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U.S. Telecom Tower REITs Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies1
  • 7D1.3%
  • 3M-8.6%
  • 1Y-3.6%
  • YTDn/a

All of the companies in the Telecom Tower REITs industry have been up over the last week, with the industry up 2.2%. However, the industry is down 3.0% over the past year. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Jan 2026US$82.3bUS$10.5bUS$2.9b28.2x28x7.9x
Sat, 29 Nov 2025US$84.9bUS$10.5bUS$2.9b28.9x28.9x8.1x
Mon, 27 Oct 2025US$89.7bUS$10.3bUS$2.5b35.9x35.9x8.7x
Wed, 24 Sep 2025US$90.5bUS$10.3bUS$2.5b36.4x36.2x8.8x
Fri, 22 Aug 2025US$98.1bUS$10.3bUS$2.5b39.3x39.2x9.6x
Sun, 20 Jul 2025US$105.2bUS$10.2bUS$2.9b36.3x36.3x10.3x
Tue, 17 Jun 2025US$100.6bUS$10.2bUS$2.9b34.7x34.7x9.9x
Thu, 15 May 2025US$95.5bUS$10.2bUS$2.9b33.1x33x9.4x
Sat, 12 Apr 2025US$97.5bUS$10.1bUS$3.2b30.9x30.2x9.6x
Mon, 10 Mar 2025US$141.7bUS$16.7bUS$4.5b32.6x31.8x8.5x
Wed, 05 Feb 2025US$125.4bUS$17.8bUS$3.2b37.8x39.6x7.1x
Fri, 03 Jan 2025US$125.1bUS$17.8bUS$3.2b37.6x39.5x7x
Sun, 01 Dec 2024US$143.8bUS$17.8bUS$3.2b43.9x45.4x8.1x
Tue, 29 Oct 2024US$151.4bUS$17.9bUS$3.7b40.1x40.7x8.4x
Thu, 26 Sep 2024US$161.5bUS$17.9bUS$3.7b43.4x43.9x9x
Sat, 24 Aug 2024US$150.4bUS$17.9bUS$3.7b41.8x40.9x8.4x
Mon, 22 Jul 2024US$143.8bUS$17.8bUS$3.3b42.9x44.2x8.1x
Wed, 19 Jun 2024US$131.7bUS$18.1bUS$3.5b36.6x38.1x7.3x
Fri, 17 May 2024US$134.7bUS$18.1bUS$3.5b38.2x38.9x7.5x
Sun, 14 Apr 2024US$125.6bUS$18.1bUS$3.0b42.2x42.1x6.9x
Tue, 12 Mar 2024US$145.2bUS$18.1bUS$3.0b48.7x48.6x8x
Thu, 08 Feb 2024US$136.0bUS$18.0bUS$2.2b78.6x61.4x7.5x
Sat, 06 Jan 2024US$149.9bUS$18.1bUS$2.3b85.8x66.1x8.3x
Mon, 04 Dec 2023US$149.5bUS$18.1bUS$2.3b85.2x65.9x8.2x
Wed, 01 Nov 2023US$123.4bUS$18.1bUS$2.3b71.1x54.4x6.8x
Fri, 29 Sep 2023US$115.6bUS$18.1bUS$2.7b50.8x43.2x6.4x
Sun, 27 Aug 2023US$126.0bUS$18.1bUS$2.7b55.4x47.1x7x
Tue, 25 Jul 2023US$137.3bUS$18.0bUS$3.1b46.2x44.3x7.6x
Thu, 22 Jun 2023US$136.9bUS$17.8bUS$3.1b46.3x44.7x7.7x
Sat, 20 May 2023US$137.9bUS$17.8bUS$3.1b46.6x45x7.7x
Mon, 17 Apr 2023US$152.5bUS$17.7bUS$3.4b44x44.3x8.6x
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 42.6x202420252026
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-0.48%
Real Estate0.95%
Specialized REITs1.38%
Telecom Tower REITs1.27%
Data Center REITs1.55%
Timber REITs1.39%
Self-Storage REITs1.28%
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
CCI Crown CastleUS$88.871.2%
+US$444.2m		-2.1%PS6x
AMT American TowerUS$175.570.4%
+US$360.5m		-4.3%PB20.8x
SBAC SBA CommunicationsUS$193.430.4%
+US$88.4m		-5.1%PE24x

Latest News

CCI
US$88.87
Crown Castle
7D
1.2%
1Y
-2.1%

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$175.57
American Tower
7D
0.4%
1Y
-4.3%
SBAC
US$193.43
SBA Communications
7D
0.4%
1Y
-5.1%

SBAC: New Verizon Lease Agreement Will Support Future Revenue Amid Legal Uncertainty

Analysts have trimmed their price target for SBA Communications slightly lower, with a modest fair value reduction of about $0.40 to roughly $234.90. This reflects sector wide target cuts as they factor in legal and leasing uncertainties across the tower group, while still recognizing SBA's resilient fundamentals and improved visibility from recent agreements.