| SBAC |
Report |
Total revenue |
IN-LINE |
pred ~$724M vs. cons $721M |
MEDIUM |
| SBAC |
Report |
Adjusted EBITDA |
BEAT |
pred ~$488M vs. cons $482M |
MEDIUM |
| SBAC |
Report |
AFFO per share |
BEAT |
pred ~$3.10 vs. cons $3.04 |
MEDIUM |
| SBAC |
Guide |
FY2026 AFFO per share guidance |
BETTER |
guide ~$12.20 vs. cons $12.17 (FY2026) |
MEDIUM |
| SBAC |
Guide |
FY2026 adjusted EBITDA guidance |
UNCHANGED |
guide ~$1.94B vs. cons $1.94B (FY2026) |
MEDIUM |
| SBAC |
Guide |
FY2026 net cash interest expense guidance |
BETTER |
guide ~$492M vs. cons $496M (FY2026) |
LOW |
| SBAC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| SBAC |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
A ~$3.10 AFFO/share result versus $3.04 consensus and FY2026 AFFO/share guidance near $12.20 versus $12.17 should support upward cash-flow revisions; lower ~$492M interest expense versus ~$496M consensus reinforces the refinancing benefit and makes the out-period math constructive. |
MEDIUM |