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ACRES Commercial Realty Corp.（ACR）与LAMAR ADVERTISING CO（LAMR）财务数据对比。点击上方公司名可切换其他公司
LAMAR ADVERTISING CO的季度营收约是ACRES Commercial Realty Corp.的29.7倍（$595.9M vs $20.0M）。ACRES Commercial Realty Corp.净利率更高（31.6% vs 25.6%，领先6.1%）。LAMAR ADVERTISING CO同比增速更快（2.8% vs -6.5%）。过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs 3.3%）
皮拉马尔地产是一家印度房地产企业，2012年成立，总部位于印度孟买，隶属于皮拉马尔集团。公司专注于住宅及商业地产开发，目前在手开发项目总规模约达1500万平方英尺，知名项目包括Piramal Aranya、Piramal Mahalaxmi等。
拉马尔广告是一家知名户外广告服务商，1902年由查尔斯·W·拉马尔与J.M.科伊创立，总部位于美国路易斯安那州巴吞鲁日。公司业务覆盖美国与加拿大，在两地设有超200个运营网点，旗下在美国境内拥有超过36.3万个广告展示位，涵盖广告牌、标识标牌、公共交通展示载体等品类，2014年转型为房地产投资信托。
ACR vs LAMR — 直观对比
营收规模更大
LAMR
是对方的29.7倍
$20.0M
营收增速更快
LAMR
高出9.3%
-6.5%
净利率更高
ACR
高出6.1%
25.6%
两年增速更快
LAMR
近两年复合增速
3.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $20.0M | $595.9M |
| 净利润 | $6.3M | $152.3M |
| 毛利率 | — | 67.7% |
| 营业利润率 | 30.8% | 32.9% |
| 净利率 | 31.6% | 25.6% |
| 营收同比 | -6.5% | 2.8% |
| 净利润同比 | -32.0% | 12801.3% |
| 每股收益（稀释后） | $-0.41 | $1.50 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACRLAMR
| Q4 25 | $20.0M | $595.9M | ||
| Q3 25 | $21.0M | $585.5M | ||
| Q2 25 | $21.9M | $579.3M | ||
| Q1 25 | $17.0M | $505.4M | ||
| Q4 24 | $21.4M | $579.6M | ||
| Q3 24 | $22.4M | $564.1M | ||
| Q2 24 | $20.9M | $565.3M | ||
| Q1 24 | $18.8M | $498.1M |
净利润ACRLAMR
| Q4 25 | $6.3M | $152.3M | ||
| Q3 25 | $18.0M | $141.8M | ||
| Q2 25 | $4.3M | $154.4M | ||
| Q1 25 | $-730.0K | $138.8M | ||
| Q4 24 | $9.3M | $-1.2M | ||
| Q3 24 | $8.1M | $147.5M | ||
| Q2 24 | $6.4M | $137.4M | ||
| Q1 24 | $4.9M | $78.2M |
毛利率ACRLAMR
| Q4 25 | — | 67.7% | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 67.8% | ||
| Q1 25 | — | 64.4% | ||
| Q4 24 | — | 67.8% | ||
| Q3 24 | — | 67.6% | ||
| Q2 24 | — | 67.6% | ||
| Q1 24 | — | 64.7% |
营业利润率ACRLAMR
| Q4 25 | 30.8% | 32.9% | ||
| Q3 25 | 85.8% | 32.3% | ||
| Q2 25 | 19.8% | 34.1% | ||
| Q1 25 | -3.8% | 37.8% | ||
| Q4 24 | 43.4% | 6.3% | ||
| Q3 24 | 36.4% | 33.1% | ||
| Q2 24 | 30.8% | 32.6% | ||
| Q1 24 | 26.2% | 25.0% |
净利率ACRLAMR
| Q4 25 | 31.6% | 25.6% | ||
| Q3 25 | 85.8% | 24.2% | ||
| Q2 25 | 19.8% | 26.6% | ||
| Q1 25 | -4.3% | 27.5% | ||
| Q4 24 | 43.5% | -0.2% | ||
| Q3 24 | 36.0% | 26.1% | ||
| Q2 24 | 30.6% | 24.3% | ||
| Q1 24 | 26.2% | 15.7% |
每股收益（稀释后）ACRLAMR
| Q4 25 | $-0.41 | $1.50 | ||
| Q3 25 | $1.34 | $1.40 | ||
| Q2 25 | $-0.10 | $1.52 | ||
| Q1 25 | $-0.80 | $1.35 | ||
| Q4 24 | $0.51 | $-0.02 | ||
| Q3 24 | $0.36 | $1.44 | ||
| Q2 24 | $0.21 | $1.34 | ||
| Q1 24 | $0.07 | $0.76 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $83.8M | $64.8M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $420.8M | $1.0B |
