Lamar Advertising

Q3 FY2026 EarningsQ3 FY26 results slightly beat revenue expectations ($624.5M vs. $621.9M) but missed on GAAP net income and EPS. Net income reached $165.0M, below the $170.2M consensus, while Diluted EPS of $1.59 missed the $1.65 mean estimate. Despite the bottom-line miss, organic growth was solid with a 6.2% increase in acquisition-adjusted revenue, and management raised full-year FY26 AFFO guidance to $8.87 - $8.97 per share, signaling a strong outlook for Q4 and political spend tailwinds.