OUT Q2 2025 Earnings
Reported Aug 5, 2025 at 4:18 PM ET · SEC Source
Q2 25 EPS
$0.10
MISS 58.68%
Est. $0.24
Q2 25 Revenue
$460.2M
MISS 0.17%
Est. $461.0M
vs S&P Since Q2 25
+71.7%
BEATING MARKET
OUT +86.9% vs S&P +15.2%
Market Reaction
Did OUT Beat Earnings? Q2 2025 Results
Outfront Media delivered a disappointing second quarter, missing on both the top and bottom lines as a $19.80 million restructuring charge weighed heavily on results. The outdoor advertising company posted earnings of $0.10 per diluted share, falling… Read more Outfront Media delivered a disappointing second quarter, missing on both the top and bottom lines as a $19.80 million restructuring charge weighed heavily on results. The outdoor advertising company posted earnings of $0.10 per diluted share, falling 58.68% short of the $0.24 consensus estimate, while revenue of $460.20 million came in just below the $461.00 million analysts had expected, declining 3.6% year-over-year. The earnings shortfall was driven largely by costs tied to a broad sales organization overhaul that interim CEO Nick Brien framed as necessary to better compete for out-of-home advertising budgets. Stripping out the June 2024 sale of its Canadian business, organic revenue slipped only 0.2%, and the Transit segment offered a bright spot, growing 5.6% to $106.30 million with Adjusted OIBDA surging 60% to $7.20 million. Management signaled that the restructuring pain should ease ahead, projecting SG&A expenses to decline for the remainder of 2025 and into the first half of 2026 compared to prior-year periods.
Key Takeaways
- • Higher average revenue per display (yield) in both Billboard and Transit segments
- • Programmatic platform growth driving digital billboard revenues
- • Lower interest expense from reduced debt balance and lower interest rates
- • SG&A reduction of 7.1% driven by Canadian divestiture and lower compensation costs
- • Transit segment Adjusted OIBDA grew 60% year-over-year
- • Lost billboards negatively impacted Billboard segment revenue
- • Canadian business divestiture reduced reported revenues by $16.3 million year-over-year
OUT YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
OUT Revenue by Segment
With YoY comparisons, source: SEC Filings
“We undertook a number of internal actions during the second quarter, restructuring our sales function and placing key leaders in positions to accelerate and drive future growth.”
— Nick Brien, Q2 2025 Earnings Press Release
OUT Earnings Trends
OUT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
OUT EPS Trend
Earnings per share: estimate vs actual
OUT Revenue Trend
Quarterly revenue: estimate vs actual
OUT Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.07 | $0.11 | +50.48% | $429.6M | +2.33% |
| Q4 25 BEAT FY | $0.46 | $0.55 | +19.57% | $513.3M | +0.33% |
| FY Full Year | — | $0.82 | — | $1.83B | — |
| Q3 25 BEAT | $0.25 | $0.29 | +16.70% | $467.5M | +2.00% |
| Q2 25 MISS | $0.24 | $0.10 | -58.68% | $460.2M | -0.17% |