Lamar Advertising (LAMR) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.56
- Estimate
- $1.58
- Surprise
- -1.6%
- Revenue (period 2026-06-30)
- $616.7M
- Score at report (before → after)
- 5.1 → 5.1/10
Revenue source: xbrl.
How the report landed
Lamar Advertising (LAMR) missed the $1.58 estimate with diluted EPS of $1.56 — a modest 1.6% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.1/10) to Sell at 5.1/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates LAMR Sell at 4.8/10.
1 of the last 4 quarters beat the estimate; this quarter's -1.6% surprise compares with a -1.6% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.4 in RISK_OFF)
- High-quality business
What argues against it
- Analyst target reached - limited upside remaining
- Sector modifier (Real Estate): -1.2
- Leverage penalty (D/E 5.0): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $149.08
- Price target
- $154.30
- Stop
- $144.60
- Upside to target
- +3.5%
The stock trades at 27.3× trailing but 23.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
LAMR at TrendMatrix's latest read
REIT quarters hinge on occupancy, rate exposure, and FFO rather than headline EPS, which mechanically distorts under depreciation.
- Industry
- REIT - Specialty
- Market cap
- $15.14B
- P/E (fwd)
- 23.0
- P/E (ttm)
- 27.3
- 52-week range
- $114.45–$166.33
- Off 52-week high
- 10.4%
- RSI (14)
- 44
- Volume vs avg
- 0.80×
- Score today
- 4.8/10