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U.S. Telecom Services and Carriers Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies56
  • 7D-2.1%
  • 3M-7.9%
  • 1Y6.5%
  • YTD9.7%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 2.1%, driven by AST SpaceMobile declining 17%. In the past year, the industry has gained 6.5%. Looking forward, earnings are forecast to grow by 6.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Nov 2025US$409.7bUS$284.0bUS$38.4b9x10.7x1.4x
Sun, 19 Oct 2025US$427.3bUS$286.5bUS$25.5b13.9x16.8x1.5x
Tue, 16 Sep 2025US$447.0bUS$286.5bUS$25.5b15.2x17.5x1.6x
Thu, 14 Aug 2025US$438.4bUS$286.4bUS$25.5b14.9x17.2x1.5x
Sat, 12 Jul 2025US$428.9bUS$282.4bUS$27.5b16.7x15.6x1.5x
Mon, 09 Jun 2025US$427.6bUS$282.3bUS$27.5b17.2x15.5x1.5x
Wed, 07 May 2025US$422.2bUS$283.3bUS$27.3b16.7x15.5x1.5x
Fri, 04 Apr 2025US$431.5bUS$281.9bUS$28.1b13.7x15.4x1.5x
Sun, 02 Mar 2025US$420.2bUS$281.3bUS$28.2b10.4x14.9x1.5x
Tue, 28 Jan 2025US$371.8bUS$284.5bUS$22.7b16.1x16.3x1.3x
Thu, 26 Dec 2024US$377.3bUS$284.8bUS$12.9b18.8x29.2x1.3x
Sat, 23 Nov 2024US$384.1bUS$281.4bUS$13.3b19.4x29x1.4x
Mon, 21 Oct 2024US$384.6bUS$281.4bUS$21.2b18.4x18.1x1.4x
Wed, 18 Sep 2024US$389.7bUS$281.4bUS$21.2b18.8x18.4x1.4x
Fri, 16 Aug 2024US$347.8bUS$281.3bUS$21.2b18.8x16.4x1.2x
Sun, 14 Jul 2024US$342.2bUS$281.1bUS$22.7b23.3x15.1x1.2x
Tue, 11 Jun 2024US$327.9bUS$281.1bUS$22.7b26x14.4x1.2x
Thu, 09 May 2024US$317.0bUS$280.9bUS$22.8b26.8x13.9x1.1x
Sat, 06 Apr 2024US$332.2bUS$281.7bUS$22.5b27.6x14.7x1.2x
Mon, 04 Mar 2024US$321.5bUS$283.9bUS$20.8b25.5x15.4x1.1x
Wed, 31 Jan 2024US$339.4bUS$300.5bUS$8.4b14.2x40.6x1.1x
Fri, 29 Dec 2023US$315.8bUS$300.0b-US$7,362,408,842.0014.5x-42.9x1.1x
Sun, 26 Nov 2023US$309.1bUS$300.0b-US$7,362,663,746.0010.1x-42x1x
Tue, 24 Oct 2023US$272.4bUS$301.4b-US$4,556,306,599.007x-59.8x0.9x
Thu, 21 Sep 2023US$289.4bUS$301.1b-US$2,062,128,600.008.3x-140.4x1x
Sat, 19 Aug 2023US$277.3bUS$301.0b-US$2,059,802,266.0010.5x-134.6x0.9x
Mon, 17 Jul 2023US$283.7bUS$302.2bUS$9.5b12.2x29.7x0.9x
Wed, 14 Jun 2023US$300.2bUS$302.2bUS$9.5b12x31.5x1x
Fri, 12 May 2023US$317.5bUS$302.1bUS$9.5b11.2x33.3x1.1x
Sun, 09 Apr 2023US$346.0bUS$303.3bUS$11.8b13.2x29.4x1.1x
Tue, 07 Mar 2023US$337.4bUS$303.1bUS$11.9b15x28.3x1.1x
Thu, 02 Feb 2023US$366.6bUS$304.4bUS$19.4b14x18.9x1.2x
Sat, 31 Dec 2022US$338.1bUS$337.8bUS$43.5b11.1x7.8x1x
Mon, 28 Nov 2022US$345.3bUS$337.8bUS$43.4b12.2x7.9x1x
Price to Earnings Ratio

7.9x


Total Market Cap: US$345.3bTotal Earnings: US$43.4bTotal Revenue: US$337.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Services and Carriers Industry Price to Earnings3Y Average 2x202320242025
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 10.7x which is higher than its 3-year average PE of 2.0x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have declined 4.0% per year over the last three years,
  • Revenues have also declined 5.6% 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-3.20%
Telecom-0.50%
Telecom Services and Carriers-2.15%
Integrated Telecom Services-0.88%
Alternative Carriers-12.68%
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 17.4x.
    • Analysts are expecting annual earnings decline of 0.8%, which is lower than the prior year's growth of 73.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 75% over the next 5 years.
  • This is better than its past earnings growth rate of 19% 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
GLIB.A GCI LibertyUS$33.500.7%
+US$6.6m		n/aPS0.9x
ELWT Elauwit ConnectionUS$7.6911.3%
+US$5.2m		n/aPS3x
IOTR iOThreeUS$3.053.4%
+US$256.5k		n/aPS0.7x

Latest News

IHS
US$6.30
IHS Holding
7D
-2.0%
1Y
119.5%

IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively

Nov 20
IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively
GLIB.A
US$33.50
GCI Liberty
7D
0.7%
1Y
n/a
ELWT
US$7.69
Elauwit Connection
7D
11.3%
1Y
n/a
LUMN
US$7.48
Lumen Technologies
7D
-7.9%
1Y
-4.7%
GSAT
US$56.66
Globalstar
7D
-10.3%
1Y
113.4%
ASTS
US$50.70
AST SpaceMobile
7D
-17.5%
1Y
110.0%
IDT
US$47.96
IDT
7D
-6.8%
1Y
-4.5%
VZ
US$40.76
Verizon Communications
7D
-0.9%
1Y
-4.1%

VZ: Future Restructuring Will Drive Transformation and Expand Wireless Market Opportunities

Verizon Communications’ average analyst price target has decreased from $49 to $45. Analysts attribute this modest decline to execution risks amid restructuring efforts and evolving competitive strategies in the wireless market.
IRDM
US$15.84
Iridium Communications
7D
-5.1%
1Y
-44.4%

IRDM: Expanding Global Partnerships Will Drive Connectivity Beyond Competitive Threats

Analysts have lowered their fair value estimate for Iridium Communications from $31.00 to $29.75 per share, citing ongoing concerns about intensifying competition and the recent reduction in industry price targets. Analyst Commentary Recent updates from Street research indicate a shifting landscape for Iridium Communications, as analysts re-evaluate the company’s prospects in light of intensifying competition and strategic spectrum acquisitions by rivals.
IOTR
US$3.05
iOThree
7D
3.4%
1Y
n/a

iOThree Limited (NASDAQ:IOTR) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

Nov 05
iOThree Limited (NASDAQ:IOTR) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
T
US$25.52
AT&T
7D
-0.9%
1Y
11.1%