| CCI |
Report |
AFFO per share |
MISS |
pred ~$1.04 vs. cons $1.06 |
MEDIUM |
| CCI |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$662M vs. cons $668M |
MEDIUM |
| CCI |
Report |
Organic contribution to site-rental billings excluding DISH and Sprint |
IN-LINE |
pred ~3.4% vs. cons 3.5% |
MEDIUM |
| CCI |
Guide |
Full-year 2026 AFFO per share |
UNCHANGED |
guide ~$4.59 vs. cons $4.59 (FY2026) |
HIGH |
| CCI |
Guide |
Full-year 2026 adjusted organic site-rental-billings growth excluding DISH and Sprint |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY2026) |
MEDIUM |
| CCI |
Guide |
Full-year 2026 adjusted EBITDA |
UNCHANGED |
guide ~$2.69B vs. cons $2.69B (FY2026) |
HIGH |
| CCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| CCI |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
A modest AFFO-per-share miss and organic growth still below the 3.5% framework would reinforce that the 2026 AFFO uplift is financing-led rather than a tower-demand inflection. Maintaining FY2026 guidance would limit the initial downside, but the implied second-half leasing and margin recovery becomes less credible, pulling 2027 AFFO and organic-growth estimates lower after the report. |
MEDIUM |