
The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.
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.
| Revenue (TTM) | $2.85B |
| Gross Profit (TTM) | $2.13B |
| EBITDA | $1.83B |
| Operating Margin | 53.40% |
| Return on Equity | 0.00% |
| Return on Assets | 8.19% |
| Revenue/Share (TTM) | $26.93 |
| Book Value | $-46.30 |
| Price-to-Book | 91.04 |
| Price-to-Sales (TTM) | 6.94 |
| EV/Revenue | 12.27 |
| EV/EBITDA | 17.59 |
| Quarterly Earnings Growth (YoY) | -0.50% |
| Quarterly Revenue Growth (YoY) | -2.50% |
| Shares Outstanding | $104.43M |
| Float | $103.65M |
| % Insiders | 0.78% |
| % Institutions | 104.39% |
Volatility is currently contracting

The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.

SBA Communications' Q3 2026 FFO beat estimates, driven by strong international leasing growth, even as domestic weakness and lower site development revenues weigh on results.

SBA Communications Corporation (SBAC) Q3 2026 Earnings Call Transcript

The headline numbers for SBA Communications (SBAC) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (Nasdaq: SBAC) ("SBA" or the "Company") today reported results for the quarter ended September 30, 2026. Highlights of the third quarter include: Net income attributable to SBA of $231.3 million or $2.19 per share Industry-leading AFFO per share of $3.19 Repurchased 1.7 million shares throughout the quarter Established a $2.5 billion commercial paper program Sold all towers in Chile and Ecuador and entered into an agreement to se.

SBA Communications' Q3 2026 revenues and AFFO per share are expected to have declined as leasing growth faces tenant churn, cautious carrier spending and rising costs.

Three REITs quietly collect rent from the antennas powering every call and text in America, but their dividends tell very different stories about risk, safety, and how much longer each payout can hold.

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA” and “Company”) announced it will release its third quarter results on Monday, November 2, 2026 after market close. SBA will host a conference call on Monday, November 2, 2026 to discuss these results. The call may be accessed as follows: When: Monday, November 2, 2026 at 5:00 PM (EDT) Dial-in Number: 1-202-735-3323 Access Code: 5175064 Conference Name: SBA Third Quarter 2026 Results Replay Available:.

SBA Communications (SBAC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in FFO estimate revisions may not translate into further price increase in the near term.

Every time someone opens a map app or joins a video call, rent flows to the owners of the antenna carrying that signal.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on SBAC and any ticker you trade — then tracks every position and per-strategy win rate.