Germany's Stroeer 2025 revenue hits record, slightly beats estimates on OOH, digital strength

Stroeer SE & Co KGaA

24/03/2026 11:16

Overview

Germany out-of-home advertising firm's 2025 revenue reached record high, slightly beating analyst expectations

Adjusted EBITDA for 2025 slightly beat analyst expectations

Company approved EUR 50 mln share buyback and proposed EUR 1.85 dividend per share

Outlook

Stroeer sees 2026 organic revenue growth in low to mid single-digit percentage range

Company expects 2026 adj EBITDA to remain broadly stable year on year

Stroeer anticipates Q1 2026 core business (OOH Media) to outperform prior projections

Result Drivers

OOH & DOOH GROWTH - Co said expansion of out-of-home and digital out-of-home infrastructure and market share drove revenue to record high

DIGITAL TRANSFORMATION - Co said ongoing shift to AI-powered, automated platform business expected to enhance scalability and efficiency

SHIFT FROM PRINT - Co said growing customer demand for local advertising is supported by declining reach of local print offerings

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Beat*
EUR 2.08 bln
EUR 2.07 bln (11 Analysts)
FY Adjusted EBITDA
Slight Beat*
EUR 626 mln
EUR 623.62 mln (10 Analysts)

*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 8 "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 Stroeer SE & Co KgaA is €49.75, about 66.4% above its March 23 closing price of €29.90

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 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.)