T-Mobile US Inc. 5.500% Senior Notes due March 2070 (TMUSZ)

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at TMUSZ as a creditor, not an owner. The issuer is a large communications company, and the operating record is respectable. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $22.8B, net income $3.2B and diluted EPS $2.99. For FY2025, revenue was $88.3B, net income $11.0B and diluted EPS $9.72; FY2024 showed $81.4B revenue, $11.3B net income and $9.66 EPS, while FY2023 had $78.6B revenue, $8.3B net income and $6.93 EPS. FairStock's computed Lynch category is STALWART, citing 29.1% annual profit growth over five years and 5.2% revenue growth. That points to a durable franchise with modest top-line growth and strong earnings power. The note carries a 5.500% coupon and matures in 2070, so the main risks are interest rates, inflation and credit spread rather than near-term operating collapse. The quoted price was $18.31 on 2026-10-16, within a 52-week range of $17.58-$23.94. That is near the low end, but price alone is not valuation for a bond. I would need yield to maturity, covenants, lien position and interest coverage. The filed earnings suggest the issuer can service debt, but the data do not let me calculate a margin of safety for this specific note. The business looks solid; the security's valuation is not established.

In plain English: T-Mobile US is a communications company, and this security is a long-term debt note tied to the company. The filed results show a large business with revenue of $22.8B and net income of $3.2B in fiscal Q2 2026, so the underlying company looks strong. The note's $18.31 price is near the low end of its 52-week range, but without the interest payout and repayment details, we cannot judge whether the note itself is cheap, fair or expensive.

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Data as of 2026-10-16 close · note generated 2026-10-20 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer