2 names are moving together; 100% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| OUT | OUTFRONT Media Inc. | Real Estate | +0.6% | Group member |
| LAMR | Lamar Advertising Company | Real Estate | +1.8% | Most structurally connected |
Cohort
2 namesParticipation
100% this sessionObserved history
1 daily buildsFiling coverage
2/2 memberscredit / rates affecting interest expense
“The increase in AFFO was primarily attributable to an increase in our gross margin (net revenues less direct advertising expenses, exclusive of depreciation and amortization and capitalized contract fulfillment costs, net) of $19.9 million, offset by an increase in interest expense of $2.2 million and an increase in total general and administrative and corporate expenses of $2.5 million for the three months ended March 31, 2026.”
LAMR 10-Q
credit / rates
“The increase was primarily due to the institutional private placement of the 5 3/8% Senior Notes in September 2025, offset by a decrease in interest rates on the senior credit facility and Accounts Receivable Securitization Program.”
LAMR 10-Q
capital investment / capacity affecting capex
“This change was primarily due to increases in acquisitions and capital expenditures during 2026, offset by the net change in proceeds received from the sale of the Company's equity investment in Vistar Media, Inc. of $115.9 million during 2025 as compared to $8.0 million received during 2026.”
LAMR 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.