earnings
confidence high
sentiment neutral
materiality 0.65
Lamar Q2 net revenue $579.3M (+2.5%); revises FY2025 AFFO guidance lower
LAMAR ADVERTISING CO/NEW
2025-Q2 EPS reported
$2.87
revenue$1,084,741,000
- Q2 net income $155.0M ($1.52 diluted) vs $137.6M in 2024; adjusted EBITDA $278.4M (+2.5%).
- Q2 AFFO per diluted share $2.22 (+6.7% YoY); YTD AFFO per share $3.81 (+5.0%).
- Revised FY2025 guidance: diluted AFFO per share $8.10-$8.20 (prev $8.13-$8.28); net income per share $6.09-$6.11.
- Completed UPREIT acquisition of Verde Outdoor assets with over 1,500 billboard faces across ten states for 1.1875M common units.
- CEO cites revenue growth accelerated but expects slower H2 improvement; liquidity $363M as of June 30.