Crown Castle Inc.

Report azionario NYSE:CCI

Capitalizzazione di mercato: US$40.2b

Crown Castle Performance degli utili passati

Criteri Il passato verificati 1/6

Gli utili di Crown Castle sono diminuiti a un tasso medio annuo di -27.9%, mentre il settore Specialized REITs ha visto gli utili crescere a un tasso medio annuo di 8.3%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 6.1%.

Informazioni chiave

-27.92%

Tasso di crescita degli utili

-28.01%

Tasso di crescita dell'EPS

Specialized REITs Crescita del settore18.00%
Tasso di crescita dei ricavi-6.14%
Rendimento del capitale proprion/a
Margine netto24.66%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Jun 01

CCI: Post 2026 Tower Refocus And Dish Rent Loss Will Define Trajectory

Analysts have inched their blended price target for Crown Castle higher by about $0.35 to roughly $99.07, reflecting slightly lower discount rate assumptions and updated views on future growth and margins following recent research that includes both downgrades on growth concerns and fresh coverage with targets around $102. Analyst Commentary Recent research on Crown Castle reflects a split view, with some analysts focusing on challenges to growth and others highlighting potential upside as the company refines its tower focused profile.
Seeking Alpha May 29

Crown Castle: Turnaround Taking Hold, Playing It With Put Option Writing

Summary Crown Castle presents an attractive long-term value opportunity amid signs of an earnings turnaround and a potential recovery in AFFO. Writing long-dated puts on CCI offers a 10.52% annualized return with a $77.75 breakeven, allowing investors to collect premium while monitoring the turnaround. Management plans to maintain the dividend at a high 94.7% AFFO payout, confident in AFFO growth and targeting a 75–80% payout ratio over the next few years. The planned asset sales were completed to help fund the $1B in share repurchases and $7B in debt reduction, aiming to restore leverage to the 6–6.5x EBITDA target range. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 24

CCI: Post 2026 Tower Refocus Will Eventually Reframe Execution Concerns

Analysts have nudged their fair value estimate for Crown Castle up by about $1.50 to $98.72, reflecting updated views on revenue prospects, profit margin potential, and a slightly lower future P/E multiple following recent price target adjustments from firms covering the stock. Analyst Commentary Recent research on Crown Castle points to a mixed but constructive backdrop, with some firms lifting price targets while others have trimmed expectations or ratings.
Aggiornamento della narrazione Apr 10

CCI: Post 2026 Portfolio Shift Will Ultimately Outweigh EchoStar Dish Overhang

The analyst price target for Crown Castle has been revised slightly lower to $97.22 from about $98.81, reflecting updated views on discount rates, modestly softer growth expectations, and a slightly reduced future P/E multiple across recent research. Analyst Commentary Recent research on Crown Castle shows a mix of optimism around the company’s refocused tower business and caution around organic growth trends and leasing assumptions.
Aggiornamento della narrazione Mar 26

CCI: Post 2026 Divestiture And Refocused Towers Will Ultimately Outweigh EchoStar Overhang

Analysts have trimmed their average price target for Crown Castle by a small amount to reflect slightly weaker organic growth expectations and modestly lower margin and revenue assumptions, even as some still highlight potential benefits from the planned small cell and fiber divestiture and a possible move toward low single digit revenue growth. Analyst Commentary Recent research on Crown Castle reflects a split view, with some focusing on the potential for a cleaner, tower-focused business after the planned small cell and fiber divestiture, and others concentrating on slower organic growth and trimmed leasing expectations.
Aggiornamento della narrazione Mar 12

CCI: Refocused Towers And Post 2026 Divestiture Path Will Ultimately Outweigh EchoStar Overhang

The analyst price target for Crown Castle has moved slightly higher to approximately $99 per share, as analysts factor in modestly better margin and revenue assumptions, along with recent initiation and target updates that reflect differing views on the company’s post divestiture trajectory. Analyst Commentary Recent research reflects a mix of optimism and caution around Crown Castle, with views shaped by the planned divestiture of the small cell and fiber businesses and updated tower leasing assumptions.
Aggiornamento della narrazione Feb 26

CCI: Tower Assets Will Ultimately Outweigh EchoStar Dish Overhang Concerns

Analysts have trimmed their average price target on Crown Castle by about $0.56 to roughly $98.91. This reflects a series of revised models after recent earnings updates and more cautious assumptions on future leasing activity.
Aggiornamento della narrazione Feb 11

CCI: Tower Asset Strength Will Outweigh EchoStar Dish And Legal Overhang

The analyst price target for Crown Castle has been reduced by about $8 to $99. Analysts cite more conservative assumptions regarding revenue trends, profit margins, and future P/E multiples following a series of recent target cuts across the Street.
Aggiornamento della narrazione Jan 27

CCI: Tower Leasing Execution Will Offset EchoStar Dish And Legal Uncertainties

Narrative Update Analysts have trimmed their price targets on Crown Castle by up to about $18, citing more conservative new leasing assumptions, EchoStar and Dish related uncertainty, and legal overhangs in the towers group. This aligns with a slightly lower fair value estimate of about $108 from about $112 in our model.
Aggiornamento della narrazione Jan 10

