Companies /Real Estate
Outfront Media Inc
NYSE: OUT Reit - Specialty
$29.83
▲ $0.25 (+0.85%) today
Markets open · 10:55am ET

Outfront Media (OUT) Q4 2025 Earnings

Reported Feb 25, 2026, 4:13pm ET · SEC source
$0.55
Beat +19.57%
EPS · est. $0.46
$513.3M
Beat +0.33%
Revenue · est. $511.6M
−1.7%
Trailing market
OUT vs S&P since report
4 quarters
Consecutive EPS beats

How Did OUT Stock React to Q4 2025 Earnings?

% change · around the report
0+3%+6%Feb 25Feb 26report 4:13pm ETearnings−0.9%+6.1%
0+3%+6%Feb 25Feb 26earnings−0.9%+6.1%
OUT +6.1%S&P 500 −0.9%
0+3%+6%Feb 25Feb 26report 4:13pm ETearnings−1.6%+6.1%
0+3%+6%Feb 25Feb 26earnings−1.6%+6.1%
OUT +6.1%NASDAQ −1.6%
−4%0+4%+8%Feb 24Mar 5report 4:13pm ETearnings−2.1%+10.2%
−4%0+4%+8%Feb 24Mar 5earnings−2.1%+10.2%
OUT +10.2%S&P 500 −2.1%
−5%0+5%+10%Feb 24Mar 5report 4:13pm ETearnings−1.7%+10.2%
−5%0+5%+10%Feb 24Mar 5earnings−1.7%+10.2%
OUT +10.2%NASDAQ −1.7%
+6.18%
Day of report
+1.02%
Next session
+2.38%
One week
−9.99%
30 days

S&P 500 over the same 30 days: −8.32%.

Did OUT Beat Earnings? Q4 2025 Results

Yes. Outfront Media reported Q4 2025 earnings of $0.55 a share on Feb 25, 2026, beating the $0.46 consensus estimate by 19.6%. Revenue was $513.3M against a $511.6M estimate.

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

“We finished the year with significant momentum, with revenue growth accelerating throughout 2025.”

Outfront Media CEO, on the earnings call

What Was Outfront Media's Outlook in Q4 2025?

CEO Nick Brien expressed confidence in carrying momentum into 2026, noting revenue growth accelerated throughout 2025 and full-year AFFO growth exceeded guidance.

OUT YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$200.0M$400.0M$493.2M$513.3MRevenue$111.1M$133.5MOperating Income$74.0M$96.8MNet Income
$0$200.0M$400.0MRevenueOperating IncomeNet Income
OUT income statement, Q4 2025 versus Q4 2024
Metric Q4 2025 Q4 2024 Year over year
Revenue $513.3M $493.2M +4.1%
Operating Income $133.5M $111.1M +20.2%
Net Income $96.8M $74.0M +30.8%

OUT Revenue by Segment

Billboard$376.6M+0.5%
Transit$134.8M+15.7%
Other$1.9M−9.5%

Figures from SEC filings and company reports. Not investment advice.