-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Lamar Advertising Company (LAMR)公布了2026年第一季度财报，营收为5.28亿美元（同比增长4.5%），超出市场预期500万美元，但环比下降11.4%，因为第一季度通常是户外广告的淡季。经收购调整后，营收同比增长3.9%，连续第20个季度实现同比增长，展现了公司在各个市场周期中持续的运营势头。我们认为，持续的营收增长和强劲的客户需求将巩固LAMR在户外广告领域的市场地位。管理层强调，本地和全国客户的需求都很强劲，其增速接近此前发布的2026年调整后营运资金（AFFO）每股摊薄收益预期上限。资本支出同比增长10.9%至3300万美元，但数字广告牌支出同比下降18.3%至1300万美元，表明本季度公司在数字化扩张方面采取了更为稳健的策略。我们相信，积极的增长势头和强劲的客户需求将使LAMR在2026年之前保持持续增长势头。
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