Lamar Advertising Company

Report azionario NasdaqGS:LAMR

Capitalizzazione di mercato: US$15.3b

Lamar Advertising Performance degli utili passati

Criteri Il passato verificati 5/6

Lamar Advertising ha registrato una crescita degli utili a un tasso medio annuo di 7.3%, mentre il settore Specialized REITs ha registrato utili in crescita a un tasso medio annuo di 8.3%. I ricavi sono stati in crescita a un tasso medio annuo di 6.5%. Il ritorno sul capitale proprio di Lamar Advertising è 56.6% e ha margini netti di 24%.

Informazioni chiave

7.27%

Tasso di crescita degli utili

7.11%

Tasso di crescita dell'EPS

Specialized REITs Crescita del settore18.00%
Tasso di crescita dei ricavi6.47%
Rendimento del capitale proprio56.60%
Margine netto24.00%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione • Jun 06

LAMR: Broad-Based Ad Recovery And AFFO Outlook Will Support A Fairly Valued View

The analyst fair value estimate for Lamar Advertising has increased from $139.80 to $155.60. This change is linked to recent price target raises and analyst commentary highlighting broad-based strength across local, national, digital, airport, and political advertising.
Seeking Alpha • May 07

Lamar Advertising: Improving National Demand Adds To The Bull Case

Summary Lamar Advertising remains a "Buy," supported by resilient business fundamentals and robust Q1 results, with shares at a 52-week high. Q1 revenue grew 4% to $528 million, AFFO rose 7.5% to $1.72, and digital billboards now comprise 30% of LAMR’s business. A strong balance sheet (3x leverage) enables $1.3 billion in M&A capacity, supporting ongoing bolt-on acquisitions and potential buybacks. Management expects results to trend toward the high end of $8.50-$8.70 AFFO guidance, with a secure 4.4% dividend yield and 10% long-term return potential. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 29

LAMR: Event Calendar And AFFO Outlook Will Support A Fairly Valued Near Term View

The analyst price target for Lamar Advertising has increased from $140 to $150, with analysts citing steady like-for-like revenue growth in 2025 and expectations for continued momentum into 2026, supported by a robust event calendar and projected AFFO of $8.50 to $8.70 per share. Analyst Commentary Analysts are reacting to the higher US$150 price target by focusing on how Lamar Advertising is executing on its revenue base and what that could mean for cash flow and valuation over the next couple of years.
Aggiornamento della narrazione • Apr 12

LAMR: Event Calendar And AFFO Outlook Will Support A Balanced Near Term View

Analysts have raised their price target on Lamar Advertising to $150 from $140, reflecting their view that steady like-for-like revenue growth and expectations for 2026 AFFO in the $8.50 to $8.70 per share range support a slightly higher valuation framework. Analyst Commentary Bullish analysts see the higher US$150 price target as better aligned with Lamar Advertising's recent execution and the outlook for 2026, particularly given the consistency in like-for-like revenue and the visibility around AFFO per share.
Aggiornamento della narrazione • Mar 29

LAMR: Event Calendar And AFFO Outlook Will Support A More Constructive View

Narrative Update on Lamar Advertising Analysts have raised their price target on Lamar Advertising to $150 from $140, pointing to steady 4% like for like revenue growth in 2025, as well as expectations for a supportive 2026 event calendar and AFFO in the $8.50 to $8.70 per share range. Analyst Commentary Analysts recently adjusted their view on Lamar Advertising, focusing on the company’s recent revenue trends and projected AFFO range for the upcoming period.
Aggiornamento della narrazione • Mar 12

LAMR: Event Calendar And AFFO Outlook Will Shape A Balanced View

Analysts have raised their price target on Lamar Advertising to $150 from $140, citing steady like-for-like revenue growth and expectations for 2026 AFFO in the $8.50 to $8.70 per share range, supported by a busy event calendar. Analyst Commentary Bullish analysts see the higher US$150 price target as grounded in recent operating trends and the visibility they have into near term cash flow.
Aggiornamento della narrazione • Feb 25

LAMR: Event Calendar And Special Dividends Will Shape A Balanced Outlook

Analysts have lifted their price target for Lamar Advertising by $5 to $150, citing steady like-for-like revenue trends, an updated fair value of $139.80, and expectations for AFFO in the $8.50 to $8.70 per share range, supported by a robust 2026 event calendar. Analyst Commentary Analysts are reacting to Lamar Advertising's updated outlook by fine tuning their expectations for both growth and valuation, with a close eye on how the company executes into 2026.
Aggiornamento della narrazione • Feb 11

