NYSE$OUT

Outfront Media Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported first quarter revenues slightly ahead of expectations, with business pace improving through the quarter.

OUTFRONT Media Inc. reported first quarter 2023 results with revenues of $395.8 million, a net loss attributable to OUTFRONT Media Inc. of $28.9 million, and Adjusted OIBDA of $60.2 million.

  • Revenues of $395.8 million increased $22.3 million, or 6.0%.
  • Organic revenues of $392.9 million increased $20.5 million, or 5.5%.
  • Reported billboard revenues of $320.6 million increased $22.4 million, or 7.5%.
  • Adjusted OIBDA of $60.2 million decreased $10.0 million, or 14.2%.

Headline financials

Total Revenue

$396M

Previous: $374M+6.0%
EPS (adj)

-$0.19

Previous: -$0.04-375.0%
Adjusted OIBDA

$60.2M

Previous: $70.2M-14.2%
AFFO

$8.8M

Previous: $35.5M-75.2%
Capital Expenditures

-$22.6M

Previous: -$16.9M-33.7%
Free Cash Flow

-$51.5M

Previous: -$17M-202.9%
Net Income

-$28.9M

Previous: -$100K-28800.0%
Operating Income

$10.2M

Previous: $28.5M-64.2%
Gross Profit

$160M

Previous: $161M-0.2%
Cash & Equivalents

$42.8M

Previous: $356M-88.0%
Total Assets

$6.04B

Previous: $5.84B+3.4%
Stock-Based Comp

$7.8M

Previous: $7.9M-1.3%

Revenue & EPS history

Outfront Media · Revenue · Quarterly

$396M

Q1 2023+6%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Outfront Media · $415M total across 3 segments · Q1 2023

  • Billboard
    $321M+7.5%
  • Transit
    $75.2M-0.1%
  • Other
    $19.4M+0.5%

Forward guidance

Despite a somewhat uncertain macroeconomic environment we remain encouraged by what we see in the business and expect continued momentum as we move forward.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.4%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.0%

Avg return

30 days after

55%

29 / 53 earnings

Positive

+22.4%

Q3 2023

Best reaction

-17.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.3%-2.5%
Q4 2025+5.9%+7.0%-4.5%
Q3 2025+13.6%+21.9%+32.3%
Q1 2025-2.5%+5.0%+5.8%
Q4 2024+0.6%+1.4%-11.0%
Q3 2024+3.6%-0.8%+4.2%
Q2 2024+7.6%+8.3%+20.8%
Q1 2024-7.4%-7.2%-11.3%
Q4 2023+18.5%+18.7%+28.2%
Q3 2023+22.4%+21.4%+32.4%
Q2 2023-17.7%-21.4%-22.7%
Q1 2023-9.1%-10.8%-10.6%
Q4 2022-5.3%-5.9%-19.0%
Q3 2022-5.5%-5.0%+6.3%
Q2 2022-2.1%+3.1%-5.3%
Q1 2022-5.6%-10.0%-19.6%
Q4 2021+6.6%+7.8%+15.9%
Q3 2021+6.0%+2.6%-8.3%
Q2 2021+8.4%+6.3%+6.3%
Q1 2021-5.3%-0.4%-4.0%
Q4 2020-6.9%-4.3%+1.5%
Q3 2020+8.9%+27.4%+41.3%
Q2 2020+2.1%+5.1%+13.5%
Q1 2020+0.8%-20.8%+35.0%
Q4 2019-3.5%-11.8%-57.2%
Q3 2019-5.4%-6.1%-5.3%
Q2 2019+0.5%+3.6%+2.3%
Q1 2019+3.1%+4.4%+5.7%
Q4 2018+2.7%+5.4%+6.9%
Q3 2018+11.7%+15.5%+14.0%
Q2 2018-10.6%-11.2%-4.1%
Q1 2018+2.3%+4.0%+5.0%
Q4 2017-7.7%-9.3%-15.6%
Q3 2017+2.1%+3.0%-1.2%
Q2 2017+1.6%+0.0%-1.4%
Q1 2017-10.1%-9.8%-12.4%
Q4 2016-8.6%-4.8%-3.8%
Q3 2016+7.5%+1.9%+18.6%
Q2 2016-3.0%-3.1%-2.7%
Q1 2016-2.0%
Q4 2015+0.5%
Q3 2015+0.4%
Q2 2015-6.5%
Q1 2015-3.2%
Q4 2012-3.4%
Q4 2014-3.4%
Q3 2014+0.8%
Q3 2013+0.8%
Q2 2014-2.6%
Q2 2013-2.6%
Q1 2013+5.7%
Q1 2014+5.7%
Q4 2013+5.7%
Q3 2012
Q2 2012
Q1 2012

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