LAMRLAMAR ADVERTISING CO/NEW
Real Estate Investment Trusts
- Revenue
- $2.3B
- 2.7% YoY
- Operating margin
- 34.2%
- 42% YoY
- EBITDA
- $774M
- 45% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.5×
- $3.5B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear147% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear18% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear30% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.8B | $2.0B | $2.1B | $2.2B | $2.3B | 2.7% |
| Operating income | $521M | $578M | $675M | $532M | $774M | 45% |
| Net income | $388M | $439M | $496M | $362M | $587M | 62% |
| Operating cash flow | $734M | $782M | $784M | $874M | $864M | 1.1% |
| Capex | $126M | $167M | $178M | $125M | $181M | 44% |
| Stock-based comp | $37M | $23M | $23M | $45M | $34M | 24% |
| Buybacks | $6M | $11M | $6M | $5M | $158M | 2857% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 1
- Net
- −$1M
Pay vs performance
No pay-versus-performance disclosure yet.