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Did SBA Communications Beat Earnings?
SBA Communications (SBAC) reported Q1 '26 revenue of $703M, up 5.9% year-over-year, with reported EPS of $1.74. That matched the $1.74 analyst estimate.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — SBA Communications’s job postings, web traffic, and employee business outlook. See the full SBAC stock analysis or the earnings calendar for upcoming reports.
SBAC Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q1 '26 | $1.74 | $1.74 | Met +0.0% |
| Q4 '25 | $3.08 | $3.19 | Beat +3.6% |
| Q3 '25 | $2.17 | $2.20 | Beat +1.4% |
| Q2 '25 | $2.26 | $2.09 | Missed -7.5% |
| Q1 '25 | $2.32 | $1.77 | Missed -23.7% |
| Q4 '24 | $2.28 | $2.33 | Beat +1.9% |
SBA Communications Quarterly Financial Trends
| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 660M | 668M | 694M | 664M | 699M | 732M | 720M | 703M |
| Gross margin | 77.6% | 76.7% | 77.1% | 75.8% | 74.5% | 74.1% | 30.6% | 75.6% |
| Operating margin | 53.7% | 56.3% | 55.1% | 50.4% | 47.9% | 51.1% | 42.8% | 48.7% |
| Net income | 163M | 259M | 174M | 221M | 226M | 237M | 370M | 185M |
| Net margin | 24.7% | 38.7% | 25.0% | 33.2% | 32.3% | 32.3% | 51.5% | 26.3% |
| EPS | $2.13 | $2.25 | $2.33 | $1.77 | $2.09 | $2.20 | $3.19 | $1.74 |
SBA Communications Earnings Trend Analysis
Over the eight quarters from Q2 '24 to Q1 '26, SBA Communications’s quarterly revenue moved from $660M to $703M. Net margin expanded from 24.7% to 26.3%, against a 75.6% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. SBA Communications has beaten Wall Street EPS estimates in 4 of its last 8 reported quarters.
When Is SBA Communications’s Next Earnings Date?
SBA Communications reports earnings on a quarterly schedule. Its most recent report covered Q1 '26. For the confirmed upcoming date — and every other company reporting soon — see the SBAC earnings calendar.
Frequently Asked Questions: SBA Communications Earnings
SBA Communications's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
SBA Communications reported Q1 '26 EPS of $1.74 on revenue of $703M (+5.9% YoY). SBA Communications reported EPS of $1.74.
SBA Communications reported Q1 '26 revenue of $703M, up 5.9% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the SBAC AI Score.
