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AvalonBay Communities（AVB）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AvalonBay Communities的324.6倍（$595.9M vs $1.8M）。AvalonBay Communities净利率更高（9040.6% vs 25.6%，领先9015.0%）。AvalonBay Communities同比增速更快（5.5% vs 2.8%）。AvalonBay Communities自由现金流更多（$322.5M vs $208.3M）。过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs 1.1%）
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
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。
AVB vs LAMR — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8M | $595.9M |
| 净利润 | $166.0M | $152.3M |
| 毛利率 | — | 67.7% |
| 营业利润率 | — | 32.9% |
| 净利率 | 9040.6% | 25.6% |
| 营收同比 | 5.5% | 2.8% |
| 净利润同比 | -41.2% | 12801.3% |
| 每股收益（稀释后） | $1.18 | $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 | $1.8M | $595.9M | ||
| Q3 25 | $1.9M | $585.5M | ||
| Q2 25 | $1.6M | $579.3M | ||
| Q1 25 | $1.7M | $505.4M | ||
| Q4 24 | $1.7M | $579.6M | ||
| Q3 24 | $1.7M | $564.1M | ||
| Q2 24 | $1.8M | $565.3M | ||
| Q1 24 | $1.8M | $498.1M |
| Q4 25 | $166.0M | $152.3M | ||
| Q3 25 | $381.3M | $141.8M | ||
| Q2 25 | $268.7M | $154.4M | ||
| Q1 25 | $236.6M | $138.8M | ||
| Q4 24 | $282.1M | $-1.2M | ||
| Q3 24 | $372.5M | $147.5M | ||
| Q2 24 | $253.9M | $137.4M | ||
| Q1 24 | $173.4M | $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 | 9040.6% | 25.6% | ||
| Q3 25 | 20390.7% | 24.2% | ||
| Q2 25 | 16854.8% | 26.6% | ||
| Q1 25 | 13581.9% | 27.5% | ||
| Q4 24 | 16212.2% | -0.2% | ||
| Q3 24 | 21708.6% | 26.1% | ||
| Q2 24 | 13876.2% | 24.3% | ||
| Q1 24 | 9662.9% | 15.7% |
| Q4 25 | $1.18 | $1.50 | ||
| Q3 25 | $2.68 | $1.40 | ||
| Q2 25 | $1.88 | $1.52 | ||
| Q1 25 | $1.66 | $1.35 | ||
| Q4 24 | $1.99 | $-0.02 | ||
| Q3 24 | $2.61 | $1.44 | ||
| Q2 24 | $1.78 | $1.34 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $64.8M |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $1.0B |
| 总资产 | $22.2B | $6.9B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
| Q4 25 | $187.2M | $64.8M | ||
| Q3 25 | $123.3M | $22.0M | ||
| Q2 25 | $102.8M | $55.7M | ||
| Q1 25 | $53.3M | $36.1M | ||
| Q4 24 | $108.6M | $49.5M | ||
| Q3 24 | $552.4M | $29.5M | ||
| Q2 24 | $545.8M | $77.9M | ||
| Q1 24 | $287.9M | $36.4M |
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $1.0B | ||
| Q3 25 | $11.9B | $1.0B | ||
| Q2 25 | $11.9B | $906.9M | ||
| Q1 25 | $11.9B | $1.0B | ||
| Q4 24 | $11.9B | $1.0B | ||
| Q3 24 | $11.9B | $1.2B | ||
| Q2 24 | $11.7B | $1.2B | ||
| Q1 24 | $11.7B | $1.2B |
| Q4 25 | $22.2B | $6.9B | ||
| Q3 25 | $21.9B | $6.8B | ||
| Q2 25 | $21.8B | $6.7B | ||
| Q1 25 | $21.2B | $6.5B | ||
| Q4 24 | $21.0B | $6.6B | ||
| Q3 24 | $21.3B | $6.5B | ||
| Q2 24 | $21.0B | $6.6B | ||
| Q1 24 | $20.6B | $6.5B |
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $400.4M | $271.2M |
| 自由现金流经营现金流 - 资本支出 | $322.5M | $208.3M |
| 自由现金流率自由现金流/营收 | 17563.8% | 35.0% |
| 资本支出强度资本支出/营收 | 4246.2% | 10.5% |
| 现金转化率经营现金流/净利润 | 2.41× | 1.78× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $683.2M |
8季度趋势，按日历期对齐
| Q4 25 | $400.4M | $271.2M | ||
| Q3 25 | $477.0M | $235.7M | ||
| Q2 25 | $377.8M | $229.5M | ||
| Q1 25 | $415.9M | $127.7M | ||
| Q4 24 | $328.8M | $279.3M | ||
| Q3 24 | $486.2M | $227.4M | ||
| Q2 24 | $380.0M | $256.3M | ||
| Q1 24 | $412.9M | $110.6M |
| Q4 25 | $322.5M | $208.3M | ||
| Q3 25 | $402.2M | $185.8M | ||
| Q2 25 | $317.1M | $191.3M | ||
| Q1 25 | $367.5M | $97.9M | ||
| Q4 24 | $271.9M | $236.3M | ||
| Q3 24 | $434.2M | $197.3M | ||
| Q2 24 | $333.0M | $233.7M | ||
| Q1 24 | $375.4M | $81.1M |
| Q4 25 | 17563.8% | 35.0% | ||
| Q3 25 | 21507.4% | 31.7% | ||
| Q2 25 | 19896.0% | 33.0% | ||
| Q1 25 | 21098.3% | 19.4% | ||
| Q4 24 | 15626.2% | 40.8% | ||
| Q3 24 | 25305.2% | 35.0% | ||
| Q2 24 | 18195.7% | 41.3% | ||
| Q1 24 | 20914.5% | 16.3% |
| Q4 25 | 4246.2% | 10.5% | ||
| Q3 25 | 3998.4% | 8.5% | ||
| Q2 25 | 3806.1% | 6.6% | ||
| Q1 25 | 2776.7% | 5.9% | ||
| Q4 24 | 3271.1% | 7.4% | ||
| Q3 24 | 3026.3% | 5.3% | ||
| Q2 24 | 2568.9% | 4.0% | ||
| Q1 24 | 2088.6% | 5.9% |
| Q4 25 | 2.41× | 1.78× | ||
| Q3 25 | 1.25× | 1.66× | ||
| Q2 25 | 1.41× | 1.49× | ||
| Q1 25 | 1.76× | 0.92× | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.31× | 1.54× | ||
| Q2 24 | 1.50× | 1.87× | ||
| Q1 24 | 2.38× | 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
AVB
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% |
