Lamar Advertising misses revenue estimates, shares dip

Published 08/05/2025, 11:48
Lamar Advertising misses revenue estimates, shares dip

BATON ROUGE, La. - Lamar Advertising Company (NASDAQ:LAMR) reported first quarter earnings that beat expectations, but revenue fell short of analyst estimates on Thursday.

The company’s shares were down 1.70% in premarket trading following the release.

The outdoor advertising company posted adjusted earnings per share of $1.35, surpassing the consensus estimate of $1.31. However, revenue of $505.43 million missed Wall Street’s projection of $509.2 million.

Lamar’s net revenue increased 1.5% YoY to $505.4 million in Q1. Net income jumped 77.4% to $139.2 million, primarily due to a $67.7 million gain from the sale of the company’s equity interest in Vistar Media.

"We delivered our 16th consecutive quarter of acquisition-adjusted revenue growth, aided by increases in local and programmatic," said Lamar CEO Sean Reilly. He added that based on current pacings, the company remains on track to meet its previously provided full-year guidance for diluted adjusted funds from operations per share.

Adjusted EBITDA declined slightly by 0.8% to $210.2 million compared to the prior year quarter. Free cash flow decreased 12.7% to $121.1 million, mainly due to a $21.2 million tax expense related to the Vistar sale.

The company repurchased 164,529 shares of its Class A common stock for $18.4 million during Q1 under its $250 million stock buyback program. Lamar has $100 million remaining under the current authorization.

The company will host a conference call at 8:00 a.m. CT to discuss the results in more detail.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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