SBAC Snapshot del titolo
Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
03
Prezzo$161.82
Capitalizzazione di Mercato (MRQ)$17.17B
P/E (TTM)17.4
EPS (TTM)$9.28
Ricavi (TTM)$2.87B
Rendimento div.2.8%
ROE (TTM)-20.7%
D/E Debito/Patrimonio (MRQ)-2.7
Intervallo 52 sett.$157–$224
SBAC Grafico del prezzo delle azioni
OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
04
intervallo
barre
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Informazioni su SBA Communications Corporation - Class A Common Stock
Panoramica della società da Wikipedia
05 · wikidata
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.
## Operations
The company develops wireless infrastructures, including small cells, indoor/outdoor distributed antenna systems, and traditional cell sites that support antennas used for wireless communication by mobile carriers and wireless broadband providers.
SBA Communications operates in two segments: Site Leasing and Site Development. It leases antenna space to wireless service providers on towers that it owns or operates, and manages rooftop and tower sites for property owners under various contractual arrangements. As of 2020, it owned 30,000 towers around North and South America. Its biggest market is Brazil, where the company owns over 10,000 towers. The company also managed or leased approximately 4,800 actual or potential towers. In addition, it provides various site development services comprising network pre-design; site audits; identification of potential locations for towers and antennas; support in buying or leasing of the location; assistance in obtaining zoning approvals and permits; tower structure construction; antenna installation; and radio equipment installation, commissioning, and maintenance.
Performance decennale
Andamento di ricavi, utile netto, margini e EPS
06
Ricavi$2.82B2016-12-31 → 2025-12-31
EPS$9.802016-12-31 → 2025-12-31
Flusso di cassa libero$1.07B2016-12-31 → 2025-12-31
Margine netto34.5%2016-12-31 → 2025-12-31
Valutazione e Rapporti07–12
Valutazione
Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
SBAC
media 5 anni
Mediana dei peer
Verdetto
P/E (TTM)
17.4media 5 anni ≈70.5
≈70.5
·
·
P/S (TTM)
6.0media 5 anni ≈11.1
≈11.1
·
·
P/B (MRQ)
-3.7media 5 anni ≈-5.5
≈-5.5
·
·
EV / EBITDA (TTM)
17.5media 5 anni ≈25.6
≈25.6
·
·
Prezzo / FCF (TTM)
16.3media 5 anni ≈25.7
≈25.7
·
·
Prezzo / Flusso di cassa (TTM)
13.4media 5 anni ≈21.8
≈21.8
·
·
EV / Ricavi (TTM)
10.3media 5 anni ≈15.9
≈15.9
·
·
EV / FCF (TTM)
28.1media 5 anni ≈36.9
≈36.9
·
·
Prezzo / Valore contabile tangibile (MRQ)
-2.3
·
·
·
PEG Ratio
≈0.2
·
·
·
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività
Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
SBAC
media 5 anni
Mediana dei peer
Verdetto
Margine lordo (TTM)
75.2%media 5 anni ≈76.4%
≈76.4%
·
·
Margine Operativo (TTM)
47.6%media 5 anni ≈40.9%
≈40.9%
·
·
Margine EBITDA (TTM)
58.8%media 5 anni ≈61.7%
≈61.7%
·
·
Margine ante imposte (TTM)
41.4%media 5 anni ≈24.8%
≈24.8%
·
·
Margine di Profitto Netto (TTM)
34.5%media 5 anni ≈22.3%
≈22.3%
·
·
ROA (TTM)
8.8%media 5 anni ≈5.6%
≈5.6%
·
·
ROE (TTM)
-20.7%media 5 anni ≈-11.8%
≈-11.8%
·
·
ROIC
14.2%media 5 anni ≈12.7%
≈12.7%
·
·
Salute finanziaria
Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
SBAC
media 5 anni
Mediana dei peer
