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American Tower (AMT) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2023, American Tower (AMT - Free Report) reported revenue of $2.82 billion, up 5.5% over the same period last year. EPS came in at $2.58, compared to $1.80 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.76 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of +9.79%, with the consensus EPS estimate being $2.35.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how American Tower performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Organic Tenant Billings Growth - U.S. & Canada: 5.3% versus 4.9% estimated by four analysts on average.
  • Total - Ending Balance: 222,858 compared to the 224,750 average estimate based on four analysts.
  • International - Ending Balance: 180,330 compared to the 182,107 average estimate based on four analysts.
  • U.S. & Canada - Ending Balance: 42,528 versus 42,701 estimated by four analysts on average.
  • Geographic Revenues- U.S. & Canada: $1.33 billion versus the five-analyst average estimate of $1.30 billion. The reported number represents a year-over-year change of +5.2%.
  • Geographic Revenues- Total International: $1.26 billion versus $1.20 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +8.6% change.
  • Geographic Revenues- Africa: $294 million versus the three-analyst average estimate of $313.04 million. The reported number represents a year-over-year change of -3%.
  • Geographic Revenues- Europe: $200 million versus the three-analyst average estimate of $189.67 million.
  • Geographic Revenues- Asia-Pacific: $302 million versus the three-analyst average estimate of $261.71 million. The reported number represents a year-over-year change of +21.3%.
  • Total operating revenues- Services: $26 million versus $43.19 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -57.8% change.
  • Total operating revenues- Data Centers: $212 million versus the four-analyst average estimate of $205.65 million.
  • Total operating revenues- Total Property: $2.79 billion versus $2.71 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7% change.
View all Key Company Metrics for American Tower here>>>

Shares of American Tower have returned +1.4% over the past month versus the Zacks S&P 500 composite's -3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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