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Jun 30, 2024

SBA Q2 2024 Earnings Report

SBA Communications reported solid financial results for Q2 2024, aligning with expectations. New business execution in the US remained consistent, while international leasing activity increased. The company maintained a balanced capital allocation strategy, focusing on portfolio expansion, stock repurchases, dividends, and debt reduction.

Key Takeaways

SBA Communications Corporation reported Q2 2024 results, with net income at $159.5 million or $1.51 per share and AFFO per share of $3.29. Total revenues were $660.5 million. The company's Board declared a quarterly cash dividend of $0.98 per share.

Net income was $159.5 million, or $1.51 per share.

AFFO per share reached $3.29.

Tower Cash Flow and Adjusted EBITDA margins remained industry-leading.

A quarterly cash dividend of $0.98 per share was declared.

Total Revenue
$660M
Previous year: $679M
-2.7%
EPS
$1.51
Previous year: $1.87
-19.3%
Tower Cash Flow Margin
81.1%
Previous year: 63.8%
+27.1%
Adjusted EBITDA Margin
71.3%
Previous year: 61.2%
+16.5%
AFFO per Share
$3.29
Previous year: $2.63
+25.1%
Gross Profit
$449M
Previous year: $524M
-14.3%
Cash and Equivalents
$279M
Previous year: $179M
+55.7%
Free Cash Flow
$194M
Previous year: $423M
-54.1%
Total Assets
$9.79B
Previous year: $10.6B
-7.7%

SBA

SBA

SBA Revenue by Segment

SBA Revenue by Geographic Location

Forward Guidance

The Company is updating its full year 2024 Outlook for anticipated results. The Outlook provided is based on a number of assumptions that the Company believes are reasonable at the time of this press release.

Revenue & Expenses

Visualization of income flow from segment revenue to net income