Verdetto
Debito / Patrimonio Netto (MRQ)
-2.7media 5 anni ≈-2.5
≈-2.5
·
·
Rapporto corrente (MRQ)
0.2media 5 anni ≈0.7
≈0.7
·
·
Quick Ratio (MRQ)
0.1media 5 anni ≈0.4
≈0.4
·
·
Debito a lungo termine / Patrimonio netto (MRQ)
-2.0media 5 anni ≈-2.3
≈-2.3
·
·
Crescita
Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
SBAC
media 5 anni
Mediana dei peer
Verdetto
Revenue YoY (Ricavi YoY)
5.1%media 5 anni ≈6.3%
≈6.3%
·
·
Revenue CAGR 3Y (CAGR Ricavi 3Y)
2.2%media 5 anni ≈5.5%
≈5.5%
·
·
Revenue CAGR 5Y (CAGR Ricavi 5Y)
6.2%
·
·
·
EPS YoY
41.2%media 5 anni ≈223.4%
≈223.4%
·
·
Net Income YoY (Utile Netto YoY)
40.6%media 5 anni ≈215.7%
≈215.7%
·
·
EPS CAGR 3Y (CAGR EPS 3 anni)
32.4%media 5 anni ≈86.8%
≈86.8%
·
·
EPS CAGR 5Y (CAGR EPS 5 anni)
115.7%
·
·
·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)
31.7%media 5 anni ≈84.5%
≈84.5%
·
·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)
112.9%
·
·
·
Metriche per Azione
EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione
Metrica
Tendenza 5 anni
SBAC
media 5 anni
Mediana dei peer
Verdetto
EPS (Diluted) (EPS (Diluito))
$9.80media 5 anni ≈$5.54
≈$5.54
·
·
Revenue / Share (Ricavi / Azione)
$26.18media 5 anni ≈$24.14
≈$24.14
·
·
Cash Flow / Share (Flusso di cassa / Azione)
$12.01media 5 anni ≈$12.20
≈$12.20
·
·
Cash / Share (Liquidità / Azione)
$2.50media 5 anni ≈$2.18
≈$2.18
·
·
Efficienza del Capitale
Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
SBAC
media 5 anni
Mediana dei peer
Verdetto
Asset Turnover (Rotazione delle attività)
0.2media 5 anni ≈0.3
≈0.3
·
·
Receivables Turnover (Rotazione dei crediti)
17.8media 5 anni ≈18.7
≈18.7
·
·
Revenue / Employee (Ricavi / Dipendente)
≈$1.5M
·
·
·
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
CAGR Dividendi 5Y≈19.0%Per azione, rettificato per lo split
Striscia di crescita≈5Anni consecutivi di crescita dei dividendi
Data ex-dividendo
Importo
Valuta
Rendimento
Ago 20, 2026
$1,25
USD
≈2.7%
Mag 22, 2026
$1,25
USD
≈2.3%
Mar 13, 2026
$1,25
USD
≈2.4%
Nov 13, 2025
$1,11
USD
≈2.3%
Ago 21, 2025
$1,11
USD
≈2.0%
Mag 22, 2025
$1,11
USD
≈1.8%
Mar 13, 2025
$1,11
USD
≈1.9%
Nov 14, 2024
$0,98
USD
≈1.8%
Ago 22, 2024
$0,98
USD
≈1.7%
Mag 22, 2024
$0,98
USD
≈1.9%
Mar 13, 2024
$0,98
USD
≈1.6%
Nov 15, 2023
$0,85
USD
≈1.5%
Ago 23, 2023
$0,85
USD
≈1.5%
Mag 25, 2023
$0,85
USD
≈1.4%
Mar 9, 2023
$0,85
USD
≈1.2%
Nov 16, 2022
$0,71
USD
≈0.96%
Ago 24, 2022
$0,71
USD
≈0.81%
Mag 18, 2022
$0,71
USD
≈0.82%
Mar 9, 2022
$0,71
USD
≈0.75%
Nov 17, 2021
$0,58
USD
≈0.66%
Cronologia utili
EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
14
Sorpresa media-7.3%
Prossimo reportNov 02, 2026
Periodo
Rapporto
EPS Actual
EPS Stimato
Sorpresa
30 Giugno 2026
Ago 3, 2026
$1.87
$1.92
-2.4%
31 Marzo 2026
$1.74
$1.81
-4.1%
31 Dicembre 2025
$3.47
$3.87
-10.3%
30 Settembre 2025
$2.20
$2.24
-1.8%
30 Giugno 2025
$2.09
$2.16
-3.2%
31 Marzo 2025
$1.77
$2.27
-22.2%
Fondamentali Completi
Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
15
Conto Economico16
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue
$2.82B
$2.68B
$2.71B
$2.63B
$2.31B
$2.08B
$2.01B
$1.87B
$1.73B
$1.63B
$1.64B
$1.53B
Cost of Revenue
$199M
$119M
$140M
$223M
$159M
$103M
$119M
$96M
$87M
$421M
$444M
$428M
Gross Profit
$2.12B
$2.10B
$2.10B
$1.96B
$1.76B
$1.61B
$1.52B
$1.40B
$1.28B
$1.21B
$1.19B
$1.10B
