View ValuationSBA Communications 将来の成長Future 基準チェック /06SBA Communicationsの収益は年間0.07%で減少すると予測されていますが、年間収益は年間2.9%で増加すると予想されています。EPS は年間1.4%で増加すると予想されています。主要情報-0.07%収益成長率1.40%EPS成長率Specialized REITs 収益成長7.7%収益成長率2.9%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日05 May 2026今後の成長に関する最新情報お知らせ • May 02SBA Communications Corporation Updates Earnings Guidance for the Fiscal Year 2026SBA Communications Corporation updated earnings guidance for the fiscal year 2026. For the year, the company expects Site leasing revenue of $2,649.0 million to $2,674.0, $24.0 million change from February 26, 2026 outlook. Site development revenue of $190.0 million to $210.0 million. Total revenues of $2,839.0 million to $2,884.0 million. Net income to be $771.0 million to $824.0 million. Net income per share of $7.25 to $7.74. The company has increased full year 2026 outlook across all key metrics.お知らせ • Feb 27+ 1 more updateSBA Communications Corporation Provides Earnings Guidance for the Full Year 2026SBA Communications Corporation provided earnings guidance for the full year 2026. For the year, the company expected total revenues to be $2,815.0 million to $2,860.0 million. Net income to be $774.5 million to $827.5 million or $7.28 to $7.78 per share.お知らせ • Nov 04+ 1 more updateSBA Communications Corporation Updates Earnings Guidance for the Full Year 2025SBA Communications Corporation updated earnings guidance for the Full Year 2025. For the year, the company updated total revenues to be between $2,808.0 million to $2,828.0 million compared to $15.5 million increase from previous guidance midpoint. Net income guidance of $1,066.5 million or $9.91 per share to $1,111.5 million or $10.33 per share.お知らせ • Oct 29SBA Communications Corporation Updates Earnings Outlook for the Year 2024SBA Communications Corporation updated earnings outlook for the year 2024. For the period, the company expects Total revenues of $2,660.0 to $2,680.0. Change from July 29, 2024 Outlook (13.0).お知らせ • Apr 30+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Full Year 2024SBA Communications Corporation revised earnings guidance for the full year 2024. For the year, the company now expects total revenues of $2,657.0 million to $2,697.0 million, a decrease of $12 million from previous guidance provided on Feb. 26, 2024.お知らせ • Feb 29SBA Communications Corporation Provides Earnings Guidance for the Year 2024SBA Communications Corporation provided earnings guidance for the year 2024. For the period, the company expects Total revenues of $2,669.0 million to $2,709.0 million. Net income will be of $520.0 million to $565.0 million. Net income per share will be of $4.77 to $5.18.すべての更新を表示Recent updatesお知らせ • May 02SBA Communications Corporation Updates Earnings Guidance for the Fiscal Year 2026SBA Communications Corporation updated earnings guidance for the fiscal year 2026. For the year, the company expects Site leasing revenue of $2,649.0 million to $2,674.0, $24.0 million change from February 26, 2026 outlook. Site development revenue of $190.0 million to $210.0 million. Total revenues of $2,839.0 million to $2,884.0 million. Net income to be $771.0 million to $824.0 million. Net income per share of $7.25 to $7.74. The company has increased full year 2026 outlook across all key metrics.お知らせ • Apr 15SBA Communications Corporation to Report Q1, 2026 Results on Apr 29, 2026SBA Communications Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 10SBA Communications Corporation, Annual General Meeting, May 22, 2026SBA Communications Corporation, Annual General Meeting, May 22, 2026. Location: 8051 congress avenue, florida 33487, boca raton United Statesお知らせ • Mar 28SBA Communications Corporation Announces Retirement of Mark Ciarfella as Executive Vice President, U.S. Operations, Effective December 31, 2026On March 24, 2026, Mark Ciarfella, Executive Vice President, U.S. Operations of SBA Communications Corporation provided notice of his intent to retire from his current title and roles at the Company and all its subsidiaries effective December 31, 2026. Mr. Ciarfella will remain as a non-executive employee through March 7, 2027 in order to further support the transition of his role and responsibilities.お知らせ • Feb 27+ 1 more updateSBA Communications Corporation Provides Earnings Guidance for the Full Year 2026SBA Communications Corporation provided earnings guidance for the full year 2026. For the year, the company expected total revenues to be $2,815.0 million to $2,860.0 million. Net income to be $774.5 million to $827.5 million or $7.28 to $7.78 per share.お知らせ • Feb 03SBA Communications Corporation to Report Q4, 2025 Results on Feb 26, 2026SBA Communications Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 26, 2026Declared Dividend • Nov 06Third quarter dividend of US$1.11 announcedShareholders will receive a dividend of US$1.11. Ex-date: 13th November 2025 Payment date: 11th December 2025 Dividend yield will be 1.9%, which is lower than the industry average of 4.0%.Reported Earnings • Nov 05Third quarter 2025 earnings released: FFO per share: US$3.1 (vs US$3.07 in 3Q 2024)Third quarter 2025 results: FFO per share: US$3.1 (up from US$3.07 in 3Q 2024). Revenue: US$732.3m (up 9.7% from 3Q 2024). Funds from operations (FFO): US$335.9m (up 1.6% from 3Q 2024). FFO margin: 46% (down from 50% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Nov 04+ 1 more updateSBA Communications Corporation Updates Earnings Guidance for the Full Year 2025SBA Communications Corporation updated earnings guidance for the Full Year 2025. For the year, the company updated total revenues to be between $2,808.0 million to $2,828.0 million compared to $15.5 million increase from previous guidance midpoint. Net income guidance of $1,066.5 million or $9.91 per share to $1,111.5 million or $10.33 per share.お知らせ • Oct 13SBA Communications Corporation to Report Q3, 2025 Results on Nov 03, 2025SBA Communications Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025New Risk • Aug 28New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 26x earnings per share. Cash payout ratio: 215% Dividend yield: 2.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Shares are highly illiquid. Negative equity (-US$4.9b). Dividend is not well covered by earnings and cash flows. Dividend per share is over 26x earnings per share. Cash payout ratio: 215%お知らせ • Aug 05+ 1 more updateSBA Communications Corporation Declares Quarterly Cash Dividend, Payable on September 18, 2025The Board of Directors of SBA Communications Corporation declared a quarterly cash dividend of $1.11 per share of the company’s Class A Common Stock. The distribution is payable September 18, 2025 to the shareholders of record at the close of business on August 21, 2025.お知らせ • Jul 14SBA Communications Corporation to Report Q2, 2025 Results on Aug 04, 2025SBA Communications Corporation announced that they will report Q2, 2025 results After-Market on Aug 04, 2025お知らせ • Apr 29+ 2 more updatesSBA Communications Corporation (NasdaqGS:SBAC) announces an Equity Buyback for $1,500 million worth of its shares.SBA Communications Corporation (NasdaqGS:SBAC) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its Class A common stock. The repurchased shares will be retired. The program has no expiration date.お知らせ • Apr 08SBA Communications Corporation, Annual General Meeting, May 23, 2025SBA Communications Corporation, Annual General Meeting, May 23, 2025. Location: at sba communications corp, corporate office, 8051 congress avenue, fl 33487, boca raton United Statesお知らせ • Apr 07SBA Communications Corporation to Report Q1, 2025 Results on Apr 28, 2025SBA Communications Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2025お知らせ • Feb 25+ 2 more updatesAn undisclosed buyer entered into an agreement to acquire Towers and related assets held in Colombia from SBA Communications Corporation (NasdaqGS:SBAC).An undisclosed buyer entered into an agreement to acquire Towers and related assets held in Colombia from SBA Communications Corporation (NasdaqGS:SBAC) on February 20, 2025.