{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-039118","form_type":"8-K","ticker":"LAMR","cik":"0001090425","company_name":"LAMAR ADVERTISING CO/NEW","filed_at":"2025-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.313114+00:00","generated_at":"2026-05-17T16:08:27.150754+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Lamar Q2 net revenue $579.3M (+2.5%); revises FY2025 AFFO guidance lower","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-039118","json":"https://secwatch.observer/filing/0001628280-25-039118.json","markdown":"https://secwatch.observer/filing/0001628280-25-039118.md","text":"https://secwatch.observer/filing/0001628280-25-039118.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1090425/000162828025039118/0001628280-25-039118-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1090425/000162828025039118/lamr-20250808.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T16:08:27.150754+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}