LAMR: Special Dividends And Stable Assumptions Will Support A Balanced Outlook

Analysts have maintained their price target for Lamar Advertising at $134.80, with only slight adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E. This reflects a broadly consistent view of the stock's valuation drivers.
Aggiornamento della narrazione • Jan 24

LAMR: Election And World Cup Tailwinds Will Support Resilient Yet Balanced Outlook

Analysts lifted their price target on Lamar Advertising to $128, up $6 from $122. They pointed to what they view as resilient out-of-home advertising trends and potential cyclical tailwinds from the 2026 midterm elections and FIFA World Cup.
Aggiornamento della narrazione • Jan 10

LAMR: Political And World Cup Tailwinds Support Resilient Yet Balanced Sector Position

Analysts have raised their price target on Lamar Advertising to $128 from $122, citing what they view as a resilient out-of-home ad channel and potential cyclical support from upcoming political and sporting events. Analyst Commentary JPMorgan lifted its price target on Lamar Advertising to $128 and kept a Neutral rating, framing the move around the relative strength of the out of home ad market and the potential boost from upcoming macro events such as U.S. midterm elections and the FIFA World Cup.
Aggiornamento della narrazione • Dec 25

LAMR: Political And World Cup Tailwinds Will Shape Resilient But Balanced Outlook

Lamar Advertising's analyst price target has inched higher by $1 to $128, as analysts point to the out of home channel's resilient momentum, a favorable 2026 sector backdrop, and expected cyclical tailwinds from political advertising and global sporting events. Analyst Commentary Recent commentary from JPMorgan highlights both supportive and cautionary factors for Lamar Advertising's valuation and growth outlook, shaping a nuanced risk reward profile at current levels.
Aggiornamento della narrazione • Dec 11

LAMR: Event Tailwinds And Sector Resilience Will Shape Balanced Forward Outlook

Analysts have modestly raised their price target on Lamar Advertising to $128, reflecting confidence in the out of home advertising sector's resilience and the potential cyclical tailwinds from the 2026 midterm elections and FIFA World Cup. Analyst Commentary Analysts view the latest price target revision as a balanced reflection of Lamar Advertising's solid fundamentals and the evolving competitive landscape within out of home media.
Aggiornamento della narrazione • Nov 27

LAMR: Event-Driven Tailwinds And Sector Resilience Will Shape Near-Term Performance

Analysts have raised their price target for Lamar Advertising from $122 to $128 per share. They cite the resilience of the out-of-home advertising sector and expectations for improved momentum leading up to major events such as the midterm elections and the FIFA World Cup.
Aggiornamento della narrazione • Nov 13

LAMR: Sector Resilience And Upcoming Events Will Shape Outlook Amid Competitive Pressures

Analysts have modestly increased their price target for Lamar Advertising, raising it from $130.20 to $133.80 per share. They cite resilience in the out-of-home advertising sector and anticipated cyclical tailwinds supporting the company's outlook.
Aggiornamento della narrazione • Sep 04

Digital Billboard Expansion Will Open Future Advertising Opportunities

Analysts have adopted a more cautious outlook for Lamar Advertising due to softer second-half growth expectations and potential Q2 EBITDA downside, resulting in the consensus price target holding steady at $130.20. Analyst Commentary Moderating forecasts due to a softer outlook for the back half of the year.
Seeking Alpha • Feb 24

Lamar Advertising: Pullback Provides Opportunity (Rating Upgrade)

Summary Lamar Advertising Company shares have dipped due to disappointing guidance, but the pullback presents a buying opportunity given the company's strong fundamentals and attractive valuation. Despite a penny loss in Q4, Lamar's core business remains solid with a 4% revenue increase and robust EBITDA margins, driven by local advertising. The company's focus on digital billboard upgrades and potential M&A, supported by a strong balance sheet, positions it for future growth beyond the current 3-4% range. With a 6.7% AFFO yield and a 5% dividend yield, Lamar offers a compelling long-term return potential, justifying a "buy" rating on LAMR stock. Read the full article on Seeking Alpha
Seeking Alpha • Dec 13

Lamar Advertising: Steady Performance But The Price Is Too High On The Billboard

Summary Lamar Advertising's Q3'24 results showed strong local and regional advertising, record political ad spending, and significant growth in programmatic sales, despite national advertiser weakness. The company’s balance sheet is robust with low leverage, ample liquidity, and a low cost of debt, positioning it well for future growth. Lamar's outlook is promising with raised 2024 AFFO guidance, plans for digital unit expansion, and potential growth from programmatic advertising and M&A activity. Despite steady growth and profitability, Lamar's current valuation seems fairly priced, leading to a 'hold' rating due to limited upside and expense growth concerns. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Lamar Advertising: Solid Fundamentals Are Increasingly In The Price (Rating Downgrade)

