$AMT 8-K earnings — Q2 FY26

EPS (AFFO per share) of $2.71 beat consensus of $2.65 by $0.06 or 2.3%. Revenue of $2.75B rose 4.7% YoY, driven by robust leasing and record CoreSite activity; full-year outlook raised for the second time. The key nuance: net income surged 133% largely due to a $42M FX gain vs a $484M loss last year—operating trends were solid but less dramatic than headline earnings suggest.

EPS (AFFO per share) of $2.71 beat consensus of $2.65 by $0.06 or 2.3%. Revenue of $2.75B rose 4.7% YoY, driven by robust leasing and record CoreSite activity; full-year outlook raised for the second time. The key nuance: net income surged 133% largely due to a $42M FX gain vs a $484M loss last year—operating trends were solid but less dramatic than headline earnings suggest.