SG&A Expense
$278M
$259M
$268M
$262M
$220M
$194M
$193M
$143M
$131M
$143M
$115M
$103M
Operating Expenses
$1.47B
$1.24B
$1.79B
$1.71B
$1.53B
$1.45B
$1.43B
$1.32B
$1.27B
$1.25B
$1.33B
$1.19B
Operating Income
$1.34B
$1.44B
$924M
$925M
$782M
$634M
$583M
$544M
$459M
$387M
$312M
$337M
Interest Income
$32M
$42M
$18M
$10M
$3M
$3M
$6M
$7M
$11M
$11M
$4M
$677.0K
Other Non-op
$366M
$-250M
$63M
$10M
$-74M
$-222M
$14M
$-86M
$-2M
$94M
$-139M
$11M
Pretax Income
$1.24B
$773M
$549M
$526M
$253M
$-18M
$187M
$52M
$117M
$87M
$-167M
$-16M
Income Tax
$188M
$24M
$51M
$66M
$15M
$-42M
$40M
$4M
$13M
$11M
$9M
$9M
Net Income
$1.05B
$750M
$502M
$461M
$238M
$24M
$147M
$47M
$104M
$76M
$-176M
$-24M
EPS (Basic)
$9.83
$6.96
$4.64
$4.27
$2.17
$0.22
$1.30
$0.41
$0.86
$0.61
$-1.37
$-0.19
EPS (Diluted)
$9.80
$6.94
$4.61
$4.22
$2.14
$0.21
$1.28
$0.41
$0.86
$0.61
$-1.37
$-0.19
Shares (Basic)
107,207,000
107,644,000
108,204,000
107,957,000
109,328,000
111,532,000
112,809,000
114,909,000
119,860,000
124,448,000
127,794,000
128,919,000
Shares (Diluted)
107,533,000
108,080,000
108,907,000
109,386,000
111,177,000
113,465,000
114,693,000
116,515,000
121,022,000
125,144,000
127,794,000
128,919,000
EBITDA
$1.64B
$1.71B
$1.64B
$1.63B
$1.48B
$1.36B
$1.28B
$1.22B
$1.10B
$1.03B
$972M
$964M
Stato Patrimoniale27
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Cash & Equivalents
$265M
$190M
$209M
$144M
$367M
$309M
$108M
$143M
$69M
$146M
$118M
$39M
Short-term Investments
$7M
$255M
$1M
$1M
$778.0K
$700.0K
$500.0K
·
·
$223.0K
$706.0K
$6M
Receivables
$171M
$146M
$183M
$184M
$102M
$74M
$132M
$111M
$91M
$78M
$83M
$104M
Prepaid Expense
$142M
$417M
$39M
$33M
$31M
$24M
$37M
$63M
$50M
$52M
$50M
$95M
Other Current Assets
$35M
$23M
$17M
$13M
$16M
$13M
$28M
$15M
$16M
$18M
·
·
Current Assets
$773M
$1.98B
$484M
$483M
$614M
$473M
$334M
$374M
$260M
$325M
$294M
$327M
PP&E (Net)
$3.40B
$2.79B
$2.71B
$2.71B
$2.58B
$2.68B
$2.79B
$2.79B
$2.81B
$2.79B
$2.78B
$2.76B
PP&E (Gross)
$7.76B
$7.07B
$6.96B
$6.69B
$6.28B
$6.12B
$5.99B
$5.71B
$5.49B
$5.23B
$4.98B
$4.71B
Accum. Depreciation
$4.36B
$4.28B
$4.25B
$3.97B
$3.70B
$3.45B
$3.19B
$2.92B
$2.68B
$2.44B
$2.19B
$1.95B
Intangibles
$2.88B
$2.39B
$2.46B
$2.78B
$2.80B
$3.16B
$3.63B
$3.33B
$3.60B
$3.66B
$3.74B
$4.19B
Other Non-current Assets
$652M
$657M
$812M
$722M
$576M
$478M
$432M
$722M
$650M
$587M
$501M
$467M
Total Assets
$11.58B
$11.42B
$10.18B
$10.59B
$9.80B
$9.16B
$9.76B
$7.21B
$7.32B
$7.36B
$7.31B
$7.84B
Accounts Payable
$73M
$60M
$42M
$51M
$34M
$110M
$32M
$34M
$33M
$28M
$27M
$43M
Accrued Liabilities
$94M
$82M
$93M
$101M
$68M
$63M
$68M
$64M
$70M
$61M
$64M
$66M
Current Liabilities
$2.68B
$1.80B
$1.36B
$697M
$616M
$615M
$1.05B
$1.21B
$279M
$873M
$273M
$331M
Capital Leases
$2.11B
$1.90B
$1.86B
$2.04B
$1.98B
$2.09B
$2.28B
$811.0K
$850.0K
$2M
$2M
$1M
Deferred Tax
·
·
·
·
·
·
·
$33M
$29M
$27M
$25M
$77M
Other Non-current Liabilities
$588M
$368M
$404M
$248M
$191M
$186M
$271M
$387M
$350M
$335M
$314M
$343M
Long-term Debt
$12.90B
$13.59B
$12.32B
$12.87B
$12.30B
$11.10B
$10.33B
$9.94B
$9.31B
$8.78B
$8.45B
$7.86B
Total Debt
$12.90B
$13.59B
$12.32B
$12.87B
$12.30B
$11.10B
$10.33B
$9.94B
$9.31B
$8.78B
$8.54B
$7.86B
Common Stock
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
Paid-in Capital
$3.06B
$2.98B
$2.89B
$2.80B
$2.68B
$2.59B
$2.46B
$2.27B
$2.17B
$2.01B
$1.96B
$2.06B
Retained Earnings
