OUT Q1 2026 Earnings
Reported May 7, 2026 at 4:12 PM ET · SEC Source
Q1 26 EPS
$0.11
BEAT +50.48%
Est. $0.07
Q1 26 Revenue
$429.6M
BEAT +2.33%
Est. $419.8M
vs S&P Since Q1 26
+0.4%
BEATING MARKET
OUT -0.8% vs S&P -1.2%
Market Reaction
Did OUT Beat Earnings? Q1 2026 Results
OUTFRONT Media posted a standout first quarter of 2026, beating Wall Street on both the top and bottom lines as a dramatic operational turnaround took hold. The out-of-home advertising company reported earnings per share of $0.11, clearing the $0.07 … Read more OUTFRONT Media posted a standout first quarter of 2026, beating Wall Street on both the top and bottom lines as a dramatic operational turnaround took hold. The out-of-home advertising company reported earnings per share of $0.11, clearing the $0.07 consensus estimate by 50.48%, while revenue climbed 10.0% year-over-year to $429.60 million against expectations of $419.80 million. The most compelling driver behind the beat was a near-complete reversal in the transit segment, whose Adjusted OIBDA loss narrowed by 90.1% to just $1.40 million, complementing robust 7.1% growth in the core billboard business to $332.90 million. The company also swung to a GAAP net income of $19.10 million from a net loss of $20.60 million in the year-ago period, with Adjusted OIBDA jumping 56.4% to $100.40 million. CEO Nick Brien noted that results exceeded the company's own internal guidance across revenue, OIBDA, and AFFO metrics, and the stock's roughly 104% one-year return reflects growing investor confidence in OUTFRONT's digital conversion strategy.
Key Takeaways
- • Higher average revenue per display (yield) across both billboard and transit segments
- • Impact of programmatic platforms on digital billboard revenues
- • Higher proceeds from condemnations in the billboard segment
- • Lower compensation-related expenses including severance and salaries
- • Corporate cost discipline with expenses down 29.9%
- • Transit Adjusted OIBDA loss narrowed by 90.1%
OUT Forward Guidance & Outlook
The CEO noted that Q1 results exceeded the company's own guidance for revenue, OIBDA, and AFFO, but no specific forward guidance ranges for future periods were provided in the press release.
OUT YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
OUT Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our first quarter results demonstrate our continued strong performance, with revenue, OIBDA, and AFFO all exceeding our guidance”
— Nick Brien, Q1 2026 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% |