OUTFRONT Media Reports Strong Q4 Results with Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy OUT?
Source: PRnewswire
- Significant Revenue Growth: OUTFRONT Media reported fourth-quarter revenues of $513.3 million, a 4.1% increase year-over-year, indicating strong performance in the advertising market and potential for increased market share.
- Substantial Net Income Increase: The company achieved a net income of $96.8 million in Q4, up 30.8% from the previous year, with earnings per share at $0.55, reflecting ongoing improvements in profitability and boosting investor confidence.
- Adjusted OIBDA Growth: Adjusted OIBDA reached $173.8 million, a 12.0% increase, demonstrating significant achievements in cost control and operational efficiency, which will support sustainable growth moving forward.
- Dividend Distribution Plan: The company announced a quarterly dividend of $0.30 per share payable on March 31, 2026, showcasing strong cash flow and commitment to shareholder returns, further attracting investor interest.
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Analyst Views on OUT
Wall Street analysts forecast OUT stock price to fall
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 26.860
Low
23.00
Averages
25.14
High
28.00
Current: 26.860
Low
23.00
Averages
25.14
High
28.00
About OUT
OUTFRONT Media Inc. and its subsidiaries is a real estate investment trust (REIT), which provides advertising space (displays) on out-of-home advertising structures and sites in the United States. The Company’s segments include Billboard and Transit. The Company’s inventory consists of billboard displays, which are primarily located on the heavily traveled highways and roadways in top Nielsen Designated Market Areas (DMAs), and transit advertising displays operated under exclusive multi-year contracts with municipalities in large cities across the United States. The Company's portfolio provides its customers with a range of options, from national, brand-building campaigns to hyper-local campaigns. In addition to leasing displays, it provides other value-added services to its customers, such as pre-campaign category research, consumer insights, print production, creative services and post-campaign tracking and analytics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Outfront Media Declares Quarterly Dividend of $0.30 per Share
- Quarterly Dividend Announcement: Outfront Media has declared a quarterly dividend of $0.30 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 4.48% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Payment Schedule: The dividend will be payable on March 31, with a record date of March 6 and an ex-dividend date also on March 6, providing investors with a clear timeline to inform their investment decisions.
- Future Growth Expectations: Outfront Media anticipates double-digit AFFO growth in 2026, with transit revenue expansion reaching high teens, indicating that the company is well-positioned for continued performance improvement driven by optimistic advertising spending trends.
See More
OUTFRONT Media Q4 2025 Earnings Call Highlights
- Strategic Progress: CEO Nicolas Brien highlighted OUTFRONT Media's significant advancements in 2025 across four strategic imperatives, particularly through establishing distinct market teams and centralizing back-office functions to enhance operational efficiency.
- Strong Revenue Growth: The company reported a 4.1% increase in consolidated revenues for Q4, with Transit business growing by 16% and New York MTA revenues up nearly 20%, indicating robust performance in transit advertising that will drive future revenue growth.
- Accelerated Digital Transformation: Digital revenue represented 39% of total revenues, growing approximately 11%, and excluding exited contracts, digital revenues would have increased over 16%, demonstrating the company's ongoing expansion and adaptability in the digital advertising space.
- Optimistic Future Outlook: Management projected that Q1 2026 revenue growth will accelerate, with consolidated revenues expected to rise in the high single digits and AFFO anticipated to grow in the double-digit range, reflecting confidence in future market opportunities and effective strategic positioning.
See More
OUTFRONT Media Reports Strong Q4 Results with Revenue Growth
- Significant Revenue Growth: OUTFRONT Media reported fourth-quarter revenues of $513.3 million, a 4.1% increase year-over-year, indicating strong performance in the advertising market and potential for increased market share.
- Substantial Net Income Increase: The company achieved a net income of $96.8 million in Q4, up 30.8% from the previous year, with earnings per share at $0.55, reflecting ongoing improvements in profitability and boosting investor confidence.
- Adjusted OIBDA Growth: Adjusted OIBDA reached $173.8 million, a 12.0% increase, demonstrating significant achievements in cost control and operational efficiency, which will support sustainable growth moving forward.
- Dividend Distribution Plan: The company announced a quarterly dividend of $0.30 per share payable on March 31, 2026, showcasing strong cash flow and commitment to shareholder returns, further attracting investor interest.
