Recent 8-K filings for SBAC

• April 29, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  SBA Q1 AFFO $3.03/share; raises full-year outlook; declares $1.25 dividend

  Net income $184.8M ($1.74 diluted EPS); AFFO per share $3.03, down 4.7% YoY.

• February 26, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SBA Communications Q4 net income $370M, EPS $3.47; dividend raised 13% to $1.25

  Q4 net income $370.4M ($3.47 diluted EPS); AFFO per share $3.19, down 8% YoY.

• November 3, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SBA Communications Q3 EPS $2.20, AFFO $3.30; dividend $1.11; Verizon lease signed

  Q3 net income $240.4M ($2.20 diluted EPS); AFFO per share $3.30.

• August 4, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  SBA reports Q2 net income $225.7M, AFFO $3.17; raises full-year guidance; Millicom sites closed; to sell Canadian assets

  Net income $225.7M ($2.09 diluted EPS); AFFO per share $3.17.

• April 28, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SBA Communications Q1 AFFO $3.18/sh, net income $189M; raises FY2025 outlook, declares $1.11 dividend, $1.5B buyback

  Net income $189M ($1.77 diluted EPS); AFFO $343.9M ($3.18 per share).

• February 24, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SBA Communications Q4 net income $178.8M, EPS $1.61; dividend up 13% to $1.11/quarter

  Net income $178.8M ($1.61 diluted EPS) vs $109.5M ($1.01) in Q4 2023; AFFO per share $3.47.

• October 28, 2024, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  SBA Q3 net income $255.9M, AFFO $3.32; acquires 7,000+ Millicom sites for ~$975M

  Q3 net income $255.9M, diluted EPS $2.40; AFFO per share $3.32.

• October 11, 2024, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01

  SBA Communications issues $2.18B in tower securities to refinance existing debt

  Issued $1.45B Series 2024-1C (4.831%) and $620M Series 2024-2C (5.115%) tower securities, plus $108.7M Class R (6.252%) for risk retention.

• October 3, 2024, 7:59 PM ET debt materiality 0.65 positive item 1.01item 2.03item 9.01

  SBA Communications reduces interest margin on $2.29B term loan via First Amendment

  Term loan interest reduced to Base Rate +0.75% or Term SOFR +1.75% per annum (from prior margin).

• July 29, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  SBA Communications Reports Q2 2024 Net Income of $159.5M, AFFO per Share $3.29, Declares $0.98 Dividend

  Net income of $159.5 million or $1.51 per diluted share for Q2 2024

• April 29, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  SBA Q1 net income $154.5M; AFFO per share $3.29, up 5.1%; dividend raised 15%

  Net income $154.5M ($1.42 diluted EPS); AFFO per share $3.29, up 5.1% YoY.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.65 · Most common event earnings

9 positive 0 negative 8 neutral

source · SBAC on sec.gov