CCI: Tower Focus And Cost Cuts Will Offset Legal And Fiber Uncertainties

Narrative Update Our analyst price target for Crown Castle has been reduced by about $1.70 to $111.50. This change reflects analysts' lower Street targets tied to legal and industry readthroughs in the towers group, as well as ongoing cost and portfolio actions at the company.
Aggiornamento della narrazione Dec 26

CCI: Tower-Only Pivot And Cost Cuts Will Drive Future Cash Flow

Analysts have modestly reduced their price target on Crown Castle by about $1 to roughly $113 per share, reflecting slightly lower fair value estimates along with expectations for higher discount rates, weaker revenue growth, and softer profit margins, even as they highlight operational improvements and the strategic benefits of a tower only focus. Analyst Commentary Street research points to a more balanced view on Crown Castle, with recent target cuts reflecting legal and macro risks while operational progress and the tower only pivot underpin a more constructive stance on the shares.
Aggiornamento della narrazione Dec 12

CCI: Tower-Only Focus And Cost Discipline Will Drive Future Upside

Analysts have nudged our Crown Castle fair value estimate slightly lower to approximately $114.47 from about $115.06, reflecting a cluster of reduced but still constructive Street price targets that emphasize tower focused execution, operational improvements, and manageable legal and EchoStar related risks. Analyst Commentary Street research around Crown Castle has become more nuanced, with modest price target trims offset by a cluster of rating upgrades that favor the companys shift toward a tower centric model and cost discipline.
Aggiornamento della narrazione Nov 28

CCI: Tower-Only Focus And Cost Reductions Will Drive Long-Term Upside

Crown Castle's analyst price target has been lowered modestly, with updated targets ranging from $104 to $115. Analysts cite ongoing operational improvements and evolving legal risks in the towers sector as primary influences on their outlook.
Aggiornamento della narrazione Nov 14

CCI: Operational Improvements And Tower-Only Focus Will Drive Future Upside

The consensus analyst price target for Crown Castle has decreased modestly by $1.00 to $115.00. Analysts point to operational improvements, cost reductions, and sector headwinds as key drivers of their revised outlook.
Aggiornamento della narrazione Oct 31

CCI: Tower-Focused Strategy Will Drive Earnings Gains Amid Sector Headwinds

The average analyst price target for Crown Castle has been modestly reduced by $1.21 as analysts weigh ongoing operational improvements and cost-reduction efforts against headwinds from sector-wide concerns and the planned divestiture of the company's fiber business. Analyst Commentary Recent analyst notes reflect a range of views on Crown Castle's current positioning and outlook, with particular focus on operational improvements, the evolving sector landscape, and the impact of the company’s strategic decisions.
Aggiornamento della narrazione Oct 16

Focusing On US Towers Will Unlock Operational Potential

Crown Castle's fair value estimate has been modestly reduced from $118.12 to $117.27. Analysts cite the impact of tower industry churn concerns and slightly slower projected revenue growth, partially offset by improving profit margin expectations and optimism about the company's tower-only strategy.
Seeking Alpha Apr 28

Crown Castle Vs. American Tower: A Battle Of The Tower REITs

Summary American Tower is favored over Crown Castle due to a better balance sheet, and stronger FFO growth relative to price growth. CCI's higher dividend yield is unsustainable, with a significant cut expected, reducing its attractiveness compared to AMT's stable dividend. AMT's growth is funded by debt, avoiding the dilution issues plaguing CCI, which faces operational challenges and divestitures. Despite CCI's US-centric model and higher forward dividend yield, AMT offers more safety and stability, making it the clear investment choice. Read the full article on Seeking Alpha
Seeking Alpha Apr 20

Crown Castle: Back To The Mast

Summary Crown Castle is selling its fiber division for $8.5 billion to refocus on its 40,000 cell towers, boosting investor confidence and stock price. The sale will make CCI the only pure-play tower company in the US, offering higher returns and more predictable revenue compared to fiber. Despite a high debt load, CCI plans to use sale proceeds for debt repayment and share buybacks, improving financial stability and reducing interest expenses. With a healthier balance sheet and strong tower rental growth, CCI offers stable income, a growing dividend, and a promising outlook, earning a buy recommendation. Read the full article on Seeking Alpha
Seeking Alpha Mar 14

Crown Castle's $8.5 Billion Sale May Be A Mistake

Summary Crown Castle delayed its earnings release to announce an $8.5 billion asset sale, aimed at debt reduction and stock buybacks, but this makes the company less attractive. Despite a slight revenue beat, Crown Castle's Q4 2024 results showed declines in key segments and a significant goodwill impairment charge, leading to a downgrade from 'strong buy' to 'buy'. The asset sale will reduce debt and fund a share buyback, but the proceeds are disappointing, and the stock will appear more expensive post-transaction. Management's focus on core strengths and debt reduction is logical, but the overall leverage improvement is insufficient to justify maintaining a 'strong buy' rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 04

