Lamar Advertising (LAMR) Tops Q4 FFO Estimates

分组1 - Lamar Advertising reported quarterly funds from operations (FFO) of $2.24 per share, exceeding the Zacks Consensus Estimate of $2.18 per share, and showing a slight increase from $2.21 per share a year ago, resulting in an FFO surprise of +2.75% [1] - The company achieved revenues of $595.93 million for the quarter ended December 2025, which was 0.24% below the Zacks Consensus Estimate, compared to $579.57 million in the same quarter last year [2] - Over the last four quarters, Lamar has surpassed consensus FFO estimates four times but has only topped revenue estimates once [2] 分组2 - The stock has gained approximately 4.9% since the beginning of the year, outperforming the S&P 500, which has gained 0.2% [3] - The future performance of Lamar's stock will depend on management's commentary during the earnings call and the outlook for FFO expectations [4][6] - The current consensus FFO estimate for the upcoming quarter is $1.66 on revenues of $529.49 million, and for the current fiscal year, it is $8.83 on revenues of $2.38 billion [7] 分组3 - The REIT and Equity Trust - Other industry, to which Lamar belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - The estimate revisions trend for Lamar was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market [6]