$-7.25B
$-7.33B
$-7.45B
$-7.48B
$-7.20B
$-6.60B
$-5.56B
$-5.14B
$-4.39B
$-3.64B
$-3.17B
$-2.54B
AOCI
$-664M
$-760M
$-615M
$-591M
$-762M
$-808M
$-569M
$-512M
$-379M
$-370M
$-502M
$-182M
Stockholders' Equity
$-4.85B
$-5.11B
$-5.17B
$-5.28B
$-5.28B
$-4.82B
$-3.67B
$-3.38B
$-2.60B
$-2.00B
$-1.71B
$-661M
Liabilities + Equity
$11.58B
$11.42B
$10.18B
$10.59B
$9.80B
$9.16B
$9.76B
$7.21B
$7.32B
$7.36B
$7.31B
$7.84B
Shares Outstanding
105,666,000
107,561,000
108,050,000
107,997,000
108,956,000
109,819,000
111,775,000
112,433,000
116,446,000
121,004,000
125,743,000
129,134,000
Flusso di cassa14
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
D&A
$292M
$270M
$716M
$708M
$700M
$722M
$697M
$672M
$643M
$638M
$660M
$627M
Stock-based Comp
$76M
$74M
$88M
$100M
$84M
$69M
$73M
$42M
$38M
$33M
$29M
$23M
Deferred Tax
$104M
$-13M
$5M
$33M
$-9M
$-63M
$16M
$-15M
·
$1M
$-5.0K
$530.0K
Amort. of Intangibles
$115M
$107M
$397M
$406M
$412M
$434M
$415M
$403M
$384M
$370M
$363M
$338M
Other Non-cash
$-235M
$255M
$234M
$-16M
$176M
$374M
$53M
$89M
$33M
$-6M
$224M
$46M
Operating Cash Flow
$1.29B
$1.33B
$1.54B
$1.29B
$1.19B
$1.13B
$970M
$851M
$818M
$743M
$723M
$674M
CapEx
$225M
$228M
$237M
$214M
$134M
$129M
$154M
$150M
$147M
$140M
$209M
$211M
Investing Cash Flow
$-602M
$-809M
$-468M
$-1.39B
$-1.42B
$-446M
$-947M
$-618M
$-605M
$-428M
$-737M
·
Stock Repurchased
$498M
$200M
$100M
$432M
$583M
$859M
$467M
$796M
$855M
$546M
$450M
·
Net Stock Activity
$-498M
$-200M
$-100M
$-432M
$-583M
$-859M
$-467M
$-796M
$-855M
$-546M
$-450M
·
Dividends Paid
$479M
$424M
$370M
$307M
$254M
$208M
$83M
·
·
·
·
·
Financing Cash Flow
$-1.66B
$646M
$-1.02B
$-135M
$339M
$-469M
$-62M
$-149M
$-295M
$-289M
$76M
·
Net Change in Cash
$-964M
$1.15B
$62M
$-246M
$93M
$202M
$-37M
$74M
$-82M
$39M
$49M
$-81M
Free Cash Flow
$1.07B
$1.11B
$1.31B
$1.07B
$1.06B
$997M
$816M
$701M
$671M
$603M
$528M
$460M
Redditività8
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Gross Margin
75.5%
78.3%
77.4%
74.6%
76.4%
77.1%
75.5%
74.9%
74.2%
74.2%
72.9%
71.9%
Operating Margin
47.7%
53.6%
34.1%
35.1%
33.9%
30.4%
29.0%
29.2%
26.5%
23.7%
19.1%
22.0%
Net Margin
37.4%
28.0%
18.5%
17.5%
10.3%
1.2%
7.3%
2.5%
6.0%
4.7%
-10.7%
-1.6%
Pretax Margin
44.1%
28.8%
20.2%
20.0%
10.9%
-0.85%
9.3%
2.8%
6.8%
5.3%
-10.2%
-1.0%
EBITDA Margin
58.1%
63.6%
60.5%
62.0%
64.2%
65.1%
63.6%
65.2%
63.8%
62.8%
59.4%
63.1%
ROA
9.2%
6.9%
4.8%
4.5%
2.5%
0.25%
1.7%
0.65%
1.4%
1.0%
-2.3%
-0.33%
ROE
-21.5%
-14.6%
-9.7%
-8.7%
-4.6%
-0.52%
-4.1%
-1.5%
-4.5%
-4.1%
14.8%
16.0%
ROIC
14.2%
16.4%
11.7%
10.7%
10.5%
-13.7%
6.9%
7.6%
6.1%
5.0%
4.8%
7.2%
Liquidità e Solvibilità4
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Current Ratio
0.3
1.1
0.4
0.7
1.0
0.8
0.3
0.3
0.9
0.4
1.1
1.0
Quick Ratio
0.2
0.3
0.3
0.5
0.8
0.6
0.2
0.2
0.6
0.3
0.7
0.5
Debt / Equity
-2.7
-2.7
-2.4
-2.4
-2.3
-2.3
-2.8
-2.9
-3.6
-4.4
-5.0
-11.9
LT Debt / Equity
-2.3
-2.4
-2.3
-2.4
-2.3
-2.3
-2.7
-2.7
-3.6
-4.1
-5.0
-11.8
Efficienza2
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Asset Turnover
0.2
0.2
0.3
0.3
0.2
0.2
0.2
0.3
0.2
0.2
0.2
0.2
Receivables Turnover
17.8
16.3
14.8
18.4
26.2
20.2
16.6
18.5
20.4
20.2
17.5
17.4
Per Azione5
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Book Value / Share
$-45.93
$-47.51
$-47.86
$-48.86
$-48.49
$-43.93
$-32.81
$-30.03
$-22.32
$-16.49
