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Lamar Advertising Company is a leading outdoor advertising firm in North America, specializing in renting advertising space across various formats. The company offers a wide range of advertising solutions, including billboards, logo signs, and transit advertising displays. As a Real Estate Investment Trust (REIT), Lamar focuses on providing dynamic advertising capabilities through its extensive network of traditional and digital displays.
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Billboard Advertising - Owns and operates approximately 159,000 billboard advertising displays across 45 states and Canada, including large illuminated bulletins and smaller posters targeting vehicular and pedestrian traffic.
- Digital Billboards - Operates 5,000 digital billboards in 43 states and Canada, offering dynamic advertising capabilities.
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Logo Signs - Provides logo sign programs on highways, managing over 138,200 logo sign advertising displays in 23 states and Ontario, Canada, advertising nearby services such as gas, food, lodging, and attractions.
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Transit Advertising - Rents advertising space on the exterior and interior of public transportation vehicles, in airport terminals, and on transit shelters and benches, with approximately 47,500 transit advertising displays in 23 states and Canada.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Sean E. Reilly ExecutiveBoard | President and CEO | None | Joined LAMR in 1987. Former VP of Mergers and Acquisitions and COO. CEO since 2011 and President since 2020. Harvard graduate with a J.D. from Harvard Law School. | View Report → |
Jay L. Johnson Executive | EVP, CFO, and Treasurer | None | Current EVP, CFO, and Treasurer. No additional details about his tenure, achievements, or external roles are provided in the documents. | |
John E. Koerner, III Board | Director | Managing Member of Koerner Capital, LLC; Board Member at Geocent, LLC; Member of The Nature Conservancy of Louisiana and the World War II Museum | Director since 2007. Extensive experience in corporate finance and governance. Former board member of Legg Mason, Inc. and IBERIABANK Corporation. | |
Kevin P. Reilly, Jr. Board | Executive Chairman of the Board | Executive Manager of Reilly Family, LLC (RFLLC) | Joined LAMR in 1978. Former CEO (1989–2011) and President (1989–2020). Instrumental in the company’s growth and maintaining family control. Harvard graduate. |
- Given your 2025 revenue growth guidance of around 3%, which is below industry forecasts of 5% growth, what specific factors are causing this lower projection, and how do you plan to address the gap in growth compared to your peers?
- With the sale of your 20% stake in Vistar Media to T-Mobile, resulting in the loss of future income and strategic benefits, how do you plan to compensate for this loss and enhance your programmatic advertising capabilities without this investment?
- National ad spend has lagged behind peers due to your less robust presence in top markets like New York and Los Angeles; what specific strategies are you implementing to strengthen your national footprint and capture more national advertising dollars?
- You plan to significantly increase capital expenditures in 2025, including deploying up to 375 new digital displays and investing in your logo division and building refurbishments; how do you justify this elevated CapEx given modest revenue growth projections, and what are the expected returns on these investments?
- With increased operating expenses from your ERP conversion and higher maintenance CapEx, how confident are you in maintaining your EBITDA margins, and what steps are you taking to control costs and improve operational efficiency during this period?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Operates billboards, street furniture displays, transit displays, and other out-of-home advertising displays. | |
Operates traditional outdoor, street furniture, and transit advertising properties. |