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U.S. Integrated Telecom Services Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies30
  • 7D9.4%
  • 3M9.8%
  • 1Y4.5%
  • YTDn/a

Over the last 7 days, the Integrated Telecom Services industry has risen 9.4%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 4.5%. In the next few years, earnings are forecast to decline by 1.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Feb 2026US$486.4bUS$394.0bUS$58.9b10.3x8.3x1.2x
Thu, 01 Jan 2026US$362.7bUS$274.4bUS$41.4b9.6x8.8x1.3x
Sat, 29 Nov 2025US$369.5bUS$271.7bUS$41.3b9x8.9x1.4x
Mon, 27 Oct 2025US$363.6bUS$274.9bUS$39.8b9.2x9.1x1.3x
Wed, 24 Sep 2025US$410.5bUS$274.4bUS$30.3b10.4x13.5x1.5x
Fri, 22 Aug 2025US$420.0bUS$274.3bUS$30.3b11x13.9x1.5x
Sun, 20 Jul 2025US$386.4bUS$270.5bUS$28.9b12.2x13.4x1.4x
Tue, 17 Jun 2025US$402.5bUS$270.4bUS$28.9b16.8x13.9x1.5x
Thu, 15 May 2025US$388.4bUS$270.6bUS$28.7b10.1x13.5x1.4x
Sat, 12 Apr 2025US$391.1bUS$269.5bUS$27.5b12.7x14.2x1.5x
Mon, 10 Mar 2025US$406.1bUS$269.2bUS$27.5b10.4x14.7x1.5x
Wed, 05 Feb 2025US$361.1bUS$269.1bUS$27.7b14.4x13x1.3x
Fri, 03 Jan 2025US$349.8bUS$268.2bUS$18.1b16.7x19.3x1.3x
Sun, 01 Dec 2024US$372.5bUS$266.0bUS$18.2b18.9x20.4x1.4x
Tue, 29 Oct 2024US$343.5bUS$265.9bUS$18.4b17.9x18.7x1.3x
Thu, 26 Sep 2024US$355.2bUS$266.1bUS$23.5b14.5x15.1x1.3x
Sat, 24 Aug 2024US$322.2bUS$266.1bUS$23.5b15.3x13.7x1.2x
Mon, 22 Jul 2024US$322.5bUS$265.9bUS$24.5b18.6x13.2x1.2x
Wed, 19 Jun 2024US$302.2bUS$265.9bUS$24.5b18.1x12.3x1.1x
Fri, 17 May 2024US$305.0bUS$265.8bUS$24.5b20.9x12.5x1.1x
Sun, 14 Apr 2024US$295.9bUS$266.1bUS$25.6b19.9x11.6x1.1x
Tue, 12 Mar 2024US$303.2bUS$268.2bUS$23.8b14.5x12.7x1.1x
Thu, 08 Feb 2024US$309.2bUS$268.3bUS$24.0b18.1x12.9x1.2x
Sat, 06 Jan 2024US$301.3bUS$267.9bUS$8.1b14.9x37.3x1.1x
Mon, 04 Dec 2023US$294.7bUS$267.9bUS$8.1b10.1x36.4x1.1x
Wed, 01 Nov 2023US$268.2bUS$267.7bUS$8.5b7.1x31.7x1x
Fri, 29 Sep 2023US$254.1bUS$268.3bUS$11.1b8.5x22.9x0.9x
Sun, 27 Aug 2023US$251.7bUS$268.3bUS$11.1b9.7x22.7x0.9x
Tue, 25 Jul 2023US$261.4bUS$269.1bUS$12.8b8.3x20.4x1x
Thu, 22 Jun 2023US$273.8bUS$269.1bUS$12.8b8.6x21.3x1x
Sat, 20 May 2023US$279.9bUS$269.0bUS$12.8b9.4x21.8x1x
Mon, 17 Apr 2023US$320.3bUS$269.2bUS$13.1b10.3x24.4x1.2x
Wed, 15 Mar 2023US$299.2bUS$269.1bUS$13.3b11.8x22.5x1.1x
Fri, 10 Feb 2023US$316.7bUS$269.2bUS$12.8b12.4x24.7x1.2x
Price to Earnings Ratio

24.7x


Total Market Cap: US$316.7bTotal Earnings: US$12.8bTotal Revenue: US$269.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Integrated Telecom Services Industry Price to Earnings3Y Average 17.2x202420252026
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 8.3x which is lower than its 3-year average PE of 17.2x.
  • 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 66% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market-0.35%
Telecom2.48%
Telecom Services and Carriers8.26%
Integrated Telecom Services9.38%
Alternative Carriers0.0069%
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
VZ Verizon CommunicationsUS$44.6112.6%
+US$21.1b		11.6%PE11x
T AT&TUS$26.3012.2%
+US$18.8b		8.5%PE8.5x
CMCSA ComcastUS$29.590.5%
+US$583.0m		-10.8%PE5.4x
IHS IHS HoldingUS$8.7311.6%
+US$305.3m		144.5%PE6.3x
UNIT Uniti GroupUS$8.1010.8%
+US$188.8m		-7.9%PE1.2x

Latest News

VZ
US$44.61
Verizon Communications
7D
12.6%
1Y
11.6%

Fiber Expansion And AI Ambitions Will Strain Margins And Limit Upside

Catalysts About Verizon Communications Verizon Communications is a large US telecommunications company that provides wireless, broadband and related services to consumer, business and public sector customers. What are the underlying business or industry changes driving this perspective?
CMCSA
US$29.59
Comcast
7D
0.5%
1Y
-10.8%
T
US$26.30
AT&T
7D
12.2%
1Y
8.5%
UNIT
US$8.10
Uniti Group
7D
10.8%
1Y
-7.9%
IDT
US$49.08
IDT
7D
2.2%
1Y
4.0%

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

Analysts have trimmed their price target on IDT to US$80. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E that keep their fair value view essentially unchanged.
SHEN
US$11.97
Shenandoah Telecommunications
7D
7.3%
1Y
14.0%
IHS
US$8.73
IHS Holding
7D
11.6%
1Y
144.5%

IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength

Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.
ATNI
US$24.65
ATN International
7D
9.1%
1Y
61.1%

ATNI: Stable Guidance And Completed Buybacks Will Support Future Upside Potential

Analysts have reaffirmed their price target on ATN International at US$39.00, citing stable fair value assumptions that are supported by consistent discount rate, revenue growth, profit margin, and future P/E inputs in their models. What's in the News ATN International reaffirmed its earnings guidance for full year 2025, with revenue excluding construction revenue expected to be in line with last year’s result of US$725 million (company guidance).