NASDAQ$LAMR

Lamar Advertising Company · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Net revenue and Adjusted EBITDA increased, while net income decreased due to higher interest expenses.

Lamar Advertising Company reported a 4.4% increase in net revenue and a 3.5% increase in Adjusted EBITDA for the first quarter of 2023. However, net income decreased by $16.0 million due to an increase in interest expense.

  • Net revenue increased by 4.4% to $471.3 million compared to Q1 2022.
  • Net income decreased to $76.2 million, primarily due to a rise in interest expenses.
  • Adjusted EBITDA rose by 3.5% to $198.0 million.
  • Free cash flow decreased by 15.8% to $113.3 million.

Headline financials

Total Revenue

$471M

Previous: $451M+4.4%
EPS (adj)

$0.74

Previous: $0.91-18.7%
Diluted AFFO per Share

$1.41

Previous: $1.50-6.0%
Capital Expenditures

-$42.3M

Previous: -$28.8M-47.0%
Free Cash Flow

$33.8M

Previous: $63.4M-46.8%
Net Income

$76M

Previous: $92.2M-17.5%
Operating Income

$119M

Previous: $120M-1.4%
Gross Profit

$303M

Previous: $294M+3.2%
Cash & Equivalents

$33.5M

Previous: $116M-71.1%
Total Assets

$6.44B

Previous: $6.09B+5.7%
Stock-Based Comp

$8.04M

Previous: $1.78M+351.7%

Revenue & EPS history

Lamar · Revenue · Quarterly

$471M

Q1 2023+4.4%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Lamar Advertising remains confident in the midpoint of its guidance due to expense management, despite slight softening in business activity in April.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.7%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+0.3%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+27.4%

Q1 2020

Best reaction

-14.8%

Q1 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.0%+4.5%+7.2%
Q4 2025+0.8%+1.6%-6.2%
Q3 2025+1.2%+7.6%+12.1%
Q1 2025-2.9%+0.4%+2.2%
Q4 2024-7.3%-5.0%-15.8%
Q3 2024-3.7%-5.0%-2.8%
Q2 2024+1.2%+3.3%+7.5%
Q1 2024-2.1%+0.0%+0.5%
Q4 2023-2.9%-3.8%+3.3%
Q3 2023+15.9%+15.0%+27.1%
Q2 2023-7.3%-7.2%-5.1%
Q1 2023-5.6%-7.3%-8.4%
Q4 2022-1.0%-0.3%-9.7%
Q3 2022-1.9%-1.8%+10.7%
Q2 2022+1.0%+3.5%-6.6%
Q1 2022-4.7%-10.8%-12.3%
Q4 2021-3.3%-2.9%+2.8%
Q3 2021+1.6%+2.3%-5.7%
Q2 2021+4.2%+1.6%+9.1%
Q1 2021-0.7%+4.5%+3.2%
Q4 2020-0.4%+5.0%+9.1%
Q3 2020+4.0%+8.2%+14.0%
Q2 2020-0.5%+5.4%+2.7%
Q1 2020+27.4%+16.9%+41.1%
Q4 2019-1.2%-6.8%-58.0%
Q3 2019+3.2%+1.7%+6.0%
Q2 2019-1.3%-2.2%-5.0%
Q1 2019-0.3%-1.1%-4.4%
Q4 2018-1.4%-0.1%-1.9%
Q3 2018-5.4%-5.5%-8.7%
Q2 2018-0.3%+0.9%+6.5%
Q1 2018+2.2%+2.8%+8.7%
Q4 2017-8.5%-8.9%-12.4%
Q3 2017+10.3%+7.2%+8.7%
Q2 2017-5.0%-5.0%-5.0%
Q1 2017+1.3%-1.0%+1.8%
Q4 2016-5.8%-4.5%-4.4%
Q3 2016-3.0%-2.0%+4.6%
Q2 2016-5.5%-5.0%-5.7%
Q1 2016+1.5%
Q4 2015-4.9%
Q3 2015+0.9%
Q2 2015-9.1%
Q1 2015+3.3%
Q4 2014+1.1%
Q3 2014+2.1%
Q2 2014+0.8%
Q1 2014-0.8%
Q4 2013+7.1%
Q3 2013+0.4%
Q2 2013-0.0%
Q1 2013-1.2%
Q4 2012+6.0%
Q3 2012+1.6%
Q2 2012+6.8%
Q1 2012-14.8%
Q2 2011+3.3%
Q4 2011+3.3%
Q3 2011+22.0%
Q1 2011+4.2%
Q1 2010+4.2%
Q4 2008+2.3%
Q2 2010+2.3%
Q4 2010+2.3%
Q3 2010-0.9%
Q3 2009-0.9%
Q2 2009+3.7%
Q4 2009+3.7%

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