-- 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：SBAC公布第一季度营收为7.03亿美元（同比增长5.9%），超出市场预期900万美元，而2025年第一季度的营收为6.64亿美元。站点租赁收入同比增长6.5%至6.56亿美元（剔除汇率影响后增长4.5%），而站点开发收入则下降1.6%至4700万美元。国际站点租赁收入同比增长32.6%（剔除汇率影响后增长24.8%）至2.06亿美元，主要得益于成功整合Millicom资产以及在中美洲不断扩大的定制铁塔开发业务。剔除客户流失的影响后，有机租赁收入同比增长8.3%，其中Sprint相关的客户流失率为1.3%，常规客户流失率为2.7%。强劲的国际业绩反映了近期收购资产的成功整合以及在中美洲市场的持续战略扩张。尽管国内市场持续面临业务波动带来的不利因素，但整体运营指标仍展现出稳健的潜在增长势头，而国际业务则显著加速了增长。
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