Lamar Advertising Company (LAMR)

From the record

Lamar Advertising Company's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Lamar Advertising Company's 10 filed years say what it did: revenue went from $1.5 billion in fiscal 2016 to $2.3 billion in fiscal 2025, up 4.7% a year; it rose in 8 of 9 years; the deepest fall was 11% from fiscal 2019 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Lamar Advertising Company's diluted share count held steady, and dividends and buybacks returned about 7% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 6 sales and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Lamar Advertising Company earned about 57 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 22 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 85 cents per dollar of assets, and net share issuance: its share count shrank 0.9% over the year (the filed statements).

From the record

Lamar Advertising Company's standing among 157 graded names in its industry family: revenue of $2.3 billion in fiscal 2025 ranks in the top 17% by size; a net margin of 25.9% ranks in the top 34%; revenue growth of 3.7% a year over the last 3 filed years ranks in the bottom 43% (its annual reports).

From the record

Lamar Advertising Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Reilly, Sean E (Chief Executive Officer, as filed), filing under that title since 2011-02-23, 15.7 years (top 16% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 18.9 years (top 3%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (top 15%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Lamar Advertising Company's room to grow, from the newest filed statements (fiscal 2025): cash of $65 million against debt of $3.2 billion leaves -44.8% of its assets as net cash, bottom 31% of its family; cash from operations less capital spending is 30.1% of revenue (bottom 43%); a gross margin of 67% (top 46%) (its annual report).

From the record

Lamar Advertising Company's growth drivers, from the filed years to fiscal 2025: revenue grew 3.7% a year over the last three filed years against 4.7% over all 10, slowing (top 49% of its family); the newest year grew 2.7% (bottom 46%); capital spending grew 2.7% a year (top 49%) (its annual reports). Lamar Advertising Company reported 2 lines of business in fiscal 2025: Reportable Segment Aggregation Before Other Operating at $2.0 billion, All Other at $252 million. 2 of 2 grew in the latest filed year, and the largest line is 89% of revenue (its annual report).

From the record

Lamar Advertising Company's newest year against its own record: revenue of $2.3 billion in fiscal 2025 came in 1.5% below the $2.3 billion its prior three years' pace pointed to (top 45% of its family); net income of $587 million against a prior three-year average of $432 million (top 35%); a net margin of 25.9% against 20.5% before (top 32%) (its annual reports).