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.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($11.1B)

Static data (loading live financials…)

US & Canada Property (42%)

Asia-Pacific (18%)

Africa (16%)

Europe (10%)

Latin America (8%)

Data Centers (6%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Customers

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

Competitors

Crown Castle Inc.

US cell tower leasing

Impact: High — primary tower REIT competitor

Macro & Market Context

부동산 (REIT)Sector News

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

Upcoming Catalysts

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

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of American Tower Corporation.

Related Macro Themes

View All Themes

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

Company Info

Headquarters

Boston, Massachusetts, USA

Founded

1995

Employees

6,500+

Website

americantower.com

Sector Overview — 부동산 (REIT)

Sector News