$-13.57
·
Revenue / Share
$26.18
$24.79
$24.90
$24.07
$20.77
$18.36
$17.57
$16.01
$14.28
$13.05
·
·
Cash Flow / Share
$12.01
$12.35
$14.18
$11.75
$10.70
$9.92
$8.46
$7.30
$6.76
$5.93
·
·
Cash / Share
$2.50
$1.76
$1.93
$1.33
$3.37
$2.81
$0.97
$1.28
$0.59
$1.21
$0.94
·
EPS (TTM)
$9.80
$6.94
$4.61
$4.22
$2.14
$0.21
$1.28
$0.41
$0.86
$0.61
$-1.37
$-0.19
Tassi di Crescita10
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue YoY
5.1%
-1.2%
3.0%
14.1%
10.8%
·
·
·
·
·
·
·
Revenue CAGR 3Y
2.2%
5.1%
9.2%
·
·
·
·
·
·
·
·
·
Revenue CAGR 5Y
6.2%
·
·
·
·
·
·
·
·
·
·
·
EPS YoY
41.2%
50.5%
9.2%
97.2%
919.0%
·
·
·
·
·
·
·
EPS CAGR 3Y
32.4%
48.0%
180.0%
·
·
·
·
·
·
·
·
·
EPS CAGR 5Y
115.7%
·
·
·
·
·
·
·
·
·
·
·
Net Income YoY
40.6%
49.4%
8.8%
94.2%
885.8%
·
·
·
·
·
·
·
Net Income CAGR 3Y
31.7%
46.7%
175.1%
·
·
·
·
·
·
·
·
·
Net Income CAGR 5Y
112.9%
·
·
·
·
·
·
·
·
·
·
·
Dividends Paid CAGR 5Y
18.2%
·
·
·
·
·
·
·
·
·
·
·
Valutazione (TTM)16
Metrica
Tendenza
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue TTM
$2.82B
$2.68B
$2.71B
$2.63B
$2.31B
$2.08B
$2.01B
$1.87B
$1.73B
$1.63B
$1.64B
$1.53B
Net Income TTM
$1.05B
$750M
$502M
$461M
$238M
$24M
$147M
$47M
$104M
$76M
$-176M
$-24M
Market Cap
$20.44B
$21.92B
$27.41B
$30.27B
$42.39B
$30.98B
$26.94B
$18.20B
$19.02B
$12.49B
$13.21B
·
Enterprise Value
$33.07B
$35.07B
$39.53B
$43.00B
$54.32B
$41.77B
$37.16B
$28.00B
$28.26B
$21.12B
$21.64B
·
P/E
19.7
29.4
55.0
66.4
181.8
1343.5
188.3
394.9
190.0
169.3
-76.7
-582.9
P/S
7.3
8.2
10.1
11.5
18.4
14.9
13.4
9.8
11.0
7.7
8.1
·
P/B
-4.2
-4.3
-5.3
-5.7
-8.0
-6.4
-7.3
-5.4
-7.3
-6.3
-7.7
·
P / Cash Flow
15.8
16.4
17.7
23.5
35.6
27.5
27.8
21.4
23.2
16.8
17.9
·
P / FCF
19.2
19.8
21.0
28.3
40.1
31.1
33.0
26.0
28.3
20.7
25.0
·
EV / EBITDA
20.2
20.6
24.1
26.3
36.6
30.8
29.0
23.0
25.7
20.6
22.2
·
EV / FCF
31.0
31.7
30.2
40.1
51.4
41.9
45.6
39.9
42.1
35.1
40.9
·
EV / Revenue
11.7
13.1
14.6
16.3
23.5
20.1
18.4
15.0
16.4
12.9
13.2
·
Dividend Yield
2.3%
1.9%
1.4%
1.0%
0.60%
0.67%
0.31%
·
·
·
·
·
Earnings Yield
5.1%
3.4%
1.8%
1.5%
0.55%
0.07%
0.53%
0.25%
0.53%
0.59%
-1.3%
-0.17%
Payout Ratio
45.5%
56.6%
73.7%
66.5%
106.7%
861.6%
56.7%
·
·
·
·
·
Annual Payout
$479M
$424M
$370M
$307M
$254M
$208M
$83M
·
·
·
·
·
Conto Economico16
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Revenue
$715M
$703M
$720M
$732M
$699M
$664M
$694M
$668M
$660M
$658M
$675M
$683M
$678M
$676M
$686M
$676M
Cost of Revenue
$42M
$39M
$45M
$63M
$54M
$38M
$36M
$32M
$27M
$23M
$25M
$31M
$39M
$44M
$57M
$66M
Gross Profit
$539M
$532M
$544M
$543M
$527M
$511M
$542M
$517M
$519M
$520M
$531M
$533M
$524M
$511M
$514M
$498M
SG&A Expense
$78M
$71M
$74M
$66M
$71M
$66M
$68M
$60M
$62M
$69M
$68M
$65M
$63M
$72M
$71M
$66M
Operating Expenses
$363M
$361M
$421M
$358M
$364M
$329M
$311M
$292M
$306M
$335M
$465M
$434M
$437M
$451M
$451M
$433M
Operating Income
$352M
$343M
$299M
$374M
$335M
$335M
$382M
$376M
$354M
$323M
$210M
$249M
$241M
$224M
$235M
$243M
Interest Income
$6M
$5M
$7M
$6M
$8M
$11M
$21M
$7M
$7M
$7M
$6M
$5M
$5M
$3M
$3M
$3M
Other Non-op
$10M
$23M
$254M
$36M
$44M
$32M
$-125M
$24M
$-105M
$-45M
$33M
$-48M
$41M
$38M
$8M
$-40M
Pretax Income
$232M
$236M
$432M
$289M
$261M
$260M
$156M
$298M
$147M
$171M
$138M
$93M
$173M
$144M
$129M
$103M
Income Tax
$36M
$51M
$62M
$49M
$35M
$42M
$-23M
$42M
$-12M
$17M
$29M
$8M
$-29M
$44M
$26M
$3M
Net Income
