Earnings summaries and quarterly performance for OUTFRONT Media.
Executive leadership at OUTFRONT Media.
Nicolas Brien
Detailed
Chief Executive Officer
CEO
JS
Jodi Senese
Detailed
Executive Vice President, Chief Marketing Officer
MS
Matthew Siegel
Detailed
Executive Vice President, Chief Financial Officer
NT
Nancy Tostanoski
Detailed
Executive Vice President, Chief Human Resources Officer
RS
Richard Sauer
Detailed
Executive Vice President, General Counsel
Board of directors at OUTFRONT Media.
Research analysts who have asked questions during OUTFRONT Media earnings calls.
Cameron McVeigh
Morgan Stanley
6 questions for OUT
Also covers: CCO, EQIX, IPG +4 more
Daniel Osley
Wells Fargo
6 questions for OUT
Also covers: CCO, LAMR
Patrick Sholl
Barrington Research
4 questions for OUT
Also covers: CCO, CMLS, CNK +14 more
AP
Alexey Philippov
JPMorgan Chase & Co.
2 questions for OUT
DK
David Karnovsky
JPMorgan Chase & Co.
2 questions for OUT
Also covers: CCO, CNK, DIS +19 more
JN
Jonathan Navarrete
TD Bank
2 questions for OUT
Also covers: LAMR
LV
Lance Vitanza
TD Cowen
2 questions for OUT
Also covers: CCO, CODI, DLX +6 more
PS
Patrick Shultz
Barrington Research
2 questions for OUT
Also covers: LGF-A
IZ
Ian Zaffino
Oppenheimer & Co. Inc.
1 question for OUT
Also covers: ACA, ALSN, ARMK +21 more
Isaac Sellhausen
Oppenheimer & Co. Inc.
1 question for OUT
Also covers: ALSN, ATSG, CCSI +10 more
Jason Bazinet
Citigroup
1 question for OUT
Also covers: APP, CTV, DIS +20 more
JN
Jonnathan Navarrete
Northland Capital Markets
1 question for OUT
Also covers: BALY, CCO, DLX +2 more
Recent press releases and 8-K filings for OUT.
OUTFRONT Media Reports Strong Q4 2025 Results and Positive 2026 Outlook
OUT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- OUTFRONT Media reported strong Q4 2025 financial results, with consolidated revenues up 4.1%, OIBDA increasing 12% to $174 million, and AFFO growing 8% to $130 million.
- Performance was significantly driven by the transit segment, which saw revenues rise 16% (including over 20% growth in the New York MTA), and overall digital revenues increasing 11%.
- The company projects high single-digit consolidated revenue growth for Q1 2026 and double-digit consolidated AFFO growth for the full year 2026, supported by strategic initiatives in sales optimization, workflow modernization, and partnerships with AWS and AdQuick.
- OUTFRONT maintained its $0.30 cash dividend and reported a total net leverage of 4.7x, which is within its target range.
2 days ago
OUTFRONT Media Reports Strong Q4 2025 Results and Provides Positive 2026 Outlook
OUT
Earnings
Guidance Update
New Projects/Investments
- OUTFRONT Media reported strong Q4 2025 results, with consolidated revenues up 4.1%, consolidated OIBDA up 12% to $174 million, and AFFO up 8% to $130 million.
- The company provided a positive Q1 2026 outlook, expecting consolidated reported revenues to accelerate to high single-digit growth, driven by high teens growth in transit and mid-single-digit growth in billboard.
- For the full year 2026, OUTFRONT Media anticipates consolidated AFFO growth comfortably in the double-digit range.
- Key drivers for growth include an impressive 16% increase in transit revenues in Q4 2025, led by the New York MTA which was up over 20%, and strategic investments in digital capabilities and partnerships like AdQuick and AWS.
- The company maintained its quarterly cash dividend of $0.30 per share and reported a total net leverage of 4.7x as of December 31st, 2025.
