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Sep 30, 2022

American Tower Q3 2022 Earnings Report

Reported strong leasing trends and solid performance, demonstrating resiliency in the face of economic volatility.

Key Takeaways

American Tower Corporation reported an 8.8% increase in total revenue, reaching $2,672 million for Q3 2022. Net income increased by 12.9% to $820 million. The company saw strong leasing trends across its global portfolio and double-digit growth in its common stock dividend.

Total revenue increased by 8.8% to $2,672 million.

Property revenue increased by 10.2% to $2,610 million.

Net income increased by 12.9% to $820 million.

Adjusted EBITDA increased by 5.8% to $1,643 million.

Total Revenue
$2.67B
Previous year: $2.45B
+8.9%
EPS
$2.36
Previous year: $2.49
-5.2%
Gross Profit
$1.84B
Previous year: $1.73B
+6.1%
Cash and Equivalents
$2.12B
Previous year: $3.28B
-35.3%
Free Cash Flow
$473M
Previous year: $1.78B
-73.5%
Total Assets
$66.5B
Previous year: $60.5B
+9.9%

American Tower

American Tower

American Tower Revenue by Segment

American Tower Revenue by Geographic Location

Forward Guidance

The company raised the midpoint of its full year 2022 outlook for property revenue and Adjusted EBITDA, driven primarily by higher straight-line and international pass-through revenues, along with various one-time benefits, tenant billings outperformance and cost controls. The company is lowering the midpoint of its full year 2022 outlook for Consolidated AFFO and AFFO attributable to AMT common stockholders due to the incremental reserves associated with VIL and the negative effects of foreign exchange rate fluctuations.

Positive Outlook

  • Higher straight-line revenue.
  • Higher international pass-through revenues.
  • One-time benefits.
  • Tenant billings outperformance.
  • Cost controls.

Challenges Ahead

  • Incremental reserves associated with VIL in India.
  • Negative effects of foreign exchange rate fluctuations.
  • Lowering the midpoint of its full year 2022 outlook for Consolidated AFFO.
  • Lowering the midpoint of its full year 2022 outlook for AFFO attributable to AMT common stockholders.
  • Impact of foreign currency exchange rate fluctuations on net income metrics is not provided.

Revenue & Expenses

Visualization of income flow from segment revenue to net income