$199M
$185M
$370M
$237M
$226M
$221M
$174M
$259M
$163M
$155M
$110M
$87M
$204M
$101M
$103M
$100M
EPS (Basic)
$1.87
$1.75
$3.48
$2.21
$2.10
$2.05
$1.61
$2.41
$1.52
$1.43
$1.01
$0.81
$1.88
$0.94
$0.95
$0.93
EPS (Diluted)
$1.87
$1.74
$3.47
$2.20
$2.09
$2.04
$1.61
$2.40
$1.51
$1.42
$1.01
$0.80
$1.87
$0.93
$0.95
$0.91
Shares (Basic)
106,073,000
105,815,000
·
107,257,000
107,531,000
107,744,000
·
107,486,000
107,462,000
108,102,000
·
108,373,000
108,355,000
108,132,000
·
107,916,000
Shares (Diluted)
106,264,000
106,111,000
·
107,559,000
107,797,000
108,140,000
·
107,922,000
107,679,000
108,616,000
·
108,891,000
108,884,000
109,271,000
·
109,358,000
EBITDA
·
$424M
·
$451M
$405M
$400M
·
$439M
$419M
$400M
·
$429M
$423M
$407M
·
$417M
Stato Patrimoniale26
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Cash & Equivalents
$327M
$269M
$265M
$430M
$275M
$636M
$190M
$186M
$221M
$240M
$209M
$191M
$179M
$153M
$144M
$201M
Short-term Investments
$29M
$112M
$7M
$800.0K
$2M
$66M
$255M
$16M
$30M
$2M
·
$1M
$22M
$2M
·
$21M
Receivables
$176M
$161M
$171M
$158M
$140M
$130M
$146M
$111M
$89M
$127M
·
$158M
$160M
$183M
·
$117M
Prepaid Expense
$188M
$255M
$142M
$144M
$41M
$117M
$417M
$67M
$73M
$44M
·
$46M
$65M
$40M
·
$55M
Other Current Assets
$48M
$38M
$35M
$18M
$21M
$25M
$23M
$21M
$18M
$23M
·
$21M
$24M
$24M
·
$22M
Current Assets
$745M
$767M
$773M
$813M
$524M
$933M
$1.98B
$450M
$460M
$448M
·
$460M
$519M
$472M
·
$530M
PP&E (Net)
$3.45B
$3.42B
$3.40B
$3.30B
$3.26B
$2.82B
$2.79B
$2.78B
$2.72B
$2.71B
·
$2.70B
$2.71B
$2.71B
·
$2.66B
PP&E (Gross)
$7.88B
$7.81B
$7.76B
$7.63B
$7.60B
$7.13B
$7.07B
$7.07B
$6.98B
$6.97B
·
$6.88B
$6.83B
$6.75B
·
$6.56B
Accum. Depreciation
$4.43B
$4.39B
$4.36B
$4.33B
$4.34B
$4.31B
$4.28B
$4.28B
$4.26B
$4.26B
·
$4.18B
$4.12B
$4.04B
·
$3.90B
Intangibles
$2.87B
$2.88B
$2.88B
$2.73B
$2.58B
$2.40B
$2.39B
$2.49B
$2.31B
$2.40B
·
$2.52B
$2.63B
$2.69B
·
$2.70B
Other Non-current Assets
$653M
$646M
$652M
$642M
$642M
$618M
$657M
$773M
$786M
$807M
·
$845M
$855M
$771M
·
$744M
Total Assets
$11.74B
$11.72B
$11.58B
$11.26B
$10.77B
$10.44B
$11.42B
$10.20B
$9.79B
$10.00B
·
$10.33B
$10.60B
$10.54B
·
$9.95B
Accounts Payable
$70M
$64M
$73M
$220M
$61M
$65M
$60M
$54M
$51M
$46M
·
$47M
$47M
$54M
·
$51M
Accrued Liabilities
$89M
$85M
$94M
$98M
$86M
$75M
$82M
$89M
$76M
$77M
·
$93M
$84M
$93M
·
$96M
Current Liabilities
$4.34B
$3.35B
$2.68B
$1.61B
$1.43B
$1.34B
$1.80B
$668M
$2.46B
$2.41B
·
$663M
$738M
$639M
·
$1.34B
Capital Leases
·
·
$2.11B
·
·
·
$1.90B
·
·
·
·
·
·
·
·
·
Other Non-current Liabilities
$627M
$613M
$588M
$554M
$466M
$406M
$368M
$432M
$374M
$411M
·
$332M
$331M
$303M
·
$221M
Long-term Debt
$12.73B
$12.96B
$12.90B
$12.71B
$12.51B
$12.43B
$13.59B
$12.32B
$12.28B
$12.36B
·
$12.52B
$12.60B
$12.82B
·
$12.36B
Total Debt
·
$12.96B
·
$12.71B
$12.51B
$12.43B
·
$12.32B
$12.28B
$12.36B
·
$12.52B
$12.60B
$12.82B
·
$12.36B
Common Stock
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
·
$1M
$1M
$1M
·
$1M
Paid-in Capital
$3.11B
$3.08B
$3.06B
$3.04B
$3.02B
$2.99B
$2.98B
$2.94B
$2.93B
$2.92B
·
$2.85B
$2.82B
$2.80B
·
$2.76B
Retained Earnings
$-7.14B
$-7.20B
$-7.25B
$-7.28B
$-7.25B
$-7.23B
$-7.33B
$-7.39B
$-7.55B
$-7.51B
·
$-7.42B
$-7.36B
$-7.47B
·
$-7.51B
AOCI
$-608M
$-637M
$-664M
$-688M
$-712M
$-737M
$-760M
$-724M
$-702M
$-630M
·
$-594M
$-556M
$-596M
·
$-614M
Stockholders' Equity
