Overview
Out-of-home media firm's Q4 revenue slightly beat analyst expectations
Adjusted FFO for Q4 beat analyst expectations
Outlook
OUTFRONT Media did not provide specific financial guidance for 2026
Result Drivers
TRANSIT REVENUE GROWTH - Transit segment revenues rose 15.7% due to higher average revenue per display
BILLBOARD REVENUE - Billboard segment revenues increased 0.5% driven by digital advertising platforms
EXPENSE MANAGEMENT - Operating expenses decreased 1.0% due to lost billboards and lower lease expenses
Company press release: ID:nPn46xbTJa
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$513.30 mln
$508.69 mln (5 Analysts)
Q4 EPS
$0.55
Q4 Net Income
$96.8 mln
Q4 Adjusted FFO
Beat
$129.5 mln
$0.67 (3 Analysts)
Q4 FFO
$136.9 mln
Q4 Operating Income
$133.5 mln
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the specialized reits peer group is "buy"
Wall Street's median 12-month price target for OUTFRONT Media Inc is $25.50, about 3.2% below its February 24 closing price of $26.34
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 19 three months ago
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.)
