Cellnex Telecom SA (CLNXF)
OTHER OTC:CLNXF
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
-0.08Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized solid operational execution: double‑digit cash generation improvements, mid‑single digit organic revenue growth (5.8%), margin expansion and clear capital allocation discipline (EUR 1.0bn buyback, dividend initiation). Management reiterated multi‑year guidance and outlined organizational changes to accelerate vertical solutions and operational agility. Near‑term challenges include an elevated leverage ratio (6.28x), a scheduled decline in committed build‑to‑suit activity after 2026 (creating guidance range variability), some churn driven by market consolidations (notably in Spain) and regulatory ambiguity around the Cybersecurity Act. Overall, the positives (robust organic growth, improving cash generation, efficiency gains, shareholder returns and proactive financing) outweigh the cautions, but investors should monitor deleveraging progress and replacement of BTS volume with colocation/RAN wins.Company Guidance
Organic Revenue and Profitability Growth
Pro forma organic revenues increased 5.8% year‑on‑year; EBITDA grew 7.1%; EBITDA after leases rose 7.9%. Pro forma margin expansion drove an increase in reported EBITDA margins (noted as a 300 basis point improvement to 62.1% from 59.1% in 2023).
Strong Free Cash Flow and Cash Conversion
Recurring levered free cash flow grew 11.5% year‑on‑year and recurring levered free cash flow per share increased 16.7% (benefitting from share buybacks). Reported free cash flow reached EUR 350 million and underlying free cash flow before remedies improved by EUR 307 million YoY.
Operational Growth: PoPs and Colocations
Net PoP growth of 4.5% in 2025 (absorbing 1.2% churn from market consolidations). Gross colocations and build‑to‑suit deployments accelerated to 3,043 in the quarter with strong colocation activity in Italy (887), France (220) and the U.K. (128); churn contained at 307 units.
Diversification and Service Revenue Momentum
Fiber, connectivity and housing services delivered a strong 16% revenue increase driven by projects such as Nexloop in France. DAS, Small Cells and RAN as a Service showed growing demand with multiple flagship deployments (venues, metro, stadiums) and a 1.9% y/y growth in broadcasting.
Capital Allocation and Shareholder Returns
Returned EUR 1.0 billion to shareholders through share buybacks (one year ahead of plan), representing a total yield of 4.5%; initiated dividend payments beginning in 2026 as committed at CMD.
Balance Sheet and Financing Actions
Net debt / EBITDA improved to 6.28x (from 6.39x in 2024 and 6.85x in 2023), keeping trajectory toward the 5x–6x target. Issued EUR 1.5 billion bond in Jan 2026 (two tranches) to extend maturities at an attractive 3.4% pricing.
Cost and Efficiency Savings
Per‑tower cost reductions across categories: staff costs down 1.9%, repair & maintenance down 1.4%, SG&A per tower down 4.9%, leases down 1.1%. Land acquisition CapEx and efficiency programs of EUR 270 million generated approx. EUR 24 million in efficiencies.
Customer Engagement and Industrialization
Customer satisfaction index rose to 8.3/10 (best result in a decade). Progress on AI/automation, centralized design and the new Vertical Solutions division to scale vertical connectivity offerings and speed decision‑making.
CLNXF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CLNXF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $36.97 | $39.03 | +5.57% |
Nov 06, 2025 | $30.61 | $30.84 | +0.75% |
Jul 31, 2025 | $35.24 | $36.34 | +3.12% |
May 09, 2025 | $38.65 | $37.62 | -2.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cellnex Telecom SA (CLNXF) report earnings?
Cellnex Telecom SA (CLNXF) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Cellnex Telecom SA (CLNXF) earnings time?
Cellnex Telecom SA (CLNXF) earnings time is at Apr 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CLNXF EPS forecast?
CLNXF EPS forecast for the fiscal quarter 2026 (Q1) is 0.02.