NYSE$OUT

Outfront Media Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported slight revenue increase driven by billboard revenue and local business strength, and announced strategic sale of Canadian business.

OUTFRONT Media Inc. reported a slight increase in revenue for Q3 2023, driven by billboard revenue and strength in local business. The company also announced an agreement for the strategic sale of its Canadian business to Bell Media to increase financial flexibility.

  • Revenues increased slightly to $454.8 million.
  • Billboard revenues increased due to higher average revenue per display and the impact of new and lost billboards.
  • Transit and other revenues decreased primarily due to a decrease in average revenue per display.
  • Adjusted OIBDA decreased by 5.1% compared to the same prior-year period.

Headline financials

Total Revenue

$455M

Previous: $454M+0.2%
EPS (adj)

$0.09

Previous: $0.23-60.9%
Adjusted OIBDA

$117M

Previous: $123M-5.1%
AFFO

$75.7M

Previous: $86.5M-12.5%
Capital Expenditures

-$63.6M

Previous: -$66.6M+4.5%
Free Cash Flow

-$46.6M

Previous: -$25.8M-80.6%
Net Income

$17M

Previous: $40.8M-58.3%
Operating Income

$58.6M

Previous: $74.3M-21.1%
Gross Profit

$215M

Previous: $221M-2.8%
Cash & Equivalents

$44.4M

Previous: $81.5M-45.5%
Total Assets

$5.55B

Previous: $5.91B-5.9%
Stock-Based Comp

$7.2M

Previous: $8.6M-16.3%

Revenue & EPS history

Outfront Media · Revenue · Quarterly

$455M

Q3 2023+0.2%vs Q3 2022
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

OUTFRONT Media did not provide specific forward guidance in this earnings report.

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 Q3 2023

Historical avgQ3 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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