secwatch.observer — SEC 8-K summary ====================================== Issuer: LAMAR ADVERTISING CO/NEW (LAMR) CIK: 0001090425 Form: 8-K Filed at: 2026-08-06T11:02:46+00:00 Accession: 0001090425-26-000021 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Lamar Q2 net revenue $616.7M (+6.5% YoY); raises FY AFFO guidance to $8.75-$8.90 -------------------------------------------------------------------------------- - Net income $164.6M ($1.58 diluted EPS) vs $155.0M ($1.52) in Q2 2025, up 6.2%. - Adjusted EBITDA $303.4M, up 9.0% from $278.4M; AFFO per diluted share $2.40, up 8.1%. - Acquisition-adjusted net revenue +6.1% and acquisition-adjusted EBITDA +7.3% YoY. - FY 2026 diluted AFFO per share guidance raised to $8.75-$8.90 from prior range. - Total liquidity $720.2M as of June 30, 2026, including $68.0M cash. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1090425/000109042526000021/0001090425-26-000021-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1090425/000109042526000021/lamr-20260806.htm HTML page: https://secwatch.observer/filing/0001090425-26-000021 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer