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研究快讯:美国铁塔公司第一季度:营收和FFO均超预期,拉丁美洲业务增长加速

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:AMT公布第一季度总营收同比增长7.5%至27.4亿美元,超出市场预期8700万美元。其中,物业营收为26.7亿美元,同比增长7.3%;服务营收则下降9.4%至6800万美元。租户总账单增长2.3%,有机增长1.7%,反映出潜在需求趋势较为温和。国际市场继续推动增长,其中非洲和亚太地区以13.5%的营收增长和10.5%的租户有机账单增长领跑,欧洲市场紧随其后,营收增长22.4%,有机账单增长3.9%。拉丁美洲市场表现喜忧参半,营收增长20.3%,但有机账单额下降2.0%抵消了这一增长;美国和加拿大市场则面临不利因素,尽管租户账单额实现了0.6%的有机增长,但营收仍下降2.8%至12.6亿美元。本季度,国际业务的贡献显著,为租户账单额贡献了约7400万美元,为其他营收组成部分贡献了约3600万美元,凸显了AMT在当前外汇环境下的国际业务优势。

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