Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Outfront Media (OUT)
NYSEReal EstateReit - SpecialtySnapshot 2026-11-05
$32.00-1.48%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.47 → 1.51 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for OUT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain net cash flow from operations near $75 million quarterly | Cash flow from operations improved strongly to $75.3M in Q1 2026. | Improving | Net cash flow from operations falls below $50 million in any quarter | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
OUT is a real estate business with a growth-and-income profile, supported by improving operating results and a rising dividend. Its long-term thesis is intact, but management is rated volatile and the industry has a history of earnings misses.
Valuation is near the peer range, with a modest premium versus peers and expectations broadly aligned with the evidence. The priced-in assessment is tagged unjustified, but no fragility signals are present, so the evidence does not point to a concentrated expectations risk.
Over the past year, revenue and operating income grew, and first-half operating cash flow increased; management has also delivered on its stated priorities and raised the quarterly dividend. Near term, the miss risk is described as low, but the industry’s high miss rate and a deep past miss make upcoming guidance important.
For the multi-year view, continued growth in revenue, operating income, and cash flow would support the thesis. Near term, Fed rate cuts could help rate-sensitive real estate, while a guidance cut or signs of weakness among sector peers could remove support.
The 1-to-3-year read is constructive but not free of execution risk: recent fundamentals support an intact thesis, while guidance and sector conditions are the main swing factors. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company pays a steady $0.30 quarterly dividend. |
| Intact |
| Dividend cut below $0.30 per share in any quarter |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain operating income above $55 million quarterly | Operating income rose from $13.9M to $55.9M in one year. | Intact | Operating income falls below $40 million in any quarter | Operating income: $116.1M FY2026-Q2; GAAP. Published target: >=55.9 million USD operating income. Target period is not explicitly aligned with this observation. Aug 6, 2026116,100,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain revenue growth near 10% YoY | A primary condition in Outfront Media's published investment case. The stated target is >=5% YoY revenue growth. | Intact | YoY revenue growth falls below 5% next year | Revenue growth: 13.54% FY2026-Q2; GAAP. Published target: >=5% YoY revenue growth. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Aug 6, 202613.537592 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.40 → $1.51 · observed estimates
$2.02B → $2.06B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.40 | $2,016,728,731 | 4 / 5 |
| 2026-07-25 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-07-26 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-07-27 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-07-28 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-07-29 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-07-30 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-07-31 | $1.40 | $2,016,728,731 | 4 / 5 |
| 2026-08-01 | $1.40 | $2,016,728,731 | 4 / 5 |
| 2026-08-02 | $1.40 | $2,016,728,731 | 4 / 5 |
| 2026-08-03 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-08-04 | $1.39 | $2,016,687,190 | 4 / 6 |
| 2026-08-05 | $1.40 | $2,016,728,731 | 4 / 5 |
| 2026-08-06 | $1.40 | $2,016,728,731 | 4 / 5 |
| 2026-08-07 | $1.45 | $2,042,645,398 | 3 / 5 |
| 2026-08-08 | $1.44 | $2,046,392,410 | 4 / 6 |
| 2026-08-09 | $1.45 | $2,042,645,398 | 3 / 5 |
| 2026-08-10 | $1.44 | $2,046,392,410 | 4 / 6 |
| 2026-08-12 | $1.48 | $2,051,150,880 | 4 / 6 |
| 2026-08-13 | $1.45 | $2,042,645,398 | 3 / 5 |
| 2026-08-14 | $1.45 | $2,042,645,398 | 3 / 5 |
| 2026-08-15 | $1.45 | $2,042,645,398 | 4 / 5 |
| 2026-08-16 | $1.45 | $2,042,645,398 | 4 / 5 |
| 2026-08-17 | $1.45 | $2,042,645,398 | 4 / 5 |
| 2026-08-18 | $1.45 | $2,042,645,398 | 3 / 5 |
| 2026-08-19 | $1.45 | $2,042,645,398 | 3 / 5 |
| 2026-08-20 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-21 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-22 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-23 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-24 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-25 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-26 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-27 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-28 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-29 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-30 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-08-31 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-01 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-02 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-03 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-04 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-05 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-06 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-07 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-08 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-09 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-10 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-11 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-12 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-13 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-14 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-15 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-16 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-17 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-18 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-19 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-20 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-21 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-22 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-23 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-24 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-25 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-26 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-27 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-28 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-29 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-09-30 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-10-01 | $1.47 | $2,051,122,190 | 3 / 5 |
| 2026-10-02 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-03 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-04 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-05 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-06 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-07 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-08 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-09 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-10 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-11 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-12 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-13 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-14 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-15 | $1.47 | $2,051,150,876 | 3 / 5 |
| 2026-10-16 | $1.47 | $2,052,234,209 | 3 / 5 |
| 2026-10-17 | $1.47 | $2,052,234,209 | 3 / 5 |
| 2026-10-18 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-19 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-20 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-21 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-22 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-23 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-24 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-25 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-26 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-27 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-28 | $1.48 | $2,054,661,051 | 3 / 4 |
| 2026-10-29 | $1.51 | $2,057,061,051 | 3 / 4 |
| 2026-10-30 | $1.51 | $2,057,061,051 | 3 / 4 |
| 2026-10-31 | $1.51 | $2,057,061,051 | 3 / 4 |
| 2026-11-01 | $1.51 | $2,057,061,051 | 3 / 4 |
| 2026-11-02 | $1.51 | $2,057,061,051 | 3 / 4 |
| 2026-11-03 | $1.51 | $2,057,061,051 | 3 / 4 |
| 2026-11-04 | $1.51 | $2,057,061,051 | 3 / 4 |
| 2026-11-05 | $1.51 | $2,057,061,051 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.