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U.S. Telecom Services and Carriers Industry Analysis
UpdatedJul 09, 2025
DataAggregated Company Financials
Companies55
- 7D-1.5%
- 3M6.1%
- 1Y26.5%
- YTD16.1%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 1.5%, driven by AT&T declining 2.0%. Meanwhile, Globalstar actually outperformed within the industry, gaining 16% in the last week. This takes the industry's 12 month performance to a gain of 26%. Earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the U.S. Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 09 Jul 2025 | US$433.1b | US$282.4b | US$27.5b | 17.3x | 15.7x | 1.5x |
| Fri, 06 Jun 2025 | US$418.7b | US$282.3b | US$27.5b | 17x | 15.2x | 1.5x |
| Sun, 04 May 2025 | US$422.1b | US$283.2b | US$29.3b | 14.1x | 14.4x | 1.5x |
| Tue, 01 Apr 2025 | US$433.2b | US$281.8b | US$28.1b | 13.8x | 15.4x | 1.5x |
| Thu, 27 Feb 2025 | US$417.1b | US$281.3b | US$28.5b | 13.6x | 14.6x | 1.5x |
| Sat, 25 Jan 2025 | US$368.4b | US$283.7b | US$13.1b | 18.4x | 28x | 1.3x |
| Mon, 23 Dec 2024 | US$374.4b | US$284.8b | US$12.9b | 18.8x | 29x | 1.3x |
| Wed, 20 Nov 2024 | US$382.7b | US$281.4b | US$13.3b | 19.1x | 28.9x | 1.4x |
| Fri, 18 Oct 2024 | US$382.3b | US$281.4b | US$21.2b | 18.4x | 18x | 1.4x |
| Sun, 15 Sep 2024 | US$382.6b | US$281.4b | US$21.2b | 18.7x | 18.1x | 1.4x |
| Tue, 13 Aug 2024 | US$346.3b | US$281.3b | US$21.2b | 20.6x | 16.3x | 1.2x |
| Thu, 11 Jul 2024 | US$340.2b | US$281.1b | US$22.7b | 23.1x | 15x | 1.2x |
| Sat, 08 Jun 2024 | US$335.9b | US$281.1b | US$22.7b | 26.9x | 14.8x | 1.2x |
| Mon, 06 May 2024 | US$313.3b | US$281.5b | US$22.7b | 26.8x | 13.8x | 1.1x |
| Wed, 03 Apr 2024 | US$331.4b | US$281.7b | US$22.5b | 27.8x | 14.7x | 1.2x |
| Fri, 01 Mar 2024 | US$321.0b | US$283.9b | US$20.8b | 25.2x | 15.4x | 1.1x |
| Sun, 28 Jan 2024 | US$340.7b | US$300.5b | US$8.4b | 14.3x | 40.8x | 1.1x |
| Tue, 26 Dec 2023 | US$315.6b | US$300.0b | -US$7,362,413,411.00 | 12.9x | -42.9x | 1.1x |
| Thu, 23 Nov 2023 | US$305.5b | US$300.0b | -US$7,363,755,095.00 | 10.1x | -41.5x | 1x |
| Sat, 21 Oct 2023 | US$276.9b | US$301.4b | -US$4,556,318,232.00 | 7.8x | -60.8x | 0.9x |
| Mon, 18 Sep 2023 | US$287.6b | US$301.1b | -US$2,062,129,599.00 | 9.5x | -139.5x | 1x |
| Wed, 16 Aug 2023 | US$279.9b | US$301.0b | -US$992,058,202.00 | 9.8x | -282.1x | 0.9x |
| Fri, 14 Jul 2023 | US$292.0b | US$302.2b | US$9.5b | 12.6x | 30.6x | 1x |
| Sun, 11 Jun 2023 | US$300.6b | US$302.2b | US$9.5b | 10.8x | 31.6x | 1x |
| Tue, 09 May 2023 | US$320.5b | US$302.2b | US$11.5b | 11.1x | 27.9x | 1.1x |
| Thu, 06 Apr 2023 | US$350.2b | US$303.3b | US$11.8b | 13.2x | 29.8x | 1.2x |
| Sat, 04 Mar 2023 | US$338.2b | US$303.1b | US$11.9b | 15x | 28.3x | 1.1x |
| Mon, 30 Jan 2023 | US$359.7b | US$304.4b | US$19.4b | 13.9x | 18.6x | 1.2x |
| Wed, 28 Dec 2022 | US$337.5b | US$337.7b | US$43.5b | 10.9x | 7.8x | 1x |
| Fri, 25 Nov 2022 | US$344.3b | US$337.8b | US$43.4b | 12x | 7.9x | 1x |
| Sun, 23 Oct 2022 | US$311.8b | US$338.3b | US$41.5b | 10.8x | 7.5x | 0.9x |
| Tue, 20 Sep 2022 | US$339.1b | US$338.3b | US$41.7b | 12.4x | 8.1x | 1x |
| Thu, 18 Aug 2022 | US$375.2b | US$338.2b | US$42.0b | 12.5x | 8.9x | 1.1x |
| Sat, 16 Jul 2022 | US$410.0b | US$346.1b | US$57.7b | 10.2x | 7.1x | 1.2x |
Price to Earnings Ratio
7.1x
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 15.7x which is higher than its 3-year average PE of 1.1x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 22% per year over the last three years,
- Revenues have also declined 6.6% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 0.39% | |
| Telecom | -0.47% | |
| Telecom Services and Carriers | -1.46% | |
| Alternative Carriers | 1.86% | |
| Integrated Telecom Services | -1.69% | |
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 16.9x.
- Analysts are expecting annual earnings growth of 9.1%, which is lower than the prior year's growth of 66.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 56% over the next 5 years.
- However this is lower than its past earnings growth rate of 209% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 9.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GSAT Globalstar | US$26.95 | 16.5% +US$482.3m | 39.3% | PS13.4x | |
| IRDM Iridium Communications | US$31.87 | 4.2% +US$138.4m | 24.1% | PE27.9x | |
| ASTS AST SpaceMobile | US$45.52 | 0.9% +US$101.5m | 275.0% | PS2437.5x | |
| SHEN Shenandoah Telecommunications | US$14.67 | 4.7% +US$36.2m | -12.1% | PS2.3x | |
| FYBR Frontier Communications Parent | US$36.57 | 0.4% +US$32.5m | 43.2% | PS1.5x |