Recent 8-K filings for LAMR

• May 7, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  Lamar Q1 net revenue up 4.5% to $528M; AFFO per share $1.72 (+7.5%)

  Net revenues $528.0M (+4.5% YoY); net income $101.8M (-26.9% due to prior-year $67.7M Vistar gain).

• February 26, 2026, 6:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Lamar declares $1.60 quarterly dividend; extends stock and debt repurchase programs through Sep 2027

  Quarterly dividend of $1.60 per share, payable March 31, 2026, to holders of record on March 16, 2026.

• February 20, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lamar Advertising Q4 net revenues up 2.8% to $595.9M; FY2026 AFFO guidance $8.50-$8.70

  Q4 net income $154.7M (vs net loss $1.0M YoY) due to prior-year ARO revision; diluted EPS $1.50.

• November 6, 2025, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Lamar Q3 net revenues $585.5M (+3.8% YoY), AFFO per share $2.20, guidance on track

  Net revenues $585.5M (+3.8% YoY); net income $144.1M (-2.5% YoY); diluted EPS $1.40 vs $1.44.

• October 1, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Lamar Advertising subsidiary issues $400M of 5.375% Senior Notes due 2033

  Lamar Media Corp. issued $400M of 5.375% Senior Notes due November 1, 2033.

• September 22, 2025, 7:59 PM ET debt materiality 0.65 neutral item 7.01item 8.01item 9.01

  Lamar proposes $400M senior note offering and $700M Term B Loan refinancing

  Lamar Media seeks $400M private placement of senior notes, guaranteed by domestic subsidiaries.

• September 22, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Lamar Media Corp. prices $400M private placement of 5.375% Senior Notes due 2033

  $400M aggregate principal of 5.375% Senior Notes due 2033 placed via institutional private placement.

• August 8, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Lamar Q2 net revenue $579.3M (+2.5%); revises FY2025 AFFO guidance lower

  Q2 net income $155.0M ($1.52 diluted) vs $137.6M in 2024; adjusted EBITDA $278.4M (+2.5%).

• July 8, 2025, 7:59 PM ET M&A materiality 0.60 positive item 3.02

  Lamar issues 1.19M common units to acquire Verde Outdoor assets with 1,500+ billboards

  Issued 1,187,500 Common Units to Verde Outdoor owners as consideration for asset acquisition.

• May 15, 2025, 7:59 PM ET dividend materiality 0.60 positive item 8.01item 9.01

  Lamar declares $1.55 quarterly dividend; boosts buyback authorization by $150M to $250M total available

  Quarterly cash dividend of $1.55/share declared, payable June 30, 2025 to holders of record June 16, 2025.

• May 8, 2025, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Lamar Q1 net revenue $505.4M (+1.5% YoY); AFFO $1.60/share (+3.9%); guidance reaffirmed

  Net income $139.2M vs. $78.5M in Q1 2024, up 77.4% driven by $67.7M gain from sale of Vistar stake.

• February 20, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lamar Q4 net loss $1M on ARO revision; full-year AFFO $7.99/share; 2025 AFFO guidance $8.13-$8.28

  Q4 net revenue $579.6M (+4.3% YoY); net loss $(1.0)M due to $159.7M ARO revision; excluding ARO, net income up 6.3%.

• November 8, 2024, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  Lamar Q3 net rev $564M (+4%), net income $147.8M (+5.3%); raises FY AFFO guidance to $7.85-$7.95

  Q3 net revenue $564.1M (+4.0% YoY); net income $147.8M (+5.3%); diluted EPS $1.44.

• August 8, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lamar Q2 revenue $565.3M (+4.5%); adjusted EBITDA +6.9%; AFFO per share +9.5%

  Net revenue $565.3M (up 4.5% YoY); net income $137.6M vs $130.9M; diluted EPS $1.34 vs $1.28.

• May 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Lamar Advertising Q1 revenue up 5.7%, raises full-year AFFO guidance

  Net revenue $498.2M (+5.7% YoY); net income $78.5M vs $76.2M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.60 · Most common event earnings

12 positive 0 negative 17 neutral

source · LAMR on sec.gov