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U.S. Integrated Telecom Services Industry Analysis

UpdatedDec 18, 2025
DataAggregated Company Financials
Companies27
  • 7D1.1%
  • 3M-11.4%
  • 1Y5.0%
  • YTDn/a

The Integrated Telecom Services industry is up 1.1% in the last week, with Verizon Communications up 2.4%. In the same time, IHS Holding was down 8.3%. This means that the industry has gained 5.0% over the past year. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Dec 2025US$356.8bUS$271.7bUS$41.4b8.9x8.6x1.3x
Sun, 16 Nov 2025US$372.5bUS$275.4bUS$41.1b8.9x9.1x1.4x
Tue, 14 Oct 2025US$374.1bUS$274.3bUS$30.3b10.5x12.3x1.4x
Thu, 11 Sep 2025US$416.0bUS$274.3bUS$30.3b10.5x13.7x1.5x
Sat, 09 Aug 2025US$402.0bUS$274.3bUS$30.3b10.3x13.3x1.5x
Mon, 07 Jul 2025US$406.3bUS$270.5bUS$28.9b13.8x14.1x1.5x
Wed, 04 Jun 2025US$405.0bUS$270.4bUS$28.9b15.2x14x1.5x
Fri, 02 May 2025US$403.0bUS$270.6bUS$28.7b11.6x14x1.5x
Sun, 30 Mar 2025US$409.3bUS$269.2bUS$27.5b11.4x14.9x1.5x
Tue, 25 Feb 2025US$388.7bUS$269.2bUS$27.6b10.3x14.1x1.4x
Thu, 23 Jan 2025US$344.2bUS$268.3bUS$18.1b16.5x19x1.3x
Sat, 21 Dec 2024US$348.8bUS$269.4bUS$17.9b16.8x19.5x1.3x
Mon, 18 Nov 2024US$353.5bUS$266.0bUS$18.2b18.1x19.4x1.3x
Wed, 16 Oct 2024US$350.9bUS$266.1bUS$23.5b14.3x14.9x1.3x
Fri, 13 Sep 2024US$350.5bUS$266.1bUS$23.5b14.5x14.9x1.3x
Sun, 11 Aug 2024US$321.6bUS$266.0bUS$23.5b13.3x13.7x1.2x
Tue, 09 Jul 2024US$318.1bUS$265.9bUS$24.5b19x13x1.2x
Thu, 06 Jun 2024US$316.7bUS$265.9bUS$24.5b20.6x12.9x1.2x
Sat, 04 May 2024US$293.6bUS$265.8bUS$24.5b20.3x12x1.1x
Mon, 01 Apr 2024US$312.0bUS$266.1bUS$25.6b20.6x12.2x1.2x
Wed, 28 Feb 2024US$296.1bUS$268.3bUS$23.8b18x12.4x1.1x
Fri, 26 Jan 2024US$305.7bUS$268.5bUS$23.8b15.3x12.8x1.1x
Sun, 24 Dec 2023US$289.1bUS$267.9bUS$8.1b14.7x35.8x1.1x
Tue, 21 Nov 2023US$278.5bUS$267.9bUS$8.1b10.1x34.4x1x
Thu, 19 Oct 2023US$243.9bUS$268.3bUS$11.1b7.2x22x0.9x
Sat, 16 Sep 2023US$256.3bUS$268.3bUS$11.1b8.7x23.1x1x
Mon, 14 Aug 2023US$254.7bUS$268.2bUS$12.2b8.8x20.9x0.9x
Wed, 12 Jul 2023US$268.3bUS$269.1bUS$12.8b11.6x20.9x1x
Fri, 09 Jun 2023US$275.5bUS$269.1bUS$12.8b10.6x21.5x1x
Sun, 07 May 2023US$294.3bUS$269.0bUS$12.9b9.6x22.8x1.1x
Tue, 04 Apr 2023US$316.0bUS$269.2bUS$13.1b11.2x24.1x1.2x
Thu, 02 Mar 2023US$307.8bUS$269.1bUS$13.4b14.5x23x1.1x
Sat, 28 Jan 2023US$327.6bUS$269.2bUS$12.8b13.3x25.6x1.2x
Mon, 26 Dec 2022US$304.3bUS$302.6bUS$36.9b10.6x8.3x1x
Price to Earnings Ratio

8.3x


Total Market Cap: US$304.3bTotal 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 17.4x202320242025
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 8.6x 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 3.9% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.5% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

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

US Market-2.83%
Telecom-2.69%
Telecom Services and Carriers-1.41%
Integrated Telecom Services1.15%
Alternative Carriers-18.24%
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$40.420.5%
+US$822.2m		1.1%PE8.6x
GLIB.A GCI LibertyUS$35.7310.0%
+US$93.0m		n/aPS1x
FYBR Frontier Communications ParentUS$38.160.6%
+US$57.6m		9.8%PS1.6x
ATNI ATN InternationalUS$22.885.7%
+US$18.4m		37.0%PS0.5x
IDT IDTUS$51.250.4%
+US$4.8m		7.1%PE15.8x

Latest News

T
US$24.27
AT&T
7D
-0.1%
1Y
7.5%
VZ
US$40.42
Verizon Communications
7D
0.5%
1Y
1.1%
ATNI
US$22.88
ATN International
7D
5.7%
1Y
37.0%
IDT
US$51.25
IDT
7D
0.4%
1Y
7.1%

IDT: Future Share Repurchases Will Unlock Undervalued Earnings Power

Analysts have raised their price target on IDT to reflect modestly improved profit margin expectations and a slightly more favorable discount rate, even as they temper revenue growth assumptions and apply a lower future P/E multiple. What's in the News From August 1, 2025 to October 31, 2025, IDT repurchased 158,000 shares for 7.6 million dollars, bringing total buybacks under its January 27, 2016 authorization to approximately 3.98 million shares, or 15.58 percent of shares outstanding, for 66.28 million dollars (company filing).
IHS
US$7.42
IHS Holding
7D
-4.0%
1Y
140.7%

IHS: Emerging Market Leadership Will Drive Cash Generation And Share Upside

The analyst price target for IHS Holding has been nudged higher, rising to a range anchored around $9 to $12 per share as analysts cite strong operational performance, resilient cash generation, and continued strategic progress in key emerging markets. Analyst Commentary Bullish analysts highlight that the recent price target increases reflect growing confidence in IHS Holding's ability to execute on its growth strategy, particularly in key emerging markets where tower demand and data usage trends remain supportive.
UNIT
US$7.17
Uniti Group
7D
-1.0%
1Y
-22.4%

UNIT: Fiber Expansion And Leverage Management Will Shape Balanced Long-Term Outlook

The analyst price target for Uniti Group has been reduced from $7.50 to $6.00 per share, as analysts apply a lower forward EBITDA multiple to reflect near term EBITDA pressure, elevated leverage, and uncertainty around the pace of the shift to higher growth fiber services, despite the company’s longer term secular demand tailwinds. Analyst Commentary Recent Street research reflects a balanced but cautious stance on Uniti Group, with price targets clustered in the mid single digits and ratings centered around Neutral or equivalent.
GLIB.A
US$35.73
GCI Liberty
7D
10.0%
1Y
n/a
SHEN
US$11.57
Shenandoah Telecommunications
7D
-0.5%
1Y
-9.0%
FYBR
US$38.16
Frontier Communications Parent
7D
0.6%
1Y
9.8%