SBA Communications

SBA CommunicationsSBACEarnings & Financial Report

Nasdaq · Real Estate · Telecom Tower REITs

SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa. It was founded in 1989 as Steven Bernstein and Associates by Steven Bernstein.

SBAC Q1 FY2026 Key Financial Metrics

Revenue

$703.4M

Gross Profit

N/A

Operating Profit

$342.8M

Net Profit

$184.9M

Gross Margin

N/A

Operating Margin

48.7%

Net Margin

26.3%

YoY Growth

-1.6%

EPS

$1.74

SBA Communications Q1 FY2026 Financial Summary

SBA Communications reported revenue of $703.4M (down 1.6% YoY) for Q1 FY2026, with a net profit of $184.9M (down 15.1% YoY) (26.3% margin).

Key Financial Metrics

Total Revenue$703.4M
Net Profit$184.9M
Gross MarginN/A
Operating Margin48.7%
Report PeriodQ1 FY2026

Revenue Breakdown

SBA Communications Q1 FY2026 revenue of $703.4M breaks down across 2 segments, led by Site leasing at $656.1M (93.3% of total).

SegmentRevenue% of Total
Site leasing$656.1M93.3%
Site development$47.3M6.7%

SBA Communications Annual Revenue by Year

SBA Communications annual revenue history includes year-by-year totals (for example, 2025 revenue was $2.8B).

YearAnnual Revenue
2025$2.8Bvs 2024
2024$2.7Bvs 2023
2023$194.6Mvs 2022
2022$296.9M

SBA Communications Quarterly Revenue & Net Profit History

SBA Communications results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q1 FY2026$703.4M-1.6%$184.9M26.3%
Q4 FY2025$719.6M+3.7%$370.4M51.5%
Q3 FY2025$732.3M+9.7%$236.8M32.3%
Q2 FY2025$699.0M+5.8%$225.8M32.3%
Q1 FY2025$664.2M+1.0%$220.7M33.2%
Q4 FY2024$693.7M+2.8%$178.8M25.8%
Q3 FY2024$667.6M-2.2%$258.5M38.7%
Q2 FY2024$660.5M-2.7%$162.8M24.7%

Income Statement

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Revenue$660.5M$667.6M$693.7M$664.2M$699.0M$732.3M$719.6M$703.4M
YoY Growth-2.7%-2.2%2.8%1.0%5.8%9.7%3.7%-1.6%

Balance Sheet

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Assets$9.79B$10.20B$11.42B$10.44B$10.77B$11.26B$11.58B$11.72B
Liabilities$15.10B$15.38B$16.53B$15.41B$15.71B$16.19B$16.43BN/A
Equity$-5.32B$-5.17B$-5.11B$-4.97B$-4.94B$-4.93B$-4.85BN/A

Cash Flow

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Operating CF$425.6M$304.7M$1.33B$301.2M$368.1M$318.0M$1.29B$255.1M