NYSE$OUT

Outfront Media Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

OUTFRONT Media reported its third quarter 2025 results, exceeding expectations with strong transit revenues.

OUTFRONT Media delivered a strong third quarter in 2025, with revenues reaching $467.5 million, a 3.5% increase year-over-year. Operating income rose significantly to $89.9 million, and net income attributable to OUTFRONT Media Inc. increased by 48.3% to $51.3 million. Adjusted OIBDA also saw a substantial increase of 17.2% to $137.2 million, driven by exceptional performance in transit, particularly in NYC.

  • Total revenues for Q3 2025 were $467.5 million, an increase of 3.5% compared to the prior-year period.
  • Operating income for the quarter was $89.9 million, a significant increase from $71.3 million in Q3 2024.
  • Net income attributable to OUTFRONT Media Inc. grew by 48.3% to $51.3 million, resulting in diluted EPS of $0.29.
  • Adjusted OIBDA increased by 17.2% to $137.2 million, with a strong contribution from transit segment revenues.

Headline financials

Total Revenue

$468M

Previous: $452M+3.5%
EPS (adj)

$0.29

Previous: $0.19+52.6%
Adjusted OIBDA

$137M

Previous: $117M+17.2%
Adjusted OIBDA Margin

29.3%

Previous: 25.9%+13.1%
AFFO

$100M

Previous: $80.8M+24.1%
FFO

$99.7M

Previous: $82.7M+20.6%
Net Interest Expense

$37M

Previous: $37.1M-0.3%
Total Indebtedness

$2.6B

No prior period
Capital Expenditures

-$64M

Previous: -$59.9M-6.8%
Net Income

$51.3M

Previous: $34.6M+48.3%
Operating Income

$89.9M

Previous: $71.3M+26.1%

Revenue & EPS history

Outfront Media · Revenue · Quarterly

$468M

Q3 2025+3.5%vs Q3 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

OUTFRONT Media anticipates closing the year with continued momentum, building on the strong third-quarter performance, particularly in transit revenues.

Tailwinds

  • Strengthening of the business has persisted into the fourth quarter.
  • Exceptional performance in NYC transit revenues contributed significantly to exceeding expectations.
  • Management expresses confidence in closing the year with positive momentum.
  • The company's strategic focus on digital billboard revenues and programmatic platforms is yielding positive results.
  • Lower compensation-related expenses and provision for doubtful accounts contributed to reduced SG&A expenses.

Headwinds

  • Billboard segment revenues decreased due to lost billboards and lower proceeds from condemnations.
  • Higher guaranteed minimum annual payments to the MTA due to inflation impacted transit operating expenses.
  • Corporate expenses increased due to higher professional fees and costs related to refinancing senior credit facilities.
  • The provision for income taxes increased compared to a benefit in the prior-year period, primarily due to transit operations.
  • FFO attributable to OUTFRONT Media Inc. decreased year-over-year, driven by higher income tax provision and interest expense, despite higher Adjusted OIBDA.

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 2025

Historical avgQ3 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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