LAMR
Lamar Advertising·NASDAQ
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LAMR fundamentals
Lamar Advertising (LAMR) released its earnings on Feb 20, 2026: revenue was 595.93M (YoY +2.82%), beat estimates; EPS was 1.5 (YoY +15100.00%), missed estimates.
Revenue / YoY
595.93M
+2.82%
EPS / YoY
1.5
+15100.00%
Report date
Feb 20, 2026
LAMR Earnings Call Summary for Q4,2025
- Revenue & Profit Growth: 2026 AFFO guidance of $8.50-$8.70 per share (+4.1% YoY) driven by 3.5% revenue growth and 3% expense growth.
- Digital Dominance: Digital ads now 33.7% of revenue, with programmatic up 18.7% in Q4 and pharma deals boosting national sales.
- Category Strength: Services (+12%), healthcare (+13%), and financial (+17%) outperform, offsetting telecom and beer/wine declines.
- M&A Momentum: $200M+ annual acquisitions planned, targeting 10-11% returns post-synergies.
- Political Tailwind: $12-14M incremental 2026 political revenue, with 2026 leverage ratio expected to remain below 3.5x.
- World Cup Boost: Anticipates $3-4M incremental revenue from World Cup venues.
EPS
Actual | 0.4 | 0.31 | 0.62 | 1.08 | 0.38 | 1.18 | 1.05 | 1.21 | 0.91 | 1.32 | 1.44 | 0.65 | 0.74 | 1.28 | 1.37 | 1.46 | 0.76 | 1.34 | 1.44 | -0.01 | 1.35 | 1.52 | 1.4 | 1.5 | |||||||||||
Forecast | 0.3596 | 0.3872 | 0.5027 | 0.7743 | 0.3618 | 0.8595 | 1.149 | 1.1799 | 0.7251 | 1.2737 | 1.3553 | 1.2909 | 0.8134 | 1.4009 | 1.4016 | 1.3471 | 0.7949 | 1.3628 | 1.4073 | 1.4451 | 1.3554 | 1.4437 | 1.5166 | 1.5821 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +11.23% | -19.94% | +23.33% | +39.48% | +5.03% | +37.29% | -8.62% | +2.55% | +25.50% | +3.64% | +6.25% | -49.65% | -9.02% | -8.63% | -2.25% | +8.38% | -4.39% | -1.67% | +2.32% | -100.69% | -0.40% | +5.29% | -7.69% | -5.19% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 406.57M | 347.65M | 386.11M | 428.52M | 370.88M | 445.05M | 476.89M | 494.57M | 451.39M | 517.85M | 527.39M | 535.51M | 471.30M | 541.14M | 542.60M | 555.91M | 498.15M | 565.25M | 564.13M | 579.57M | 505.43M | 579.31M | 585.54M | 595.93M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 396.04M | 366.53M | 377.13M | 413.90M | 362.25M | 427.83M | 459.12M | 473.13M | 426.97M | 490.00M | 520.00M | 542.00M | 465.83M | 535.00M | 541.89M | 547.61M | 496.98M | 564.96M | 568.91M | 583.12M | 508.79M | 580.79M | 583.00M | 592.67M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.66% | -5.15% | +2.38% | +3.53% | +2.38% | +4.03% | +3.87% | +4.53% | +5.72% | +5.68% | +1.42% | -1.20% | +1.17% | +1.15% | +0.13% | +1.51% | +0.24% | +0.05% | -0.84% | -0.61% | -0.66% | -0.26% | +0.44% | +0.55% |
Earnings Call
You can ask Aime
What guidance did Lamar Advertising's management provide for the next earnings period?What is Lamar Advertising's gross profit margin?What is Lamar Advertising's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Lamar Advertising year over year?What is the market's earnings forecast for Lamar Advertising next quarter?What were the key takeaways from Lamar Advertising's earnings call?What factors drove the changes in Lamar Advertising's revenue and profit?What were the key takeaways from Lamar Advertising’s earnings call?
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