American Tower Corporation · AMT · Next earnings

American Tower Corporation reports Tuesday, Oct 27, 2026

AMT reports before market open with consensus EPS at $1.64 and revenue at $2.76B. Last quarter: American Tower Raises Guidance on Data-Center Strength and FX Tailwinds

Reports Before market open37 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $1.64 Calendar consensus
Consensus revenue $2.76B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where AMT left off: FY2026 Q1

Full report

American Tower Raises Guidance on Data-Center Strength and FX Tailwinds

EPS surprise +15.0% Reported $1.84 vs $1.60
Revenue surprise +3.1% Reported $2.74B vs $2.66B
Stock move +1.8% Event window
Subsequent drift +3.7% Up to 20 sessions

Full-year guidance for revenue, EBITDA, and AFFO raised by approximately 1% after adjusting for FX and straight-line benefits. The revised outlook incorporates $110M of FX tailwinds and $35M of accelerated non-cash straight-line revenue from Oi in Latin America. Capex outlook is increasing, with roughly 85% of discretionary capex directed to developed markets and $700M earmarked for data-center capacity. Management tone was confident and guidance sentiment was raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • One-time DISH churn affecting tower revenues and EBITDA margins.
  • Higher fuel prices in Africa and potential FX volatility.
  • Regulatory and permitting challenges, including NIMBY opposition to data-center projects.
  • Interest-rate headwinds impacting AFFO growth.
  • Emerging-market volatility and macro-economic shocks.

Questions analysts left open

  • Status of DISH litigation and its impact on future churn.
  • Return profile and economics of the European new-build program.
  • Potential M&A opportunities in the U.S. and developed markets.
  • CoreSite's edge strategy and capacity expansion plans.
  • Supply-chain and power-availability constraints for data-center builds.

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Recent AMT quarters

All AMT earnings
+1.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.