CCI
FY2026 Q2 · Calendar Q3 2026
Crown Castle Inc.
Crown Castle delivered a strong Q2 with EPS of $0.69 versus $0.39 consensus and revenue of $1.01B versus $0.995B estimate, beating on both lines. The completion of the small-cell and fiber divestiture transforms CCI into the only publicly traded pure-play U.S. tower operator. Management raised full-year 2026 AFFO guidance by $5M and modestly increased the site-rental revenue outlook. The investment story now centers on tower-core operational efficiency, expanding land ownership, and emerging edge compute opportunities — set against the uncertainty of DISH bankruptcy recovery and the broader carrier spending environment.
EPS surprise+76.7%
Market move-3.8%
