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研究快訊:拉馬爾廣告公司:第一季業績超預期,得益於強勁的全國廣告需求

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:Lamar Advertising Company (LAMR)公佈了2026年第一季財報,營收為5.28億美元(年成長4.5%),超出市場預期500萬美元,但環比下降11.4%,因為第一季通常是戶外廣告的淡季。經收購調整後,營收年增3.9%,連續第20季實現年比成長,展現了公司在各個市場週期中持續的營運動能。我們認為,持續的營收成長和強勁的客戶需求將鞏固LAMR在戶外廣告領域的市場地位。管理層強調,本地和全國客戶的需求都很強勁,其增速接近先前發布的2026年調整後營運資金(AFFO)每股攤薄收益預期上限。資本支出年增10.9%至3,300萬美元,但數位廣告看板支出較去年同期下降18.3%至1,300萬美元,顯示本季公司在數位擴張方面採取了更為穩健的策略。我們相信,積極的成長動能和強勁的客戶需求將使LAMR在2026年之前保持持續成長勢頭。

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