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Jun 30, 2023

Lamar Q2 2023 Earnings Report

Reported an increase in net revenue and adjusted EBITDA, but a decrease in net income and diluted AFFO per share.

Key Takeaways

Lamar Advertising Company reported a 4.5% increase in net revenue and a 4.3% increase in adjusted EBITDA for the second quarter of 2023. However, net income decreased by $3.3 million, and diluted AFFO per share decreased by 2.1%. The company has revised its full-year diluted AFFO guidance to a range of $7.13 to $7.28 per share due to a slowdown in business activity.

Net revenue increased by 4.5% compared to the second quarter of 2022.

Adjusted EBITDA increased by 4.3% compared to the second quarter of 2022.

Net income decreased by $3.3 million compared to the same period in 2022.

Diluted AFFO per share decreased by 2.1% compared to the second quarter of 2022.

Total Revenue
$541M
Previous year: $518M
+4.5%
EPS
$1.28
Previous year: $1.32
-3.0%
Adjusted EBITDA
$254M
Previous year: $243M
+4.3%
Diluted AFFO per share
$1.9
Previous year: $1.94
-2.1%
Gross Profit
$369M
Previous year: $350M
+5.2%
Cash and Equivalents
$47.8M
Previous year: $91.7M
-47.9%
Free Cash Flow
$159M
Previous year: $164M
-2.7%
Total Assets
$6.52B
Previous year: $6.28B
+3.8%

Lamar

Lamar

Forward Guidance

Lamar is updating its 2023 guidance issued in February 2023. The company now expects net income per diluted share for fiscal year 2023 to be between $4.72 and $4.80, with diluted AFFO per share between $7.13 and $7.28.