OUT
OUTFRONT Media Inc.24.13
+0.85+3.65%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.04BP/E (TTM)
33.05Basic EPS (TTM)
0.73Dividend Yield
0.05%Recent Filings
8-K
OUTFRONT names permanent CEO
OUTFRONT Media appointed Nicolas Brien as permanent CEO on August 21, 2025, after his interim role since February. Brien, 63, brings deep ad and media leadership from stints at Enthusiast Gaming, Amobee, and Dentsu. His deal includes $1M base, 100% target bonus, and $5M annual equity target, with a $2M performance PSU tied to stock hitting $30-$50 over three years. Board added Michael Barrett and Nicolle Pangis, strengthening governance amid leadership shift.
10-Q
Q2 FY2025 results
OUTFRONT Media's Q2 FY2025 revenue dipped 3.5% y/y to $460.2M, with Billboard down 2% y/y to $351.3M from lost displays yet Transit rose 6% y/y to $106.3M on higher yields; organic revenue held flat y/y at $460.2M after stripping prior-year Canadian sales. Operating income fell 75% y/y to $56.2M, hit by $19.8M restructuring charges for a 6% workforce cut, while net income swung to $19.5M from $176.8M y/y due to no repeat of the $155.2M Canadian disposition gain—net loss outpaced operating income by over 20% from interest expense and taxes. Diluted EPS of $0.10 matched basic on 168.0M shares, with no anti-dilution flagged. Cash fell to $28.5M amid $100.7M operating cash flow and $42.9M capex yielding $57.8M free cash flow (derived), supporting $2.55B debt at 5.4% weighted rate with $500M revolver availability and 4.8x leverage. Small acquisitions added $8.5M in assets. Restructuring may trim costs, but competition squeezes ad budgets.
8-K
Q2 revenues dip slightly
OUTFRONT Media reported Q2 2025 revenues of $460.2 million, down 3.6% from $477.3 million last year, with organic revenues nearly flat at a 0.2% dip. Adjusted OIBDA held steady at $124.1 million, while net income fell sharply to $19.5 million from $176.8 million, hit by $19.8 million in restructuring charges from sales reorganization. Transit revenues rose 5.6% to $106.3 million, buoying the quarter. The board declared a $0.30 per share dividend, payable September 30. Restructuring may delay full cost savings.
8-K
Restructuring cuts 6% staff
OUTFRONT Media announced a restructuring plan on June 23, 2025, cutting 120 employees—6% of its workforce—to boost sales, improve customer experience, and trim costs. The move will trigger $18.6 million in Q2 charges, mostly cash severance over the next year, yet promises $18-20 million in annual savings baked into 2025 guidance. Execution risks loom large.
8-K
New director joins board
OUTFRONT Media elected Mark Carleton to its Board of Directors, effective June 11, 2025, for a term ending at the 2026 annual meeting; he'll join the audit committee too. No prior arrangements or related transactions exist. Carleton gets $82,500 annual cash, $15,000 for audit duties, and $145,000 in restricted share units. Board bolsters governance oversight.
IPO
Employees
Sector
Industry
AKR
Acadia Realty Trust
19.78-0.40
AMT
American Tower Corporation (REI
179.13-1.13
CCO
Clear Channel Outdoor Holdings,
1.99-0.01
FVR
FrontView REIT, Inc.
15.55+0.08
LAMR
Lamar Advertising Company
128.45+1.49
O
Realty Income Corporation
57.44-0.64
ONL
Orion Properties Inc.
2.06-0.05
OPI
Office Properties Income Trust
0.20-0.04
RYN
Rayonier Inc. REIT
22.01-0.02
UHT
Universal Health Realty Income
41.76-0.46