Lamar Advertising Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.7%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$2.4Bnext fiscal year
FY EPS (est.)
$6.06next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 6 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA Margin Quarterly4,290.0%Target: Maintain above 40%
Digital Share of Billboard Billings Quarterly3,100.0%Target: Approach 33% by end of 2026
Net Debt-to-EBITDA Leverage Ratio Quarterly3.0xTarget: Maintain target range of 3.5x to 4.0x
Watch Items
- National Advertiser Demand RecoveryTrigger: National revenue growth slowing below 3% year-over-yearAction: Reallocate sales focus to local and regional markets, which historically represent over 80% of billboard revenue.
- Federal Reserve Interest Rate DecisionsTrigger: Hawkish rate guidance or rate hikes by the Federal ReserveAction: Evaluate debt refinancing schedules and adjust the pace of capital expenditures or M&A to preserve liquidity.
- Autonomous Vehicle (AV) Adoption and Passenger Attention ShiftsTrigger: AV passenger screen-time default reducing roadside billboard noticeabilityAction: Accelerate digital billboard conversions and programmatic ad-tech integration to capture dynamic, impression-based buying.
Research as of 2 Sep 2026