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American Tower (REIT) Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.60 |
| EPS actual | $1.84 |
| EPS Surprise | 15.00% |
| Revenue estimate | 2.655B |
| Revenue actual | 2.738B |
| Revenue Surprise | 3.12% |
| Release date | Feb 24, 2026 |
| EPS estimate | $1.48 |
| EPS actual | $1.75 |
| EPS Surprise | 18.24% |
| Revenue estimate | 2.686B |
| Revenue actual | 2.738B |
| Revenue Surprise | 1.92% |
| Release date | Oct 28, 2025 |
| EPS estimate | $2.62 |
| EPS actual | $2.78 |
| EPS Surprise | 6.11% |
| Revenue estimate | 2.693B |
| Revenue actual | 2.717B |
| Revenue Surprise | 0.91% |
| Release date | Jul 29, 2025 |
| EPS estimate | $2.60 |
| EPS actual | $2.60 |
| Revenue estimate | 2.659B |
| Revenue actual | 2.627B |
| Revenue Surprise | -1.21% |
Last 4 Quarters for American Tower (REIT)
Below you can see how AMT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $214.71 |
| EPS estimate | $2.60 |
| EPS actual | $2.60 |
| Date | Price |
|---|---|
| Jul 23, 2025 | $230.18 |
| Jul 24, 2025 | $231.24 |
| Jul 25, 2025 | $229.87 |
| Jul 28, 2025 | $224.21 |
| Jul 29, 2025 | $214.71 |
| Jul 30, 2025 | $208.74 |
| Jul 31, 2025 | $208.39 |
| Aug 01, 2025 | $212.10 |
| Aug 04, 2025 | $212.98 |
| 4 days before | -6.72% |
| 4 days after | -0.81% |
| On release day | -2.78% |
| Change in period | -7.47% |
| Release date | Oct 28, 2025 |
| Price on release | $182.72 |
| EPS estimate | $2.62 |
| EPS actual | $2.78 |
| EPS surprise | 6.11% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $191.19 |
| Oct 23, 2025 | $190.30 |
| Oct 24, 2025 | $191.52 |
| Oct 27, 2025 | $189.73 |
| Oct 28, 2025 | $182.72 |
| Oct 29, 2025 | $179.08 |
| Oct 30, 2025 | $179.45 |
| Oct 31, 2025 | $178.98 |
| Nov 03, 2025 | $176.64 |
| 4 days before | -4.43% |
| 4 days after | -3.33% |
| On release day | -1.99% |
| Change in period | -7.61% |
| Release date | Feb 24, 2026 |
| Price on release | $190.19 |
| EPS estimate | $1.48 |
| EPS actual | $1.75 |
| EPS surprise | 18.24% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $186.62 |
| Feb 19, 2026 | $184.79 |
| Feb 20, 2026 | $187.31 |
| Feb 23, 2026 | $190.05 |
| Feb 24, 2026 | $190.19 |
| Feb 25, 2026 | $182.48 |
| Feb 26, 2026 | $185.01 |
| Feb 27, 2026 | $191.86 |
| Mar 02, 2026 | $190.20 |
| 4 days before | 1.91% |
| 4 days after | 0.0053% |
| On release day | -4.05% |
| Change in period | 1.92% |
| Release date | Apr 28, 2026 |
| Price on release | $178.40 |
| EPS estimate | $1.60 |
| EPS actual | $1.84 |
| EPS surprise | 15.00% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $176.31 |
| Apr 23, 2026 | $179.01 |
| Apr 24, 2026 | $178.21 |
| Apr 27, 2026 | $175.30 |
| Apr 28, 2026 | $178.40 |
| Apr 29, 2026 | $178.19 |
| Apr 30, 2026 | $182.71 |
| May 01, 2026 | $181.61 |
| May 04, 2026 | $180.88 |
| 4 days before | 1.19% |
| 4 days after | 1.39% |
| On release day | -0.118% |
| Change in period | 2.59% |
American Tower (REIT) Earnings Call Transcript Summary of Q1 2026
American Tower reported a strong start to 2026, raising full-year guidance driven by favorable FX and straight-line revenue dynamics. Consolidated property revenue grew ~3% y/y (cash/FX-normalized ~5% excluding one-time DISH churn). Organic tenant billings grew ~2% (≈4% excluding DISH), while CoreSite data center cash revenue grew ~17%, with an inflection in interconnection activity. Management reiterated three 2026 priorities: durable revenue growth (targeting ~4% organic tenant billings growth across towers and double-digit data center growth), operational efficiency (targeting 200–300 bps of cash/adjusted EBITDA margin expansion in towers by 2030), and disciplined capital allocation (85% of discretionary capex in developed markets, meaningful share repurchases, and continued focus on protecting investment-grade credit). They repurchased ~$184M of stock in Q1 (>$565M total since buybacks began). Latin America experienced elevated churn in 2026 (notably Brazil) with expectations of recovery in 2027–2028. Management emphasized CoreSite as a strategic growth and differentiation engine—interconnection, cloud on-ramps and emerging AI workloads (including Edge/inferencing) are key demand drivers. Long-term AFFO per share growth target remains mid- to upper-single digits (pre-FX/interest effects); 2026 outlook implies ~2% reported AFFO growth (~5% FX-neutral and excluding DISH/refinancing effects). Balance sheet strength (lowest leverage and highest credit rating in peer group) gives flexibility for M&A, buybacks or deleveraging, but management remains disciplined and will pursue only attractive, value-accretive opportunities.