お知らせ • Feb 05SBA Communications Corporation to Report Q4, 2024 Results on Feb 24, 2025SBA Communications Corporation announced that they will report Q4, 2024 results After-Market on Feb 24, 2025Declared Dividend • Nov 01Third quarter dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 14th November 2024 Payment date: 12th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 4.0%.お知らせ • Oct 30SBA Communications Corporation (NasdaqGS:SBAC) has entered into an agreement to acquire Portfolio of approximately 7,000 towers of Millicom International Cellular S.A. (NasdaqGS:TIGO) for approximately $980 million.SBA Communications Corporation (NasdaqGS:SBAC) has entered into an agreement to acquire Portfolio of approximately 7,000 towers of Millicom International Cellular S.A. (NasdaqGS:TIGO) for approximately $980 million on October 28, 2024. Total consideration will be paid of approximately $975 million, plus an earn-out contingent on achieving certain financial performance metrics. The transaction is subject to regulatory approvals and other closing conditions and is expected to close in mid-2025. Lazard, Inc. acted as financial advisor for Millicom International Cellular S.A. JPMorgan Chase & Co. acted as financial advisor for Millicom International Cellular S.A. Winston & Strawn LLP acted as legal advisor for Millicom International Cellular S.A. Goldman Sachs & Co. LLC acted as financial advisor for SBA Communications Corporation. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for SBA Communications Corporation.お知らせ • Oct 29SBA Communications Corporation Updates Earnings Outlook for the Year 2024SBA Communications Corporation updated earnings outlook for the year 2024. For the period, the company expects Total revenues of $2,660.0 to $2,680.0. Change from July 29, 2024 Outlook (13.0).お知らせ • Oct 07SBA Communications Corporation to Report Q3, 2024 Results on Oct 28, 2024SBA Communications Corporation announced that they will report Q3, 2024 results After-Market on Oct 28, 2024Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 30%After last week's 30% share price gain to Mex$4,524, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Specialized REITs industry globally. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,153 per share.お知らせ • Jul 31+ 1 more updateSBA Communications Corporation Declares A Quarterly Cash Dividend on Class A Common Stock, Payable on September 18, 2024SBA Communications Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.98 per share of the Company’s Class A Common Stock. The distribution is payable September 18, 2024 to the shareholders of record at the close of business on August 22, 2024.お知らせ • Jul 09SBA Communications Corporation to Report Q2, 2024 Results on Jul 29, 2024SBA Communications Corporation announced that they will report Q2, 2024 results After-Market on Jul 29, 2024お知らせ • Jul 03SBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Midcap Growth IndexSBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Midcap Growth IndexNew Risk • Jul 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). Shares are highly illiquid. Negative equity (-US$5.2b). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Apr 30+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Full Year 2024SBA Communications Corporation revised earnings guidance for the full year 2024. For the year, the company now expects total revenues of $2,657.0 million to $2,697.0 million, a decrease of $12 million from previous guidance provided on Feb. 26, 2024.お知らせ • Apr 13SBA Communications Corporation, Annual General Meeting, May 23, 2024SBA Communications Corporation, Annual General Meeting, May 23, 2024, at 10:00 US Eastern Standard Time. Location: 8051 Congress Avenue, Boca Raton Florida United States Agenda: To elect four directors, Brendan T. Cavanagh, Mary S. Chan, Jay L. Johnson, and George R. Krouse, Jr., each for a three – year term expiring at the 2027 Annual Meeting of Shareholders; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the 2024 fiscal year; and to approve, on an advisory basis, the compensation of our named executive officers.お知らせ • Apr 09SBA Communications Corporation to Report Q1, 2024 Results on Apr 29, 2024SBA Communications Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2024お知らせ • Feb 29SBA Communications Corporation Provides Earnings Guidance for the Year 2024SBA Communications Corporation provided earnings guidance for the year 2024. For the period, the company expects Total revenues of $2,669.0 million to $2,709.0 million. Net income will be of $520.0 million to $565.0 million. Net income per share will be of $4.77 to $5.18.お知らせ • Feb 15Asterion, SBA Communications and Phoenix Reportedly Circle Cellnex's Irish UnitSBA Communications Corporation (NasdaqGS:SBAC), Phoenix Tower and Asterion Industrial Partners are vying for Cellnex Telecom, S.A. (BME:CLNX) Irish unit, according to five sources familiar with the matter. Mobile phone tower operator Cellnex is advised by Santander (SAN.MC), and Barclays (BARC.L), on the deal and binding offers from the three parties are expected next week, three of the sources added, speaking on condition of anonymity. A deal would value Cellnex's Irish unit, which manages almost 2,000 sites in the country, close to EUR 1 billion ($1.08 billion), the fourth person said. Cellnex declined to comment.お知らせ • Feb 06SBA Communications Corporation to Report Q4, 2023 Results on Feb 26, 2024SBA Communications Corporation announced that they will report Q4, 2023 results After-Market on Feb 26, 2024お知らせ • Feb 02SBA Communications Corporation Announces Executive Changes, Effective August 1, 2024SBA Communications Corporation announced that long-term industry veteran, Jason Silberstein, Executive Vice President, Site Leasing will retire from his current title and role effective August 1, 2024. Succeeding Mr. Silberstein will be Donald Day. Mr. Day has been with SBA for 13 years, most recently serving as Senior Vice President, Services. The company also announced that Nichole Thomas, currently the Company’s Vice President, Site Development Services, will transition into the role previously held by Mr. Day. The appointments of Mr. Day and Ms. Thomas will each become effective on August 1, 2024. Mr. Day has served as the company’s Senior Vice President, Services since May 2018 and currently oversees all of the company’s services operations in the United States. He joined SBA in May 2011 as the North Regional Vice President and was promoted to Vice President – Services in January 2013. Prior to joining SBA, Mr. Day was a Vice President at General Dynamics, from January 2004 to May 2011, where he was responsible for managing the market and budget objectives of wireless deployment teams throughout the United States. Prior to General Dynamics, Mr. Day served in a variety of roles within the wireless services and infrastructure industry and earlier served four years in the United States Army. Ms. Thomas joined SBA in June 2023 and currently serves as Vice President, Site Development Services, leading the Company’s domestic new tower development and delivery of site development services for all major customers. Ms. Thomas has over 25 years of experience as a telecommunications industry executive with a history in network build strategy with companies such as DISH, Ericsson, SAC Wireless (a Nokia company), and Sprint. She has led large-scale programs and national site deployment efforts across all areas of the country. Before joining SBA, Ms. Thomas served as Regional Vice President of Network Deployment and Operations at Dish Wireless, spearheading the initial deployment of the first Open RAN, cloud-native 5G network in the United States.