| 总资产 | $2.2B | $6.9B |
| 负债/权益比越低杠杆越低 | 3.68× | — |
8季度趋势，按日历期对齐
现金及短期投资ACRLAMR
| Q4 25 | $83.8M | $64.8M | ||
| Q3 25 | $40.9M | $22.0M | ||
| Q2 25 | $42.7M | $55.7M | ||
| Q1 25 | $66.0M | $36.1M | ||
| Q4 24 | $56.7M | $49.5M | ||
| Q3 24 | $70.1M | $29.5M | ||
| Q2 24 | $89.6M | $77.9M | ||
| Q1 24 | $84.6M | $36.4M |
总债务ACRLAMR
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.6B | — |
股东权益ACRLAMR
| Q4 25 | $420.8M | $1.0B | ||
| Q3 25 | $432.9M | $1.0B | ||
| Q2 25 | $425.3M | $906.9M | ||
| Q1 25 | $430.1M | $1.0B | ||
| Q4 24 | $439.1M | $1.0B | ||
| Q3 24 | $436.3M | $1.2B | ||
| Q2 24 | $434.0M | $1.2B | ||
| Q1 24 | $432.8M | $1.2B |
总资产ACRLAMR
| Q4 25 | $2.2B | $6.9B | ||
| Q3 25 | $1.7B | $6.8B | ||
| Q2 25 | $1.8B | $6.7B | ||
| Q1 25 | $1.8B | $6.5B | ||
| Q4 24 | $1.9B | $6.6B | ||
| Q3 24 | $2.0B | $6.5B | ||
| Q2 24 | $2.1B | $6.6B | ||
| Q1 24 | $2.1B | $6.5B |
负债/权益比ACRLAMR
| Q4 25 | 3.68× | — | ||
| Q3 25 | 2.76× | — | ||
| Q2 25 | 3.10× | — | ||
| Q1 25 | 2.97× | — | ||
| Q4 24 | 3.12× | — | ||
| Q3 24 | 3.43× | — | ||
| Q2 24 | 3.67× | — | ||
| Q1 24 | 3.79× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $6.3M | $271.2M |
| 自由现金流经营现金流 - 资本支出 | — | $208.3M |
| 自由现金流率自由现金流/营收 | — | 35.0% |
| 资本支出强度资本支出/营收 | — | 10.5% |
| 现金转化率经营现金流/净利润 | 1.00× | 1.78× |
| 过去12个月自由现金流最近4个季度 | — | $683.2M |
8季度趋势，按日历期对齐
经营现金流ACRLAMR
| Q4 25 | $6.3M | $271.2M | ||
| Q3 25 | $-9.4M | $235.7M | ||
| Q2 25 | $11.8M | $229.5M | ||
| Q1 25 | $-4.6M | $127.7M | ||
| Q4 24 | $757.0K | $279.3M | ||
| Q3 24 | $8.4M | $227.4M | ||
| Q2 24 | $6.9M | $256.3M | ||
| Q1 24 | $3.3M | $110.6M |
自由现金流ACRLAMR
| Q4 25 | — | $208.3M | ||
| Q3 25 | — | $185.8M | ||
| Q2 25 | — | $191.3M | ||
| Q1 25 | — | $97.9M | ||
| Q4 24 | — | $236.3M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $233.7M | ||
| Q1 24 | — | $81.1M |
自由现金流率ACRLAMR
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 41.3% | ||
| Q1 24 | — | 16.3% |
资本支出强度ACRLAMR
| Q4 25 | — | 10.5% | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 4.0% | ||
| Q1 24 | — | 5.9% |
现金转化率ACRLAMR
| Q4 25 | 1.00× | 1.78× | ||
| Q3 25 | -0.52× | 1.66× | ||
| Q2 25 | 2.72× | 1.49× | ||
| Q1 25 | — | 0.92× | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | 1.05× | 1.54× | ||
| Q2 24 | 1.07× | 1.87× | ||
| Q1 24 | 0.68× | 1.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACR
| Other | $10.8M | 54% |
| Pacmulti JVLLC | $5.2M | 26% |
| Mccallum Jv Llc | $2.5M | 12% |
| Office Complex | $1.5M | 7% |
LAMR
| Reportable Segment Aggregation Before Other Operating Segment | $531.9M | 89% |
| Transit Advertising | $42.0M | 7% |
| Logo Advertising | $22.1M | 4% |
