NASDAQ$SBAC

SBA Communications Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

SBA Communications Corporation reported strong second-quarter results, with revenue growth, increased AFFO per share, and updated full-year outlook.

SBA Communications Corporation reported a strong second quarter with a 13.3% increase in total revenue to $652.0 million. Net income was $69.2 million, or $0.64 per share, and AFFO per share increased by 16.3% over the prior year period. The company also declared a quarterly cash dividend of $0.71 per share.

  • Net income was $69.2 million, or $0.64 per share.
  • AFFO per share increased 16.3% over the prior year period.
  • Total revenue reached $652.0 million, a 13.3% increase over the prior year period.
  • An agreement was made to purchase approximately 2,600 sites in Brazil.

Headline financials

Total Revenue

$652M

Previous: $576M+13.3%
EPS (adj)

$0.64

Previous: $1.37-53.3%
AFFO

$335M

Previous: $294M+14.2%
AFFO per Share

$3.07

Previous: $2.64+16.3%
Quarterly Dividend per Share

$0.71

Previous: $0.58+22.4%
Tower Cash Flow Margin

80.6%

Previous: 81.9%-1.6%
Adjusted EBITDA Margin

68.2%

Previous: 70.7%-3.5%
Capital Expenditures

-$91M

Previous: -$55.4M-64.3%
Free Cash Flow

-$21.5M

Previous: $97.3M-122.1%
Net Income

$69.5M

Previous: $153M-54.5%
Operating Income

$231M

Previous: $200M+15.6%
Gross Profit

$486M

Previous: $440M+10.5%
Cash & Equivalents

$183M

Previous: $274M-33.1%
Total Assets

$10B

Previous: $9.96B+0.5%
Stock-Based Comp

$23.9M

Previous: $21.6M+10.4%

Revenue & EPS history

SBA · Revenue · Quarterly

$652M

Q2 2022+13.3%vs Q2 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

SBA · $71.8M total across 1 segment · Q2 2022

  • Site Development
    $71.8M+39.6%

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 Q2 2022

Historical avgQ2 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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