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LAMAR ADVERTISING CO/NEW (LAMR) Form 10-Q — Aug 6, 2026

$LAMRForm 10-QFiled Aug 6, 2026, 10:45 AM ET0001090425-26-000024Original filing

Lamar Advertising's Q2 2026 10-Q shows net revenues of $616.7 million, up 6.5% from $579.3 million a year earlier, led by billboard advertising revenue of $552.3 million while transit declined. Diluted EPS rose to $1.58 from $1.52 and adjusted EBITDA climbed to $303.4 million from $278.4 million; six-month net income of $266.5 million trailed last year's $294.2 million only because 2025 included a $74.0 million gain largely tied to the Vistar Media sale. The REIT raised its quarterly dividend to $1.60 per share from $1.55, deployed $101.9 million across 28 billboard acquisitions in the first half, and ended June with $68.0 million in cash against roughly $3.54 billion of gross debt.

Key figures

Eps
2.58
Revenue
1144753000
Net Income
266485000
Total Debt
3540741000
Revenue Yoy
5.5% for six months ended June 30, 2026; 6.5% for Q2
Total Assets
6991597000
Cash Position
67950000
Shares Outstanding
87,129,599 Class A and 14,420,085 Class B as of July 31, 2026
H1 capex
75859000
Q2 diluted eps
1.58
Q2 net revenue
616749000
Q2 adjusted ebitda
303358000
Q2 revenue yoy pct
6.5
H1 acquisitions cash
101935000
Q2 billboard revenue
552323000
H1 acquisitions count
28
Q2 dividend per share
1.6
Atm capacity remaining
400000000
H1 operating cash flow
399807000
Q2 prior year diluted eps
1.52
Six month adjusted ebitda
529686000
Q2 prior year adjusted ebitda
278383000
Buyback authorization remaining
250000000
Prior year q2 dividend per share
1.55
Securitization program outstanding
250000000

Price after filing

1 day: -0.5%7 days: -2.4%30 days: -5.1%

Close on the filing date to close N calendar days later (from $158.91). Historical, not a forecast.

AI analysis

Red flags5 · Pro

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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.