NASDAQ$SBAC

SBA Communications Corporation · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported strong third-quarter results, driven by high levels of wireless deployment and strategic acquisitions.

SBA Communications Corporation reported a strong third quarter with significant growth in revenue, net income, and AFFO per share. The company exceeded consensus estimates, driven by robust wireless carrier activity and successful execution. They updated their full year 2022 outlook and declared a quarterly cash dividend.

  • Net income was $99.8 million, or $0.91 per share.
  • AFFO per share increased 15.1% over the prior year period on a constant currency basis.
  • Total revenue reached $675.6 million, a 14.6% increase over the prior year period.
  • The company closed on a deal to purchase 2,632 sites in Brazil.

Headline financials

Total Revenue

$676M

Previous: $589M+14.6%
EPS (adj)

$0.91

Previous: $0.43+111.6%
AFFO per Share

$3.10

Previous: $2.71+14.4%
Quarterly Dividend per Share

$0.71

Previous: $0.58+22.4%
Tower Cash Flow Margin

80.6%

Previous: 81.5%-1.1%
Capital Expenditures

-$148M

Previous: -$90.4M-64.1%
Free Cash Flow

-$48.3M

Previous: -$42.6M-13.4%
Net Income

$100M

Previous: $47.8M+109.2%
Operating Income

$243M

Previous: $212M+14.7%
Gross Profit

$498M

Previous: $449M+10.9%
Cash & Equivalents

$201M

Previous: $188M+7.1%
Total Assets

$9.95B

Previous: $9.67B+2.9%
Stock-Based Comp

$25.5M

Previous: $17.1M+49.0%

Revenue & EPS history

SBA · Revenue · Quarterly

$676M

Q3 2022+14.6%vs Q3 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

SBA · $88.3M total across 1 segment · Q3 2022

  • Site Development
    $88.3M+64.1%

Forward guidance

The Company is updating its full year 2022 Outlook for anticipated results.

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 2022

Historical avgQ3 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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