3x
GLIB.A Liberty CapitalUS$22.864.3%
+US$37.9m		n/aPS0.9x
IHS IHS HoldingUS$8.260.6%
+US$16.8m		38.8%PE4.4x
TSAT TelesatUS$46.370.8%
+US$5.6m		78.6%PS2.6x

Latest News

T
US$20.58
AT&T
7D
-5.7%
1Y
-27.6%
IRDM
US$52.59
Iridium Communications
7D
-3.7%
1Y
64.2%
TSAT
US$46.37
Telesat
7D
0.8%
1Y
78.6%
VZ
US$42.07
Verizon Communications
7D
-4.6%
1Y
-1.7%
ATEX
US$106.04
Anterix
7D
7.9%
1Y
333.5%
SPCX
US$160.42
Space Exploration Technologies
7D
-6.1%
1Y
n/a
New Narrative • Jul 02

WHY YOU SHOULD NOT BUY THE SPACEX IPO

Originally posted on June 5th 2026 on the Woodworth Contrarian Fund News Page: https://www.woodworth.fund/news/why-you-should-not-buy-the-spacex-ipo Brought to you by The Millegans & The Woodworth Contrarian Fund Sisyphus of Wall Street & The Weight of Hype: Why chasing marquee allocations is a rigged game—and what contrarians do instead. Overview: Biggest IPO ever… for whom?
ASTS
US$80.64
AST SpaceMobile
7D
-7.1%
1Y
76.5%
IDT
US$60.28
IDT
7D
4.0%
1Y
-12.2%
LUMN
US$6.48
Lumen Technologies
7D
-18.6%
1Y
46.9%
Narrative Update • Jul 01

LUMN: Revised Fair Value And Execution Risks Will Shape Future Returns

The analyst price target for Lumen Technologies has increased from $6.00 to $7.00. Analysts cite updated fair value assumptions, a revised discount rate, and refreshed expectations for revenue trends, profit margins, and future P/E multiples to support the change.
CMCSA
US$23.38
Comcast
7D
-3.5%
1Y
-34.0%
Narrative Update • Jun 30

CMCSA: Broadband Pricing Reset Will Restrain Returns Despite NBCUniversal Spin Off

The analyst fair value estimate for Comcast has been revised modestly higher to about $22.22 per share from roughly $21.50, reflecting fresh Buy ratings and higher $31 to $32 price targets tied to the planned NBCUniversal spin-off and renewed focus on the broadband business. Analyst Commentary Recent research on Comcast highlights a mix of renewed optimism around the planned NBCUniversal spin off and lingering caution around broadband growth, competition, and earnings visibility.
IHS
US$8.26
IHS Holding
7D
0.6%
1Y
38.8%
Narrative Update • Jun 30

IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk

Analysts have revised their price target on IHS Holding to $8.25 from $9.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples as key drivers of the change. What’s in the News for IHS Holding No recent news items for IHS Holding are available from the provided primary or secondary sources as of 24 June 2026.
LBTY.A
US$10.87
Liberty Global
7D
-5.9%
1Y
9.5%
IOTR
US$2.65
iOThree
7D
7.3%
1Y
-38.0%
GLIB.A
US$22.86
Liberty Capital
7D
4.3%
1Y
n/a
ELWT
US$6.92
Elauwit Connection
7D
5.5%
1Y
n/a
NXPL
US$6.76
NextPlat
7D
4.2%
1Y
-13.3%
New Narrative • Jun 25

Healthcare Expansion And Satellite Contracts Will Reshape This Undervalued Growth Story

Catalysts About NextPlat NextPlat operates Healthcare and e-Commerce businesses, including pharmacy services, 340B and long-term care solutions, and global satellite connectivity products. What are the underlying business or industry changes driving this perspective?