Summary
Lamar's Q4 AFFO Beats Estimates, Revenues Increase Y/Y
LAMR tops Q4 AFFO estimates as revenues rise 2.8% Y/Y and local and national sales improve. It issues 2026 AFFO guidance.
Lamar Advertising's Steady Growth Is Attractive
Lamar Advertising Company remains a "Buy," offering a stable 4.8% yield and durable, recession-resistant billboard business fundamentals. Q4 saw 3% revenue growth and 1.4% AFFO growth, with national and local ad sales momentum carrying into Q1 despite a muted ad environment. Balance sheet leverage is conservative at 3.2x, supporting $500 million+ in M&A capacity and ongoing dividend growth, with a planned ~3% dividend increase.
Lamar Advertising (LAMR) Tops Q4 FFO Estimates
Lamar Advertising (LAMR) came out with quarterly funds from operations (FFO) of $2.24 per share, beating the Zacks Consensus Estimate of $2.18 per share. This compares to FFO of $2.21 per share a year ago.
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Lamar Advertising Company Profile
| Specialty Retail Industry | Consumer Discretionary Sector | Sean E. Reilly CEO | NASDAQ (NGS) Exchange | 512816109 CUSIP |
| US Country | 3,500 Employees | 22 Dec 2025 Last Dividend | 2 Mar 1998 Last Split | 2 Aug 1996 IPO Date |
Overview
Lamar Advertising Company stands as a prominent outdoor advertising entity within the United States and Canada, maintaining a significant presence in the industry since its inception in 1902. With its headquarters in Baton Rouge, Louisiana, Lamar has built a robust infrastructure dedicated to offering a wide range of outdoor advertising solutions. Over the years, it has established itself as a key player through the ownership and operation of an extensive array of advertising platforms, addressing the dynamic needs of businesses seeking to enhance their visibility in the public sphere.
Products and Services
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Billboards:
Lamar Advertising Company provides clients with access to a vast assortment of billboards, strategically located to maximize exposure and engage audiences effectively. These billboards come in various sizes and types, including digital billboards that offer versatile, real-time advertising solutions for dynamic messaging and traditional static billboards for longer-lasting, high-impact visual presentations.
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Logo Signs:
Specializing in logo sign advertising, Lamar offers businesses the opportunity to increase their brand visibility alongside highways and major roadways. Through logo signs, companies can direct potential customers to their locations, effectively contributing to increased traffic and brand recognition.
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Transit Advertising Displays:
Understanding the importance of mobility in outdoor advertising, Lamar leverages transit advertising displays. This service encompasses a diverse range of mobile advertisements, including ads on buses, within shelters, and on benches. Transit advertising capitalizes on the day-to-day movement of people, ensuring that advertisements reach a wide and varied audience.
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Logo Plates:
Logo plates are another innovative advertising solution provided by Lamar, offering businesses an additional method to showcase their brand in various locations. These plates can be placed in strategic locations, further augmenting a company's visibility and brand recognition.
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Airport Terminal Advertising:
Recognizing the bustling nature of airports as key hubs of activity and interaction, Lamar provides advertising spaces within airport terminals. This platform allows advertisers to target specific demographics, including business travelers and tourists, ensuring high visibility in a controlled environment.
