Clear Channel Outdoor Q4 revenue beats estimates on firm advertising demand

Clear Channel Outdoor Holdings

26/02/2026 11:10

Overview

Out-of-home advertiser's Q4 revenue grew 8.2%, beating analyst expectations

Net income for Q4 beat analyst expectations

Company announced pending take-private merger with Mubadala Capital and TWG Global

Outlook

Company will not provide financial guidance due to pending take-private merger

Result Drivers

AMERICA SEGMENT - Revenue increased 6.1% due to growth in San Francisco/Bay Area and higher demand for print and digital billboards

AIRPORTS SEGMENT - Revenue increased 13.7% driven by strong advertising demand at major airports and higher digital revenue

Company press release: ID:nPn5Z9yWma

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$461.52 mln
$448.86 mln (5 Analysts)
Q4 Net Income
Beat
$9.73 mln
$3.79 mln (4 Analysts)
Q4 Adjusted EBITDA
Beat
$164.46 mln
$156.09 mln (5 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advertising & marketing peer group is "buy."

Wall Street's median 12-month price target for Clear Channel Outdoor Holdings Inc is $2.10, about 12.5% below its February 25 closing price of $2.40

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)