Crown Castle: Dividend Cut Lining Up, Stock Still Modestly Attractive

Summary We had previously identified a sub $100 price as potentially attractive for Crown Castle Inc. stock. The company is negotiating the sale of its fiber business, with offers around $8 billion, far less than the $20 billion invested. Despite the potential for a large dividend cut, we believe CCI's underlying business is undervalued at current prices. Read the full article on Seeking Alpha
Seeking Alpha Jan 17

Crown Castle: Towers Of Disappointment For Investors

Summary Crown Castle is considering selling its fiber business to TPG for $8B, potentially unlocking value by focusing on its core tower segment. The company's dividend yield is high but likely unsustainable, with a potential cut if the fiber segment sale proceeds, impacting future payouts. Crown Castle's balance sheet is strained, with high leverage and rising interest payments, making debt reduction crucial if the fiber sale happens. Given the risks of a dividend cut, potential downgrade, and management's track record, I recommend a "hold" rating despite long-term growth prospects. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

Crown Castle: Attractive Upside Potential, Nearly 7% Dividend Yield

Summary Crown Castle, a leading communications infrastructure REIT, has lagged behind the sector and broader markets over the past year. This underperformance has persisted despite strong fundamentals, including rising data usage and increasing demand for network infrastructure. The stock is trading near its lows, offering an attractive dividend yield of almost 7%. For value-focused investors seeking reliable income, CCI appears well-positioned with steady dividend potential. Read the full article on Seeking Alpha
Seeking Alpha Dec 01

Crown Castle: Analyzing Historical And Future Fair Value

Summary Crown Castle Inc (CCI) is trading at 15% above its 52-week low, offering a 39% upside based on historical fair value metrics. Using a dividend discount model, CCI's fair value is estimated at $146, implying a 37% upside potential. Despite concerns about the Fiber segment, Q3 results show revenue growth and a commitment to improve profitability. Mixed ratings from analysts, but with a strong ROE and potential AI and 5G benefits, CCI remains an attractive investment. Read the full article on Seeking Alpha
Seeking Alpha Nov 14

Crown Castle: Buy The Dip Hand Over Fist

Summary Crown Castle Inc. presents a compelling buy-the-dip opportunity with a high dividend yield of 6.1% and a historically low valuation. CCI's strong Q3 performance, driven by robust growth in small cells and fiber solutions, underscores its resilience amidst economic uncertainties. The company's strategic focus on co-location over new builds is expected to enhance capital efficiency and support long-term growth. CCI is well-positioned for potential market-beating total returns, benefiting from increasing data usage and a solid asset base. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

Crown Castle: Between Significant Undervaluation And Dividend Cut Risks

Summary Crown Castle is poised for double-digit growth with a 40,000 small cell node backlog, benefiting from rising mobile data demand. Despite recent underperformance, CCI's strong balance sheet and cost-saving measures position it well for future growth and operational efficiency. The 5.4% dividend yield offers income, but potential fiber business sales could risk a dividend cut. Patience is required as operational adjustments take time, but CCI remains a compelling investment in the "mission-critical" communications sector. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Crown Castle guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:CCI Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 264,2131,0393800
31 Dec 254,2641,1033830
30 Sep 256,420-3,9306520
30 Jun 256,468-3,9136480
31 Mar 254,4071,1524140
31 Dec 244,4601,1624350
30 Sep 245,0151,2165210
30 Jun 245,5621,1876040
31 Mar 246,3221,3786780
31 Dec 234,7341,2375020
30 Sep 237,0711,5537730
30 Jun 237,1501,7077840
31 Mar 237,0171,6727640
31 Dec 226,9861,6757500
30 Sep 226,8761,6147380
30 Jun 226,7481,5457180
31 Mar 226,5971,4586970
31 Dec 216,3401,1586800
30 Sep 216,1791,3136850
30 Jun 216,0471,1256720
31 Mar 215,9049636670
31 Dec 205,8409996780
30 Sep 205,7736716500
30 Jun 205,7697246460
31 Mar 205,7767396370
31 Dec 195,7637476140
30 Sep 195,7037036020
30 Jun 195,5956245970
31 Mar 195,4795885810
31 Dec 185,3705095630
30 Sep 185,2424445440
30 Jun 184,9323935000
31 Mar 184,6393544590
31 Dec 174,2553084260
30 Sep 174,1504413920
30 Jun 174,0784433810
31 Mar 174,0034063740
31 Dec 163,9213243710
30 Sep 163,8353313660
30 Jun 163,7613373530
31 Mar 163,6984163340
31 Dec 153,6644783110
30 Sep 153,6444592940
30 Jun 153,6194532830

Guadagni di qualità: CCI ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di CCI (24.7%) sono inferiori rispetto allo scorso anno (26.1%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di CCI sono diminuiti del 27.9% all'anno negli ultimi 5 anni.

Accelerare la crescita: CCI ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: CCI ha avuto una crescita negativa degli utili ( -9.8% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Specialized REITs ( 9% ).


Rendimento del capitale proprio

ROE elevato: Le passività di CCI superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/12 21:50
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Crown Castle Inc. è coperta da 42 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brendan LynchBarclays
James RatcliffeBarclays
Amir RozwadowskiBarclays