S SBAC

SBA Communications Corp - Class A

REIT - SPECIALTY · REAL ESTATE

SBA Communications Corporation (SBAC) is a leading real estate investment trust (REIT) specializing in the ownership and management of essential wireless infrastructure across North America and South Africa. With a diverse portfolio of over 18,000 communication sites, including towers and related st...

$204.79

+0.56% (+$1.14)

Volume 550,031

52W High $243.16

52W Low $162.41

Market Cap $23.10B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.94

Whisper EPS

$1.85

4.8% below consensus

Last Quarter

$1.74

Current Streak

1 Miss

Avg Surprise (4Q)

-7.35%

Next Earnings Report

Reports in 49 days

Report Date Aug 3, 2026

Whisper Spread -4.82%

Consensus Estimate

$1.94

Official analyst average

Whisper Number

$1.85

What traders expect

Cautious Sentiment: The whisper number is 4.8% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 10 quarters

Price Movement Around Earnings

Q1 2026 May 4, 2026

1-Day: -0.24%

Q1 2026 Apr 29, 2026

1-Day: +2.42%

5-Day: +0.90%

Q1 2026 Apr 27, 2026

1-Day: +1.20%

Q4 2025 Feb 26, 2026

1-Day: +4.68%

5-Day: +2.71%

Revenue & Financial Performance

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$719.6M	+3.7%	30.6%	42.8%	$370.3M
Q3'25	$732.3M	+9.7%	74.1%	51.1%	$236.8M
Q2'25	$699.0M	+5.8%	74.5%	47.9%	$225.8M
Q1'25	$664.2M	+1.0%	75.8%	50.4%	$220.7M
Q4'24	$693.7M	+2.8%	77.1%	55.1%	$173.6M
Q3'24	$667.6M	-2.2%	76.7%	56.3%	$258.5M
Q2'24	$660.5M	-2.7%	77.6%	53.7%	$162.8M
Q1'24	$657.9M	-2.6%	77.9%	49.2%	$154.5M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 4, 2026	$2.04	$1.97	$1.74	-14.71%	Missed
Q1 2026	Apr 29, 2026	$1.74	$1.69	$1.74	+0.00%	Beat
Q1 2026	Apr 27, 2026	$1.74	$1.67	--	--	--
Q4 2025	Feb 26, 2026	$3.79	$3.46	$3.47	-8.44%	Met
Q4 2025	Feb 25, 2026	$3.79	$3.54	$3.47	-8.44%	Missed
Q4 2025	Feb 23, 2026	$3.08	$2.93	--	--	--
Q3 2025	Nov 3, 2025	$2.17	$2.10	$2.20	+1.38%	Beat
Q2 2025	Aug 4, 2025	$2.26	$2.00	$2.09	-7.52%	Beat
Q2 2025	Jul 28, 2025	$2.09	$1.99	$1.81	-13.27%	Missed
Q1 2025	Apr 28, 2025	$2.32	$2.37	$1.77	-23.71%	Missed
Q4 2024	Feb 24, 2025	$2.28	$2.25	$2.33	+1.86%	Beat
Q3 2024	Oct 28, 2024	$2.35	$2.13	$2.25	-4.26%	Beat