NYSE$AMT

American Tower Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

American Tower reported revenue growth and a significant increase in net income for Q4 2024.

American Tower Corporation (AMT) posted Q4 2024 revenue of $2.55 billion, reflecting a 3.7% year-over-year increase. Net income soared to $1.23 billion, up 9,151.9% due to favorable operational and financial adjustments. Adjusted EBITDA grew 5.1% to $1.69 billion, and AFFO per share increased to $2.32. The company saw strong growth in organic tenant billings, particularly in emerging markets.

  • Total revenue grew 3.7% year-over-year to $2.55 billion.
  • Net income rose significantly to $1.23 billion, mainly due to financial adjustments.
  • Adjusted EBITDA increased 5.1% to $1.69 billion, with a 66.4% margin.
  • Organic tenant billings grew 5.0%, with strong performance in emerging markets.

Headline financials

Total Revenue

$2.55B

Previous: $2.79B-8.6%
EPS (adj)

$2.32

Previous: $2.29+1.3%
U.S. & Canada Organic Growth

4.2%

Previous: 5.1%-17.6%
Latin America Organic Growth

2.5%

Previous: 4.1%-39.0%
Africa & APAC Organic Growth

13.3%

Previous: 13.3%+0.0%
Europe Organic Growth

5.7%

Previous: 8.5%-32.9%
Capital Expenditures

-$443M

Previous: -$525M+15.5%
Net Income

$1.23B

Previous: $13M+9358.5%
Operating Income

$1.08B

Previous: $717M+50.7%
Gross Profit

$1.89B

Previous: $1.21B+56.4%

Revenue & EPS history

American Tower · Revenue · Quarterly

$2.55B

Q4 2024-8.6%vs Q4 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 expects continued revenue growth in 2025, with strength in tenant billings and data center expansion.

Tailwinds

  • Projected total revenue between $9.92 billion and $10.07 billion.
  • Net income expected to grow 30.5% to a range of $2.93 billion to $3.02 billion.
  • U.S. & Canada organic tenant billings projected to grow by at least 4.3%.
  • Data center revenue expected to grow by 11.9%.
  • AFFO per share estimated between $10.31 and $10.50.

Headwinds

  • Foreign currency exchange fluctuations expected to negatively impact revenue by approximately $229 million.
  • Interest expense projected between $1.37 billion and $1.35 billion.
  • Straight-line revenue expected to decline by approximately $62 million.
  • Higher anticipated capital expenditures in discretionary projects, estimated between $880 million and $910 million.
  • Potential pricing pressure in international markets affecting tenant billings growth.

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 2024

Historical avgQ4 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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