| SBAC |
Report |
AFFO per share (Q2 2026) |
BEAT |
pred ~$3.06 vs. cons $2.99 |
MEDIUM |
| SBAC |
Report |
Domestic site leasing revenue (Q2 2026) |
IN-LINE |
pred ~$451M vs. cons $448.5M |
MEDIUM |
| SBAC |
Report |
International site leasing revenue (Q2 2026) |
BEAT |
pred ~$212M vs. cons $208.3M |
MEDIUM |
| SBAC |
Guide |
FY2026 site leasing revenue (FY2026) |
BETTER |
guide mid ~$2,677M vs. cons $2,660M |
MEDIUM |
| SBAC |
Guide |
FY2026 AFFO per share (FY2026) |
UNCHANGED |
guide mid ~$12.22 vs. cons $12.19 |
MEDIUM |
| SBAC |
Guide |
FY2026 net cash interest expense (FY2026) |
LOWER |
guide ~$505-515M vs. prior guide $492-500M |
LOW |
| SBAC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| SBAC |
Return |
5-day cumulative residual |
+2.5% (STABILIZE) |
STABILIZE — beat clears low bar; refinancing headwind caps estimate revision upside; trough narrative validated by peer prints |
MEDIUM |