お知らせ • Dec 23SBA Communications Corporation Announces Board AppointmentsOn December 19, 2023, SBA Communications Corporation appointed Mr. Brendan Cavanagh to the Company’s Board of Directors (the ‘Board’), effective January 1, 2024. Mr. Cavanagh will serve as a Class I director for a term expiring at the 2024 Annual Meeting of Shareholders, at which time he will stand for re-election. Concurrent with Mr. Cavanagh’s appointment, the Board will be expanded to ten members. Mr. Cavanagh’s appointment to the Board follows the previously announced CEO succession plan, pursuant to which Mr. Cavanagh will succeed Mr. Jeffrey Stoops as President and Chief Executive Officer, effective January 1, 2024. In connection with the CEO succession plan, the Board has also appointed Mr. Stoops to the position of non-executive Chairman of the Board, effective January 1, 2024.お知らせ • Nov 04SBA Communications Corporation Updates Earnings Outlook for the Year 2023SBA Communications Corporation updated earnings outlook for the year 2023. For the period, the company expects Total revenues of $2,705.0 to $2,725.0. Change from July 31, 2023 Outlook (12.0).お知らせ • Nov 03SBA Communications Corporation Declares Quarterly Cash Dividend, Payable December 14, 2023Board of Directors of SBA Communications Corporation has declared quarterly cash dividend of $0.85 per share of the Company's Class A Common Stock. The distribution is payable December 14, 2023 to the shareholders of record at the close of business on November 16, 2023.お知らせ • Oct 10SBA Communications Corporation to Report Q3, 2023 Results on Nov 02, 2023SBA Communications Corporation announced that they will report Q3, 2023 results at 5:00 PM, US Eastern Standard Time on Nov 02, 2023お知らせ • Sep 14SBA Communications Corporation Announces CEO Changes, Effective January 1, 2024SBA Communications Corporation announced that Mr. Montagner’s appointment follows the Company’s previously announced CEO succession plan, pursuant to which Brendan Cavanagh, currently the Company’s Executive Vice President & Chief Financial Officer, will succeed Jeffrey Stoops as President and Chief Executive Officer, effective January 1, 2024.お知らせ • Aug 01+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Full Year of 2023SBA Communications Corporation revised earnings guidance for the full year of 2023. For the year, the company expects total revenues to be between $2,707.0 million to $2,747.0 million, up $21.0 million from prior outlook range midpoint.お知らせ • Jul 12SBA Communications Corporation to Report Q2, 2023 Results on Jul 31, 2023SBA Communications Corporation announced that they will report Q2, 2023 results on Jul 31, 2023Board Change • Mar 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Jay Johnson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 01SBA Communications Corporation to Report Q4, 2022 Results on Feb 21, 2023SBA Communications Corporation announced that they will report Q4, 2022 results After-Market on Feb 21, 2023Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Jay Johnson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 30CEO, President & Director recently sold Mex$205m worth of stockOn the 24th of May, Jeffrey Stoops sold around 30k shares on-market at roughly Mex$6,843 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by Mex$467m.Upcoming Dividend • May 11Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 14 June 2022. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (6.2%).Reported Earnings • May 03First quarter 2022 earnings released: EPS: US$1.75 (vs US$0.11 loss in 1Q 2021)First quarter 2022 results: EPS: US$1.75 (up from US$0.11 loss in 1Q 2021). Revenue: US$619.8m (up 13% from 1Q 2021). Net income: US$188.6m (up US$200.4m from 1Q 2021). Profit margin: 30% (up from net loss in 1Q 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 6.8%, compared to a 8.2% growth forecast for the industry in Mexico.Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.17 (up from US$0.22 in FY 2020). Revenue: US$2.31b (up 11% from FY 2020). Net income: US$237.6m (up US$213.5m from FY 2020). Profit margin: 10% (up from 1.2% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.3%, compared to a 9.0% growth forecast for the reits industry in Mexico.Board Change • Feb 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Director Fidelma Russo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 10Executive VP recently sold Mex$488m worth of stockOn the 3rd of September, Thomas Hunt sold around 67k shares on-market at roughly Mex$7,273 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$1.1b more than they bought in the last 12 months.Board Change • Sep 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Fidelma Russo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 18Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 23 September 2021. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (6.7%).Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS US$1.40 (vs US$0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$575.5m (up 14% from 2Q 2020). Net income: US$152.7m (up US$129.9m from 2Q 2020). Profit margin: 27% (up from 4.5% in 2Q 2020). The increase in margin was primarily driven by higher revenue.Board Change • Jul 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Fidelma Russo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 27+ 2 more updatesSBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Top 200 IndexSBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Top 200 IndexRecent Insider Transactions • Jun 08Independent Director recently sold Mex$154k worth of stockOn the 2nd of June, Fidelma Russo sold around 25.0 shares on-market at roughly Mex$6,143 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.Recent Insider Transactions • Jun 05Independent Director recently sold Mex$154k worth of stockOn the 2nd of June, Fidelma Russo sold around 25.0 shares on-market at roughly Mex$6,143 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.お知らせ • Jun 04SBA Communications Corporation (NasdaqGS:SBAC) and Paradigm Infrastructure Limited agreed to acquire Tower Portfolio from airtel TANZANIA LIMITED for approximately $180 million.SBA Communications Corporation (NasdaqGS:SBAC) and Paradigm Infrastructure Limited agreed to acquire Tower Portfolio from airtel TANZANIA LIMITED for approximately $180 million on June 2, 2021. The consideration of approximately $160 million is payable on the first closing date with the balance payable in instalments upon the completion of the transfer of any remaining towers to the Purchaser. Around $60 million from the proceeds will be used to invest in network and sales infrastructure in Tanzania and for distribution to the Government of Tanzania, as per the settlement described in the Airtel Africa IPO Prospectus document published in June 2019. The balance of the proceeds will be used to reduce debt at Group level. The transaction is expected to take place in the second half of the Group's current financial year.Recent Insider Transactions • May 25Independent Director recently sold Mex$10m worth of stockOn the 18th of May, Duncan Cocroft sold around 2k shares on-market at roughly Mex$5,755 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$274m more than they bought in the last 12 months.お知らせ • Apr 27+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Fiscal Year 2021SBA Communications Corporation revised earnings guidance for the fiscal year 2021. For the year, the company expects total revenues in range of $2,220.0 to $2,260.0.Reported Earnings • Feb 24Full year 2020 earnings released: EPS US$0.22 (vs US$1.30 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$2.08b (up 3.4% from FY 2019). Net income: US$24.1m (down 84% from FY 2019). Profit margin: 1.2% (down from 7.3% in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 24Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 5.3% while theREITs industry in Mexico is not expected to grow.お知らせ • Feb 24SBA Communications Corporation (NasdaqGS:SBAC) acquired 25 communication sites for $8.4 million.SBA Communications Corporation (NasdaqGS:SBAC) acquired 25 communication sites for $8.4 million subsequent to the fourth quarter of 2020. The consideration was paid in cash. SBA Communications Corporation (NasdaqGS:SBAC) completed the acquisition of 25 communication sites for subsequent to the fourth quarter of 2020.