NYSE$OUT

Outfront Media Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Reported results for the quarter ended March 31, 2025

OUTFRONT Media reported first quarter 2025 results with revenues of $390.7 million, a decrease of 4.4% compared to the same prior-year period. The company posted a net loss attributable to OUTFRONT Media Inc. of $20.6 million. Adjusted OIBDA was $64.2 million and AFFO attributable to OUTFRONT Media Inc. was $23.9 million.

  • Revenues decreased by 4.4% to $390.7 million in Q1 2025 compared to Q1 2024.
  • Net loss attributable to OUTFRONT Media Inc. improved to $20.6 million from $27.2 million in the prior year.
  • Adjusted OIBDA was $64.2 million, a decrease of 3.5% year-over-year.
  • AFFO attributable to OUTFRONT Media Inc. increased by 3.0% to $23.9 million.

Headline financials

Total Revenue

$391M

Previous: $409M-4.4%
EPS (adj)

-$0.14

Previous: -$0.18+22.2%
Adjusted OIBDA

$64.2M

Previous: $66.5M-3.5%
Adjusted OIBDA Margin

16.4%

Previous: 16.3%+0.6%
AFFO

$23.9M

Previous: $23.2M+3.0%
FFO

$26.5M

Previous: $22.3M+18.8%
Capital Expenditures

-$17.2M

Previous: -$18.4M+6.5%
Net Income

-$20.6M

Previous: -$27.2M+24.3%
Operating Income

$13.9M

Previous: $14M-0.7%

Revenue & EPS history

Outfront Media · Revenue · Quarterly

$391M

Q1 2025-4.4%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Outfront Media · $455M total across 2 segments · Q3 2023

  • Billboard
    $364M+2.4%
  • Transit
    $91.2M-7.6%

Forward guidance

The company reported that the first quarter came in largely as expected despite an uncertain economic climate and remains confident in the health and strength of the business in both the short and long-term despite recent macroeconomic events increasing uncertainty.

Tailwinds

  • First quarter results were largely as expected despite economic uncertainty.
  • Management remains confident in the business's health and strength.
  • Confidence extends to both the short and long term.
  • Organic revenues saw a slight increase.
  • Net loss decreased compared to the prior year period.

Headwinds

  • Uncertain economic climate persists.
  • Recent macroeconomic events have increased market uncertainty.
  • Revenues decreased year-over-year.
  • Adjusted OIBDA decreased year-over-year.
  • SG&A expenses increased primarily due to compensation and professional fees.

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 2025

Historical avgQ1 2025

+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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