NASDAQ$SBAC

SBA Communications Corporation · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

SBA Communications Corporation reported strong financial results, exceeding expectations and raising the full year 2020 outlook across key metrics.

SBA Communications Corporation reported strong third quarter results, with net income of $22.6 million and site leasing revenue of $486.8 million. The company saw AFFO per share growth of 15.3% and repurchased 1.0 million shares. They also increased the full year 2020 outlook for revenue, tower cash flow, adjusted EBITDA, and AFFO.

  • Net income was $22.6 million, or $0.20 per share, and site leasing revenue reached $486.8 million.
  • AFFO per share grew by 15.3% compared to the previous year on a constant currency basis.
  • The company repurchased 1.0 million shares cumulatively during the third quarter and subsequent to quarter end.
  • Full year 2020 outlook was increased for Revenue, Tower Cash Flow, Adjusted EBITDA, and AFFO.

Headline financials

Total Revenue

$523M

Previous: $508M+3.0%
EPS (adj)

$0.20

Previous: $0.19+5.3%
AFFO

$270M

No prior period
AFFO per Share

$2.38

No prior period
Tower Cash Flow Margin

81.6%

No prior period
Adjusted EBITDA Margin

71.5%

No prior period
Capital Expenditures

-$95.4M

Previous: -$111M+14.4%
Free Cash Flow

-$72.8M

Previous: -$89.7M+18.8%
Net Income

$22.6M

Previous: $21.7M+4.1%
Operating Income

$160M

Previous: $154M+4.2%
Gross Profit

$401M

Previous: $384M+4.5%
Cash & Equivalents

$272M

Previous: $129M+111.1%
Total Assets

$9.03B

Previous: $9.2B-1.8%
Stock-Based Comp

$17.1M

Previous: $12.7M+34.0%

Revenue & EPS history

SBA · Revenue · Quarterly

$523M

Q3 2020+3%vs Q3 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

SBA · $36.2M total across 1 segment · Q3 2020

  • Site Development
    $36.2M

Forward guidance

The Company is updating its full year 2020 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 Q3 2020

Historical avgQ3 2020

-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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