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U.S. Telecom Tower REITs Industry Analysis

UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies1
  • 7D12.2%
  • 3M4.6%
  • 1Y1.4%
  • YTDn/a

In the last week, the Telecom Tower REITs industry is up 9.7%, with all of the companies up. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Feb 2026US$88.1bUS$10.5bUS$2.9b30.6x30x8.4x
Mon, 12 Jan 2026US$78.9bUS$10.5bUS$2.9b26.8x26.8x7.5x
Wed, 10 Dec 2025US$85.8bUS$10.5bUS$2.9b28.6x29.2x8.2x
Fri, 07 Nov 2025US$84.0bUS$10.5bUS$2.9b28.4x28.6x8x
Sun, 05 Oct 2025US$89.1bUS$10.3bUS$2.5b35.6x35.6x8.7x
Tue, 02 Sep 2025US$95.5bUS$10.3bUS$2.5b38.2x38.2x9.3x
Thu, 31 Jul 2025US$100.5bUS$10.3bUS$2.5b39.1x40.2x9.8x
Sat, 28 Jun 2025US$101.8bUS$10.2bUS$2.9b35.2x35.2x10x
Mon, 26 May 2025US$99.2bUS$10.2bUS$2.9b34.2x34.2x9.7x
Wed, 23 Apr 2025US$102.0bUS$10.1bUS$3.2b32x31.6x10.1x
Fri, 21 Mar 2025US$99.9bUS$10.1bUS$3.2b31x30.9x9.9x
Sun, 16 Feb 2025US$126.7bUS$17.8bUS$3.2b38.3x40x7.1x
Tue, 14 Jan 2025US$117.7bUS$17.8bUS$3.2b36.5x37.1x6.6x
Thu, 12 Dec 2024US$136.9bUS$17.8bUS$3.2b41.6x43.2x7.7x
Sat, 09 Nov 2024US$137.8bUS$17.8bUS$3.2b43x43.4x7.8x
Mon, 07 Oct 2024US$152.9bUS$17.9bUS$3.7b41.3x41.6x8.5x
Wed, 04 Sep 2024US$153.3bUS$17.9bUS$3.7b42.3x41.7x8.5x
Fri, 02 Aug 2024US$150.8bUS$17.9bUS$3.7b41.9x41x8.4x
Sun, 30 Jun 2024US$133.2bUS$18.1bUS$3.5b37.2x38.5x7.4x
Tue, 28 May 2024US$129.5bUS$18.1bUS$3.5b36.3x37.4x7.2x
Thu, 25 Apr 2024US$122.8bUS$18.0bUS$2.9b42.2x42.7x6.8x
Sat, 23 Mar 2024US$134.5bUS$18.1bUS$3.0b45.2x45.1x7.4x
Mon, 19 Feb 2024US$134.2bUS$18.0bUS$2.2b76.7x60.5x7.4x
Wed, 17 Jan 2024US$146.5bUS$18.1bUS$2.3b83.3x64.6x8.1x
Fri, 15 Dec 2023US$149.0bUS$18.1bUS$2.3b85.2x65.7x8.2x
Sun, 12 Nov 2023US$127.2bUS$18.1bUS$2.3b73.3x56.1x7x
Tue, 10 Oct 2023US$115.9bUS$18.1bUS$2.7b50.9x43.4x6.4x
Thu, 07 Sep 2023US$125.9bUS$18.1bUS$2.7b55.5x47.1x7x
Sat, 05 Aug 2023US$131.2bUS$18.1bUS$2.7b57.7x49x7.3x
Mon, 03 Jul 2023US$139.8bUS$17.8bUS$3.1b47.3x45.7x7.8x
Wed, 31 May 2023US$133.5bUS$17.8bUS$3.1b45.1x43.6x7.5x
Fri, 28 Apr 2023US$149.2bUS$17.8bUS$3.1b50.4x48.7x8.4x
Price to Earnings Ratio

44.5x


Total Market Cap: US$153.3bTotal 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 42x202420252026
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 Market-1.39%
Real Estate1.81%
Specialized REITs7.03%
Telecom Tower REITs12.16%
Data Center REITs10.28%
Self-Storage REITs4.17%
Timber REITs1.58%
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
AMT American TowerUS$192.1012.2%
+US$9.8b		1.4%PB22.8x
CCI Crown CastleUS$90.3811.7%
+US$4.1b		2.8%PE35.7x
SBAC SBA CommunicationsUS$200.7711.1%
+US$2.1b		-2.2%PE25x

Latest News

CCI
US$90.38
Crown Castle
7D
11.7%
1Y
2.8%

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.
SBAC
US$200.77
SBA Communications
7D
11.1%
1Y
-2.2%

SBAC: EchoStar Resolution Will Support Future Cash Flow Visibility

Narrative Update on SBA Communications Analysts have trimmed their price targets on SBA Communications by a mid teens dollar amount, reflecting slightly more conservative revenue growth and discount rate assumptions, and citing sector wide caution around leasing trends and the EchoStar related overhang. Analyst Commentary Recent research on SBA Communications clusters around a few key themes, with price targets adjusted lower and a tighter focus on leasing trends and the EchoStar and Dish situation.
AMT
US$192.10
American Tower
7D
12.2%
1Y
1.4%