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Lamar Advertising Company (LAMR)
NASDAQ:LAMR
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.36Last Year’s EPS
1.34Same Quarter Last Year
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -3.01%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted Lamar's continued revenue growth and strong performance in digital and programmatic segments, supported by robust M&A activity and a strong balance sheet. However, there were some challenges, including a slight decline in adjusted EBITDA and national revenue weakness. The company's confidence in its strategic position was reflected in its share repurchase program.Company Guidance
During the call, Lamar provided guidance indicating a positive outlook for fiscal year 2025, despite some challenges. The company achieved a 1.1% increase in acquisition-adjusted revenue for the first quarter, marking the 16th consecutive quarter of such growth. Programmatic revenue grew nearly 30%, while digital billboard revenue was up 4%, accounting for about 30% of total billboard revenue. On the acquisition front, Lamar closed 10 deals worth approximately $22 million in Q1, with a year-to-date spend surpassing $70 million and expectations to exceed $150 million by year-end. Additionally, the company repurchased $150 million of stock at an average price of just over $108 per share. Lamar maintained its full-year guidance for AFFO per share between $8.13 and $8.28 and expects total leverage to remain at or below 3 times net debt to EBITDA. The company's liquidity and capital access remain robust, with over $490 million in total liquidity at the end of Q1.16th Consecutive Quarter of Revenue Growth
Lamar reported its 16th consecutive quarter of acquisition-adjusted revenue growth with an increase of 1.1%.
Strong Performance in Digital and Programmatic Segments
Programmatic revenue grew nearly 30%, while digital billboard revenue was up 4%, accounting for approximately 30% of total billboard revenue.
Robust M&A Activity
Lamar closed 10 deals in Q1 for about $22 million and expects to exceed $150 million in spend for the year, with year-to-date acquisitions already over $70 million.
Share Repurchase Program
The company repurchased $150 million worth of stock at an average price of $108 per share, reflecting confidence in business strength.
Solid AFFO Growth
Adjusted funds from operations (AFFO) increased by 3.8%, with diluted AFFO per share growing 3.9% to $1.60.
Strong Balance Sheet
Lamar ended the quarter with total leverage at 2.85 times net debt to EBITDA, with ample liquidity and investment capacity over $1 billion.
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LAMR 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
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LAMR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 08, 2025 | $118.41 | $115.27 | -2.65% |
| Feb 20, 2025 | $130.15 | $120.60 | -7.34% |
| Nov 08, 2024 | $131.39 | $125.15 | -4.75% |
| Aug 08, 2024 | $109.82 | $112.29 | +2.25% |
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.
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FAQ
When does Lamar Advertising Company (LAMR) report earnings?
Lamar Advertising Company (LAMR) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Lamar Advertising Company (LAMR) earnings time?
Lamar Advertising Company (LAMR) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LAMR EPS forecast?
LAMR EPS forecast for the fiscal quarter 2025 (Q2) is 1.36.
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