NASDAQ$SBAC

SBA Communications Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

SBA Communications reported solid financial results for Q2 2024, aligning with expectations. New business execution in the US remained consistent, while international leasing activity increased. The company maintained a balanced capital allocation strategy, focusing on portfolio expansion, stock repurchases, dividends, and debt reduction.

SBA Communications Corporation reported Q2 2024 results, with net income at $159.5 million or $1.51 per share and AFFO per share of $3.29. Total revenues were $660.5 million. The company's Board declared a quarterly cash dividend of $0.98 per share.

  • Net income was $159.5 million, or $1.51 per share.
  • AFFO per share reached $3.29.
  • Tower Cash Flow and Adjusted EBITDA margins remained industry-leading.
  • A quarterly cash dividend of $0.98 per share was declared.

Headline financials

Total Revenue

$660M

Previous: $679M-2.7%
EPS

$1.51

Previous: $1.87-19.3%
AFFO

$354M

No prior period
AFFO per Share

$3.29

Previous: $2.63+25.1%
Site Leasing Revenue

$626M

No prior period
Site Leasing Segment Operating Profit

$512M

No prior period
Tower Cash Flow

$504M

No prior period
Adjusted EBITDA

$467M

No prior period
Net Cash Interest Expense

$90.5M

No prior period
Tower Cash Flow Margin

81.1%

Previous: 63.8%+27.1%
Adjusted EBITDA Margin

71.3%

Previous: 61.2%+16.5%
Capital Expenditures

-$108M

Previous: -$113M+4.2%
Free Cash Flow

$55M

Previous: $91.1M-39.6%
Net Income

$163M

Previous: $204M-20.0%
Operating Income

$354M

Previous: $241M+46.9%
Gross Profit

$519M

Previous: $524M-1.0%
Cash & Equivalents

$221M

Previous: $179M+23.1%
Total Assets

$9.79B

Previous: $10.6B-7.7%
Stock-Based Comp

$18.6M

Previous: $18.3M+1.9%

Revenue & EPS history

SBA · Revenue · Quarterly

$660M

Q2 2024-2.7%vs Q2 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

SBA · $45.1M total across 1 segment · Q3 2023

  • Site Development
    $45.1M-48.9%

Forward guidance

The Company is updating its full year 2024 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 2024

Historical avgQ2 2024

-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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