NYSE$AMT

American Tower Corp · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

American Tower reported strong Q4 2020 results, driven by organic growth, accretive acquisitions, and new site construction.

American Tower Corporation reported a 10.3% increase in total revenue to $2,123 million for Q4 2020. Net income decreased by 36.5% to $362 million, while Consolidated AFFO increased by 8.9% to $936 million.

  • Total revenue increased by 10.3% to $2,123 million.
  • Property revenue increased by 10.0% to $2,100 million.
  • Net income decreased by 36.5% to $362 million.
  • Consolidated AFFO increased by 8.9% to $936 million.

Headline financials

Total Revenue

$2.12B

Previous: $1.92B+10.3%
EPS (adj)

$2.10

Previous: $1.93+8.8%
U.S. & Canada Organic Growth

4.0%

Previous: 6.2%-35.5%
Latin America Organic Growth

7.2%

Previous: 8.0%-10.0%
Africa & APAC Organic Growth

9.4%

Previous: 10.0%-6.0%
Europe Organic Growth

2.6%

Previous: 2.6%+0.0%
Capital Expenditures

$363M

Previous: $991M-63.4%
Free Cash Flow

$769M

Previous: $719M+7.0%
Net Income

$362M

Previous: $569M-36.4%
Operating Income

$674M

Previous: $661M+2.0%
Gross Profit

$1.55B

Previous: $1.37B+12.8%
Cash & Equivalents

$1.75B

Previous: $1.5B+16.3%
Total Assets

$47.2B

Previous: $42.8B+10.4%
Stock-Based Comp

$21.8M

Previous: $23.5M-7.2%

Revenue & EPS history

American Tower · Revenue · Quarterly

$2.12B

Q4 2020+10.3%vs Q4 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

American Tower · $1.85B total across 5 segments · Q4 2020

  • U.S. & Canada Property
    $1.22B+10.7%
  • Latin America Property
    $326M-1.2%
  • Africa & APAC Property
    $239M+59.3%
  • Europe Property
    $42M+23.5%
  • Services
    $23M+53.3%

Forward guidance

American Tower provided full year 2021 outlook, which does not include any impact from the Pending Telxius Acquisition.

Tailwinds

  • Total property revenue is expected to be between $8,500 million and $8,650 million, representing a 7.8% growth rate.
  • Net income is projected to be between $2,165 million and $2,265 million, a 31.0% increase.
  • Adjusted EBITDA is anticipated to be between $5,590 million and $5,690 million, reflecting a 9.4% growth rate.
  • Consolidated AFFO is estimated to be between $4,060 million and $4,160 million, an 8.5% increase.
  • Discretionary capital projects are expected to be between $475 million and $505 million, including the construction of 6,000 to 7,000 communications sites globally.

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 Q4 2020

Historical avgQ4 2020

+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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