AMERICAN TOWER CORP /MA/ (AMT) Earnings History

AMERICAN TOWER CORP /MA/ - Q4 2025 EarningsBeat

Filed at: Feb 24, 2026, 7:05 AM EST|Read from source

EXECUTIVE SUMMARY

American Tower reported solid full-year 2025 results with high-single-digit growth in AFFO per Share, driven by robust leasing demand across its global tower and data center portfolios. The company is focused on durable revenue growth, cost efficiencies, and disciplined capital allocation for 2026, aiming to enhance earnings quality and financial flexibility.

POSITIVE HIGHLIGHTS

  • •

    Total revenue increased 7.5% to $2,738 million in Q4 2025 and 5.1% to $10,645 million for the full year 2025.

    positive
  • •

    Adjusted EBITDA increased 7.5% to $1,819 million in Q4 2025 and 4.7% to $7,130 million for the full year 2025.

    positive
  • •

    AFFO attributable to AMT common stockholders per Share, as adjusted, increased 13.4% to $2.63 in Q4 2025 and 8.0% to $10.76 for the full year 2025.

    positive
  • •

    Cash provided by operating activities increased 19.1% to $1,428 million in Q4 2025 and 3.3% to $5,464 million for the full year 2025.

    positive

CONCERNS & RISKS

  • •

    Net income attributable to AMT common stockholders decreased 33.3% to $821 million in Q4 2025, impacted by foreign currency gains/losses and a decrease in non-cash straight-line revenue.

    attention
  • •

    Net income attributable to AMT common stockholders decreased 32.0% to $837 million in Q4 2025, impacted by foreign currency gains/losses and a decrease in non-cash straight-line revenue.

    attention
  • •

    Full year 2026 Adjusted EBITDA outlook is flat at 0.1% growth, with an estimated negative impact of over 2% from a decrease in net straight-line revenue recognition.

    attention
  • •

    Full year 2026 Total property revenue outlook is 2.0% growth, with an estimated negative impact of approximately 2% from a decrease in straight-line revenue recognition.

    attention
  • •

    Q4 2025 Property Gross Margin % was 74.7%, a slight decrease from 75.0% in the prior year.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$2.74B
N/A
Net Income
Quarterly
$836.80M
N/A
EPS (Diluted)
Quarterly
$1.75
-33.2%
Prior year: $2.62
Annual (YTD)
$5.40
N/A
Prior year: $4.82
Operating Income
Quarterly
$1.16B
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
74.7%
Prior Year
75.0%
YoY Change
-30 bps
Operating Margin
Current Quarter
42.4%
Prior Year
42.4%
YoY Change
0 bps
Net Margin
Current Quarter
30.6%
Prior Year
48.3%
YoY Change
-1770 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
U.S. & Canada Property
0.0%
N/A
Latin America Property
0.0%
N/A
Africa & APAC Property
0.0%
N/A
Europe Property
0.0%
N/A
Data Centers Property
0.0%
N/A
Services
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
U.S. & Canada Property
N/A———
Latin America Property
N/A———
Africa & APAC Property
N/A———
Europe Property
N/A———
Data Centers Property
N/A———
Services
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Total property revenue
$10440000.0B—$10590000.0B
Mid-point: $10515000.0B
Net income
2,945,000,000—3,025,000,000
Mid-point: 2,985,000,000
Net income attributable to AMT common stockholders
2,980,000,000—3,060,000,000
Mid-point: 3,020,000,000
Adjusted EBITDA
7,090,000,000—7,160,000,000
Mid-point: 7,125,000,000
AFFO attributable to AMT common stockholders
5,035,000,000—5,115,000,000
Mid-point: 5,075,000,000
AFFO attributable to AMT common stockholders per Share
$10.78—$10.95
Mid-point: $10.86

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

We delivered another strong year, achieving high-single-digit growth in AFFO per Share, as adjusted, while continuing to execute our strategy.

— AMERICAN TOWER CORP /MA/, Q4 2025 2025 Earnings Call

Leasing demand across our global tower portfolio and data center business remains robust, underpinned by sustained growth in mobile data consumption, continued 5G deployment, and increasing hybrid-cloud and AI-related workloads.

— AMERICAN TOWER CORP /MA/, Q4 2025 2025 Earnings Call

Alongside these demand trends, we’ve taken meaningful actions to streamline our global operations, enhance the quality and durability of our earnings, and improve financial flexibility by returning to our target leverage range.

— AMERICAN TOWER CORP /MA/, Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Organic Tenant Billings Growth
5.9
+15.7% YoY
Prior year: 5.1
%
Property Gross Margin %
74.7
-0.4% YoY
Prior year: 75
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

Related Research

Analysis

AMT 10-K Analysis: The Hidden Cross-Subsidy Funding American Tower's AI Pivot

Analysis

O 10-K Analysis: The $6B Acquisition Treadmill Behind 9% Revenue Growth

Analysis

SPG 10-K Analysis: The $2.9B Gain Hiding a 25% Earnings Decline