$-4.63B
$-4.75B
$-4.85B
$-4.93B
$-4.94B
$-4.97B
$-5.11B
$-5.17B
$-5.32B
$-5.22B
$-5.17B
$-5.17B
$-5.09B
$-5.27B
$-5.28B
$-5.36B
Liabilities + Equity
$11.74B
$11.72B
$11.58B
$11.26B
$10.77B
$10.44B
$11.42B
$10.20B
$9.79B
$10.00B
·
$10.33B
$10.60B
$10.54B
·
$9.95B
Shares Outstanding
106,088,000
106,063,000
105,666,000
106,773,000
107,487,000
108,028,000
107,561,000
107,506,000
107,471,000
107,880,000
·
108,120,000
108,381,000
108,326,000
·
107,964,000
Flusso di cassa14
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
D&A
$81M
$81M
$80M
$77M
$70M
$65M
$65M
$64M
$64M
$77M
$171M
$181M
$182M
$182M
$183M
$174M
Stock-based Comp
$27M
$19M
$19M
$19M
$22M
$16M
$18M
$16M
$19M
$21M
$22M
$21M
$18M
$26M
$26M
$25M
Deferred Tax
$11M
$25M
$10M
$33M
$26M
$36M
$-30M
$30M
$-21M
$8M
$6M
$-1M
$-37M
$36M
$17M
$-7M
Amort. of Intangibles
$35M
$34M
$32M
$30M
$27M
$27M
$27M
$26M
$26M
$27M
$94M
$100M
$101M
$102M
$103M
$100M
Other Non-cash
·
$-55M
·
·
·
$-36M
·
·
·
$33M
·
·
·
$-35M
·
·
Operating Cash Flow
$407M
$255M
$304M
$318M
$368M
$301M
$310M
$305M
$426M
$294M
$433M
$314M
$487M
$311M
$289M
$332M
CapEx
$62M
$48M
$63M
$60M
$56M
$46M
$56M
$65M
$50M
$58M
$63M
$61M
$63M
$49M
$66M
$57M
Investing Cash Flow
$-14M
$-297M
$-181M
$-78M
$-581M
$238M
$-329M
$-274M
$-121M
$-85M
$-106M
$-104M
$-112M
$-147M
$-802M
$-106M
Stock Repurchased
·
·
$216M
$151M
·
·
$0
$0
$94M
$106M
$46M
·
·
·
$0
$0
Net Stock Activity
·
·
·
·
·
·
·
·
·
$-106M
·
·
·
·
·
·
Dividends Paid
$133M
$135M
$118M
$119M
$119M
$122M
$105M
$105M
$105M
$108M
$92M
$92M
$92M
$94M
$77M
$77M
Financing Cash Flow
$-367M
$-70M
$-143M
$-80M
$-158M
$-1.28B
$1.18B
$-66M
$-277M
$-191M
$-312M
$-231M
$-314M
$-161M
$431M
$-190M
Net Change in Cash
$28M
$-105M
$-28M
$165M
$-364M
$-737M
$1.15B
$-32M
$19M
$13M
$19M
$-23M
$62M
$4M
$-91M
$29M
Free Cash Flow
·
$207M
·
·
·
$255M
·
·
·
$237M
·
·
·
$262M
·
·
Redditività8
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Gross Margin
·
75.6%
·
74.1%
75.4%
76.9%
·
77.5%
78.6%
79.0%
·
78.1%
77.3%
75.7%
·
73.7%
Operating Margin
·
48.7%
·
51.1%
47.9%
50.4%
·
56.3%
53.7%
49.1%
·
36.4%
35.5%
33.2%
·
36.0%
Net Margin
·
26.3%
·
32.3%
32.3%
33.2%
·
38.7%
24.6%
23.5%
·
12.8%
30.0%
15.0%
·
14.8%
Pretax Margin
·
33.6%
·
39.5%
37.3%
39.1%
·
44.7%
22.3%
26.1%
·
13.7%
25.5%
21.3%
·
15.2%
EBITDA Margin
·
60.3%
·
61.6%
57.9%
60.2%
·
65.8%
63.4%
60.8%
·
62.9%
62.4%
60.2%
·
61.7%
ROA
·
1.7%
·
2.2%
2.2%
2.2%
·
2.5%
1.6%
1.5%
·
0.86%
2.0%
0.98%
·
1.0%
ROE
·
-3.8%
·
-4.7%
-4.4%
-4.3%
·
-5.0%
-3.1%
-2.9%
·
-1.7%
-3.9%
-1.9%
·
-1.9%
ROIC
·
3.3%
·
4.0%
3.8%
3.8%
·
4.5%
5.5%
4.1%
·
3.1%
3.8%
2.1%
·
3.4%
Liquidità e Solvibilità4
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Current Ratio
·
0.2
·
0.5
0.4
0.7
·
0.7
0.2
0.2
·
0.7
0.7
0.7
·
0.4
Quick Ratio
·
0.2
·
0.4
0.3
0.6
·
0.5
0.1
0.2
·
0.5
0.5
0.5
·
0.3
Debt / Equity
·
-2.7
·
-2.6
-2.5
-2.5
·
-2.4
-2.3
-2.4
·
-2.4
-2.5
-2.4
·
-2.3
LT Debt / Equity
·
-2.2
·
-2.4
-2.4
-2.3
·
-2.4
-2.0
-2.0
·
-2.4
-2.5
-2.4
·
-2.2
Efficienza2
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Asset Turnover
·
0.1
·
0.1
0.1
0.1
·
0.1
0.1
0.1
·
0.1
0.1
0.1
·
0.1
Receivables Turnover
·
4.8
·
5.4
6.1
5.2
·
5.0
5.3
4.2
·
5.0
4.9
4.4
·
7.0
Per Azione5
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Book Value / Share
·
$-44.80
·
$-46.21
$-45.95
$-46.01
·
$-48.14
$-49.47
