vs
American Homes 4 Rent（AMH）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American Homes 4 Rent的1.3倍（$595.9M vs $455.0M）。American Homes 4 Rent净利率更高（31.7% vs 25.6%，领先6.2%）。American Homes 4 Rent同比增速更快（4.2% vs 2.8%）。LAMAR ADVERTISING CO自由现金流更多（$208.3M vs $135.5M）。过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs 3.6%）
AMH（American Homes 4 Rent）是总部位于美国内华达州拉斯维加斯的住宅房地产投资信托基金，主打单户住宅租赁业务。截至2019年12月31日，公司在全美22个州共持有52552套住宅，资产主要集中在亚特兰大、达拉斯-沃斯堡及北卡罗来纳州夏洛特地区。
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。
AMH vs LAMR — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $595.9M |
| 净利润 | $144.3M | $152.3M |
| 毛利率 | — | 67.7% |
| 营业利润率 | — | 32.9% |
| 净利率 | 31.7% | 25.6% |
| 营收同比 | 4.2% | 2.8% |
| 净利润同比 | 0.3% | 12801.3% |
| 每股收益（稀释后） | $0.33 | $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
| Q4 25 | $455.0M | $595.9M | ||
| Q3 25 | $478.5M | $585.5M | ||
| Q2 25 | $457.5M | $579.3M | ||
| Q1 25 | $459.3M | $505.4M | ||
| Q4 24 | $436.6M | $579.6M | ||
| Q3 24 | $445.1M | $564.1M | ||
| Q2 24 | $423.5M | $565.3M | ||
| Q1 24 | $423.6M | $498.1M |
| Q4 25 | $144.3M | $152.3M | ||
| Q3 25 | $116.8M | $141.8M | ||
| Q2 25 | $123.6M | $154.4M | ||
| Q1 25 | $128.7M | $138.8M | ||
| Q4 24 | $143.9M | $-1.2M | ||
| Q3 24 | $87.6M | $147.5M | ||
| Q2 24 | $108.5M | $137.4M | ||
| Q1 24 | $128.1M | $78.2M |
| 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% |
| Q4 25 | — | 32.9% | ||
| Q3 25 | — | 32.3% | ||
| Q2 25 | — | 34.1% | ||
| Q1 25 | — | 37.8% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 33.1% | ||
| Q2 24 | — | 32.6% | ||
| Q1 24 | — | 25.0% |
| Q4 25 | 31.7% | 25.6% | ||
| Q3 25 | 24.4% | 24.2% | ||
| Q2 25 | 27.0% | 26.6% | ||
| Q1 25 | 28.0% | 27.5% | ||
| Q4 24 | 33.0% | -0.2% | ||
| Q3 24 | 19.7% | 26.1% | ||
| Q2 24 | 25.6% | 24.3% | ||
| Q1 24 | 30.2% | 15.7% |
| Q4 25 | $0.33 | $1.50 | ||
| Q3 25 | $0.27 | $1.40 | ||
| Q2 25 | $0.28 | $1.52 | ||
| Q1 25 | $0.30 | $1.35 | ||
| Q4 24 | $0.33 | $-0.02 | ||
| Q3 24 | $0.20 | $1.44 | ||
| Q2 24 | $0.25 | $1.34 | ||
| Q1 24 | $0.30 | $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 | $108.5M | $64.8M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $1.0B |
| 总资产 | $13.2B | $6.9B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $64.8M | ||
| Q3 25 | $45.6M | $22.0M | ||
| Q2 25 | $323.3M | $55.7M | ||
| Q1 25 | $69.7M | $36.1M | ||
| Q4 24 | $199.4M | $49.5M | ||
| Q3 24 | $162.5M | $29.5M | ||
| Q2 24 | $718.4M | $77.9M | ||
| Q1 24 | $124.8M | $36.4M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $1.0B | ||
| Q3 25 | $7.2B | $1.0B | ||
| Q2 25 | $7.2B | $906.9M | ||
| Q1 25 | $7.2B | $1.0B | ||
| Q4 24 | $7.2B | $1.0B | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.2B | ||
| Q1 24 | $7.0B | $1.2B |
| Q4 25 | $13.2B | $6.9B | ||
| Q3 25 | $13.3B | $6.8B | ||
| Q2 25 | $13.6B | $6.7B | ||
| Q1 25 | $13.3B | $6.5B | ||
| Q4 24 | $13.4B | $6.6B | ||
| Q3 24 | $12.8B | $6.5B | ||
| Q2 24 | $13.3B | $6.6B | ||
| Q1 24 | $12.8B | $6.5B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | — |
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 | $145.8M | $271.2M |
| 自由现金流经营现金流 - 资本支出 | $135.5M | $208.3M |
| 自由现金流率自由现金流/营收 | 29.8% | 35.0% |
| 资本支出强度资本支出/营收 | 2.3% | 10.5% |
| 现金转化率经营现金流/净利润 | 1.01× | 1.78× |
| 过去12个月自由现金流最近4个季度 | $823.7M | $683.2M |
8季度趋势，按日历期对齐
| Q4 25 | $145.8M | $271.2M | ||
| Q3 25 | $223.3M | $235.7M | ||
| Q2 25 | $271.9M | $229.5M | ||
| Q1 25 | $223.4M | $127.7M | ||
| Q4 24 | $102.2M | $279.3M | ||
| Q3 24 | $233.6M | $227.4M | ||
| Q2 24 | $274.0M | $256.3M | ||
| Q1 24 | $201.8M | $110.6M |
| Q4 25 | $135.5M | $208.3M | ||
| Q3 25 | $214.5M | $185.8M | ||
| Q2 25 | $257.7M | $191.3M | ||
| Q1 25 | $215.9M | $97.9M | ||
| Q4 24 | $97.9M | $236.3M | ||
| Q3 24 | $225.3M | $197.3M | ||
| Q2 24 | $263.3M | $233.7M | ||
| Q1 24 | $191.0M | $81.1M |
| Q4 25 | 29.8% | 35.0% | ||
| Q3 25 | 44.8% | 31.7% | ||
| Q2 25 | 56.3% | 33.0% | ||
| Q1 25 | 47.0% | 19.4% | ||
| Q4 24 | 22.4% | 40.8% | ||
| Q3 24 | 50.6% | 35.0% | ||
| Q2 24 | 62.2% | 41.3% | ||
| Q1 24 | 45.1% | 16.3% |
| Q4 25 | 2.3% | 10.5% | ||
| Q3 25 | 1.8% | 8.5% | ||
| Q2 25 | 3.1% | 6.6% | ||
| Q1 25 | 1.6% | 5.9% | ||
| Q4 24 | 1.0% | 7.4% | ||
| Q3 24 | 1.9% | 5.3% | ||
| Q2 24 | 2.5% | 4.0% | ||
| Q1 24 | 2.6% | 5.9% |
| Q4 25 | 1.01× | 1.78× | ||
| Q3 25 | 1.91× | 1.66× | ||
| Q2 25 | 2.20× | 1.49× | ||
| Q1 25 | 1.74× | 0.92× | ||
| Q4 24 | 0.71× | — | ||
| Q3 24 | 2.67× | 1.54× | ||
| Q2 24 | 2.52× | 1.87× | ||
| Q1 24 | 1.58× | 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
AMH
暂无分部数据
LAMR
| Reportable Segment Aggregation Before Other Operating Segment | $531.9M | 89% |
| Transit Advertising | $42.0M | 7% |
| Logo Advertising | $22.1M | 4% |
