American Tower 3Q 2026: Revenue $2.79B, Net income $765.8M, EPS $1.64— 10-Q Summary

What happened

American Tower reported third-quarter 2026 revenue of $2.79B, up 2.5% from a year earlier. Net income attributable to stockholders fell 10.3% to $765.8M, and diluted EPS declined 9.9% to $1.64.

Confirmed

Global impact / market context

Revenue grew but profit fell, so the company kept less of each sales dollar. Data centers and international markets drove growth, while weaker U.S. and Canada revenue, DISH-related churn and lower straight-line revenue pulled results down.

Analyst inference

The company is reshaping its property portfolio. It sold Philippines and Bangladesh operations in June and expects to complete the Canada sale in the fourth quarter of 2026, which shifts revenue toward data centers and other international markets.

Analyst inference

What to watch

1. Data center revenue increased 17% in the quarter and 16% year to date, supported by new leases, customer expansions, renewals and higher interconnection demand, which is demand for connecting networks. Confirmed
2. Watch whether the planned Canada operations sale closes in the fourth quarter of 2026, and how the removed revenue affects reported growth and profit in later periods. Proposed
3. Watch whether U.S. and Canada revenue keeps declining 3% from DISH-related churn, which means customers leaving, and whether data center growth is enough to offset it. Analyst inference

Evidence

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