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U.S. Telecom Services and Carriers Industry Analysis

UpdatedAug 02, 2026
DataAggregated Company Financials
Companies59
  • 7D-4.2%
  • 3M-7.0%
  • 1Y-5.5%
  • YTD-26.6%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 4.2%, driven by a pullback from Space Exploration Technologies of 5.8%. On the other hand Comcast is actually up 7.5%. The industry has fallen 5.5% in the last year. Looking forward, earnings are forecast to grow by 48% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Aug 2026US$1.9tUS$426.6bUS$35.2b20x54.7x4.5x
Tue, 30 Jun 2026US$2.7tUS$426.6bUS$41.4b17.6x64.4x6.2x
Thu, 28 May 2026US$548.2bUS$410.3bUS$51.3b14.3x10.7x1.3x
Sat, 25 Apr 2026US$543.1bUS$409.0bUS$49.5b12.6x11x1.3x
Mon, 23 Mar 2026US$572.8bUS$406.4bUS$51.3b13.4x11.2x1.4x
Wed, 18 Feb 2026US$577.0bUS$406.3bUS$55.9b9.7x10.3x1.4x
Fri, 16 Jan 2026US$509.2bUS$410.1bUS$61.1b9.6x8.3x1.2x
Sun, 14 Dec 2025US$409.7bUS$284.0bUS$38.4b9.2x10.7x1.4x
Tue, 11 Nov 2025US$407.5bUS$287.6bUS$38.0b11.6x10.7x1.4x
Thu, 09 Oct 2025US$426.7bUS$286.4bUS$25.5b14.4x16.7x1.5x
Sat, 06 Sep 2025US$448.8bUS$286.4bUS$25.5b15.4x17.6x1.6x
Mon, 04 Aug 2025US$430.1bUS$286.5bUS$25.8b15.3x16.7x1.5x
Wed, 02 Jul 2025US$429.1bUS$282.4bUS$27.5b17.7x15.6x1.5x
Fri, 30 May 2025US$417.8bUS$282.3bUS$27.5b16.8x15.2x1.5x
Sun, 27 Apr 2025US$409.4bUS$283.2bUS$29.4b13.1x13.9x1.4x
Tue, 25 Mar 2025US$422.0bUS$281.8bUS$28.2b10.5x15x1.5x
Thu, 20 Feb 2025US$402.5bUS$284.5bUS$22.8b17.4x17.7x1.4x
Sat, 18 Jan 2025US$360.9bUS$283.6bUS$13.1b18.5x27.4x1.3x
Mon, 16 Dec 2024US$391.4bUS$284.8bUS$12.9b19.2x30.3x1.4x
Wed, 13 Nov 2024US$375.4bUS$281.4bUS$13.4b19.1x28x1.3x
Fri, 11 Oct 2024US$382.4bUS$281.4bUS$21.2b18.4x18x1.4x
Sun, 08 Sep 2024US$362.7bUS$281.4bUS$21.2b18.8x17.1x1.3x
Tue, 06 Aug 2024US$345.7bUS$281.3bUS$22.4b17.8x15.4x1.2x
Thu, 04 Jul 2024US$337.7bUS$281.1bUS$22.7b23x14.9x1.2x
Sat, 01 Jun 2024US$326.8bUS$281.1bUS$22.7b27.8x14.4x1.2x
Mon, 29 Apr 2024US$315.1bUS$281.7bUS$21.5b26.8x14.7x1.1x
Wed, 27 Mar 2024US$322.8bUS$281.7bUS$22.5b27.6x14.3x1.1x
Fri, 23 Feb 2024US$325.0bUS$283.8bUS$21.0b21.3x15.4x1.1x
Sun, 21 Jan 2024US$319.4bUS$300.0b-US$7,365,679,509.0013.9x-43.4x1.1x
Tue, 19 Dec 2023US$313.4bUS$300.0b-US$7,362,242,563.0012.5x-42.6x1x
Thu, 16 Nov 2023US$298.0bUS$299.9b-US$7,371,023,907.009.1x-40.4x1x
Sat, 14 Oct 2023US$266.0bUS$301.0b-US$2,071,381,651.008.3x-128.4x0.9x
Mon, 11 Sep 2023US$279.6bUS$301.1b-US$2,065,980,456.009.9x-135.3x0.9x
Wed, 09 Aug 2023US$274.9bUS$300.4b-US$2,609,845,590.0012x-105.3x0.9x
Price to Earnings Ratio

