Key Takeaways
- T-Mobile US (TMUS) reported Q4 EPS of $1.88, falling short of analyst estimates of $2.06, despite exceeding revenue expectations with $24.33 billion and adding 2.38 million total postpaid net customers.
- Ryder System (R) delivered strong Q4 adjusted EPS of $3.59, slightly beating estimates of $3.57, though its total revenue of $3.2 billion marginally missed projections.
- The Bundesbank boss has made a notable shift, advocating for more EU debt due to a "new reality," signaling potential changes in European fiscal policy.
- Ukrainian President Zelenskiy indicated readiness for talks with the US on February 17 or 18, with a focus on territorial issues, but noted uncertainty regarding Russia's participation.
- Goldman Sachs (GS) estimated December Core PCE at 0.36%, providing a key inflation metric for market participants.
Corporate Earnings: T-Mobile and Ryder Report Q4 Results
T-Mobile US (TMUS) announced its fourth-quarter 2025 earnings, with adjusted EPS of $1.88, missing the analyst consensus of $2.06. Despite the EPS miss, the wireless carrier surpassed revenue expectations, reporting $24.33 billion against an IBES estimate of $24.11 billion. The company demonstrated robust customer growth, adding 2.38 million total postpaid net customers in Q4, exceeding estimates of 1.92 million. However, postpaid phone net customer additions were 962,000, slightly below the estimated 981,330. T-Mobile's outlook for fiscal year adjusted free cash flow is projected between $18 billion and $18.7 billion, while core adjusted EBITDA is expected to be between $37 billion and $37.5 billion. The company also forecasts fiscal year postpaid net account adds between 900,000 and 1 million.
Meanwhile, Ryder System (R) reported its fourth-quarter results, with adjusted EPS of $3.59, surpassing the estimated $3.57. The transportation and logistics company's total revenue stood at $3.2 billion, slightly below the $3.209 billion estimate, with operating revenue at $2.6 billion. Looking ahead, Ryder provided a fiscal year adjusted EPS outlook of $13.45 to $14.45 and a 1Q26 comparable adjusted EPS outlook of $2.10 to $2.35.
Macroeconomic Shifts: EU Debt and Inflation Watch
In a significant policy shift, the Bundesbank boss has indicated that a new reality necessitates more EU debt. This statement from Germany's central bank chief suggests a potential evolution in the European Union's approach to fiscal integration and shared financial burdens. Such a move could have profound implications for the eurozone's economic stability and future development.
On the inflation front, Goldman Sachs (GS) has released its estimate for December Core PCE, projecting it at 0.36%. This figure is a closely watched indicator by central banks and investors alike, as it provides insights into underlying inflationary pressures in the economy, excluding volatile food and energy prices.
Geopolitical Developments: Ukraine-US Talks on the Horizon
Ukrainian President Volodymyr Zelenskiy announced that Ukraine is prepared to engage in talks with the United States on February 17 or 18. The primary focus of these upcoming discussions will be a deal on territory. However, Zelenskiy expressed uncertainty regarding Russia's agreement to participate in these meetings in the US.
The Ukrainian President emphasized that security issues remain a key priority, and all other matters must be addressed in conjunction with them. He also underscored that as long as Russia continues its aggression, there will be insufficient trust in diplomacy. This highlights the challenging environment surrounding any potential peace negotiations.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.