2 days ago
OUTFRONT Media Reports Strong Q4 2025 Financial Results
OUT
Earnings
Revenue Acceleration/Inflection
Accounting Changes
- OUTFRONT Media reported Consolidated Revenue of $513 million for Q4 2025, representing a 4.1% increase year-over-year.
- Consolidated Net Income grew by 30.8% to $97 million, and Consolidated Adjusted OIBDA increased by 12.0% to $174 million in Q4 2025.
- Revenue growth was primarily driven by Transit Revenue, which rose by 15.7% to $135 million, while Billboard Revenue saw a modest 0.5% increase to $377 million.
- The company modified its calculation of AFFO at the end of 2025 to include amortization of direct lease acquisition costs, which management believes provides a more appropriate measure of performance period-over-period.
2 days ago
OUTFRONT Media Reports Strong Q4 2025 Results and Provides Double-Digit AFFO Growth Outlook for 2026
OUT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- OUTFRONT Media reported strong Q4 2025 results, with consolidated revenues up 4.1%, consolidated OIBDA up 12% to $174 million, and AFFO up 8% to $130 million.
- The company expects Q1 2026 consolidated revenue growth to accelerate to the high single digits, driven by high teens growth in transit and mid-single-digit growth in billboard.
- For the full year 2026, OUTFRONT Media anticipates consolidated AFFO growth comfortably in the double-digit range.
- Growth in Q4 2025 was significantly driven by transit revenues, which increased 16%, with the New York MTA up over 20% during the quarter, and digital revenues growing 11%.
- Strategic initiatives include optimizing sales, modernizing workflow with investments in tools like Salesforce and AWS, and an exclusive commercial arrangement with AdQuick to simplify out-of-home advertising.
2 days ago
OUTFRONT Media Reports Q4 and Full Year 2025 Results
OUT
Earnings
Dividends
Accounting Changes
- OUTFRONT Media Inc. reported Q4 2025 revenues of $513.3 million and full-year 2025 revenues of $1,831.7 million.
- For Q4 2025, net income attributable to OUTFRONT Media Inc. was $96.8 million with $0.55 earnings per diluted share, while full-year 2025 saw net income of $147.0 million and $0.82 earnings per diluted share.
- Adjusted Funds From Operations (AFFO) attributable to OUTFRONT Media Inc. reached $129.5 million in Q4 2025 and $337.7 million for the full year 2025, with the CEO noting accelerating revenue growth and AFFO growth above guidance.
- The company declared a quarterly dividend of $0.30 per share, payable on March 31, 2026, and maintained a strong liquidity position with $99.9 million in unrestricted cash and $494.9 million available under its revolving credit facility as of December 31, 2025.
- Effective at the end of 2025, OUTFRONT Media Inc. modified its AFFO calculation to include amortization of direct lease acquisition costs instead of cash paid, with prior periods recast for consistency.
2 days ago
OUTFRONT Media Reports Strong Fourth Quarter and Full Year 2025 Results
OUT
Earnings
Dividends
Revenue Acceleration/Inflection
- OUTFRONT Media reported fourth quarter 2025 revenues of $513.3 million, a 4.1% increase year-over-year, with net income attributable to OUTFRONT Media Inc. of $96.8 million and $0.55 earnings per diluted share.
- Adjusted OIBDA for Q4 2025 increased 12.0% to $173.8 million, while AFFO attributable to OUTFRONT Media Inc. rose 8.3% to $129.5 million compared to the prior-year period.
- For the full year 2025, revenues were $1,831.7 million, and Adjusted OIBDA was $499.3 million, up 7.4% from 2024.
- Full-year AFFO attributable to OUTFRONT Media Inc. was $337.7 million, with the company noting growth above its guidance.
- A quarterly dividend of $0.30 per share was declared, payable on March 31, 2026.
2 days ago
OUTFRONT Media Forms Partnership and Invests in AdQuick
OUT
New Projects/Investments
- OUTFRONT Media has announced an exclusive multi-year partnership with AdQuick, Inc., a leading platform for out-of-home (OOH) advertising.
