American Tower Corporation es uno de los fideicomisos de inversión en bienes raíces (REIT) globales más grandes. Es un líder independiente propietario, ...
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BPA est. $1.64 · Ingresos $2.76B · 5 analistas
BPA est. $1.65 · Ingresos $2.78B · 5 analistas
BPA est. $6.97 · Ingresos $11.03B · 8 analistas
BPA est. $1.74 · Ingresos $2.82B · 3 analistas
$6.98 por acción
$6.98 por acción
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $10.6B | +5.1% | +0.4% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $2.5B | +12.2% | +3.7% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +73.7% | -1.2% | -1.2% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +45.8% | +2.8% | +8.9% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +23.8% | +6.7% | +3.2% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $3.8B | +2.2% | +22.6% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +35.5% | -2.7% | +22.1% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 1231.0% | -5.3% | -2.1% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 0.63x | +39.8% | -11.2% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $63.2B | +3.5% | +0.2% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 5.39 vs 5.12 | +5.2% | 1.86 vs 1.64 | +13.5% |
| Revenue Surprise | $10.6B vs $10.6B | +0.5% | $2.7B vs $2.8B | -0.4% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Kalathur Rajesh | director | Common Stock | A | 2,829 | $177.00 |
| Jul 29, 2026 | Meyer Robert Joseph | officer: SVP & Advisor to the CFO | Common Stock | D | 5,000 | $178.89 |
| Jul 29, 2026 | Dowling Ruth T | officer: EVP, Chief Admin Ofr, GC & Sec | Common Stock | D | 1,106 | $174.96 |
| Jul 28, 2026 | Dowling Ruth T | officer: EVP, Chief Admin Ofr, GC & Sec | Common Stock | D | 685 | $169.54 |
| May 28, 2026 | REEVE PAMELA D A | director | Common Stock | D | 810 | — |
Operator : Ladies and gentlemen, thank you for standing by. Welcome to the American Tower Second Quarter 2026 Earnings Conference Call. As a reminder, today's conference call is being recorded. Following the prepared remarks, we will open the call for questions. [Operator Instructions]. I would now like to hand the conference over to your host, Spencer Kurn, Senior Vice President of Investor Relations. Please go ahead. Spencer Kurn : Thank you, and good morning. Welcome to our second quarter 2026 earnings call. I'm Spencer Kurn, Head of Investor Relations for American Tower. Joining me on the call today are Steve Vondran, our President and CEO; and Rod Smith, our Executive Vice President, CFO and Treasurer. Following our prepared remarks, we will open the call for your questions. Before we begin, I need to call your attention to our safe harbor statement. It says that some of our comments today may be forward-looking. As such, they are subject to risks and uncertainties described in American Tower SEC filings, and results may differ materially. Additional information is available on our Investor Relations website. I'll now turn the call over to Steve. Steve? Steven Vondran : Thanks, Spencer. Good morning, everybody, and thanks for joining today's call. We delivered another strong quarter fueled by robust leasing demand across our global tower portfolio, record leasing activity at CoreSite, and continued operational discipline. The strength and consistency of our execution, combined with the momentum we're seeing across the business enabled us to raise our full year outlook for the second time this year. Our performance reinforces what we believe is one of the most compelling long-term growth stories in digital infrastructure. Around the world, mobile data consumption continues to grow at an extraordinary pace. Cloud adoption remains resilient. AI-driven workloads are accelerating and network architectures are becoming increasingly complex. Together, these trends are driving a growing need for the critical infrastructure that American Tower provides. Against this backdrop, we remain focused on the 3 strategic priorities we outlined at the start of the year, driving durable revenue growth, enhancing operational efficiency and maintaining disciplined capital allocation. Starting with revenue growth. This year, we remain on track to deliver approximately 4% organic tenant billings growth across our global tower business, excluding onetime disrelated impacts and we're raising our outlook to approximately 15% revenue growth from our data center business. The long-term outlook for wireless infrastructure remains exceptionally strong. Mobile data usage continues to expand globally, supported by increases in smartphone penetration, 5G adoption, fixed wireless access and a growing range of enterprise and consumer applications that rely on ubiquitous high-quality connectivity. In the U.S., industry analysts estimate that mobile network capacity will …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Steven O. Vondran | President, Chief Executive Officer & Director | USD 3,325,757 | Male | 1971 | Active |
Rodney Smith | Executive Vice President, Chief Financial Officer & Treasurer | USD 1,647,286 | Male | 1966 | Active |
Eugene Noel | Executive Vice President & Chief Operating Officer | USD 1,581,269 | Male | 1969 | Active |
Ruth T. Dowling | Executive Vice President, Chief Administrative Officer, General Counsel & Secretary | USD 1,547,966 | Female | 1970 | Active |
Colleen Richards Powell | Senior Vice President & Chief Diversity, Equity and Inclusion Officer | — | Female | — | Active |
Brenna Jones | SVP & Chief Human Resources Officer | — | Female | — | Active |
Paul Blanchett | Senior Vice President & Chief Accounting Officer | — | Male | 1984 | Active |
Spencer Harris Kurn | Senior Vice President of Investor Relations | — | Male | — | Active |
Juan A. Font | Senior VP and President & CEO of Coresite | — | Male | 1970 | Active |
Julian Plumstead | Senior Vice President of M&A and Business Development - Europe, Africa and Latin America | — | Male | — | Active |
The average of price targets set by Wall Street analysts indicates a potential upside of 27.3% in American Tower (AMT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) today announced that it is scheduled to present at the TD Cowen 12th Annual Communications Infrastructure Summit on Tuesday, August 11, 2026, at 12:25 p.m. MT in Boulder, Colorado. A live webcast and replay of the presentation will be accessible from the Investor Relations section of American Tower's website at www.americantower.com/investor-relations. American Tower, one of the largest global REITs, is a leading independent owner,.
AMT benefits from resilient telecom demand, annual lease escalators, and upcoming 5G/6G cycles, aside from near-term noise from DISH churn. Data center segment delivers double-digit cash revenue growth and richer gross margins, aided by the potential tripling in capacity. AMT's robust H1'26 numbers imply a prudent FY2026 guidance, with it well positioning the REIT for future beat-and-raise performance.
Evaluate American Tower's (AMT) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
American Tower Corporation beat analyst estimates on both the top and bottom lines in the most recent quarter and raised its outlook. But there are nuances. Dish is creating a significant drag on AFFO growth, and the firm's high-interest rate sensitivity is a key risk. High-energy prices are likely to prevent the Fed from cutting rates this year, which means that the macro headwinds are likely to continue for the rest of the year.
