OUTFRONT Media Performance degli utili passati
Criteri Il passato verificati 2/6
OUTFRONT Media ha registrato una crescita degli utili a un tasso medio annuo di 23.4%, 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 6.8%. Il ritorno sul capitale proprio di OUTFRONT Media è 27.1% e ha margini netti di 9.7%.
Informazioni chiave
23.42%
Tasso di crescita degli utili
23.24%
Tasso di crescita dell'EPS
| Specialized REITs Crescita del settore | 18.00% |
| Tasso di crescita dei ricavi | 6.76% |
| Rendimento del capitale proprio | 27.13% |
| Margine netto | 9.68% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • Jun 09
OUTFRONT Media: Digital Growth Justifies A Higher Multiple
Summary OUTFRONT Media remains a compelling 'Buy,' driven by robust billboard and transit advertising demand. OUT's digital transformation is accelerating, with programmatic and automated sales now 20% of revenue, boosting margins and supporting faster AFFO growth. Management guides for mid-teens AFFO growth in 2026, aided by strong transit momentum, digital adoption, and FIFA World Cup advertising tailwinds. OUT's valuation at 13.6x forward P/FFO is justified by its digital pivot, with a healthy balance sheet and covered dividend supporting long-term growth. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 04
OUT: New Transit Hub Program And Refinancing Will Support Future Real World Media Returns
Analysts have adjusted their fair value estimate for OUTFRONT Media to $36.33, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, without a material directional shift in the overall price target. What's in the News OUTFRONT Media has launched its first advertising and experiential program at Los Angeles Union Station, introducing interior, exterior, and full station domination formats for advertisers.Aggiornamento della narrazione • May 14
OUT: Higher Profitability Assumptions Will Support Steady Real World Media Returns
Analysts have lifted their price target for OUTFRONT Media from about $30.83 to roughly $36.33, citing updated assumptions that include slightly different discount rates, revenue growth expectations, profit margin outlook, and future P/E levels. Valuation Changes Fair Value: revised from $30.83 to $36.33, indicating a higher implied valuation for the stock.Aggiornamento della narrazione • Apr 28
OUT: Formula E Partnership And Sustainability Efforts Will Support Steady Real World Media Returns
Analysts have raised their price target on OUTFRONT Media from $29.50 to approximately $30.83, citing updated assumptions for fair value, discount rate, profit margin and future P/E that modestly adjust their outlook on the shares. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change for a one year term, giving it a visible role around a high profile motorsports event (Key Developments).Aggiornamento della narrazione • Apr 11
OUT: Formula E And ANA Partnerships Will Support Steady Real World Media Returns
Analysts have kept their price target for OUTFRONT Media steady at $29.50. They point to essentially unchanged assumptions for revenue growth, profit margin and future P/E, while making only minor technical tweaks to the discount rate in their models.Aggiornamento della narrazione • Mar 27
OUT: Formula E And ANA Partnerships Will Shape Steady Real World Media Returns
Analysts have maintained their price target for OUTFRONT Media at $29.50, noting only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions that are not significant enough to alter their overall valuation view. What's in the News Named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.Aggiornamento della narrazione • Mar 13
OUT: Formula E And ANA Partnerships Will Guide Balanced Real World Media Returns
Analysts have raised their price target on OUTFRONT Media from about $26.17 to $29.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.Aggiornamento della narrazione • Feb 26
OUT: Formula E And ANA Alliances Will Shape Future Real World Media Returns
Analysts have raised their price target on OUTFRONT Media to about $26.17 from $25, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.Aggiornamento della narrazione • Feb 11
OUT: Formula E And ANA Partnerships Will Shape In Real Life Media Returns
Analysts have lifted their price target on OUTFRONT Media to $25.00 from $24.20, citing updated assumptions for revenue growth, profit margins, a modestly lower discount rate, and a slightly reduced future P/E multiple. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.Aggiornamento della narrazione • Jan 27
OUT: ANA Partnership Will Shape In Real Life Media Returns While Outlook Stays Measured
Analysts have slightly adjusted their fair value view on OUTFRONT Media to $24.20. The modest change is driven by small tweaks to the discount rate, long-run revenue growth, profit margin, and future P/E assumptions rather than any major shift in the company outlook.Aggiornamento della narrazione • Jan 11
