NYSE$AMT

American Tower Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong financial and operational results, raised 2022 outlook for Attributable AFFO per Share and demonstrated core outperformance across property revenue and Adjusted EBITDA.

American Tower Corporation reported a 16.3% increase in total revenue, reaching $2,674 million. Net income increased by 19.1% to $891 million, and Adjusted EBITDA grew by 13.2% to $1,671 million. The company also raised its 2022 outlook for Attributable AFFO per Share.

  • Total revenue increased 16.3% to $2,674 million.
  • Property revenue increased 17.1% to $2,615 million.
  • Net income increased 19.1% to $891 million.
  • Adjusted EBITDA increased 13.2% to $1,671 million.

Headline financials

Total Revenue

$2.67B

Previous: $2.3B+16.3%
EPS (adj)

$2.51

Previous: $2.73-8.1%
Capital Expenditures

-$756M

Previous: -$603M-25.5%
Free Cash Flow

$142M

Previous: $144M-1.1%
Net Income

$898M

Previous: $746M+20.4%
Operating Income

$782M

Previous: $849M-7.9%
Gross Profit

$1.88B

Previous: $1.68B+12.2%
Cash & Equivalents

$2.07B

Previous: $1.93B+7.2%
Total Assets

$68.1B

Previous: $59B+15.5%
Stock-Based Comp

$42.2M

Previous: $31.9M+32.3%

Revenue & EPS history

American Tower · Revenue · Quarterly

$2.67B

Q2 2022+16.3%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

American Tower · $2.38B total across 6 segments · Q2 2022

  • U.S. & Canada Property
    $1.24B+0.2%
  • Latin America Property
    $425M+16.1%
  • Africa & APAC Property
    $286M+15.3%
  • Data Centers
    $191M
  • Europe Property
    $179M+103.4%
  • Services
    $59.8M-9.3%

Forward guidance

Full year 2022 estimates are based on a number of assumptions that management believes to be reasonable and reflect the Company’s expectations as of July 28, 2022.

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 2022

Historical avgQ2 2022

+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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