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Sep 30, 2023

SBA Q3 2023 Earnings Report

SBA Communications reported strong financial results for the third quarter, exceeding estimates and expectations with solid growth in site leasing revenue, Tower Cash Flow and Adjusted EBITDA.

Key Takeaways

SBA Communications Corporation reported Q3 2023 results with a net income of $85.4 million, or $0.80 per share, and AFFO per share of $3.34. Site leasing revenue reached $637.5 million, an 8.5% increase year-over-year. The company repurchased 0.5 million shares and declared a quarterly cash dividend of $0.85 per share.

Net income was $85.4 million, or $0.80 per share.

AFFO per share reached $3.34.

Site leasing revenue totaled $637.5 million, reflecting an 8.5% year-over-year increase.

0.5 million shares were repurchased in the third quarter and subsequent to quarter end.

Total Revenue
$683M
Previous year: $676M
+1.0%
EPS
$0.8
Previous year: $0.91
-12.1%
Tower Cash Flow Margin
81.2%
Previous year: 80.6%
+0.7%
Adjusted EBITDA Margin
71.4%
AFFO
$364M
Gross Profit
$533M
Previous year: $498M
+7.0%
Cash and Equivalents
$228M
Previous year: $201M
+13.2%
Free Cash Flow
-$428M
Previous year: $275M
-255.4%
Total Assets
$10.3B
Previous year: $9.95B
+3.9%

SBA

SBA

SBA Revenue by Segment

SBA Revenue by Geographic Location

Forward Guidance

The Company is updating its full year 2023 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