American Tower Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
12.8%projected annual EPS growth
Analyst Coverage
23analysts covering
FY EPS (est.)
$6.98next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
| Q4 2026 Earnings Release | 25 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Adjusted Funds From Operations (AFFO) per Share Quarterly1,108.0%Target: 11.08 midpoint for FY2026
CoreSite Data Center Revenue Growth Quarterly1,340.0%Target: 15.0% for FY2026
U.S. Net Organic Billings Growth Quarterly70.0%Target: Positive trajectory post-DISH churn
On-site Clean Energy Generation Annually13,300.0%Target: 25% increase in on-site renewable energy generation by 2035 from a 2025 base year
Watch Items
- DISH Network Churn and Tenant Default ImpactTrigger: Guidance adjustments or further carrier defaultsAction: Monitor domestic organic tenant billings and lease termination fees to assess the bottom-line impact on FY2026 AFFO.
- Refinancing Costs and Interest ExpenseTrigger: Net-debt-to-EBITDA leverage ratio exceeding 5.0xAction: Evaluate the impact of senior notes issuances and floating-rate debt exposure on interest expense and AFFO margins.
- International Asset DivestituresTrigger: Completion of KTBL and ATC Philippines transactionsAction: Track the redeployment of capital from non-core international markets into high-return domestic data centers and debt reduction.
Research as of 2 Sep 2026