NASDAQ$SBAC

SBA Communications Corporation · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

SBA Communications Corporation's financial performance for Q3 2021 was reported, showcasing revenue growth and strategic capital allocation.

SBA Communications Corporation reported a strong third quarter in 2021, with a 12.7% increase in total revenue to $589.3 million and net income of $47.8 million, or $0.43 per share. The company saw growth in site leasing and development revenues, and AFFO per share increased by 13.9%.

  • Net income was $47.8 million, or $0.43 per share.
  • AFFO per share increased 13.9% over the prior year period.
  • Total revenue reached $589.3 million, a 12.7% increase year-over-year.
  • A quarterly cash dividend of $0.58 per share was declared.

Headline financials

Total Revenue

$589M

Previous: $523M+12.7%
EPS (adj)

$0.43

Previous: $0.20+115.0%
AFFO

$303M

Previous: $270M+12.0%
AFFO per Share

$2.71

Previous: $2.38+13.9%
Quarterly Dividend per Share

$0.58

No prior period
Tower Cash Flow Margin

81.5%

Previous: 81.6%-0.1%
Adjusted EBITDA Margin

70.3%

Previous: 71.5%-1.7%
Capital Expenditures

-$90.4M

Previous: -$95.4M+5.2%
Free Cash Flow

-$42.6M

Previous: -$72.8M+41.5%
Net Income

$47.8M

Previous: $22.6M+111.8%
Operating Income

$212M

Previous: $160M+32.1%
Gross Profit

$449M

Previous: $401M+11.9%
Cash & Equivalents

$188M

Previous: $272M-30.9%
Total Assets

$9.67B

Previous: $9.03B+7.0%
Stock-Based Comp

$17.1M

Previous: $17.1M+0.3%

Revenue & EPS history

SBA · Revenue · Quarterly

$589M

Q3 2021+12.7%vs Q3 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

SBA · $53.8M total across 1 segment · Q3 2021

  • Site Development
    $53.8M+48.8%

Forward guidance

The Company is updating its full year 2021 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 2021

Historical avgQ3 2021

-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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