お知らせ • Feb 23DISH Network Corporation Signs Master Lease Agreement with SBA Communications CorporationDISH Network Corporation and SBA Communications Corporation announced a new long-term master lease agreement providing DISH access to SBA's extensive nationwide portfolio of wireless communication sites. The announcement builds upon DISH's continued progress in acquiring access to the essential infrastructure needed to deploy its greenfield 5G network coast to coast. As part of the agreement, DISH will lease towers from SBA, and SBA is expected to deliver a variety of pre-construction functions, ranging from site acquisition to regulatory and compliance services.お知らせ • Feb 02SBA Communications Corporation to Report Q4, 2020 Results on Feb 22, 2021SBA Communications Corporation announced that they will report Q4, 2020 results After-Market on Feb 22, 2021お知らせ • Jan 28SBA Communications Corporation(NasdaqGS:SBAC) dropped from S&P Telecom Select Industry IndexSBA Communications Corporation(NasdaqGS:SBAC) dropped from S&P Telecom Select Industry IndexReported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.20The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: US$522.9m (up 3.0% from 3Q 2019). Net income: US$22.6m (up 4.1% from 3Q 2019). Profit margin: 4.3% (in line with 3Q 2019).Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.2%, compared to a 4.5% growth forecast for the REITs industry in Mexico.Analyst Estimate Surprise Post Earnings • Nov 04Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.2%, compared to a 4.9% growth forecast for the REITs industry in Mexico.Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS US$0.20The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: US$522.9m (up 3.0% from 3Q 2019). Net income: US$22.6m (up 4.1% from 3Q 2019). Profit margin: 4.3% (in line with 3Q 2019).お知らせ • Nov 03SBA Communications Corporation (NasdaqGS:SBAC) acquired 44 communication sites and one data center for $73.5 million.SBA Communications Corporation (NasdaqGS:SBAC) acquired 44 communication sites and one data center for $73.5 million during the third quarter 2020. SBA Communications Corporation (NasdaqGS:SBAC) completed the acquisition of 44 communication sites and one data center for $73.5 million during the third quarter 2020.お知らせ • Oct 13SBA Communications Corporation to Report Q3, 2020 Results on Nov 02, 2020SBA Communications Corporation announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 02, 2020お知らせ • Sep 23+ 1 more updateAAT Communications Corporation completed the acquisition of 784 towers of SBA Communications Corp.'s tower assets in the Western United States from SBA Communications Corp. for $194.7 million.AAT Communications Corporation, a company backed by Charterhouse Group Inc., announced that it has agreed to acquire 679 towers of SBA Communications Corp.'s tower assets in the Western United States from SBA Communications Corp. for a consideration of $160 million on March 17, 2003. The agreement also gives AAT Communications Corporation an option to acquire another 122 towers of SBA Communications Corp. in Western United States for $43 million. The towers comprise substantially all of SBA's tower assets in the Western United States, including Michigan, Wisconsin, Iowa, Missouri, most of Texas and part of Illinois and Oklahoma. The consideration is subject to adjustments under certain circumstances. The transaction is expected to close in stages commencing on May 9, 2003 and ending on September 30, 2003. The transaction is subject to a number of conditions, including an amendment to SBA's senior credit facility. On May 9, 2003 SBA transferred its interests in 631 towers to AAT Communications for $145 million. Interests in an additional 48 towers are expected to be transferred to AAT on or before July 1, 2003 for $15 million. As of June 30, 2003, approximately $20 million of the proceeds was being held by an escrow agent in accordance with certain performance and indemnity obligation provisions of the agreement. On June 2, 2003, AAT Communications Corporation agreed to exercise the option to purchase 122 towers located in Wisconsin for $43 million. The closing of the sale of the 122 towers is expected to occur on or before October 1, 2003. Paul Hastings Janofsky & Walker LLP acted as the legal counsel to AAT Communications Corporation. TD Securities Inc. acted as the financial advisor on the deal, while Ernst & Young LLP provided auditory services. AAT Communications Corporation completed the acquisition of 784 towers of SBA Communications Corp.'s tower assets in the Western United States for a total consideration of $194.7 million on October 1, 2003. From July 1, 2003 through October 1, 2003, AAT Communications purchased another 153 towers making it a total purchase of 784 towers. The company also occurred $2.7 million as acquisition expenses.お知らせ • Aug 31SBA Communications Corporation (NasdaqGS:SBAC) acquired JAX NAP.SBA Communications Corporation (NasdaqGS:SBAC) acquired JAX NAP on August 4, 2020. The Bank Street Group LLC served as exclusive financial advisor to JAX NAP in the transaction. SBA Communications Corporation (NasdaqGS:SBAC) completed the acquisition of JAX NAP on August 4, 2020.お知らせ • Jul 17SBA Communications Corporation (REIT) to Report Q2, 2020 Results on Aug 03, 2020SBA Communications Corporation (REIT) announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 03, 2020業績と収益の成長予測BMV:SBAC * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,0579158161,3701112/31/20272,9408651,0221,3461712/31/20262,8617991,1371,326193/31/20262,8541,01881,245N/A12/31/20252,8151,054571,291N/A9/30/20252,7898574361,297N/A6/30/20252,7258792221,284N/A3/31/20252,6868168921,342N/A12/31/20242,6807508631,335N/A9/30/20242,6616859641,457N/A6/30/20242,6765141,1321,466N/A3/31/20242,6945551,1981,528N/A12/31/20232,7125021,2211,544N/A9/30/20232,7234969511,400N/A6/30/20232,7165089571,419N/A3/31/20232,6893747841,304N/A12/31/20222,633461-211,286N/A9/30/20222,5424077021,296N/A6/30/20222,4563556551,216N/A3/31/20222,3804386691,197N/A12/31/20212,3092387811,190N/A9/30/20212,2502957341,134N/A6/30/20212,1832698041,172N/A3/31/20212,1151398191,134N/A12/31/20202,083248161,126N/A9/30/20202,061-144121,148N/A6/30/20202,045-152721,096N/A3/31/20202,038-61261,025N/A12/31/20192,015147N/A970N/A9/30/20191,985137N/A931N/A6/30/20191,945131N/A892N/A3/31/20191,90142N/A895N/A12/31/20181,86647N/A851N/A9/30/20181,825-2N/A851N/A6/30/20181,79231N/A839N/A3/31/20181,76398N/A825N/A12/31/20171,728104N/A818N/A9/30/20171,701101N/A807N/A6/30/20171,67837N/A792N/A3/31/20171,65760N/A770N/A12/31/20161,63376N/A743N/A9/30/20161,624102N/A716N/A6/30/20161,623-39N/A702N/A3/31/20161,628-43N/A689N/A12/31/20151,638-176N/A723N/A9/30/20151,636-206N/A721N/A6/30/20151,619-67N/A712N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SBAC *の収益は今後 3 年間で減少すると予測されています (年間-0.07% )。収益対市場: SBAC *の収益は今後 3 年間で減少すると予測されています (年間-0.07% )。高成長収益: SBAC *の収益は今後 3 年間で減少すると予測されています。収益対市場: SBAC *の収益 ( 2.9% ) MX市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: SBAC *の収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SBAC *の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 01:54終値2026/03/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SBA Communications Corporation 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39 アナリスト機関Amir RozwadowskiBarclaysBrendan LynchBarclaysClayton MoranBenchmark Company36 その他のアナリストを表示
お知らせ • May 02SBA Communications Corporation Updates Earnings Guidance for the Fiscal Year 2026SBA Communications Corporation updated earnings guidance for the fiscal year 2026. For the year, the company expects Site leasing revenue of $2,649.0 million to $2,674.0, $24.0 million change from February 26, 2026 outlook. Site development revenue of $190.0 million to $210.0 million. Total revenues of $2,839.0 million to $2,884.0 million. Net income to be $771.0 million to $824.0 million. Net income per share of $7.25 to $7.74. The company has increased full year 2026 outlook across all key metrics.