OUT: AI Workflow Partnership Will Shape Returns While Keeping Outlook Measured
Analysts have modestly raised their price target on OUTFRONT Media to $24.20 from $22.40, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which slightly lift their outlook for the shares. What's in the News OUTFRONT Media announced a partnership with Amazon Web Services to modernize out of home planning and buying using AI enabled workflows that support natural language planning, purchasing, and measurement of static and digital inventory end to end (Key Developments).Aggiornamento della narrazione • Dec 25
OUT: AI Partnership Will Likely Shape Returns Yet Keep Expectations In Check
Analysts have nudged their price target on OUTFRONT Media higher by about 1.07 dollars to 22.40 dollars, citing slightly lower discount rate assumptions and a modestly higher future earnings multiple that together support a higher fair value estimate. What's in the News OUTFRONT Media announced a strategic partnership with Amazon Web Services to modernize out of home planning and buying using AI enabled workflows, positioning the company at the forefront of the sector's digital transformation (Key Developments).Aggiornamento della narrazione • Dec 11
OUT: AI Workflows Will Likely Fail To Justify Lofty Expectations
Analysts have modestly revised their price target on OUTFRONT Media upward by approximately $0.00 per share, reflecting slightly lower perceived risk and marginally improved long term growth and profitability assumptions in their models. What's in the News Announced a strategic partnership with Amazon Web Services to modernize out of home planning and buying using AI enabled, natural language driven workflows, covering planning, purchasing, and measurement for static and digital inventory end to end (Key Developments) The partnership with AWS aims to standardize out of home inventory for programmatic platforms and AI agents.Aggiornamento della narrazione • Nov 26
OUT: AI Workflows And Cultural Campaigns Will Shape Performance Outlook
Analysts have raised their price target for OUTFRONT Media from $20.00 to $21.33, citing improved projected revenue growth and higher profit margins, which support a stronger valuation outlook. What's in the News OUTFRONT Media has formed a strategic partnership with Amazon Web Services to implement AI-enabled workflows for modernizing out-of-home (OOH) media planning, buying, and measurement.Aggiornamento della narrazione • Nov 11
OUT: Upcoming Campaigns And Partnerships Will Shape Performance Amid Leadership Change
Analysts have raised their price target for OUTFRONT Media from $19.50 to $20.00 per share. They cite slight improvements in profit margin and a higher valuation multiple, despite modestly increased discount rates and marginally lower revenue growth expectations.Seeking Alpha • Mar 10
Outfront Media: High Yield And Growth Opportunity
Summary OUTFRONT Media offers a 6.7% dividend yield, discounted valuation, and strong growth potential through digital billboard expansion and transit advertising. It demonstrated robust profitability with an 8.5% YoY increase in adjusted OIBDA, driven by higher-margin digital offerings. OUT's strategic focus on digitization and partnerships with major brands like Apple and Netflix position it well for future growth. Improved financial stability with lower leverage and ample liquidity support OUT's attractive income and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Outfront Media: Nothing Special
Summary The billboard industry offers strong cash flow potential, with digital billboards driving significant revenue growth despite being a small percentage of total billboards. OUTFRONT Media's profitability improved, with FFO, adjusted FFO, and operating cash flow all showing increases, despite a slight revenue decline due to the sale of its Canadian business. Valuation metrics suggest OUTFRONT Media is fairly priced, not a standout value play, with its leverage being higher than Lamar Advertising but lower than Clear Channel Outdoor Holdings. Maintaining a 'hold' rating for OUTFRONT Media is justified given its current valuation, profitability improvements, and leverage position relative to competitors. Read the full article on Seeking Alpha
Nuova narrazione • Sep 09
Streamlining Operations And Digital Expansion To Fuel Profit, Yet Margins And Diversification Concerns Lurk
Shifting focus to the U.S. media segment and streamlining operations are expected to enhance profitability and earnings through operational efficiencies.Seeking Alpha • Sep 01
Outfront Media: An Attractive 7% Dividend Yielder With Double-Digit Upside Potential
