OUT Q4 2025 Earnings
Reported Feb 25, 2026 at 4:13 PM ET · SEC Source
Q4 25 EPS
$0.55
BEAT +19.57%
Est. $0.46
Q4 25 Revenue
$513.3M
BEAT +0.33%
Est. $511.6M
vs S&P Since Q4 25
+19.3%
BEATING MARKET
OUT +25.0% vs S&P +5.8%
Full Year 2025 Results
FY 25 EPS
$0.82
FY 25 Revenue
$1.83B
Market Reaction
Did OUT Beat Earnings? Q4 2025 Results
Outfront Media closed fiscal 2025 on a strong note, posting fourth-quarter earnings per share of $0.55 against a consensus estimate of $0.46, a beat of 19.57%, while revenue of $513.30 million edged past the $511.61 million estimate and grew 4.1% yea… Read more Outfront Media closed fiscal 2025 on a strong note, posting fourth-quarter earnings per share of $0.55 against a consensus estimate of $0.46, a beat of 19.57%, while revenue of $513.30 million edged past the $511.61 million estimate and grew 4.1% year over year. The standout driver behind the quarter's performance was a surging Transit segment, where revenues climbed 15.7% to $134.80 million on higher yields per display, pushing Transit Adjusted OIBDA margins from 18.9% to 25.5%. That momentum lifted consolidated Adjusted OIBDA 12.0% to $173.80 million, expanding overall margins to 33.9% from 31.5%. Shares have reflected investor enthusiasm, gaining roughly 25% over the past three months as the company's digital billboard expansion and programmatic growth drew attention. CEO Nick Brien pointed to accelerating revenue growth throughout 2025 and full-year AFFO that exceeded management's own guidance as reasons for confidence heading into 2026, signaling the company expects its operational momentum to carry forward.
Key Takeaways
- • Higher average revenue per display (yield) in both Billboard and Transit segments
- • Impact of programmatic and direct-sale advertising platforms on digital billboard revenues
- • Transit segment revenue growth of 15.7% driven by higher yield
- • Lower variable billboard property lease expenses due to lost billboards
- • Adjusted OIBDA margin expansion to 33.9% from 31.5% year over year
OUT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
OUT Revenue by Segment
With YoY comparisons, source: SEC Filings
“We finished the year with significant momentum, with revenue growth accelerating throughout 2025.”
— Nick Brien, Q4 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% |