Summary Lamar shares have performed well, given solid business results and declining bond yields. LAMR's focus on local advertising and ongoing conversion to digital billboards are sources of strength, though Hurricane Helene may dampen results. Long-term yields may have bottomed, meaning this tailwind is already in the price, and with a 6% FFO yield, shares are not unattractive and also not particularly compelling. Read the full article on Seeking Alpha
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Nuova narrazione • Aug 22

Elevated Growth And Calculated Acquisitions Propel Media Giant Forward Amid Ad Challenges

Solid local and regional demand, alongside programmatic advertising in digital out-of-home media, promises sustained revenue growth.
Seeking Alpha • Jul 15

Lamar Advertising: A Unique REIT With Margin Expansion And AFFO Growth Potential

Summary Lamar Advertising is one of the largest outdoor advertising companies in the U.S. and owns several billboards and large physical displays. Over the last decade, the company has shown consistent growth on both the top and bottom line, with revenue and EBITDA growing at CAGRs of 5.4% and 6.4%, respectively. The latest quarter missed expectations, but management appears to be optimistic about the outlook, given their upward revision of full-year AFFO guidance and plans for increased distributions to shareholders. While I'm bullish on the company's outlook, I don't find a compelling margin of safety at current prices, hence my 'hold' rating for now. Read the full article on Seeking Alpha
Seeking Alpha • May 06

Lamar Advertising: A Solid Q1 With Dividend Hikes Likely To Come

Summary Lamar Advertising has generated moderate performance, gaining 13% in the past year and offering a secure 4% dividend. Q1 results showed revenue growth of 5.7% and adjusted funds from operations rose by 9.2%. The company's focus on local advertising and diverse customer base reduces risk, and the ongoing recovery in travel and increased commuting bode well for billboard advertising. Management communicated a dividend hike is likely, and I anticipate further guidance increases. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Lamar's Tight Expense Control Facilitates Reliable Growth

Summary Lamar Advertising reported strong numbers despite external headwinds such as weak ad spending and political advertising downturn. The company's success is attributed to its efficient operations, cost-saving measures, and disciplined capital spending. Lamar's 2024 guidance exceeded consensus estimates, and the stock looks undervalued. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Lamar Advertising guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NasdaqGS:LAMR Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 262,2895494980
31 Dec 252,2665874950
30 Sep 252,2534334930
30 Jun 252,2344394910
31 Mar 252,2204224920
31 Dec 242,2123624900
30 Sep 242,1885124810
30 Jun 242,1645044640
31 Mar 242,1414984620
31 Dec 232,1154954510
30 Sep 232,0944124560
30 Jun 232,0794194630
31 Mar 232,0564224620
31 Dec 222,0364384530
30 Sep 221,9964954570
30 Jun 221,9454564570
31 Mar 221,8724424350
31 Dec 211,7913884210
30 Sep 211,7223733890
30 Jun 211,6313293610
31 Mar 211,5332413490
31 Dec 201,5692433590
30 Sep 201,6032373750
30 Jun 201,6752743940
31 Mar 201,7763614070
31 Dec 191,7543724030
30 Sep 191,7193653940
30 Jun 191,6803593850
31 Mar 191,6513413770
31 Dec 181,6273053720
30 Sep 181,5982963590
30 Jun 181,5792993480
31 Mar 181,5562913410
31 Dec 171,5413173390
30 Sep 171,5303113450
30 Jun 171,5182993480
31 Mar 171,5082893520
31 Dec 161,5002983460
30 Sep 161,4702943390
30 Jun 161,4332953280
31 Mar 161,3892733220
31 Dec 151,3532623140
30 Sep 151,3343943100
30 Jun 151,3183433090

Guadagni di qualità: LAMR ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di LAMR (24%) LAMR sono più alti rispetto allo scorso anno (19%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di LAMR sono cresciuti del 7.3% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di LAMR nell'ultimo anno ( 30.2% ) supera la media quinquennale ( 7.3% all'anno).

Guadagni vs Settore: La crescita degli utili LAMR nell'ultimo anno ( 30.2% ) ha superato la percentuale del settore Specialized REITs 9%.

Rendimento del capitale proprio

ROE elevato: Sebbene il Return on Equity ( 56.6% ) di LAMR sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.

Rendimento delle attività

Rendimento del capitale investito

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/17 00:50
Prezzo dell'azione a fine giornata2026/06/17 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lamar Advertising Company è coperta da 22 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Anthony DiClementeBarclays
George HawkeyBarclays
Frederick MoranBenchmark Company