American Tower

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue of $2,749M exceeding the $2,697M forecast and Diluted EPS (GAAP) of $1.86 significantly higher than the $1.56 consensus. Growth was primarily driven by international markets (Africa & APAC up 23.5%) and Data Centers (up 13.4%), offsetting a slight decline in U.S. & Canada property revenue. Management raised full-year FY26 AFFO per share guidance to a midpoint of $11.09, signaling strong AI and cloud-driven demand despite ongoing currency volatility.