Summary OUTFRONT Media, a REIT specializing in billboards and transit advertising, showed solid growth with Q2 revenue up 1.8% YoY and significant digital media gains. The divesture of the Canadian business has strengthened OUT's balance sheet, reducing leverage to 5.0x and allowing management to focus on U.S. growth. With an AFFO payout ratio of 58.1%, OUT has room for future dividend increases, potentially rewarding shareholders after a stagnant two-year period. Despite recent stock gains, OUT remains undervalued with a P/AFFO multiple below the sector median, offering potential upside if operational performance continues. With OUT's share price doubling since October, further upside could be limited in the near to medium term. Read the full article on Seeking AlphaSeeking Alpha • Jun 09
Outfront Media: 8.7% Yielder Will Give You A Raise, But Don't Get Too Excited
Summary We rated Outfront Media Inc. as a Sell due to concerns about leverage and cyclicality of earnings. Q1-2024 results showed decent performance with total revenues up 3.2% and strong growth in local revenues. The company's debt profile is a concern, but the sale of the Canadian business and expected revenue growth in Q3 and Q4 will improve the situation. We go over why you will get a dividend bump this year, but it is likely just a one-off. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
Outfront Media: A Great Point To Cash Out
Summary Outfront Media Inc. has sold its Canadian business to BCE at a nice multiple. The base business of Outfront Media remains under pressure, with a decline in adjusted OIBDA despite a rise in revenues. Dividend coverage for Outfront Media is relatively weak, with free cash flow just around the dividend level. We go over why we think this is a nice exit point. Read the full article on Seeking AlphaSeeking Alpha • Jan 02
Outfront: Elevated Debt Leaves Shares Unattractive
Summary Outfront Media shares have underperformed this year, losing 16% of their value, due to a weak advertising market and high debt. The company's revenue rose slightly in Q3, but lower operating margins and higher interest expense contributed to a decline in adjusted funds from operations. Outfront Media's billboard business is performing better than its transit display business, and the company is focused on converting static billboards to digital ones for increased revenue. However, elevated debt has led to slower cap-ex spending, and shares are now unattractively valued relative to Lamar. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come OUTFRONT Media guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,871 | 181 | 434 | 0 |
| 31 Dec 25 | 1,832 | 139 | 442 | 0 |
| 30 Sep 25 | 1,812 | 115 | 440 | 0 |
| 30 Jun 25 | 1,796 | 99 | 444 | 0 |
| 31 Mar 25 | 1,813 | 256 | 452 | 0 |
| 31 Dec 24 | 1,831 | 249 | 448 | 0 |
| 30 Sep 24 | 1,839 | 236 | 446 | 0 |
| 30 Jun 24 | 1,842 | 218 | 443 | 0 |
| 31 Mar 24 | 1,833 | -432 | 432 | 0 |
| 31 Dec 23 | 1,821 | -434 | 430 | 0 |
| 30 Sep 23 | 1,814 | -435 | 432 | 0 |
| 30 Jun 23 | 1,813 | -411 | 433 | 0 |
| 31 Mar 23 | 1,794 | 110 | 432 | 0 |
| 31 Dec 22 | 1,772 | 131 | 422 | 0 |
| 30 Sep 22 | 1,742 | 143 | 416 | 0 |
| 30 Jun 22 | 1,687 | 130 | 408 | 0 |
| 31 Mar 22 | 1,578 | 77 | 390 | 0 |
| 31 Dec 21 | 1,464 | 8 | 368 | 0 |
| 30 Sep 21 | 1,335 | -60 | 347 | 0 |
| 30 Jun 21 | 1,218 | -106 | 321 | 0 |
| 31 Mar 21 | 1,110 | -161 | 301 | 0 |
| 31 Dec 20 | 1,236 | -81 | 315 | 0 |
| 30 Sep 20 | 1,389 | -33 | 367 | 0 |
| 30 Jun 20 | 1,569 | 25 | 376 | 0 |
| 31 Mar 20 | 1,796 | 138 | 389 | 0 |
| 31 Dec 19 | 1,782 | 138 | 372 | 0 |
| 30 Sep 19 | 1,747 | 150 | 315 | 0 |
| 30 Jun 19 | 1,698 | 158 | 307 | 0 |
| 31 Mar 19 | 1,640 | 102 | 296 | 0 |
| 31 Dec 18 | 1,606 | 105 | 330 | 0 |
| 30 Sep 18 | 1,555 | 84 | 276 | 0 |
| 30 Jun 18 | 1,533 | 87 | 266 | 0 |
| 31 Mar 18 | 1,528 | 130 | 262 | 0 |
| 31 Dec 17 | 1,521 | 124 | 262 | 0 |
| 30 Sep 17 | 1,517 | 116 | 260 | 0 |
| 30 Jun 17 | 1,507 | 104 | 261 | 0 |
| 31 Mar 17 | 1,496 | 96 | 260 | 0 |
| 31 Dec 16 | 1,514 | 91 | 265 | 0 |
| 30 Sep 16 | 1,515 | -10 | 256 | 0 |
| 30 Jun 16 | 1,519 | -26 | 258 | 0 |
| 31 Mar 16 | 1,518 | -33 | 257 | 0 |
| 31 Dec 15 | 1,514 | -29 | 253 | 0 |
| 30 Sep 15 | 1,510 | 72 | 256 | 0 |
| 30 Jun 15 | 1,460 | 299 | 244 | 0 |
Guadagni di qualità: OUT ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di OUT (9.7%) sono inferiori rispetto allo scorso anno (14.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: OUT è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 23.4% all'anno.
Accelerare la crescita: OUT ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: OUT ha avuto una crescita negativa degli utili ( -29.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Specialized REITs ( 9% ).
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 27.13% ) di OUT sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/11 13:23 |
| Prezzo dell'azione a fine giornata | 2026/06/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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
OUTFRONT Media Inc. è coperta da 13 analisti. 6 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.
| Analista | Istituzione |
|---|---|
| Patrick Sholl | Barrington Research Associates, Inc. |
| Bryan Goldberg | BofA Global Research |
| Jason Bazinet | Citigroup Inc |