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Sep 30, 2023

Lamar Q3 2023 Earnings Report

Demonstrated impressive operating leverage, increasing revenue while decreasing expenses on a year-over-year, acquisition-adjusted basis.

Key Takeaways

Lamar Advertising Company reported net revenues of $542.6 million for the third quarter of 2023, a 2.9% increase compared to the same period in 2022. Net income was $140.4 million, while adjusted EBITDA reached $265.7 million, a 5.8% increase.

Net revenue increased by 2.9%.

Net income was $140.4 million.

Adjusted EBITDA increased by 5.8%.

Diluted AFFO per share increased 0.5%.

Total Revenue
$543M
Previous year: $527M
+2.9%
EPS
$1.37
Previous year: $1.44
-4.9%
Adjusted EBITDA
$266M
Previous year: $251M
+5.8%
Diluted AFFO per share
$2.04
Previous year: $2.03
+0.5%
Gross Profit
$367M
Previous year: $358M
+2.5%
Cash and Equivalents
$39.4M
Previous year: $79.4M
-50.4%
Free Cash Flow
$181M
Previous year: $176M
+2.8%
Total Assets
$6.57B
Previous year: $6.28B
+4.7%

Lamar

Lamar

Forward Guidance

Based on current bookings, the company is pacing to reach or even slightly exceed the upper end of their revised guidance for full-year diluted AFFO per share.