NASDAQ$SBAC

SBA Communications Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong Q1 2022 results with double-digit growth in AFFO per share and increased 2022 outlook.

SBA Communications Corporation reported a strong start to 2022, with a 12.9% increase in total revenue to $619.7 million. Net income was $188.3 million, or $1.72 per share, and AFFO per share increased by 14.7% year-over-year. The company updated its full year 2022 outlook and declared a quarterly cash dividend of $0.71 per share.

  • Net income was $188.3 million, or $1.72 per share.
  • AFFO per share increased 14.7% over the prior year period.
  • Total revenue was $619.7 million, a 12.9% growth over the prior year period.
  • The company repurchased 1.3 million shares in the first quarter at an average price per share of $332.00.

Headline financials

Total Revenue

$620M

Previous: $549M+12.9%
EPS (adj)

$1.72

Previous: -$0.11+1663.6%
AFFO per Share

$2.96

Previous: $2.58+14.7%
Quarterly Dividend per Share

$0.71

Previous: $0.58+22.4%
Tower Cash Flow Margin

80.8%

Previous: 81.6%-1.0%
Capital Expenditures

-$38M

Previous: -$24.5M-54.9%
Free Cash Flow

$151M

Previous: -$36.3M+515.1%
Net Income

$189M

Previous: -$11.7M+1706.0%
Operating Income

$217M

Previous: $174M+24.9%
Gross Profit

$467M

Previous: $419M+11.4%
Cash & Equivalents

$264M

Previous: $177M+49.2%
Total Assets

$10.1B

Previous: $9.76B+3.9%
Stock-Based Comp

$24.7M

Previous: $20.4M+21.2%

Revenue & EPS history

SBA · Revenue · Quarterly

$620M

Q1 2022+12.9%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

SBA · $60.3M total across 1 segment · Q1 2022

  • Site Development
    $60.3M+38.4%

Forward guidance

The Company is updating its full year 2022 Outlook for anticipated results. The Outlook provided is based on a number of assumptions that the Company believes are reasonable at the time of this press release.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.1%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.7%

Avg return

30 days after

50%

32 / 64 earnings

Positive

+9.4%

Q3 2023

Best reaction

-9.6%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%+0.1%-6.6%
Q4 2025+4.7%+2.2%-13.1%
Q3 2025+1.3%+2.0%-1.8%
Q1 2025+6.8%+8.4%+3.1%
Q4 2024+3.0%+2.4%+1.7%
Q3 2024-4.2%-6.7%-5.5%
Q2 2024+1.5%+7.0%+6.0%
Q1 2024-5.2%-1.6%-5.0%
Q4 2023-6.1%-2.2%+2.4%
Q3 2023+9.4%+5.8%+20.7%
Q2 2023-2.4%-3.5%-2.8%
Q1 2023-5.3%-8.2%-15.0%
Q4 2022-7.9%-8.3%-12.2%
Q3 2022+2.1%+0.9%+10.8%
Q2 2022+0.7%+2.9%-3.1%
Q1 2022-4.1%-5.3%-5.5%
Q4 2021+3.2%+7.8%+11.8%
Q3 2021+3.8%-0.3%-1.7%
Q2 2021+1.5%+1.8%+7.4%
Q1 2021-0.6%+1.1%+0.7%
Q4 2020-5.0%-2.5%+4.1%
Q3 2020+0.2%+5.6%-2.0%
Q2 2020-0.4%-0.1%+0.8%
Q1 2020-0.1%+1.2%+4.2%
Q4 2019+2.0%+0.4%-20.9%
Q3 2019-2.2%-1.6%-2.7%
Q2 2019+4.9%+5.0%+11.1%
Q1 2019+1.3%+2.9%+1.3%
Q4 2018-0.2%-1.1%+7.7%
Q3 2018+0.8%+4.0%+3.0%
Q2 2018-1.1%-1.0%-1.6%
Q1 2018-0.9%+0.1%+0.0%
Q4 2017-5.6%-11.6%-1.4%
Q3 2017+7.1%+5.3%+15.7%
Q2 2017-0.2%+1.7%+11.2%
Q1 2017+2.0%+2.5%+9.2%
Q4 2016+4.1%+3.4%+7.8%
Q3 2016-5.2%-6.4%-15.2%
Q2 2016+2.0%+0.5%+1.0%
Q1 2016-3.9%
Q4 2015-1.1%
Q3 2015-8.6%
Q2 2015+1.0%
Q1 2015-1.2%
Q4 2014+4.1%
Q3 2014-1.7%
Q2 2014-1.2%
Q1 2014+5.7%
Q4 2013-3.2%
Q3 2013+4.0%
Q2 2013-1.0%
Q1 2013+1.1%
Q4 2012+1.0%
Q3 2012+0.4%
Q2 2012+0.1%
Q1 2012-0.4%
Q4 2011+1.6%
Q3 2011-1.7%
Q2 2011-9.6%
Q1 2011+2.1%
Q4 2010-0.8%
Q3 2010-2.1%
Q2 2010+1.6%
Q1 2010+3.0%

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