お知らせ • Feb 27+ 1 more updateSBA Communications Corporation Provides Earnings Guidance for the Full Year 2026SBA Communications Corporation provided earnings guidance for the full year 2026. For the year, the company expected total revenues to be $2,815.0 million to $2,860.0 million. Net income to be $774.5 million to $827.5 million or $7.28 to $7.78 per share.
お知らせ • Nov 04+ 1 more updateSBA Communications Corporation Updates Earnings Guidance for the Full Year 2025SBA Communications Corporation updated earnings guidance for the Full Year 2025. For the year, the company updated total revenues to be between $2,808.0 million to $2,828.0 million compared to $15.5 million increase from previous guidance midpoint. Net income guidance of $1,066.5 million or $9.91 per share to $1,111.5 million or $10.33 per share.
お知らせ • Oct 29SBA Communications Corporation Updates Earnings Outlook for the Year 2024SBA Communications Corporation updated earnings outlook for the year 2024. For the period, the company expects Total revenues of $2,660.0 to $2,680.0. Change from July 29, 2024 Outlook (13.0).
お知らせ • Apr 30+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Full Year 2024SBA Communications Corporation revised earnings guidance for the full year 2024. For the year, the company now expects total revenues of $2,657.0 million to $2,697.0 million, a decrease of $12 million from previous guidance provided on Feb. 26, 2024.
お知らせ • Feb 29SBA Communications Corporation Provides Earnings Guidance for the Year 2024SBA Communications Corporation provided earnings guidance for the year 2024. For the period, the company expects Total revenues of $2,669.0 million to $2,709.0 million. Net income will be of $520.0 million to $565.0 million. Net income per share will be of $4.77 to $5.18.
お知らせ • May 02SBA Communications Corporation Updates Earnings Guidance for the Fiscal Year 2026SBA Communications Corporation updated earnings guidance for the fiscal year 2026. For the year, the company expects Site leasing revenue of $2,649.0 million to $2,674.0, $24.0 million change from February 26, 2026 outlook. Site development revenue of $190.0 million to $210.0 million. Total revenues of $2,839.0 million to $2,884.0 million. Net income to be $771.0 million to $824.0 million. Net income per share of $7.25 to $7.74. The company has increased full year 2026 outlook across all key metrics.
お知らせ • Apr 15SBA Communications Corporation to Report Q1, 2026 Results on Apr 29, 2026SBA Communications Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 10SBA Communications Corporation, Annual General Meeting, May 22, 2026SBA Communications Corporation, Annual General Meeting, May 22, 2026. Location: 8051 congress avenue, florida 33487, boca raton United States
お知らせ • Mar 28SBA Communications Corporation Announces Retirement of Mark Ciarfella as Executive Vice President, U.S. Operations, Effective December 31, 2026On March 24, 2026, Mark Ciarfella, Executive Vice President, U.S. Operations of SBA Communications Corporation provided notice of his intent to retire from his current title and roles at the Company and all its subsidiaries effective December 31, 2026. Mr. Ciarfella will remain as a non-executive employee through March 7, 2027 in order to further support the transition of his role and responsibilities.
お知らせ • Feb 27+ 1 more updateSBA Communications Corporation Provides Earnings Guidance for the Full Year 2026SBA Communications Corporation provided earnings guidance for the full year 2026. For the year, the company expected total revenues to be $2,815.0 million to $2,860.0 million. Net income to be $774.5 million to $827.5 million or $7.28 to $7.78 per share.
お知らせ • Feb 03SBA Communications Corporation to Report Q4, 2025 Results on Feb 26, 2026SBA Communications Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 26, 2026
Declared Dividend • Nov 06Third quarter dividend of US$1.11 announcedShareholders will receive a dividend of US$1.11. Ex-date: 13th November 2025 Payment date: 11th December 2025 Dividend yield will be 1.9%, which is lower than the industry average of 4.0%.
Reported Earnings • Nov 05Third quarter 2025 earnings released: FFO per share: US$3.1 (vs US$3.07 in 3Q 2024)Third quarter 2025 results: FFO per share: US$3.1 (up from US$3.07 in 3Q 2024). Revenue: US$732.3m (up 9.7% from 3Q 2024). Funds from operations (FFO): US$335.9m (up 1.6% from 3Q 2024). FFO margin: 46% (down from 50% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Nov 04+ 1 more updateSBA Communications Corporation Updates Earnings Guidance for the Full Year 2025SBA Communications Corporation updated earnings guidance for the Full Year 2025. For the year, the company updated total revenues to be between $2,808.0 million to $2,828.0 million compared to $15.5 million increase from previous guidance midpoint. Net income guidance of $1,066.5 million or $9.91 per share to $1,111.5 million or $10.33 per share.