$-48.41
·
$-47.78
$-46.99
$-48.64
·
$-49.69
Revenue / Share
·
$6.63
·
$6.81
$6.48
$6.14
·
$6.19
$6.13
$6.06
·
$6.27
$6.23
$6.18
·
$6.18
Cash Flow / Share
·
$2.40
·
·
·
$2.79
·
·
·
$2.71
·
·
·
$2.85
·
·
Cash / Share
·
$2.54
·
$4.03
$2.56
$5.89
·
$1.73
$2.05
$2.23
·
$1.76
$1.65
$1.41
·
$1.86
EPS (TTM)
$9.28
$9.50
·
$7.94
$8.14
$7.56
·
$6.34
$4.74
$5.10
·
$4.55
$4.66
$3.43
·
$3.72
Valutazione (TTM)13
Metrica
Tendenza
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Revenue TTM
$2.87B
$2.85B
·
$2.79B
$2.72B
$2.69B
·
$2.66B
$2.68B
$2.69B
·
$2.72B
$2.72B
$2.69B
·
$2.54B
Net Income TTM
$991M
$1.02B
·
$857M
$879M
$816M
·
$685M
$514M
$555M
·
$496M
$508M
$374M
·
$407M
Market Cap
·
$18.25B
·
$20.64B
$25.24B
$23.77B
·
$25.88B
$21.10B
$23.38B
·
$21.64B
$25.12B
$28.28B
·
$30.73B
Enterprise Value
·
$30.83B
·
$32.92B
$37.48B
$35.49B
·
$37.99B
$33.13B
$35.49B
·
$33.97B
$37.51B
$40.95B
·
$42.87B
P/E
19.0
18.1
·
24.4
28.9
29.1
·
38.0
41.4
42.5
·
44.0
49.7
76.1
·
76.5
P/S
·
6.4
·
7.4
9.3
8.8
·
9.7
7.9
8.7
·
7.9
9.2
10.5
·
12.1
P/B
·
-3.8
·
-4.2
-5.1
-4.8
·
-5.0
-4.0
-4.5
·
-4.2
-4.9
-5.4
·
-5.7
P / Cash Flow
·
71.6
·
·
·
78.9
·
·
·
79.4
·
·
·
90.9
·
·
EV / Revenue
·
10.8
·
11.8
13.8
13.2
·
14.3
12.4
13.2
·
12.5
13.8
15.2
·
16.9
Dividend Yield
·
2.7%
·
2.3%
1.8%
1.8%
·
1.6%
1.9%
1.6%
·
1.6%
1.4%
1.1%
·
0.95%
Earnings Yield
5.3%
5.5%
·
4.1%
3.5%
3.4%
·
2.6%
2.4%
2.4%
·
2.3%
2.0%
1.3%
·
1.3%
Payout Ratio
·
73.2%
·
·
·
55.4%
·
·
·
70.0%
·
·
·
92.8%
·
·
Annual Payout
$505M
$492M
·
$466M
$452M
$438M
·
$411M
$397M
$384M
·
$355M
$339M
$324M
·
$293M
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci
Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
16
Metrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Ricavi
$2.82B
$2.68B
$2.71B
$2.63B
$2.31B
Margine Lordo %
75.5%
78.3%
77.4%
74.6%
76.4%
Margine Operativo %
47.7%
53.6%
34.1%
35.1%
33.9%
Utile netto
$1.05B
$750M
$502M
$461M
$238M
EPS Diluito
$9.80
$6.94
$4.61
$4.22
$2.14
Metrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Debito / Patrimonio Netto
-2.7
-2.7
-2.4
-2.4
-2.3
Rapporto corrente
0.3
1.1
0.4
0.7
1.0
Quick Ratio
0.2
0.3
0.3
0.5
0.8
Metrica
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Flusso di cassa libero
$1.07B
$1.11B
$1.31B
$1.07B
$1.06B
Proprietari istituzionali (13F)
733 filer
· $21.4B totale
· Aggiornato al 30 Settembre 2026
17
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Detentori733
Valore detenuto$21.4B
Nuove posizioni92
Posizioni chiuse66
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni
Posizioni chiuse
Aumentato
Diminuito
Variazione netta delle azioni
92 (-19 vs trimestre precedente)
66 (-30 vs trimestre precedente)
257 (+44 vs trimestre precedente)
232 (-24 vs trimestre precedente)
+4.6M
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
Depositante
Depositato
Partecipazione
Stato
Scopo
Deposito
Richard B. Worley Not Applicable, Permit Capital Telecom, L.P., Permit Capital GP, L.P. 043713293, Permit Capital Gp, Inc. 043713287
×3 depositi
Richard B. Worley S.S or I.R.S Identification No. of Above Person: Not Applicable, Permit Capital Telecom, L.P. S.S. or, Permit Capital GP, L.P. S.S. or, Permit Capital GP, Inc. S.S. or
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF
Posseduti da 119 ETF
20
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.