Citable filing context
AMT's research view summarizes recent SEC filing context, starting with management_change from Sep 18, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 18, 2026 | management_change | American Tower elected Kristen M. Ludgate to its Board of Directors and declared a $1.79 per share dividend. |
| Sep 14, 2026 | debt_offering | American Tower Corporation issued $1.6 billion in senior unsecured notes due 2031, 2033, and 2036. |
| Sep 9, 2026 | debt_offering | American Tower priced a public offering of $1.6 billion in senior unsecured notes due 2031, 2033, and 2036. |
| Jul 28, 2026 | Guidance: adjusted_ebitda | 7240.00 to 7310.00 |
| Jul 28, 2026 | Guidance: affo_per_share | 11.00 to 11.17 |
| Jul 28, 2026 | Guidance: net_income | 3270.00 to 3350.00 |
| Jul 28, 2026 | mda_quarterly | American Tower Corporation (AMT) reported a stable financial performance for the first half of 2026, with total operating revenues reaching $5.49 billion, a 6% increase over the same period in 2025. Property operations remain the core business, contributing 98% of total revenue across its U.S. & Canada, Africa & APAC, Europe, Latin America, and U.S. Data Center segments. Key operational developments include the divestiture of the company’s Philippines subsidiary and its controlling interest in a Bangladesh partnership, which management does not view as a strategic shift. Conversely, the company continues to navigate significant legal and credit challenges. Notably, DISH Wireless L.L.C. defaulted on its obligations under the Strategic Collocation Agreement, leading to a termination of the agreement and subsequent bankruptcy filings by DISH. Additionally, AMT is engaged in an ongoing arbitration with AT&T Mexico regarding lease calculations, which has necessitated the recording of reserves. Financially, the company maintains liquidity through $9.94 billion in total available capacity, including $8.18 billion under its credit facilities. AMT continues to manage its debt profile, recently issuing 750 million EUR in senior notes to refinance existing obligations. The company remains committed to its REIT distribution requirements while balancing capital expenditures, which are projected between $1.81 billion and $1.92 billion for 2026. |
| Apr 28, 2026 | mda_quarterly | AMT, a global REIT and leading owner/operator of multitenant communications real estate, reported a 7% increase in total revenue to $2,737.5 million for the quarter, driven by strong growth (13-22%) across its Africa & APAC, Europe, Latin America, and Data Centers segments. This was partially offset by a 3% decrease in U.S. & Canada property revenue, largely due to $25.2 million in churn from DISH Wireless. DISH, representing 2% of 2025 total property revenue, is in default of its Strategic Collocation Agreement, leading to $17.5 million in impairment charges and 100% of its revenue being churned from January 1, 2026. A significant legal dispute with AT&T Mexico, a $300 million tenant in 2025, resulted in $10 million in Q1 2026 reserves, despite an escrow agreement now covering most withheld rents. Net income surged 76% to $878.5 million, boosted by foreign currency gains. Adjusted EBITDA rose 5% to $1,835.2 million, and AFFO increased 3% to $1,324.1 million. The company maintains robust liquidity of $10.4 billion and generated $1,400.6 million in operating cash flow. Capital expenditures totaled $459.9 million in Q1, with a full-year projection of $1.8-$1.91 billion for data centers and new communications sites. AMT also repurchased $183.7 million of common stock and repaid $1.2 billion in maturing senior notes. |
Source: SEC EDGAR filing text and events; period Sep 18, 2026; filed Sep 18, 2026.
AMT company research is free during early access. All you need is an account, with no card required. The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay open without one.
Continue research
Follow same-sector companies and source explainers connected to the research view.
A factual guide to SEC Form 8-K current reports and the material company events they can disclose between quarterly filings.
A factual guide to quarterly SEC Form 10-Q reports, how they differ from annual 10-K filings, and what readers can inspect first.
A factual guide to Form S-1 registration statements and the disclosures companies provide before a public offering.
A factual guide to the core 10-K sections investors use for company context: business description, risk factors, MD&A, financial statements, and segment disclosures.