NYSE$AMT

American Tower Corp · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

American Tower's financial performance surged in Q2 2021, marked by substantial revenue growth and strategic acquisitions.

American Tower Corporation reported a strong second quarter in 2021, with a 20.2% increase in total revenue to $2,299 million and a 66.8% increase in net income to $748 million. The company's growth was supported by continued carrier capital investment and wireless network technology advancements, along with strategic acquisitions, including nearly 27,000 sites through the Telxius Towers acquisition.

  • Total revenue increased by 20.2% to $2,299 million.
  • Net income increased significantly by 66.8% to $748 million.
  • Adjusted EBITDA increased by 21.8% to $1,476 million.
  • The company expanded its portfolio by acquiring nearly 27,000 sites through the Telxius Towers acquisition.

Headline financials

Total Revenue

$2.3B

Previous: $1.91B+20.2%
EPS (adj)

$2.73

Previous: $2.07+31.9%
U.S. & Canada Organic Growth

4.4%

Previous: 4.7%-6.4%
Europe Organic Growth

4.4%

Previous: 2.1%+109.5%
Capital Expenditures

-$603M

Previous: $211M-386.3%
Free Cash Flow

$144M

Previous: $446M-67.8%
Net Income

$746M

Previous: $446M+67.3%
Operating Income

$849M

Previous: $691M+22.8%
Gross Profit

$1.68B

Previous: $1.38B+21.2%
Cash & Equivalents

$1.93B

Previous: $2.04B-5.4%
Total Assets

$59B

Previous: $41.5B+42.1%
Stock-Based Comp

$31.9M

Previous: $27.2M+17.3%

Revenue & EPS history

American Tower · Revenue · Quarterly

$2.3B

Q2 2021+20.2%vs Q2 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

American Tower · $2B total across 5 segments · Q2 2021

  • U.S. & Canada Property
    $1.23B+13.3%
  • Latin America Property
    $366M+24.5%
  • Africa & APAC Property
    $248M+20.4%
  • Europe Property
    $88M+151.4%
  • Services
    $65.9M+232.8%

Forward guidance

American Tower raised its full year 2021 outlook for property revenue, net income, Adjusted EBITDA and Consolidated AFFO, primarily due to the impacts of its Telxius Acquisition.

Tailwinds

  • Property revenue is expected to be between $8,985 million and $9,135 million.
  • Net income is projected to be between $2,410 million and $2,510 million.
  • Adjusted EBITDA is anticipated to be between $5,860 million and $5,960 million.
  • Consolidated AFFO is forecasted to be between $4,255 million and $4,355 million.
  • The company anticipates favorable impacts from foreign currency exchange rate fluctuations.

Headwinds

  • Actual results may differ materially due to various factors.
  • The outlook is subject to change depending on future developments related to the coronavirus pandemic.
  • The company's outlook is based on specific average foreign currency exchange rates, which are subject to change.
  • Assumed closings of agreements with CDPQ and Allianz will occur in mid-Q3 2021, which may affect the outlook if delayed.
  • Impact of foreign currency exchange rate fluctuations on net income metrics is not provided due to calculation difficulties.

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 2021

Historical avgQ2 2021

+0.2%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.9%

Avg return

30 days after

51%

37 / 73 earnings

Positive

+6.2%

Q3 2023

Best reaction

-6.9%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%+3.6%+5.3%
Q4 2025+0.7%+1.0%-11.1%
Q3 2025-3.7%-5.7%-4.5%
Q2 2025-4.2%-5.4%-9.7%
Q1 2025+4.7%+5.8%+1.1%
Q4 2024+6.1%+7.1%+11.5%
Q3 2024-3.9%-4.9%-5.8%
Q2 2024+2.5%+9.2%+4.0%
Q1 2024+1.1%+3.9%+9.0%
Q4 2023+3.2%+7.5%+5.3%
Q3 2023+6.2%+10.0%+23.1%
Q2 2023-0.5%+0.7%-6.6%
Q1 2023+1.9%-1.1%-9.7%
Q4 2022-1.8%-0.6%+0.2%
Q3 2022+4.0%+5.6%+11.8%
Q2 2022+4.9%+3.2%+1.1%
Q1 2022-1.0%-7.0%+2.4%
Q4 2021+2.7%+0.5%+5.8%
Q3 2021-1.2%-1.0%-7.9%
Q2 2021-0.8%-0.2%+0.2%
Q1 2021+1.1%-1.2%+1.4%
Q4 2020-3.8%-7.1%+6.2%
Q3 2020-0.2%+1.8%+1.7%
Q2 2020-3.6%-4.1%-8.0%
Q1 2020-2.3%-2.8%+6.0%
Q4 2019-1.0%-7.5%-9.3%
Q3 2019-0.8%-5.2%-1.5%
Q2 2019+1.3%+2.5%+10.3%
Q1 2019-0.3%-0.6%+8.3%
Q4 2018+1.2%+3.3%+13.2%
Q3 2018+2.0%-0.5%+6.5%
Q2 2018+5.2%+5.8%+4.4%
Q1 2018+0.1%+1.8%+1.5%
Q4 2017-2.4%-6.1%+1.8%
Q3 2017-1.4%-0.5%+0.7%
Q2 2017+0.3%-1.4%+4.6%
Q1 2017+2.5%+4.2%+6.8%
Q4 2016+1.7%+2.5%+7.2%
Q3 2016+0.4%-0.4%-7.2%
Q2 2016-1.6%-0.7%-3.7%
Q1 2016+1.3%
Q4 2015+3.1%
Q3 2015+1.3%
Q2 2015-1.8%
Q1 2015-0.0%
Q4 2014-1.9%
Q3 2014+2.6%
Q2 2014+2.2%
Q1 2014+4.2%
Q4 2013-2.6%
Q3 2013-1.2%
Q2 2013-1.9%
Q1 2013-0.2%
Q4 2012+5.1%
Q3 2012+1.6%
Q2 2012-0.2%
Q1 2012+0.8%
Q4 2011+1.2%
Q3 2011+0.9%
Q2 2011-6.9%
Q1 2011+1.1%
Q4 2007-1.9%
Q4 2010-1.9%
Q3 2010-0.1%
Q2 2010-0.4%
Q1 2009-4.9%
Q1 2010-0.2%
Q4 2009+0.3%
Q3 2008+1.1%
Q3 2009+1.1%
Q2 2008-3.7%
Q4 2008-3.7%
Q2 2009-3.7%

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