お知らせ • Oct 13SBA Communications Corporation to Report Q3, 2025 Results on Nov 03, 2025SBA Communications Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
New Risk • Aug 28New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 26x earnings per share. Cash payout ratio: 215% Dividend yield: 2.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Shares are highly illiquid. Negative equity (-US$4.9b). Dividend is not well covered by earnings and cash flows. Dividend per share is over 26x earnings per share. Cash payout ratio: 215%
お知らせ • Aug 05+ 1 more updateSBA Communications Corporation Declares Quarterly Cash Dividend, Payable on September 18, 2025The Board of Directors of SBA Communications Corporation declared a quarterly cash dividend of $1.11 per share of the company’s Class A Common Stock. The distribution is payable September 18, 2025 to the shareholders of record at the close of business on August 21, 2025.
お知らせ • Jul 14SBA Communications Corporation to Report Q2, 2025 Results on Aug 04, 2025SBA Communications Corporation announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
お知らせ • Apr 29+ 2 more updatesSBA Communications Corporation (NasdaqGS:SBAC) announces an Equity Buyback for $1,500 million worth of its shares.SBA Communications Corporation (NasdaqGS:SBAC) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its Class A common stock. The repurchased shares will be retired. The program has no expiration date.
お知らせ • Apr 08SBA Communications Corporation, Annual General Meeting, May 23, 2025SBA Communications Corporation, Annual General Meeting, May 23, 2025. Location: at sba communications corp, corporate office, 8051 congress avenue, fl 33487, boca raton United States
お知らせ • Apr 07SBA Communications Corporation to Report Q1, 2025 Results on Apr 28, 2025SBA Communications Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2025
お知らせ • Feb 25+ 2 more updatesAn undisclosed buyer entered into an agreement to acquire Towers and related assets held in Colombia from SBA Communications Corporation (NasdaqGS:SBAC).An undisclosed buyer entered into an agreement to acquire Towers and related assets held in Colombia from SBA Communications Corporation (NasdaqGS:SBAC) on February 20, 2025.
お知らせ • Feb 05SBA Communications Corporation to Report Q4, 2024 Results on Feb 24, 2025SBA Communications Corporation announced that they will report Q4, 2024 results After-Market on Feb 24, 2025
Declared Dividend • Nov 01Third quarter dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 14th November 2024 Payment date: 12th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 4.0%.
お知らせ • Oct 30SBA Communications Corporation (NasdaqGS:SBAC) has entered into an agreement to acquire Portfolio of approximately 7,000 towers of Millicom International Cellular S.A. (NasdaqGS:TIGO) for approximately $980 million.SBA Communications Corporation (NasdaqGS:SBAC) has entered into an agreement to acquire Portfolio of approximately 7,000 towers of Millicom International Cellular S.A. (NasdaqGS:TIGO) for approximately $980 million on October 28, 2024. Total consideration will be paid of approximately $975 million, plus an earn-out contingent on achieving certain financial performance metrics. The transaction is subject to regulatory approvals and other closing conditions and is expected to close in mid-2025. Lazard, Inc. acted as financial advisor for Millicom International Cellular S.A. JPMorgan Chase & Co. acted as financial advisor for Millicom International Cellular S.A. Winston & Strawn LLP acted as legal advisor for Millicom International Cellular S.A. Goldman Sachs & Co. LLC acted as financial advisor for SBA Communications Corporation. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for SBA Communications Corporation.
お知らせ • Oct 29SBA Communications Corporation Updates Earnings Outlook for the Year 2024SBA Communications Corporation updated earnings outlook for the year 2024. For the period, the company expects Total revenues of $2,660.0 to $2,680.0. Change from July 29, 2024 Outlook (13.0).
お知らせ • Oct 07SBA Communications Corporation to Report Q3, 2024 Results on Oct 28, 2024SBA Communications Corporation announced that they will report Q3, 2024 results After-Market on Oct 28, 2024
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 30%After last week's 30% share price gain to Mex$4,524, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Specialized REITs industry globally. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,153 per share.
お知らせ • Jul 31+ 1 more updateSBA Communications Corporation Declares A Quarterly Cash Dividend on Class A Common Stock, Payable on September 18, 2024SBA Communications Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.98 per share of the Company’s Class A Common Stock. The distribution is payable September 18, 2024 to the shareholders of record at the close of business on August 22, 2024.
お知らせ • Jul 09SBA Communications Corporation to Report Q2, 2024 Results on Jul 29, 2024SBA Communications Corporation announced that they will report Q2, 2024 results After-Market on Jul 29, 2024
お知らせ • Jul 03SBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Midcap Growth IndexSBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Midcap Growth Index
New Risk • Jul 01New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). Shares are highly illiquid. Negative equity (-US$5.2b). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Apr 30+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Full Year 2024SBA Communications Corporation revised earnings guidance for the full year 2024. For the year, the company now expects total revenues of $2,657.0 million to $2,697.0 million, a decrease of $12 million from previous guidance provided on Feb. 26, 2024.
お知らせ • Apr 13SBA Communications Corporation, Annual General Meeting, May 23, 2024SBA Communications Corporation, Annual General Meeting, May 23, 2024, at 10:00 US Eastern Standard Time. Location: 8051 Congress Avenue, Boca Raton Florida United States Agenda: To elect four directors, Brendan T. Cavanagh, Mary S. Chan, Jay L. Johnson, and George R. Krouse, Jr., each for a three – year term expiring at the 2027 Annual Meeting of Shareholders; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the 2024 fiscal year; and to approve, on an advisory basis, the compensation of our named executive officers.
お知らせ • Apr 09SBA Communications Corporation to Report Q1, 2024 Results on Apr 29, 2024SBA Communications Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2024
お知らせ • Feb 29SBA Communications Corporation Provides Earnings Guidance for the Year 2024SBA Communications Corporation provided earnings guidance for the year 2024. For the period, the company expects Total revenues of $2,669.0 million to $2,709.0 million. Net income will be of $520.0 million to $565.0 million. Net income per share will be of $4.77 to $5.18.
お知らせ • Feb 15Asterion, SBA Communications and Phoenix Reportedly Circle Cellnex's Irish UnitSBA Communications Corporation (NasdaqGS:SBAC), Phoenix Tower and Asterion Industrial Partners are vying for Cellnex Telecom, S.A. (BME:CLNX) Irish unit, according to five sources familiar with the matter. Mobile phone tower operator Cellnex is advised by Santander (SAN.MC), and Barclays (BARC.L), on the deal and binding offers from the three parties are expected next week, three of the sources added, speaking on condition of anonymity. A deal would value Cellnex's Irish unit, which manages almost 2,000 sites in the country, close to EUR 1 billion ($1.08 billion), the fourth person said. Cellnex declined to comment.
