American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate wi…
$188.79-2.68%
报价 2026-11-06
市值
$87.55B
EV
$124.57B
PE (TTM)
24.0x
预期 PE (FY2026)
27.1x
52 周区间距高点 -3.1%
$161.06$194.86
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.0x | 7.09 → 6.94（1.0x） | 27.2 |
| FY+32028-12 | 1.1x | 7.09 → 7.75（1.1x） | 24.3 |
毛利率 73% · TTM 收入 $11010M · 基数 EPS 7.09（调整后）
电话会信号
辅助标签Q3 20262026-10-27
扩产需求加速AI 词频高上调指引盈利拐点供不应求
指引 上调
信心 4
分析师 3
“2026 is trough year for AFFO per share growth; confident in meaningful inflection in 2027 to mid-to-high single digit growth.”
原文引用（5）
- 扩产：we are once again raising our full year outlook. We remain confident in our ability to execute against the development pipeline that can nearly triple our current capacity.
- 需求加速：demand has continued to accelerate into the fourth quarter
- 上调指引：we are raising our outlook by $55 million at the midpoint, representing an increase of ~1% relative to our prior outlook.
- 盈利拐点：Heading into 2027, we are confident that we can deliver a meaningful inflection in growth and return to our long term expectation of AFFO per share growth in the mid to high single digit range.
- 供不应求：customer demand and pricing both exceeding our expectations
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| AMTAmerican Tower Corporation | $87.55B | -2.7% | +4.3% | 73% | 24.0x | 17.7x | 20.5x | |
| PLDPrologis, Inc. | $120.68B | -1.2% | +6.7% | 59.6% | 36.7x | 21.5x | 24.3x | |
| EQIXEquinix, Inc. | $100.25B | +1.5% | +10.7% | 51.1% | 70.3x | 27.8x | 67.4x | |
| SPGSimon Property Group, Inc. | $73.91B | +0.8% | +16.3% | 83.1% | 14.1x | 11.8x | 20.1x | GARP |
| DLRDigital Realty Trust, Inc. | $65.9B | -0.3% | +19.8% | 8.4% | 86.9x | 25.7x | 57.3x | |
| PSAPublic Storage | $63.05B | -0.9% | +7.5% | 72.1% | 27.3x | 18.7x | 16.8x | |
| ORealty Income Corporation | $55.86B | -0.8% | +7.5% | 89.8% | 52.0x | 21.8x | 14.0x | |
| CCICrown Castle Inc. | $37.7B | -2.6% | -5.2% | 73.8% | 36.3x | 22.8x | 20.2x | |
| SBACSBA Communications Corporation | $20.1B | -1.9% | +0.9% | 76% | 19.0x | 16.3x | 18.9x | |
| 同行中位数 | – | – | +7.5% | 72.9% | 36.5x | 21.7x | 20.2x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.75B | $2.74B | $2.74B | $2.72B | $2.63B | $2.56B | $2.55B | $2.52B |
| Gross Margin | 73% | 73.9% | 70.7% | 75.1% | 73.8% | 75.2% | 74.3% | 74.2% |
| Operating Margin | 46.2% | 42.4% | 42.4% | 46.7% | 45.6% | 48.9% | 42.4% | 45.2% |
| Net Income | $867.5M | $836.8M | $821M | $853.3M | $366.8M | $488.7M | $1.23B | $-792.3M |
| Diluted EPS | 1.86 | 1.84 | 1.75 | 1.82 | 0.78 | 1.04 | 2.62 | -1.69 |
| Operating Cash Flow | $1.49B | $1.4B | $1.43B | $1.46B | $1.28B | $1.3B | $1.2B | $1.47B |