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Here's What Key Metrics Tell Us About SBA Communications (SBAC) Q2 Earnings
ZACKS· 2025-08-04 22:30
Core Insights - SBA Communications reported revenue of $698.98 million for the quarter ended June 2025, marking a year-over-year increase of 5.8% and exceeding the Zacks Consensus Estimate by 4.32% [1] - The earnings per share (EPS) for the same period was $3.17, compared to $1.51 a year ago, with an EPS surprise of 1.6% over the consensus estimate of $3.12 [1] Revenue Breakdown - Site Development revenue was $67.19 million, significantly higher than the estimated $44.19 million, reflecting a year-over-year increase of 97.5% [4] - International Site Leasing revenue reached $161.98 million, slightly below the estimated $157.61 million, showing a year-over-year decrease of 0.8% [4] - Domestic Site Leasing revenue was reported at $469.81 million, surpassing the average estimate of $462.11 million, with a year-over-year increase of 1.4% [4] - Total Site Leasing revenue amounted to $631.79 million, exceeding the two-analyst average estimate of $619.71 million, representing a year-over-year change of 0.9% [4] Profitability Metrics - Net Earnings Per Share (Diluted) was $2.09, slightly below the estimated $2.15 [4] - Segment operating profit for Site Leasing (Domestic + International) was $513.22 million, exceeding the average estimate of $505.28 million [4] - Segment operating profit for Site Development was reported at $13.67 million, significantly higher than the average estimate of $8.78 million [4] Stock Performance - Over the past month, shares of SBA Communications have returned -2.3%, while the Zacks S&P 500 composite has changed by +0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Insights Into SBA Communications (SBAC) Q2: Wall Street Projections for Key Metrics
ZACKS· 2025-07-30 14:15
Group 1 - Analysts expect SBA Communications (SBAC) to report quarterly earnings of $3.12 per share, reflecting a year-over-year decline of 5.2% [1] - Revenue is anticipated to be $670.06 million, which represents a 1.5% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Group 2 - Analysts forecast 'Revenues- Site Development' to reach $44.19 million, indicating a year-over-year increase of 29.9% [3] - 'Revenues- International Site Leasing' is expected to be $157.61 million, showing a year-over-year decline of 3.5% [4] - 'Revenues- Domestic Site Leasing' is projected to be $462.11 million, reflecting a slight year-over-year decrease of 0.2% [4] - The average prediction for 'Revenues- Site Leasing' is $619.71 million, indicating a year-over-year decline of 1.1% [4] Group 3 - Analysts expect 'Sites owned - International' to total 22,303, compared to 22,283 a year ago [5] - 'Sites owned - Domestic' is projected to reach 17,455, slightly down from 17,461 year-over-year [5] - The consensus for 'Segment operating profit- Site Leasing (Domestic + International)' is $505.28 million, down from $512.33 million in the previous year [5] Group 4 - The estimated 'Segment operating profit- Site Development' is $8.78 million, an increase from $6.88 million reported in the same quarter last year [6] - 'Depreciation, accretion and amortization' is expected to be $69.30 million according to analysts [6] - SBA Communications shares have decreased by 4.1% over the past month, contrasting with a 3.4% increase in the Zacks S&P 500 composite [6]