お知らせ • Feb 06SBA Communications Corporation to Report Q4, 2023 Results on Feb 26, 2024SBA Communications Corporation announced that they will report Q4, 2023 results After-Market on Feb 26, 2024
お知らせ • Feb 02SBA Communications Corporation Announces Executive Changes, Effective August 1, 2024SBA Communications Corporation announced that long-term industry veteran, Jason Silberstein, Executive Vice President, Site Leasing will retire from his current title and role effective August 1, 2024. Succeeding Mr. Silberstein will be Donald Day. Mr. Day has been with SBA for 13 years, most recently serving as Senior Vice President, Services. The company also announced that Nichole Thomas, currently the Company’s Vice President, Site Development Services, will transition into the role previously held by Mr. Day. The appointments of Mr. Day and Ms. Thomas will each become effective on August 1, 2024. Mr. Day has served as the company’s Senior Vice President, Services since May 2018 and currently oversees all of the company’s services operations in the United States. He joined SBA in May 2011 as the North Regional Vice President and was promoted to Vice President – Services in January 2013. Prior to joining SBA, Mr. Day was a Vice President at General Dynamics, from January 2004 to May 2011, where he was responsible for managing the market and budget objectives of wireless deployment teams throughout the United States. Prior to General Dynamics, Mr. Day served in a variety of roles within the wireless services and infrastructure industry and earlier served four years in the United States Army. Ms. Thomas joined SBA in June 2023 and currently serves as Vice President, Site Development Services, leading the Company’s domestic new tower development and delivery of site development services for all major customers. Ms. Thomas has over 25 years of experience as a telecommunications industry executive with a history in network build strategy with companies such as DISH, Ericsson, SAC Wireless (a Nokia company), and Sprint. She has led large-scale programs and national site deployment efforts across all areas of the country. Before joining SBA, Ms. Thomas served as Regional Vice President of Network Deployment and Operations at Dish Wireless, spearheading the initial deployment of the first Open RAN, cloud-native 5G network in the United States.
お知らせ • Dec 23SBA Communications Corporation Announces Board AppointmentsOn December 19, 2023, SBA Communications Corporation appointed Mr. Brendan Cavanagh to the Company’s Board of Directors (the ‘Board’), effective January 1, 2024. Mr. Cavanagh will serve as a Class I director for a term expiring at the 2024 Annual Meeting of Shareholders, at which time he will stand for re-election. Concurrent with Mr. Cavanagh’s appointment, the Board will be expanded to ten members. Mr. Cavanagh’s appointment to the Board follows the previously announced CEO succession plan, pursuant to which Mr. Cavanagh will succeed Mr. Jeffrey Stoops as President and Chief Executive Officer, effective January 1, 2024. In connection with the CEO succession plan, the Board has also appointed Mr. Stoops to the position of non-executive Chairman of the Board, effective January 1, 2024.
お知らせ • Nov 04SBA Communications Corporation Updates Earnings Outlook for the Year 2023SBA Communications Corporation updated earnings outlook for the year 2023. For the period, the company expects Total revenues of $2,705.0 to $2,725.0. Change from July 31, 2023 Outlook (12.0).
お知らせ • Nov 03SBA Communications Corporation Declares Quarterly Cash Dividend, Payable December 14, 2023Board of Directors of SBA Communications Corporation has declared quarterly cash dividend of $0.85 per share of the Company's Class A Common Stock. The distribution is payable December 14, 2023 to the shareholders of record at the close of business on November 16, 2023.
お知らせ • Oct 10SBA Communications Corporation to Report Q3, 2023 Results on Nov 02, 2023SBA Communications Corporation announced that they will report Q3, 2023 results at 5:00 PM, US Eastern Standard Time on Nov 02, 2023
お知らせ • Sep 14SBA Communications Corporation Announces CEO Changes, Effective January 1, 2024SBA Communications Corporation announced that Mr. Montagner’s appointment follows the Company’s previously announced CEO succession plan, pursuant to which Brendan Cavanagh, currently the Company’s Executive Vice President & Chief Financial Officer, will succeed Jeffrey Stoops as President and Chief Executive Officer, effective January 1, 2024.
お知らせ • Aug 01+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Full Year of 2023SBA Communications Corporation revised earnings guidance for the full year of 2023. For the year, the company expects total revenues to be between $2,707.0 million to $2,747.0 million, up $21.0 million from prior outlook range midpoint.
お知らせ • Jul 12SBA Communications Corporation to Report Q2, 2023 Results on Jul 31, 2023SBA Communications Corporation announced that they will report Q2, 2023 results on Jul 31, 2023
Board Change • Mar 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Jay Johnson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 01SBA Communications Corporation to Report Q4, 2022 Results on Feb 21, 2023SBA Communications Corporation announced that they will report Q4, 2022 results After-Market on Feb 21, 2023
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Jay Johnson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 30CEO, President & Director recently sold Mex$205m worth of stockOn the 24th of May, Jeffrey Stoops sold around 30k shares on-market at roughly Mex$6,843 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by Mex$467m.
Upcoming Dividend • May 11Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 14 June 2022. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (6.2%).
Reported Earnings • May 03First quarter 2022 earnings released: EPS: US$1.75 (vs US$0.11 loss in 1Q 2021)First quarter 2022 results: EPS: US$1.75 (up from US$0.11 loss in 1Q 2021). Revenue: US$619.8m (up 13% from 1Q 2021). Net income: US$188.6m (up US$200.4m from 1Q 2021). Profit margin: 30% (up from net loss in 1Q 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 6.8%, compared to a 8.2% growth forecast for the industry in Mexico.
Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.17 (up from US$0.22 in FY 2020). Revenue: US$2.31b (up 11% from FY 2020). Net income: US$237.6m (up US$213.5m from FY 2020). Profit margin: 10% (up from 1.2% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.3%, compared to a 9.0% growth forecast for the reits industry in Mexico.
Board Change • Feb 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Director Fidelma Russo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 10Executive VP recently sold Mex$488m worth of stockOn the 3rd of September, Thomas Hunt sold around 67k shares on-market at roughly Mex$7,273 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$1.1b more than they bought in the last 12 months.
Board Change • Sep 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Fidelma Russo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 18Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 23 September 2021. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (6.7%).
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS US$1.40 (vs US$0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$575.5m (up 14% from 2Q 2020). Net income: US$152.7m (up US$129.9m from 2Q 2020). Profit margin: 27% (up from 4.5% in 2Q 2020). The increase in margin was primarily driven by higher revenue.
Board Change • Jul 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Fidelma Russo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 27+ 2 more updatesSBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Top 200 IndexSBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Top 200 Index
Recent Insider Transactions • Jun 08Independent Director recently sold Mex$154k worth of stockOn the 2nd of June, Fidelma Russo sold around 25.0 shares on-market at roughly Mex$6,143 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 05Independent Director recently sold Mex$154k worth of stockOn the 2nd of June, Fidelma Russo sold around 25.0 shares on-market at roughly Mex$6,143 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.
