| SBAC |
Report |
Q2 2026 AFFO per share |
BEAT |
pred ~$3.04 vs. cons $2.96 |
MEDIUM |
| SBAC |
Report |
Q2 2026 site-leasing revenue |
IN-LINE |
pred ~$665M vs. cons $663M |
MEDIUM |
| SBAC |
Report |
Q2 2026 adjusted EBITDA |
IN-LINE |
pred ~$486M vs. cons $483M |
MEDIUM |
| SBAC |
Guide |
AFFO per share |
UNCHANGED |
guide ~$12.16 vs. cons $12.14 (FY2026) |
MEDIUM |
| SBAC |
Guide |
Site-leasing revenue |
UNCHANGED |
guide ~$2.665B vs. cons $2.663B (FY2026) |
MEDIUM |
| SBAC |
Guide |
Net cash interest expense |
BETTER |
guide ~$494M vs. cons $496M (FY2026) |
LOW |
| SBAC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| SBAC |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Q2 AFFO per share of ~$3.04 vs. $2.96 consensus should initially clear the low bar, but FY2026 AFFO-per-share guidance of ~$12.16 vs. $12.14 consensus implies little out-period revision upside; expect the residual return to fade from +2.4% on day 1 to +1.0% cumulatively by day 5. |
MEDIUM |