Jun 2026 (Q2 FY26) — Aug 6, 2026
Lamar Q2 FY26 — Strong Revenue Growth and Raised AFFO Guidance
Read the full callLamar (LAMR) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Lamar earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 617 | +6.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 33.7 | −0.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 161 | +4.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$150.92 +0.55% · +$0.82
Performance +26.8% 1Y
1Y: $119.02 on 17 Oct 2025 → $150.92. High $164.33 (29 Jul 2026), low $116.11 (30 Oct 2025).
- Previous close
- $150.1
- 52-week range
- $116.11 – $164.33
- One year
- +25.66%
Overview
- Symbol
- LAMR
- Sector
- Real Estate
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Lamar Q1 FY26 — Strong National Ad Market and AFFO Growth
Read the full callEvery analysed call
Lamar earnings calls (LAMR)
Financials
What the filings say
Net profit, year on year: +4% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 564 | 580 | 505 | 579 | 586 | 596 | 528 | 617 |
| Expenses | 378 | 543 | 314 | 382 | 396 | 400 | 382 | 409 |
| Operating profit | 187 | 37 | 191 | 198 | 189 | 196 | 146 | 208 |
| Operating margin | 33.1% | 6.3% | 37.8% | 34.1% | 32.3% | 32.9% | 27.7% | 33.7% |
| Other income | -40 | -36 | -37 | -40 | -42 | -39 | -40 | -41 |
| Interest | 43 | 40 | 38 | 41 | 41 | 40 | 41 | 41 |
| Profit before tax | 147 | 0 | 154 | 157 | 147 | 157 | 106 | 167 |
| Tax rate | −0.8% | 395.8% | 9.5% | 1.5% | 1.8% | 1.2% | 3.8% | 1.6% |
| Net profit | 147 | -1 | 139 | 154 | 142 | 152 | 101 | 161 |
| EPS ($ per share) | 1.44 | — | 1.35 | 1.52 | 1.40 | — | 1 | 1.58 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -695 | -708 | -717 | -734 | -804 | -819 | -1,037 | -1,106 |
| Total liabilities | 3,413 | 4,761 | 4,589 | 4,830 | 5,280 | 5,347 | 5,539 | 5,907 |
| Fixed assets | 1,295 | 1,349 | 1,282 | 1,337 | 1,500 | 1,566 | 1,601 | 1,679 |
| Total assets | 4,545 | 5,941 | 5,791 | 6,047 | 6,475 | 6,564 | 6,587 | 6,932 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 565 | 631 | 570 | 734 | 782 | 784 | 874 | 864 |
| Cash from investing | -584 | -362 | -97 | -462 | -619 | -310 | -165 | -245 |
| Cash from financing | -74 | -264 | -378 | -295 | -209 | -482 | -703 | -604 |
| Net cash flow | -94 | 5 | 95 | -22 | -47 | -8 | 5 | 15 |
| Capital expenditure | -118 | -141 | -62 | -126 | -167 | -178 | -125 | -181 |
| Free cash flow | 447 | 490 | 508 | 608 | 615 | 605 | 748 | 683 |
LAMR revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| All Other Segments | — | — | 12% | 12% | 10% | 11% | 11% | 10% | -3.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
LAMR operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Capital expenditures Maintenance | $9.3MOn the capital expenditure front, total spend for the quarter was $33.1 million, including $9.3 million of maintenance CapEx.Source: earnings call transcript | $14.7MOn the capital expenditure front, total spend for the quarter was $42.7 million, including $14.7 million of maintenance CapEx.Source: earnings call transcript | +58.1% |
| Digital spaces | 5,657We ended Q1 with 5,657 digital spaces, an increase of 104 over the year-end 2025.Source: earnings call transcript | 5,730We ended Q2 with 5,730 digital units in operation, an increase of 177 units over year-end 2025.Source: earnings call transcript | +1.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q1 FY2026 · share of revenue
- Non Us 1% ↓ 1 pt
As LAMR cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
18 filings between Feb 18, 2026 and Sep 14, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$3.72M
4 sales by 3 insiders
Compensation
not trading decisions- 10
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 1
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Johnson Jay LeCoryelle | — | $1.74M | May 11, 2026 |
| REIFENHEISER THOMAS V | — | $1.21M | Sep 14, 2026 |
| Reilly Ross Lamar | — | $767.9K | Mar 23, 2026 |
Latest filings (25)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 14, 2026 | REIFENHEISER THOMAS V Director | Sale | 8,099 | $1.21M |
| Jun 23, 2026 | REIFENHEISER THOMAS V Director | Gift | 328 | $0 |
| Jun 12, 2026 | REILLY ANNA Director | Award | 485 | $0 |
| May 14, 2026 | LOEB MARSHALL A Director | Award | 542 | $0 |
| May 14, 2026 | Thompson Elizabeth Mary Director | Award | 542 | $0 |
| May 14, 2026 | Reilly Wendell Director | Award | 508 | $0 |
| May 14, 2026 | KOERNER JOHN E III Director | Award | 644 | $0 |
| May 14, 2026 | Fletcher Nancy Director | Award | 644 | $0 |
| May 14, 2026 | REIFENHEISER THOMAS V Director | Award | 542 | $0 |
| May 14, 2026 | Landrieu Mitchell Director | Award | 542 | $0 |
| May 14, 2026 | MUMBLOW STEPHEN P Director | Award | 678 | $0 |
| May 11, 2026 | Johnson Jay LeCoryelle CFO, Treasurer, EVP | Sale | 10,000 | $1.57M |
| Mar 23, 2026 | Reilly Ross Lamar EVP, President, Outdoor Div | Sale | 5,969 | $767.9K |
| Mar 23, 2026 | Reilly Ross Lamar EVP, President, Outdoor Div | Option exercise | 9,000 | $592.4K |
| Mar 5, 2026 | Johnson Jay LeCoryelle CFO, Treasurer, EVP | Sale | 1,260 | $173.3K |
| Mar 2, 2026 | Johnson Jay LeCoryelle CFO, Treasurer, EVP | Option exercise | 1,260 | $0 |
| Feb 18, 2026 | Reilly Ross Lamar EVP, President, Outdoor Div | Tax withheld | 444 | $59.4K |
| Feb 18, 2026 | Reilly Ross Lamar EVP, President, Outdoor Div | Award | 1,600 | $0 |
| Aug 22, 2025 | Johnson Jay LeCoryelle CFO, Treasurer, EVP | Sale | 8,120 | $998.8K |
| Aug 22, 2025 | Johnson Jay LeCoryelle CFO, Treasurer, EVP | Sale | 7,180 | $901.7K |
| Aug 22, 2025 | Johnson Jay LeCoryelle CFO, Treasurer, EVP | Sale | 6,700 | $833.7K |
| Aug 19, 2025 | Johnson Jay LeCoryelle CFO, Treasurer, EVP | Option exercise | 22,000 | $0 |
| May 27, 2025 | Landrieu Mitchell Director | Award | 650 | $0 |
| Feb 24, 2025 | Fletcher Nancy Director | Purchase | 235 | $28.9K |
| Dec 20, 2024 | REILLY SEAN E Chief Executive Officer | Gift | 48,513 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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