See More
OUTFRONT Media Partners with AdQuick for OOH Innovation
- Strategic Partnership: OUTFRONT Media has entered into a three-year exclusive partnership with AdQuick, committing up to $20 million to support AdQuick's OOH sales cloud product, aiming to enhance advertising effectiveness and market competitiveness through resource integration.
- Technological Integration Benefits: This collaboration will unify OUTFRONT's national advertising network with AdQuick's technology platform, optimizing the planning, execution, and measurement processes of advertising campaigns, thereby accelerating deployment speed and improving transparency to help advertisers achieve measurable business outcomes faster.
- Market Influence Enhancement: By partnering with AdQuick, OUTFRONT can streamline sales operations and enhance market responsiveness, further solidifying its leadership position in the U.S. OOH advertising market while providing advertisers with more efficient services and reporting.
- Future Development Potential: This partnership not only reflects OUTFRONT's commitment to innovation but also propels the future development of OOH and IRL media, assisting advertisers in achieving better brand value and business outcomes in a rapidly changing market environment.
See More
OUTFRONT Media Forms Strategic Partnership with AdQuick
- Strategic Partnership: OUTFRONT Media has entered into a multi-year exclusive partnership with AdQuick, investing up to $20 million to support AdQuick's OOH sales cloud product, aiming to accelerate innovation and performance in IRL media through resource integration.
- Workflow Optimization: This collaboration will unify the end-to-end workflow for planning, executing, and measuring advertising campaigns, enabling advertisers to transition from planning to execution more swiftly while enhancing transparency and reporting quality, which is expected to significantly boost client satisfaction.
- Smart Planning and Fast Execution: AdQuick's platform will provide standardized audience and market insights, simplifying the packaging and workflow handoffs for advertisers, thereby accelerating market response times and improving overall business efficiency.
- Measurement and Reporting Integration: With a unified reporting system, OUTFRONT can connect plan inputs to delivery and measurement outputs, ensuring that the effectiveness of advertising campaigns is quantifiable, thereby increasing client confidence in their advertising investments.
See More
GraniteShares Sells Outfront Media Shares, Liquidating 171,052 for $3.13 Million
- Position Change: GraniteShares Advisors liquidated all 171,052 shares of Outfront Media in Q4 2022, totaling $3.13 million, indicating a strategic shift away from this stock.
- Market Performance: As of January 20, Outfront Media's shares were priced at $24.61, reflecting a 40.1% increase over the past year, significantly outperforming the S&P 500's approximate 14% gain, highlighting its strong position in the advertising market.
- Financial Overview: Outfront Media reported Q3 2022 revenue of $467.5 million, a 3.5% year-over-year increase, with adjusted OIBDA rising 17% to $137.2 million, indicating robust growth in its advertising business.
- Investment Strategy: The sale frees up capital for GraniteShares to reallocate towards larger growth stocks like Microsoft, Alphabet, and Meta, emphasizing a focus on liquidity and scale while reassessing Outfront Media's role as a core holding.
See More
Outfront Media Declares Quarterly Dividend of $0.30 per Share
- Quarterly Dividend Announcement: Outfront Media has declared a quarterly dividend of $0.30 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 4.48% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Payment Schedule: The dividend will be payable on March 31, with a record date of March 6 and an ex-dividend date also on March 6, providing investors with a clear timeline to inform their investment decisions.
- Future Growth Expectations: Outfront Media anticipates double-digit AFFO growth in 2026, with transit revenue expansion reaching high teens, indicating that the company is well-positioned for continued performance improvement driven by optimistic advertising spending trends.
See More
OUTFRONT Media Q4 2025 Earnings Call Highlights
- Strategic Progress: CEO Nicolas Brien highlighted OUTFRONT Media's significant advancements in 2025 across four strategic imperatives, particularly through establishing distinct market teams and centralizing back-office functions to enhance operational efficiency.
- Strong Revenue Growth: The company reported a 4.1% increase in consolidated revenues for Q4, with Transit business growing by 16% and New York MTA revenues up nearly 20%, indicating robust performance in transit advertising that will drive future revenue growth.
