NASDAQ$SBAC

SBA Communications Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

SBA Communications reported strong financial results for the third quarter, exceeding estimates and expectations with solid growth in site leasing revenue, Tower Cash Flow and Adjusted EBITDA.

SBA Communications Corporation reported Q3 2023 results with a net income of $85.4 million, or $0.80 per share, and AFFO per share of $3.34. Site leasing revenue reached $637.5 million, an 8.5% increase year-over-year. The company repurchased 0.5 million shares and declared a quarterly cash dividend of $0.85 per share.

  • Net income was $85.4 million, or $0.80 per share.
  • AFFO per share reached $3.34.
  • Site leasing revenue totaled $637.5 million, reflecting an 8.5% year-over-year increase.
  • 0.5 million shares were repurchased in the third quarter and subsequent to quarter end.

Headline financials

Total Revenue

$683M

Previous: $676M+1.0%
EPS (adj)

$0.80

Previous: $0.91-12.1%
AFFO

$364M

No prior period
AFFO per Share

$3.34

Previous: $3.10+7.7%
Quarterly Dividend per Share

$0.85

Previous: $0.71+19.7%
Tower Cash Flow Margin

81.2%

Previous: 80.6%+0.7%
Adjusted EBITDA Margin

71.4%

No prior period
Capital Expenditures

-$174M

Previous: -$148M-17.3%
Free Cash Flow

-$86.6M

Previous: -$48.3M-79.1%
Net Income

$87.4M

Previous: $100M-12.6%
Operating Income

$249M

Previous: $243M+2.3%
Gross Profit

$533M

Previous: $498M+7.0%
Cash & Equivalents

$191M

Previous: $201M-5.3%
Total Assets

$10.3B

Previous: $9.95B+3.9%
Stock-Based Comp

$21.4M

Previous: $25.5M-16.2%

Revenue & EPS history

SBA · Revenue · Quarterly

$683M

Q3 2023+1%vs Q3 2022
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 2023 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 2023

Historical avgQ3 2023

-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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