| CCI |
Report |
2Q26 AFFO per share |
BEAT |
pred ~$1.02 vs. cons $1.00 |
MEDIUM |
| CCI |
Report |
2Q26 site rental revenue |
IN-LINE |
pred ~$941M vs. cons $937.3M |
MEDIUM |
| CCI |
Report |
2Q26 adjusted EBITDA |
IN-LINE |
pred ~$670M vs. cons $666M |
LOW |
| CCI |
Guide |
AFFO per share guidance |
UNCHANGED |
guide ~$4.59 vs. cons $4.59 (FY2026) |
HIGH |
| CCI |
Guide |
Adjusted EBITDA guidance |
UNCHANGED |
guide ~$2.69B vs. cons $2.69B (FY2026) |
HIGH |
| CCI |
Guide |
Post-close annualized AFFO commentary |
UNCHANGED |
guide ~$2.10B vs. cons $2.10B (12 months following May 1, 2026 close) |
MEDIUM |
| CCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| CCI |
Return |
5-day cumulative residual |
+1.2% (STABILIZE) |
A modest AFFO beat and clean capital-allocation execution should support the initial reaction, but unchanged FY2026 AFFO guidance of ~$4.59 versus consensus $4.59 implies little out-period estimate revision; gains should stabilize as investors separate interest and buyback accretion from still-subdued tower leasing. |
MEDIUM |