Clear Channel Outdoor Holdings Inc (CCO)
NYSECommunication ServicesAdvertising AgenciesSnapshot 2026-09-04
$2.380.00%
Close 2026-09-04 · 1-day change
NYSECommunication ServicesAdvertising AgenciesSnapshot 2026-09-04
QuarterlyIQ Insights · CCO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -37.4% |
| Our one-year growth estimate | diamond | 4.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 41.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 14 industry peers · Company calendar date is not available
CCO — earnings in line
Dated 2026-08-04
Results of Operations and Financial Condition On August 5, 2026, Clear Channel Outdoor Holdings, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated herein by reference. In accordance with General Instruction B.2 of Form 8-K, the information under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for the purposes of Section 18 of…
Why it matters: Continued revenue growth shows strong demand in advertising. This is important for future profits.
Supportive ifAmericas segment revenue increases year over year by more than 7% in Q3 2026.
Worry ifAmericas segment revenue growth falls below 5% year over year in Q3 2026.
Why it matters: A drop in operating income shows cost management problems. This impacts future profits.
Worry ifQ2 operating income decreases year over year worse than -60%.
Less concerning ifOperating income stays the same or goes up each year.
Why it matters: A drop in revenue growth shows possible weakness in advertising demand. This can affect future performance.
Worry ifQ3 revenue growth falls below 8% year-over-year.
Less concerning ifQ3 revenue growth is over 8% compared to last year.
Why it matters: The meeting will vote on the Merger Agreement. Approval is key for the merger to proceed.
Supportive ifMost stockholders agree to the Merger Agreement at the meeting.
Worry ifThe Merger Agreement is rejected by stockholders at the meeting.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$42 on $10,000 · ±0.4% | How much price usually moves either way. |
| Bad day | $341 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,772 loss on $10,000 · 17.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Using proceeds from the Spain business sale to reduce debt is crucial for financial health.
Supportive ifThe company will announce how much debt it will reduce from the Spain sale.
Worry ifThere is no news about debt reduction after the Spain business sale.
Why it matters: Low cash flow from operations signals financial health issues. This could affect future investments.
Worry ifCash from operating activities was below $5M in Q2.
Less concerning ifCash from operating activities is over $5M. This shows better cash flow management.
Why it matters: Using the money to pay off debt can make finances stronger. This can help investors feel better.
Supportive ifClear Channel announces a plan to reduce debt by at least $132.3 million from the Spain sale proceeds.
Worry ifNo steps are taken to reduce debt after selling the Spain business.
Why it matters: Improved cash flow is crucial for funding operations and growth. It signals better financial health.
Supportive ifCash from operating activities goes over $10M in Q2.
Worry ifCash from operating activities stays under $5M in Q2.
Why it matters: Earnings will show how well the company is doing during the merger.
Watch forQ2 earnings show better cash flow from operations compared to Q1.
Also watch forQ2 earnings show less cash flow from operations.
Why it matters: High corporate expenses can mean poor cost management. This can lower profits.
Worry ifCorporate expenses are over $40 million in Q3.
Less concerning ifCorporate expenses are under $40 million in Q3.
Why it matters: Using money from the Spain sale to pay down debt can help financial stability.
Supportive ifDebt levels decrease by at least $132 million following the Spain business sale.
Worry ifDebt levels stay the same or go up even with the Spain sale money.
Why it matters: Effective capital allocation is key for growth. Updates could show progress or ongoing issues.
Watch forManagement has a new plan for spending money. It includes clear goals.
Also watch forNo news or more delays on capital allocation plans are reported.
Why it matters: The merger's completion will end public trading of Clear Channel's stock. This is a key event for investors.
Watch forThe merger closes by the end of Q3 2026 with all regulatory approvals in place.
Also watch forThe merger fails to close by the end of Q3 2026 due to regulatory or stockholder issues.