NYSE$AMT

American Tower Corp · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported strong leasing trends and solid performance, demonstrating resiliency in the face of economic volatility.

American Tower Corporation reported an 8.8% increase in total revenue, reaching $2,672 million for Q3 2022. Net income increased by 12.9% to $820 million. The company saw strong leasing trends across its global portfolio and double-digit growth in its common stock dividend.

  • Total revenue increased by 8.8% to $2,672 million.
  • Property revenue increased by 10.2% to $2,610 million.
  • Net income increased by 12.9% to $820 million.
  • Adjusted EBITDA increased by 5.8% to $1,643 million.

Headline financials

Total Revenue

$2.67B

Previous: $2.45B+8.8%
EPS (adj)

$2.36

Previous: $2.49-5.2%
Capital Expenditures

-$1.22B

Previous: -$917M-32.6%
Free Cash Flow

-$376M

Previous: -$194M-94.0%
Net Income

$840M

Previous: $723M+16.1%
Operating Income

$653M

Previous: $828M-21.1%
Gross Profit

$1.86B

Previous: $1.76B+5.8%
Cash & Equivalents

$2.12B

Previous: $3.28B-35.3%
Total Assets

$66.5B

Previous: $60.5B+9.9%
Stock-Based Comp

$39.2M

Previous: $28.1M+39.5%

Revenue & EPS history

American Tower · Revenue · Quarterly

$2.67B

Q3 2022+8.8%vs Q3 2021
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

American Tower · $2.42B total across 6 segments · Q3 2022

  • U.S. & Canada Property
    $1.26B+2.3%
  • Latin America Property
    $420M+7.4%
  • Africa & APAC Property
    $303M+17.9%
  • Data Centers
    $194M
  • Europe Property
    $184M+4.5%
  • Services
    $62M-27.1%

Forward guidance

The company raised the midpoint of its full year 2022 outlook for property revenue and Adjusted EBITDA, driven primarily by higher straight-line and international pass-through revenues, along with various one-time benefits, tenant billings outperformance and cost controls. The company is lowering the midpoint of its full year 2022 outlook for Consolidated AFFO and AFFO attributable to AMT common stockholders due to the incremental reserves associated with VIL and the negative effects of foreign exchange rate fluctuations.

Tailwinds

  • Higher straight-line revenue.
  • Higher international pass-through revenues.
  • One-time benefits.
  • Tenant billings outperformance.
  • Cost controls.

Headwinds

  • Incremental reserves associated with VIL in India.
  • Negative effects of foreign exchange rate fluctuations.
  • Lowering the midpoint of its full year 2022 outlook for Consolidated AFFO.
  • Lowering the midpoint of its full year 2022 outlook for AFFO attributable to AMT common stockholders.
  • Impact of foreign currency exchange rate fluctuations on net income metrics is not provided.

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

+0.2%

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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