NASDAQ$LAMR

Lamar Advertising Company · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Lamar's revenue and operating income increased, driven by strong performance in the third quarter.

Lamar Advertising Company reported increased net revenues and operating income for the third quarter ended September 30, 2022. Net revenue increased by 10.6% to $527.4 million, and operating income increased by 35.7% to $181.0 million. Net income was $146.2 million, compared to $106.8 million for the same period in 2021.

  • Net revenue increased by 10.6% compared to the third quarter of 2021.
  • Operating income increased by 35.7% compared to the third quarter of 2021.
  • Net income increased to $146.2 million, up from $106.8 million in the same period last year.
  • Diluted AFFO per share increased 6.8% to $2.03.

Headline financials

Total Revenue

$527M

Previous: $477M+10.6%
EPS (adj)

$1.44

Previous: $1.05+37.1%
Adjusted EBITDA

$251M

Previous: $231M+8.9%
Diluted AFFO per Share

$2.03

Previous: $1.90+6.8%
Capital Expenditures

-$117M

Previous: -$71.5M-63.3%
Free Cash Flow

$29.4M

Previous: $35.3M-16.8%
Net Income

$146M

Previous: $107M+36.8%
Operating Income

$181M

Previous: $133M+35.7%
Gross Profit

$358M

Previous: $330M+8.7%
Cash & Equivalents

$79.4M

Previous: $87.6M-9.4%
Total Assets

$6.28B

Previous: $5.82B+7.9%
Stock-Based Comp

$5.11M

Previous: $13.1M-60.9%

Revenue & EPS history

Lamar · Revenue · Quarterly

$527M

Q3 2022+10.6%vs Q3 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company expects expense growth to normalize in the fourth quarter and into 2023 and is tracking to the top of previously provided guidance for full-year diluted AFFO per share.

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 Q3 2022

Historical avgQ3 2022

+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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