NYSE$AMT

American Tower Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

American Tower's financial performance demonstrated growth, driven by strong demand for communication assets and strategic capital allocation.

American Tower Corporation reported a 4.6% increase in total revenue, reaching $2,900 million. Net income saw a significant increase of 96.8% to $908 million. The company's performance was bolstered by positive collection trends in India and strong organic tenant billings growth in the U.S. & Canada segment.

  • Total revenue increased by 4.6% to $2,900 million.
  • Net income increased significantly by 96.8% to $908 million.
  • Adjusted EBITDA increased by 8.1% to $1,890 million.
  • AFFO attributable to AMT common stockholders increased by 13.5% to $1,306 million.

Headline financials

Total Revenue

$2.9B

Previous: $2.77B+4.6%
EPS

$1.92

Previous: $2.46-22.0%
Capital Expenditures

-$722M

Previous: -$883M+18.2%
Free Cash Flow

$187M

Previous: -$421M+144.3%
Net Income

$908M

Previous: $462M+96.8%
Operating Income

$1.28B

Previous: $874M+47.0%
Gross Profit

$2.1B

Previous: $1.96B+7.1%
Cash & Equivalents

$2.49B

Previous: $2.02B+23.6%
Total Assets

$65.8B

Previous: $66.9B-1.6%
Stock-Based Comp

$46.3M

Previous: $49.4M-6.3%

Revenue & EPS history

American Tower · Revenue · Quarterly

$2.9B

Q2 2024+4.6%vs Q2 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

American Tower · $2.52B total across 6 segments · Q3 2023

  • U.S. & Canada Property
    $1.33B+5.2%
  • Latin America Property
    $460M+9.5%
  • Africa & APAC Property
    $294M-3.0%
  • Data Centers
    $212M+9.3%
  • Europe Property
    $200M+8.7%
  • Services
    $26.2M-57.7%

Forward guidance

American Tower is raising the midpoints of its full year 2024 outlook for property revenue, net income, net income attributable to AMT common stockholders, Adjusted EBITDA, AFFO attributable to AMT common stockholders and AFFO attributable to AMT common stockholders per Share.

Tailwinds

  • Property revenue midpoint raised.
  • Net income midpoint raised.
  • Adjusted EBITDA midpoint raised.
  • AFFO attributable to AMT common stockholders midpoint raised.
  • AFFO attributable to AMT common stockholders per Share midpoint raised.

Headwinds

  • Outlook reflects estimated negative impacts of foreign currency exchange rate fluctuations to property revenue.
  • Outlook reflects estimated negative impacts of foreign currency exchange rate fluctuations to Adjusted EBITDA.
  • Outlook reflects estimated negative impacts of foreign currency exchange rate fluctuations to AFFO attributable to AMT common stockholders.
  • The U.S. & Canada growth rate includes an estimated negative impact of over 3% associated with a decrease in non-cash straight-line revenue recognition.
  • The international growth rate includes an estimated negative impact of over 4% from the translational effects of foreign currency exchange rate fluctuations.

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 2024

Historical avgQ2 2024

+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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