| AMT |
Report |
Q2 2026 AFFO per share |
BEAT |
pred ~$2.75 vs. cons $2.71 |
MEDIUM |
| AMT |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$1.81B vs. cons $1.79B |
MEDIUM |
| AMT |
Report |
Q2 2026 total property revenue |
IN-LINE |
pred ~$2.67B vs. cons $2.65B |
MEDIUM |
| AMT |
Guide |
AFFO per share guidance |
BETTER |
guide ~$11.03 vs. cons $10.97 (FY2026) |
MEDIUM |
| AMT |
Guide |
Adjusted EBITDA guidance |
BETTER |
guide ~$7.26B vs. cons $7.23B (FY2026) |
MEDIUM |
| AMT |
Guide |
Total property revenue guidance |
BETTER |
guide ~$10.70B vs. cons $10.66B (FY2026) |
MEDIUM |
| AMT |
Guide |
Organic tenant billings growth guidance |
UNCHANGED |
guide ~1.0% vs. cons 1.0% (FY2026) |
HIGH |
| AMT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.3% |
— |
MEDIUM |
| AMT |
Return |
5-day cumulative residual |
+1.4% (FADE) |
The FY2026 AFFO midpoint of ~$11.03 versus consensus of $10.97 implies H2 AFFO per share of ~$5.44 after predicted H1 AFFO of $5.59, only modestly above the consensus-implied H2 requirement of ~$5.42. Limited out-period estimate upside and an FX-heavy guidance increase should cause part of the initial beat reaction to fade. |
MEDIUM |