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U.S. Integrated Telecom Services Industry Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies31
  • 7D-0.4%
  • 3M-4.7%
  • 1Y-1.9%
  • YTDn/a

Over the last 7 days, the Integrated Telecom Services industry has dropped 2.0%, driven by AT&T declining 4.3%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to decline by 4.7% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 Jan 2026US$449.5bUS$397.8bUS$64.0b8.9x7x1.1x
Sat, 13 Dec 2025US$356.0bUS$271.7bUS$41.4b9x8.6x1.3x
Mon, 10 Nov 2025US$365.7bUS$275.4bUS$41.1b8.7x8.9x1.3x
Wed, 08 Oct 2025US$380.9bUS$274.3bUS$30.3b10.5x12.6x1.4x
Fri, 05 Sep 2025US$412.9bUS$274.3bUS$30.3b10.7x13.6x1.5x
Sun, 03 Aug 2025US$399.4bUS$274.3bUS$30.3b11.1x13.2x1.5x
Tue, 01 Jul 2025US$398.9bUS$270.5bUS$28.9b16.9x13.8x1.5x
Thu, 29 May 2025US$398.7bUS$270.6bUS$28.9b16.5x13.8x1.5x
Sat, 26 Apr 2025US$396.0bUS$270.6bUS$28.8b10.9x13.8x1.5x
Mon, 24 Mar 2025US$396.9bUS$269.2bUS$27.5b10.6x14.4x1.5x
Wed, 19 Feb 2025US$375.9bUS$269.1bUS$27.7b13.5x13.6x1.4x
Fri, 17 Jan 2025US$336.4bUS$268.2bUS$18.1b16.3x18.6x1.3x
Sun, 15 Dec 2024US$366.3bUS$269.4bUS$17.9b17.6x20.5x1.4x
Tue, 12 Nov 2024US$342.8bUS$266.0bUS$18.2b17.7x18.8x1.3x
Thu, 10 Oct 2024US$354.3bUS$266.1bUS$23.5b14.5x15.1x1.3x
Sat, 07 Sep 2024US$335.9bUS$266.1bUS$23.5b14x14.3x1.3x
Mon, 05 Aug 2024US$321.7bUS$266.0bUS$23.4b15.3x13.7x1.2x
Wed, 03 Jul 2024US$321.7bUS$265.9bUS$24.5b18x13.1x1.2x
Fri, 31 May 2024US$306.4bUS$265.9bUS$24.5b20.5x12.5x1.2x
Sun, 28 Apr 2024US$295.9bUS$266.1bUS$24.5b19.8x12.1x1.1x
Tue, 26 Mar 2024US$300.3bUS$266.1bUS$25.6b20.4x11.7x1.1x
Thu, 22 Feb 2024US$301.1bUS$268.3bUS$24.0b18.3x12.6x1.1x
Sat, 20 Jan 2024US$293.5bUS$267.9bUS$8.1b15.3x36.3x1.1x
Mon, 18 Dec 2023US$288.3bUS$267.9bUS$8.1b15.9x35.7x1.1x
Wed, 15 Nov 2023US$274.2bUS$268.0bUS$8.3b8.8x33x1x
Fri, 13 Oct 2023US$248.3bUS$268.3bUS$11.1b7.7x22.4x0.9x
Sun, 10 Sep 2023US$253.3bUS$268.3bUS$11.1b9.1x22.8x0.9x
Tue, 08 Aug 2023US$248.3bUS$268.2bUS$12.3b7.4x20.2x0.9x
Thu, 06 Jul 2023US$284.9bUS$269.1bUS$12.8b11.7x22.2x1.1x
Sat, 03 Jun 2023US$265.5bUS$269.2bUS$12.8b9.8x20.7x1x
Mon, 01 May 2023US$303.0bUS$269.0bUS$12.9b10.1x23.6x1.1x
Wed, 29 Mar 2023US$305.5bUS$269.1bUS$13.3b11.2x23x1.1x
Fri, 24 Feb 2023US$313.7bUS$269.2bUS$13.5b11.8x23.3x1.2x
Sun, 22 Jan 2023US$319.3bUS$302.6bUS$36.9b11.2x8.7x1.1x
Price to Earnings Ratio

8.7x


Total Market Cap: US$319.3bTotal Earnings: US$36.9bTotal Revenue: US$302.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Integrated Telecom Services Industry Price to Earnings3Y Average 17.4x202420252026
Current Industry PE
  • Investors are pessimistic on the American Integrated Telecommunication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 7.2x which is lower than its 3-year average PE of 17.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Integrated Telecommunication Services industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 9.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Integrated Telecom Services compare with similar industries?

