Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Telecom Tower REITs Industry Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies1
  • 7D3.4%
  • 3M4.2%
  • 1Y-1.0%
  • YTDn/a

In the last week, the Telecom Tower REITs industry is up 12%, with all of the companies up. The industry has been flat over the past 12 months despite the gain this week. 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
Thu, 19 Feb 2026US$90.4bUS$10.5bUS$2.9b29.7x30.8x8.6x
Sat, 17 Jan 2026US$85.0bUS$10.5bUS$2.9b29.2x28.9x8.1x
Mon, 15 Dec 2025US$84.6bUS$10.5bUS$2.9b28.8x28.8x8.1x
Wed, 12 Nov 2025US$84.1bUS$10.5bUS$2.9b29.4x28.6x8x
Fri, 10 Oct 2025US$86.9bUS$10.3bUS$2.5b34.7x34.7x8.5x
Sun, 07 Sep 2025US$91.4bUS$10.3bUS$2.5b37.1x36.5x8.9x
Tue, 05 Aug 2025US$99.3bUS$10.3bUS$2.5b39.9x39.7x9.7x
Thu, 03 Jul 2025US$105.1bUS$10.2bUS$2.9b36x36.3x10.3x
Sat, 31 May 2025US$100.0bUS$10.2bUS$2.9b34.7x34.5x9.8x
Mon, 28 Apr 2025US$98.7bUS$10.1bUS$3.2b30.5x30.5x9.7x
Wed, 26 Mar 2025US$99.5bUS$10.1bUS$3.2b30.3x30.8x9.8x
Fri, 21 Feb 2025US$126.9bUS$17.8bUS$3.2b39.3x40x7.1x
Sun, 19 Jan 2025US$128.5bUS$17.8bUS$3.2b39x40.5x7.2x
Tue, 17 Dec 2024US$134.3bUS$17.8bUS$3.2b40.2x42.4x7.6x
Thu, 14 Nov 2024US$135.0bUS$17.8bUS$3.2b41.7x42.6x7.6x
Sat, 12 Oct 2024US$149.6bUS$17.9bUS$3.7b40.8x40.6x8.3x
Mon, 09 Sep 2024US$160.8bUS$17.9bUS$3.7b43.4x43.7x9x
Wed, 07 Aug 2024US$153.8bUS$17.9bUS$3.7b42x41.8x8.6x
Fri, 05 Jul 2024US$133.0bUS$18.1bUS$3.5b37.1x38.4x7.4x
Sun, 02 Jun 2024US$135.9bUS$18.1bUS$3.5b38.1x39.3x7.5x
Tue, 30 Apr 2024US$120.8bUS$18.0bUS$2.9b42.4x42x6.7x
Thu, 28 Mar 2024US$137.9bUS$18.1bUS$3.0b46.3x46.2x7.6x
Sat, 24 Feb 2024US$135.7bUS$18.0bUS$2.2b77.6x61.2x7.5x
Mon, 22 Jan 2024US$141.9bUS$18.1bUS$2.3b81.6x62.6x7.8x
Wed, 20 Dec 2023US$147.8bUS$18.1bUS$2.3b84.7x65.2x8.2x
Fri, 17 Nov 2023US$138.0bUS$18.1bUS$2.3b79.5x60.8x7.6x
Sun, 15 Oct 2023US$118.8bUS$18.1bUS$2.7b52.2x44.4x6.6x
Tue, 12 Sep 2023US$126.8bUS$18.1bUS$2.7b56x47.4x7x
Thu, 10 Aug 2023US$132.6bUS$18.1bUS$2.7b58.4x49.6x7.3x
Sat, 08 Jul 2023US$141.2bUS$17.8bUS$3.1b47.8x46.1x7.9x
Mon, 05 Jun 2023US$138.5bUS$17.8bUS$3.1b46.8x45.2x7.8x
Wed, 03 May 2023US$142.8bUS$17.8bUS$3.1b48.3x46.6x8x
Fri, 31 Mar 2023US$151.1bUS$17.7bUS$3.4b43.7x43.9x8.5x
Price to Earnings Ratio

43.9x


Total Market Cap: US$151.1bTotal 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 41.9x202420252026
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-0.74%
Real Estate0.67%
Specialized REITs2.47%
Telecom Tower REITs3.40%
Data Center REITs3.94%
Self-Storage REITs1.70%
Timber REITs-1.80%
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$186.623.4%
+US$2.9b		-1.0%PB22.1x
SBAC SBA CommunicationsUS$197.463.4%
+US$692.6m		-5.0%PE24.6x
CCI Crown CastleUS$87.431.6%
+US$592.3m		-2.1%PE34.5x

Latest News

CCI
US$87.43
Crown Castle
7D
1.6%
1Y
-2.1%
SBAC
US$197.46
SBA Communications
7D
3.4%
1Y
-5.0%

SBAC: EchoStar Overhang Reset Will Support Future Cash Flow Visibility

Narrative Update: SBA Communications Analyst Price Target Change The Street has lowered its aggregated price target on SBA Communications by $15 to $240, as analysts factor in more cautious new leasing assumptions and the potential impact from EchoStar on tower company fundamentals. Analyst Commentary Recent research notes point to a more cautious stance on SBA Communications, with several firms trimming their price targets and aligning expectations with a slower new leasing backdrop and the uncertainty around EchoStar and Dish.
AMT
US$186.62
American Tower
7D
3.4%
1Y
-1.0%