お知らせ • Jun 04SBA Communications Corporation (NasdaqGS:SBAC) and Paradigm Infrastructure Limited agreed to acquire Tower Portfolio from airtel TANZANIA LIMITED for approximately $180 million.SBA Communications Corporation (NasdaqGS:SBAC) and Paradigm Infrastructure Limited agreed to acquire Tower Portfolio from airtel TANZANIA LIMITED for approximately $180 million on June 2, 2021. The consideration of approximately $160 million is payable on the first closing date with the balance payable in instalments upon the completion of the transfer of any remaining towers to the Purchaser. Around $60 million from the proceeds will be used to invest in network and sales infrastructure in Tanzania and for distribution to the Government of Tanzania, as per the settlement described in the Airtel Africa IPO Prospectus document published in June 2019. The balance of the proceeds will be used to reduce debt at Group level. The transaction is expected to take place in the second half of the Group's current financial year.
Recent Insider Transactions • May 25Independent Director recently sold Mex$10m worth of stockOn the 18th of May, Duncan Cocroft sold around 2k shares on-market at roughly Mex$5,755 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$274m more than they bought in the last 12 months.
お知らせ • Apr 27+ 1 more updateSBA Communications Corporation Revises Earnings Guidance for the Fiscal Year 2021SBA Communications Corporation revised earnings guidance for the fiscal year 2021. For the year, the company expects total revenues in range of $2,220.0 to $2,260.0.
Reported Earnings • Feb 24Full year 2020 earnings released: EPS US$0.22 (vs US$1.30 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$2.08b (up 3.4% from FY 2019). Net income: US$24.1m (down 84% from FY 2019). Profit margin: 1.2% (down from 7.3% in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 24Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 5.3% while theREITs industry in Mexico is not expected to grow.
お知らせ • Feb 24SBA Communications Corporation (NasdaqGS:SBAC) acquired 25 communication sites for $8.4 million.SBA Communications Corporation (NasdaqGS:SBAC) acquired 25 communication sites for $8.4 million subsequent to the fourth quarter of 2020. The consideration was paid in cash. SBA Communications Corporation (NasdaqGS:SBAC) completed the acquisition of 25 communication sites for subsequent to the fourth quarter of 2020.
お知らせ • Feb 23DISH Network Corporation Signs Master Lease Agreement with SBA Communications CorporationDISH Network Corporation and SBA Communications Corporation announced a new long-term master lease agreement providing DISH access to SBA's extensive nationwide portfolio of wireless communication sites. The announcement builds upon DISH's continued progress in acquiring access to the essential infrastructure needed to deploy its greenfield 5G network coast to coast. As part of the agreement, DISH will lease towers from SBA, and SBA is expected to deliver a variety of pre-construction functions, ranging from site acquisition to regulatory and compliance services.
お知らせ • Feb 02SBA Communications Corporation to Report Q4, 2020 Results on Feb 22, 2021SBA Communications Corporation announced that they will report Q4, 2020 results After-Market on Feb 22, 2021
お知らせ • Jan 28SBA Communications Corporation(NasdaqGS:SBAC) dropped from S&P Telecom Select Industry IndexSBA Communications Corporation(NasdaqGS:SBAC) dropped from S&P Telecom Select Industry Index
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.20The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: US$522.9m (up 3.0% from 3Q 2019). Net income: US$22.6m (up 4.1% from 3Q 2019). Profit margin: 4.3% (in line with 3Q 2019).
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.2%, compared to a 4.5% growth forecast for the REITs industry in Mexico.
Analyst Estimate Surprise Post Earnings • Nov 04Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.2%, compared to a 4.9% growth forecast for the REITs industry in Mexico.
Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS US$0.20The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: US$522.9m (up 3.0% from 3Q 2019). Net income: US$22.6m (up 4.1% from 3Q 2019). Profit margin: 4.3% (in line with 3Q 2019).
お知らせ • Nov 03SBA Communications Corporation (NasdaqGS:SBAC) acquired 44 communication sites and one data center for $73.5 million.SBA Communications Corporation (NasdaqGS:SBAC) acquired 44 communication sites and one data center for $73.5 million during the third quarter 2020. SBA Communications Corporation (NasdaqGS:SBAC) completed the acquisition of 44 communication sites and one data center for $73.5 million during the third quarter 2020.
お知らせ • Oct 13SBA Communications Corporation to Report Q3, 2020 Results on Nov 02, 2020SBA Communications Corporation announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 02, 2020
お知らせ • Sep 23+ 1 more updateAAT Communications Corporation completed the acquisition of 784 towers of SBA Communications Corp.'s tower assets in the Western United States from SBA Communications Corp. for $194.7 million.AAT Communications Corporation, a company backed by Charterhouse Group Inc., announced that it has agreed to acquire 679 towers of SBA Communications Corp.'s tower assets in the Western United States from SBA Communications Corp. for a consideration of $160 million on March 17, 2003. The agreement also gives AAT Communications Corporation an option to acquire another 122 towers of SBA Communications Corp. in Western United States for $43 million. The towers comprise substantially all of SBA's tower assets in the Western United States, including Michigan, Wisconsin, Iowa, Missouri, most of Texas and part of Illinois and Oklahoma. The consideration is subject to adjustments under certain circumstances. The transaction is expected to close in stages commencing on May 9, 2003 and ending on September 30, 2003. The transaction is subject to a number of conditions, including an amendment to SBA's senior credit facility. On May 9, 2003 SBA transferred its interests in 631 towers to AAT Communications for $145 million. Interests in an additional 48 towers are expected to be transferred to AAT on or before July 1, 2003 for $15 million. As of June 30, 2003, approximately $20 million of the proceeds was being held by an escrow agent in accordance with certain performance and indemnity obligation provisions of the agreement. On June 2, 2003, AAT Communications Corporation agreed to exercise the option to purchase 122 towers located in Wisconsin for $43 million. The closing of the sale of the 122 towers is expected to occur on or before October 1, 2003. Paul Hastings Janofsky & Walker LLP acted as the legal counsel to AAT Communications Corporation. TD Securities Inc. acted as the financial advisor on the deal, while Ernst & Young LLP provided auditory services. AAT Communications Corporation completed the acquisition of 784 towers of SBA Communications Corp.'s tower assets in the Western United States for a total consideration of $194.7 million on October 1, 2003. From July 1, 2003 through October 1, 2003, AAT Communications purchased another 153 towers making it a total purchase of 784 towers. The company also occurred $2.7 million as acquisition expenses.
お知らせ • Aug 31SBA Communications Corporation (NasdaqGS:SBAC) acquired JAX NAP.SBA Communications Corporation (NasdaqGS:SBAC) acquired JAX NAP on August 4, 2020. The Bank Street Group LLC served as exclusive financial advisor to JAX NAP in the transaction. SBA Communications Corporation (NasdaqGS:SBAC) completed the acquisition of JAX NAP on August 4, 2020.
お知らせ • Jul 17SBA Communications Corporation (REIT) to Report Q2, 2020 Results on Aug 03, 2020SBA Communications Corporation (REIT) announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 03, 2020