- Accelerated Digital Transformation: Digital revenue represented 39% of total revenues, growing approximately 11%, and excluding exited contracts, digital revenues would have increased over 16%, demonstrating the company's ongoing expansion and adaptability in the digital advertising space.
- Optimistic Future Outlook: Management projected that Q1 2026 revenue growth will accelerate, with consolidated revenues expected to rise in the high single digits and AFFO anticipated to grow in the double-digit range, reflecting confidence in future market opportunities and effective strategic positioning.
See More
OUTFRONT Media Reports Strong Q4 Results with Revenue Growth
- Significant Revenue Growth: OUTFRONT Media reported fourth-quarter revenues of $513.3 million, a 4.1% increase year-over-year, indicating strong performance in the advertising market and potential for increased market share.
- Substantial Net Income Increase: The company achieved a net income of $96.8 million in Q4, up 30.8% from the previous year, with earnings per share at $0.55, reflecting ongoing improvements in profitability and boosting investor confidence.
- Adjusted OIBDA Growth: Adjusted OIBDA reached $173.8 million, a 12.0% increase, demonstrating significant achievements in cost control and operational efficiency, which will support sustainable growth moving forward.
- Dividend Distribution Plan: The company announced a quarterly dividend of $0.30 per share payable on March 31, 2026, showcasing strong cash flow and commitment to shareholder returns, further attracting investor interest.
See More
OUTFRONT Media Partners with AdQuick for OOH Innovation
- Strategic Partnership: OUTFRONT Media has entered into a three-year exclusive partnership with AdQuick, committing up to $20 million to support AdQuick's OOH sales cloud product, aiming to enhance advertising effectiveness and market competitiveness through resource integration.
- Technological Integration Benefits: This collaboration will unify OUTFRONT's national advertising network with AdQuick's technology platform, optimizing the planning, execution, and measurement processes of advertising campaigns, thereby accelerating deployment speed and improving transparency to help advertisers achieve measurable business outcomes faster.
- Market Influence Enhancement: By partnering with AdQuick, OUTFRONT can streamline sales operations and enhance market responsiveness, further solidifying its leadership position in the U.S. OOH advertising market while providing advertisers with more efficient services and reporting.
- Future Development Potential: This partnership not only reflects OUTFRONT's commitment to innovation but also propels the future development of OOH and IRL media, assisting advertisers in achieving better brand value and business outcomes in a rapidly changing market environment.
See More
OUTFRONT Media Forms Strategic Partnership with AdQuick
- Strategic Partnership: OUTFRONT Media has entered into a multi-year exclusive partnership with AdQuick, investing up to $20 million to support AdQuick's OOH sales cloud product, aiming to accelerate innovation and performance in IRL media through resource integration.
- Workflow Optimization: This collaboration will unify the end-to-end workflow for planning, executing, and measuring advertising campaigns, enabling advertisers to transition from planning to execution more swiftly while enhancing transparency and reporting quality, which is expected to significantly boost client satisfaction.
- Smart Planning and Fast Execution: AdQuick's platform will provide standardized audience and market insights, simplifying the packaging and workflow handoffs for advertisers, thereby accelerating market response times and improving overall business efficiency.
- Measurement and Reporting Integration: With a unified reporting system, OUTFRONT can connect plan inputs to delivery and measurement outputs, ensuring that the effectiveness of advertising campaigns is quantifiable, thereby increasing client confidence in their advertising investments.
See More
GraniteShares Sells Outfront Media Shares, Liquidating 171,052 for $3.13 Million
- Position Change: GraniteShares Advisors liquidated all 171,052 shares of Outfront Media in Q4 2022, totaling $3.13 million, indicating a strategic shift away from this stock.
- Market Performance: As of January 20, Outfront Media's shares were priced at $24.61, reflecting a 40.1% increase over the past year, significantly outperforming the S&P 500's approximate 14% gain, highlighting its strong position in the advertising market.
- Financial Overview: Outfront Media reported Q3 2022 revenue of $467.5 million, a 3.5% year-over-year increase, with adjusted OIBDA rising 17% to $137.2 million, indicating robust growth in its advertising business.
- Investment Strategy: The sale frees up capital for GraniteShares to reallocate towards larger growth stocks like Microsoft, Alphabet, and Meta, emphasizing a focus on liquidity and scale while reassessing Outfront Media's role as a core holding.
See More
