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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for American Tower (AMT) is 6/10.
American Tower delivered Q1 with property revenue growing approximately 3% (excluding straight-line and FX) as CoreSite data center revenue surged on AI and interconnection demand. DISH churn created a 400 basis point AFFO per share headwind that largely offset the underlying growth. European tower expansion accelerated with 700 new builds in the quarter, and management raised the AFFO outlook by $0.12 per share representing a 1% increase to the prior guidance.
Scored from American Tower’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.55B | -8.6% | $2.62 | +1355.6% | 42.4% | 48.3% | $756M |
| FY2025 Q1 | $2.56B | -9.6% | $1.04 | -46.9% | 48.9% | 19.1% | $964M |
| FY2025 Q2 | $2.63B | -9.4% | $0.78 | -59.4% | 45.6% | 14.0% |
| $977M |
| FY2025 Q3 | $2.72B | +7.7% | $1.82 | +207.7% | 46.7% | 31.4% | $995M |
| FY2025 Q4 | $2.74B | +7.5% | $1.75 | -33.2% | 42.4% | 30.0% | $848M |
| FY2026 Q1 | $2.74B | +6.8% | $1.84 | +76.9% | 42.4% | 30.6% | $951M |
| FY2026 Q2 | $2.75B | +4.7% | $1.86 | +138.5% | 46.2% | 31.6% | $0 |