US out of home stocks underperformed the market for the third quarter of 2026 as rising interest rates and fears of a possible recession impacted values. Here’s a review of US out of home stock performance in the third quarter of 2026, sponsored and analyzed by SignValue. During the […]
What should your annual capital expenditures be excluding large one-time acquisitions? We’ve heard OUTFRONT’s CFO Matt Siegel mention that OUTFRONT spends approx 5% of revenue on capital projects on investor calls. Look at this analysis prepared by Jeff Seddon of Moorgate Capital Partners. Capital spending (excluding acquisitions) averages 5.75% […]
Moorgate Capital Partners produces an outstanding quarterly report on the out of home advertising industry. Here are some charts from Moorgate’s 2Q 2026 report which caught our eye. The weighted average cost of debt was stable for the public out of home companies during the second quarter of 2026. Clear […]
Billboard Insider always enjoys reading Solomon Partners Media monthly. The September 2026 Solomon Partners Media Monthly shows that Out of Home Media companies are trading at a median 2026 estimated EBIDTA multiple of 11 times. Billboard Insider’s take: Keep in mind that these multiples are based on 2026 estimated performance. […]
Here are the highlights from OUTFRONT CFO Matt Siegel’s comments at the Citi 2026 Global TMT Conference, sponsored and analyzed by SignValue Siegel says OUTFRONT will be more active in M&A We have proactively improved our balance sheet. A few years ago, we had some leverage challenges. If you remember, […]
Here’s a breakdown of billboard public stock dividend yields, sponsored and analyzed by SignValue. Lamar Advertising is a public REIT so must distribute 90% of taxable income. Lamar has a current dividend yield of 4.2%. Here’s Lamar Advertising’s dividend yield for the past three years. OUTFRONT Media is a public […]
NEW YORK, Aug. 5, 2026 /PRNewswire/ — OUTFRONT Media (NYSE:OUT), one of the largest and most-trusted IRL media companies in the U.S., today announced a multi-year exclusive agreement with the New York Jets. Effective immediately, Jets advertiser partners can engage fans before, during and after game day through OUTFRONT’s integrated offering of premium outdoor […]
How are out of home companies named? Here are the most popular practices in order of popularity. Founder names – This is the most popular approach to naming. 34% of the 605 out of home companies in our database are named for a founder or has the founders initials. Most […]
Cristiano Ronaldo may be retiring but IRL media is just kicking off! This has been a FIFA World Cup like never before; longer tournament, more teams, more matches, and more opportunities for brands to connect with fans in real life. After a projected $7.48 billion in total World Cup tourism […]
Here is an analysis of the performance of the public out of home company stocks, sponsored and analyzed by SignValue. Lamar and OUTFRONT beat the stock market during the second quarter of 2026. OUTFRONT was up 28% on 22% transit growth and 7% billboard growth Lamar was up 26% […]
