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American Tower Corporation

AMTleader

American Tower is one of the world's largest REITs and owner of wireless communications infrastructure, with over 225,000 towers across six continents and a growing data center portfolio.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($11.1B)

Données statiques (chargement des finances en temps réel…)

US & Canada Property (42%)
Asia-Pacific (18%)
Africa (16%)
Europe (10%)
Latin America (8%)
Data Centers (6%)

Composition des segments et principaux clients

Détails du produit

US Tower Leasing42%

Leasing antenna space on 43,000+ US communications towers to wireless carriers

International Tower Leasing45%

Tower leasing across India, Africa, Latin America, and Europe

Data Centers8%

CoreSite data center colocation and interconnection services

Fiber & Services5%

Managed network services and fiber connectivity

Relations dans la chaîne d'approvisionnement

Clients clés

AT&T Inc.

Tower leasing for AT&T wireless network

Impact: High — top US tenant

T-Mobile US, Inc.

Tower leasing for T-Mobile 5G

Impact: High — major US tenant

Concurrents

Crown Castle Inc.

US cell tower leasing

Impact: High — primary tower REIT competitor

Contexte macro et de marché

부동산 (REIT)Actualités du secteur

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Prochains catalyseurs

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de American Tower Corporation par intelligence artificielle.

Thèmes Macro Connexes

Voir Tous les Thèmes

Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

Informations sur l'entreprise

Siège social

Boston, Massachusetts, USA

Fondée en

1995

Effectifs

6,500+

Aperçu du secteur — 부동산 (REIT)

Actualités du secteur

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Thèmes clés

  • •데이터센터 REIT — AMT·EQIX·DLR AI 인프라 수요로 임차 풀 소진
  • •주거용 REIT — 금리 인하 기대감으로 가격 반등 베팅 시작
  • •오피스 REIT — 재택 지속 + 공급 과잉으로 구조적 압박

Prochains catalyseurs

  • ◆EQIX·AMT·PLD Q1 실적 (2026.04~05)
  • ◆Fed 금리 결정 (2026.05)