- As part of the agreement, AdQuick will license its OOH sales cloud product to OUTFRONT for an initial three-year period, which includes an exclusivity clause.
- OUTFRONT will make a strategic equity investment of up to $20.0 million in AdQuick, contingent on agreed milestones.
- The collaboration aims to streamline the end-to-end workflow for planning, executing, and measuring IRL media campaigns, improving transparency and reporting for advertisers.
2 days ago
OUTFRONT Media Discusses Strong 2026 Outlook, Digital Growth, and Leverage Reduction at BofA Conference
OUT
Guidance Update
Revenue Acceleration/Inflection
Debt Issuance
- OUTFRONT Media (OUT) expects strong advertising momentum to continue into 2026, with the fourth quarter growth rate projected to be higher than the third quarter, and anticipates a high single-digit growth rate for Adjusted Funds From Operations (AFFO) in 2025, with similar or improved performance expected in 2026.
- Digital revenue currently represents 35% of total revenue and is projected to reach approximately 40% by the end of 2026, driven by a sequential quarterly growth of about 1% and faster growth in programmatic advertising.
- The company's transit business saw significant growth in Q3, with overall transit revenue up 24% and New York MTA revenue up 37%, with MTA growth expected to be in the high teens for Q4, contributing significantly to EBITDA despite a prior $500 million impairment related to the MTA contract.
- OUTFRONT aims to reduce its current leverage of 4.7 times closer to 4 times to enhance financial flexibility, prioritizing its dividend obligation, modest tuck-in M&A, and organic de-leveraging, with the next debt maturity in summer 2027.
- Cost management efforts include improving billboard margins to 39.5% through portfolio optimization and lease negotiations, and a 6% headcount reduction implemented in June.
Dec 2, 2025, 9:10 PM
OUTFRONT Media Discusses Advertising Outlook, Digital Growth, and Financial Strategy
OUT
Guidance Update
Revenue Acceleration/Inflection
Debt Issuance
- OUTFRONT Media expresses confidence in the advertising environment carrying into 2026, with Q4 growth rates expected to be higher than Q3 and 2026 visibility stronger than the previous year.
- Digital revenue currently represents 35% of total revenue and is projected to reach approximately 40% by the end of 2026, growing at about 1% per quarter sequentially, with a long-term goal of 50% and beyond.
- The company's transit business, particularly the New York MTA, showed strong performance with Q3 revenue up 24% and MTA revenue up 37%, and is expected to grow in the high teens in Q4.
- Current leverage stands at 4.7 times, with a strategic goal to reduce it closer to four times to enhance financial flexibility; the next debt maturity is in summer 2027.
- OUTFRONT Media anticipates AFFO growth in the high single digits for 2025, expecting at least that level of growth, if not better, in 2026.
Dec 2, 2025, 9:10 PM
OUTFRONT Media Discusses 2026 Outlook, Digital Growth, and Leverage Targets
OUT
Guidance Update
Revenue Acceleration/Inflection
M&A
- OUTFRONT Media's CFO, Matt Siegel, expressed confidence in the advertising environment carrying into 2026, with Q4 growth expected to be higher than Q3 and 2026 visibility stronger than the previous year.
- Digital revenue, currently 35% of total, is projected to reach around 40% by the end of 2026, growing approximately 1% per quarter, with a long-term goal of 50% penetration.
- The New York MTA transit business saw significant growth, up 37% in Q3, and is expected to grow in the high teens in Q4, with the contract running through 2030.
- The company aims to reduce its leverage from 4.7x closer to 4x to enhance financial flexibility, and would consider M&A primarily for footprint expansion with a path to de-leveraging.
- Adjusted Funds From Operations (AFFO) is expected to have a high single-digit growth rate in 2025 and is anticipated to maintain or improve this rate in 2026.
Dec 2, 2025, 9:10 PM
Quarterly earnings call transcripts for OUTFRONT Media.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more