| CCI |
Guide |
AFFO per share (Q2 continuing ps, first pure-play tower quarter;- interest savings from early May5/1 deal close + buyback share reduction help) |
BETTER |
pred ~$1.16 vs. cons ~$1.13 |
LOW |
| CCI |
Guide |
Adjusted EBITDA (Q2, continuing ops) |
BETTER |
pred ~$675M vs. cons ~$672M |
LOW |
| CCI |
Guide |
Site rental revenues (Q2, continuing ops; organic ~-2.8% reported on DISH/Sprint churn) |
LOWER |
pred ~$960M vs. cons ~$962M |
LOW |
| CCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
LOW |
| CCI |
Return |
5-day cumulative residual |
+0.5% (FADE) |
First pure-playay tower print off a deeply oversold, sector-wide-driven selloff (~-19% off June high) sets a low bar, so a clean, reaffirmed print likely triggers a modest relief bounce on day 1. But because FY26 guidance is almost certainly only reaffirmed (not raised) and the full year is back-half-weighted, a Q2 beat does not push out-year estimates higher; the ~93% dividend payout debate and negative reported organic growth cap upside, so the initial pop fades over the week toward roughly flat. |
LOW |