Copyright Seeking Alpha
Lamar expects $8.10–$8.20 AFFO per share for 2025 while projecting strong 2026 momentum backed by $300M in acquisitions Nov. 06, 2025 8:56 PM ETLamar Advertising Company (LAMR) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Lamar Advertising Company (LAMR) Q3 2025 Management View Sean Reilly, CEO & President, reported "solid operating results with consolidated revenue growth improving to 2.9% on an acquisition-adjusted basis, led by national/programmatic, which had its strongest period of growth since Q2 of 2022." He highlighted that "we are Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Key drivers include robust national/programmatic advertising growth, positive impact from 2025 acquisitions, political advertising tailwinds, anticipated World Cup demand, expanded digital inventory, and strong customer engagement, all supporting optimism for 2026 performance. In Q3 2025, acquisition-adjusted revenue increased by 2.9%, adjusted EBITDA improved by 3.5%, and AFFO per share rose by 2.3%. These results reflect an acceleration from Q2, stronger national/programmatic growth, higher acquisition spending, and improved management sentiment compared to the prior quarter. Management cited macroeconomic uncertainty, continued weakness in segments like beverages, real estate, and government/nonprofit, costs and revenue loss from the Vancouver contract exit, and technology implementation expenses, but expressed confidence due to balance sheet strength and diversified revenue streams. Recommended For You More Trending News
