earnings
confidence high
sentiment positive
materiality 0.65
Anterix Q1 FY2026: $137M contracted proceeds, $33.9M gain on license exchange, $3B pipeline
Anterix Inc.
2026-Q1 EPS reported
$1.35
revenue$1,418,000
- First fiscal quarter: >$10M received from customers; $70M expected through FY2026.
- Exchanged narrowband for broadband licenses in 62 counties, recording $33.9M gain.
- Delivered broadband licenses for 27 counties, $1.0M gain; $4.0M spectrum clearing costs.
- Signed contracts worth ~$390M; pipeline of ~$3B in opportunities across 60+ customers.
- No debt; cash $41.4M; $7.1M restricted; $227.7M left under $250M buyback program.