Non-Current Assets

Net Investment in Lease

SBA Communications Net Investment in Lease decreased by 76.8% to $2.68B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.5%, from $2.34B to $2.68B. Over 5 years (FY 2020 to FY 2025), Net Investment in Lease shows an upward trend with a 8.7% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ1 2021
Last reportedQ1 2026

How to read this metric

An increase indicates growth in the bank's leasing business, while a decrease suggests a contraction in this lending segment.

Detailed definition

This represents the present value of future lease payments receivable from lessees, plus the unguaranteed residual value...

Peer comparison

Common among diversified regional banks with strong commercial and industrial lending divisions.

Metric ID: net_investment_in_lease

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$2.35B$2.30B$9.81B$2.36B$2.36B$2.33B$10.54B$2.38B$2.36B$2.32B$10.39B$2.19B$2.13B$2.32B$9.67B$2.34B$2.42B$2.44B$11.55B$2.68B
QoQ Change-2.4%+326.9%-75.9%-0.3%-1.3%+353.5%-77.5%-0.6%-2.0%+348.9%-79.0%-2.6%+9.1%+316.1%-75.8%+3.4%+0.7%+374.3%-76.8%
YoY Change+0.1%+1.2%+7.5%+0.6%+0.3%-0.4%-1.4%-8.0%-9.9%+0.3%-7.0%+7.1%+13.6%+4.8%+19.5%+14.5%
Range$2.13B$11.55B
CAGR+2.8%
Avg YoY Growth+2.7%
Median YoY Growth+0.5%

Frequently Asked Questions

What is SBA Communications's net investment in lease?
SBA Communications (SBAC) reported net investment in lease of $2.68B in Q1 2026.
How has SBA Communications's net investment in lease changed year-over-year?
SBA Communications's net investment in lease increased by 14.5% year-over-year, from $2.34B to $2.68B.
What is the long-term trend for SBA Communications's net investment in lease?
Over 5 years (2020 to 2025), SBA Communications's net investment in lease has grown at a 8.7% compound annual growth rate (CAGR), from $7.60B to $11.55B.
What does net investment in lease mean?
The total amount owed to the bank by customers under lease agreements, adjusted for present value.