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U.S. Telecom Tower REITs Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies1
  • 7D-3.6%
  • 3M-8.0%
  • 1Y-2.9%
  • YTDn/a

Over the last 7 days, the Telecom Tower REITs industry has dropped 3.6%, driven by pullbacks from every company within the industry. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 9.3% per annum.

Industry Valuation and Performance

Has the U.S. Telecom Tower REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026US$78.9bUS$10.5bUS$2.9b26.8x26.8x7.5x
Tue, 09 Dec 2025US$83.7bUS$10.5bUS$2.9b29.2x28.5x8x
Thu, 06 Nov 2025US$84.4bUS$10.5bUS$2.9b28.6x28.7x8.1x
Sat, 04 Oct 2025US$89.5bUS$10.3bUS$2.5b35.6x35.8x8.7x
Mon, 01 Sep 2025US$95.5bUS$10.3bUS$2.5b38.2x38.2x9.3x
Wed, 30 Jul 2025US$105.0bUS$10.3bUS$2.5b40.2x42x10.2x
Fri, 27 Jun 2025US$103.1bUS$10.2bUS$2.9b35.2x35.6x10.1x
Sun, 25 May 2025US$99.2bUS$10.2bUS$2.9b34.2x34.2x9.7x
Tue, 22 Apr 2025US$104.2bUS$10.1bUS$3.2b31.6x32.2x10.3x
Thu, 20 Mar 2025US$99.9bUS$10.1bUS$3.2b30.9x30.9x9.9x
Sat, 15 Feb 2025US$127.8bUS$17.8bUS$3.2b38.3x40.3x7.2x
Mon, 13 Jan 2025US$117.7bUS$17.8bUS$3.2b35.8x37.1x6.6x
Wed, 11 Dec 2024US$142.0bUS$17.8bUS$3.2b41.8x44.8x8x
Fri, 08 Nov 2024US$137.2bUS$17.8bUS$3.2b42.2x43.3x7.7x
Sun, 06 Oct 2024US$152.9bUS$17.9bUS$3.7b41.3x41.6x8.5x
Tue, 03 Sep 2024US$153.3bUS$17.9bUS$3.7b41.5x41.7x8.5x
Thu, 01 Aug 2024US$150.8bUS$17.9bUS$3.7b40.8x41x8.4x
Sat, 29 Jun 2024US$133.5bUS$18.1bUS$3.5b37.2x38.6x7.4x
Mon, 27 May 2024US$129.5bUS$18.1bUS$3.5b36.3x37.4x7.2x
Wed, 24 Apr 2024US$122.8bUS$18.0bUS$2.9b42.3x42.7x6.8x
Fri, 22 Mar 2024US$136.2bUS$18.1bUS$3.0b45.5x45.6x7.5x
Sun, 18 Feb 2024US$134.2bUS$18.0bUS$2.2b76.7x60.5x7.4x
Tue, 16 Jan 2024US$146.5bUS$18.1bUS$2.3b84x64.6x8.1x
Thu, 14 Dec 2023US$145.0bUS$18.1bUS$2.3b85.1x64x8x
Sat, 11 Nov 2023US$126.2bUS$18.1bUS$2.3b73.3x55.7x7x
Mon, 09 Oct 2023US$113.9bUS$18.1bUS$2.7b50x42.6x6.3x
Wed, 06 Sep 2023US$127.5bUS$18.1bUS$2.7b56.2x47.7x7.1x
Fri, 04 Aug 2023US$132.1bUS$18.1bUS$2.7b58.1x49.4x7.3x
Sun, 02 Jul 2023US$139.8bUS$17.8bUS$3.1b47.3x45.7x7.8x
Tue, 30 May 2023US$133.4bUS$17.8bUS$3.1b45x43.6x7.5x
Thu, 27 Apr 2023US$145.5bUS$17.7bUS$3.4b42x42.3x8.2x
Price to Earnings Ratio

44.4x


Total Market Cap: US$152.7bTotal Earnings: US$3.4bTotal Revenue: US$17.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Tower REITs Industry Price to Earnings3Y Average 42.5x202420252026
Current Industry PE
    There is only one company in the American Telecom Tower REITs industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Telecom Tower REITs industry have declined 5.1% per year over the last three years,
  • Revenues have also declined 16% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Telecom Tower REITs compare with similar industries?

US Market1.88%
Real Estate1.22%
Specialized REITs2.77%
Telecom Tower REITs-3.60%
Timber REITs8.23%
Self-Storage REITs7.21%
Data Center REITs3.72%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

Latest News

SBAC
US$181.20
SBA Communications
7D
-5.9%
1Y
-6.0%
CCI
US$83.67
Crown Castle
7D
-5.7%
1Y
-0.8%

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.
AMT
US$168.51
American Tower
7D
-3.6%
1Y
-2.9%