-105.3x


Total Market Cap: US$274.9bTotal Earnings: -US$2,609,845,590.00Total Revenue: US$300.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Services and Carriers Industry Price to Earnings3Y Average 1.4x202420252026
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 54.7x which is higher than its 3-year average PE of 1.4x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • Total earnings for the Telecom industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 12% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market0.97%
Telecom3.05%
Telecom Services and Carriers-4.23%
Integrated Telecom Services0.41%
Alternative Carriers-5.54%
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 14.9x.
    • Analysts are expecting annual earnings growth of 4.1%, which is higher than its past year's earnings decline of 14.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 60% over the next 5 years.
  • This is better than its past earnings decline of 30% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 4.1% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
CMCSA ComcastUS$23.967.5%
+US$5.9b		-26.3%PE7.6x
VZ Verizon CommunicationsUS$46.810.9%
+US$1.8b		9.2%PE12x
ASTS AST SpaceMobileUS$58.984.9%
+US$830.5m		12.4%PS207.5x
GSAT GlobalstarUS$83.385.6%
+US$573.1m		260.2%PS37.9x
LBTY.A Liberty GlobalUS$10.619.5%
+US$313.8m		0.7%PS0.7x

Latest News

SPCX
US$108.37
Space Exploration Technologies
7D
-5.8%
1Y
n/a
CMCSA
US$23.96
Comcast
7D
7.5%
1Y
-26.3%
TSAT
US$37.26
Telesat
7D
-0.6%
1Y
58.6%
UNIT
US$9.72
Uniti Group
7D
-10.2%
1Y
19.4%
BAND
US$39.14
Bandwidth
7D
-34.5%
1Y
191.0%
ATEX
US$93.02
Anterix
7D
-1.0%
1Y
325.5%
ASTS
US$58.98
AST SpaceMobile
7D
4.9%
1Y
12.4%
IRDM
US$47.34
Iridium Communications
7D
3.4%
1Y
95.8%
Narrative Update • Jul 29

IRDM: Vertically Integrated Deal And Aireon Integration Will Shape Fairly Valued Outlook

Iridium Communications' analyst fair value estimate has shifted from $45 to $42, with analysts pointing to higher assumed revenue growth, improved profit margins, and a lower future P/E multiple that reflects recent price target moves clustered around the $54 acquisition value discussed in Street research. Analyst Commentary Recent Street research around Iridium Communications focuses heavily on the proposed acquisition by Rocket Lab and how that agreed US$54 per share transaction value frames upside and downside for the stock.
VZ
US$46.81
Verizon Communications
7D
0.9%
1Y
9.2%
T
US$23.25
AT&T
7D
-3.6%
1Y
-16.2%
CCOI
US$13.50
Cogent Communications Holdings
7D
13.7%
1Y
-70.1%
Seeking Alpha • Jul 28

Cogent Communications: Strip Out T-Mobile And The Discount Disappears

Summary Cogent Communications is rated Sell due to overestimated margins inflated by temporary T-Mobile payments ending in late 2027. Stripping T-Mobile payments, Q1 margin drops from 29.3% to 18.9%, revealing the stock is not as inexpensive as it appears. Revenue continues to decline, with growth segments unable to offset shrinking lines; net-centric price deflation remains severe. Probability-weighted scenarios imply equity value near zero, with upside dependent on accelerated wavelength growth or successful asset sales. Read the full article on Seeking Alpha
LILA
US$8.15
Liberty Latin America
7D
8.4%
1Y
16.6%
LBTY.A
US$10.61
Liberty Global
7D
9.5%
1Y
0.7%
IHS
US$8.20
IHS Holding
7D
-0.4%
1Y
26.3%
Narrative Update • Jul 14

IHS: Fair Outlook Will Rely On Future Margin And P/E Stability

Analysts have reduced their price target for IHS Holding from $12.00 to $8.50 as they adjust assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for IHS Holding No recent company specific news for IHS Holding is available from the provided primary sources.
IOTR
US$2.97
iOThree
7D
-6.6%
1Y
-28.8%
GSAT
US$83.38
Globalstar
7D
5.6%
1Y
260.2%