US Market0.18%
Telecom0.53%
Telecom Services and Carriers0.46%
Integrated Telecom Services-0.40%
Alternative Carriers8.36%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
CMCSA ComcastUS$28.421.9%
+US$1.9b		-22.1%PE4.6x
UNIT Uniti GroupUS$7.754.6%
+US$81.3m		-17.7%PE1.2x
GLIB.A GCI LibertyUS$38.894.3%
+US$45.9m		n/aPS1.1x
FYBR Frontier Communications ParentUS$38.340.3%
+US$30.0m		8.0%PS1.6x
SHEN Shenandoah TelecommunicationsUS$11.580.3%
+US$1.6m		-0.9%PS1.8x

Latest News

GLIB.A
US$38.89
GCI Liberty
7D
4.3%
1Y
n/a
T
US$23.61
AT&T
7D
-1.5%
1Y
7.8%
VZ
US$39.83
Verizon Communications
7D
-0.7%
1Y
4.3%
IDT
US$52.05
IDT
7D
-0.02%
1Y
8.3%

IDT: Share Repurchases And Stable Margins Will Support Future Upside Potential

Narrative Update on IDT The analyst price target for IDT has been restated at US$80.00. Analysts are keeping assumptions around fair value, discount rate, revenue growth, profit margin and future P/E essentially unchanged as they reaffirm their existing view on the stock.
IHS
US$7.56
IHS Holding
7D
-1.0%
1Y
143.9%

IHS: Emerging Markets Execution Risks Will Limit Upside Despite Cash Resilience

The analyst price target for IHS Holding is now set at US$9 to US$12, reflecting a modest trim in our fair value estimate to US$6.00 from US$6.25 as analysts point to resilient cash generation, stronger profitability assumptions and the company's leadership position in its key emerging markets. Analyst Commentary Recent research updates on IHS Holding point to a fairly tight cluster of valuation views, with published price targets now running from US$9 to US$12.
ATNI
US$21.80
ATN International
7D
-0.9%
1Y
42.3%

ATNI: Stable Guidance And Buybacks Will Support Future Upside Potential

Analysts have maintained ATN International's fair value estimate at US$39.00, making only minor tweaks to assumptions such as the discount rate and future P/E. These reflect small adjustments to their risk and earnings outlook rather than a change in the headline price target.
CMCSA
US$28.42
Comcast
7D
1.9%
1Y
-22.1%

CMCSA: Warner Bids And New Sports Rights Will Reframe Earnings Power

Analysts nudged their fair value estimate for Comcast slightly lower to about $33.93 from $34.65. This reflects trimmed long term revenue growth and profit margin assumptions after the Versant spin, price target cuts from several firms to a range around $23 to $44, and concerns about broadband competition and media cost pressures, even as the assumed future P/E multiple edges modestly higher.
UNIT
US$7.75
Uniti Group
7D
4.6%
1Y
-17.7%

UNIT: Fiber Investment Shift Will Recast Earnings Mix Over Time

Analysts have trimmed their fair value estimate for Uniti Group from US$11.00 to about US$10.65 and lowered their price targets to US$6 to US$7, pointing to higher required returns, more cautious revenue growth assumptions, and uncertainty around the timing of a shift toward fiber driven earnings. Projected profit margins and future P/E multiples have been reset to reflect updated expectations.
SHEN
US$11.58
Shenandoah Telecommunications
7D
0.3%
1Y
-0.9%
FYBR
US$38.34
Frontier Communications Parent
7D
0.3%
1Y
8.0%