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Bluerock Homes Trust, Inc.（BHM）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Bluerock Homes Trust, Inc.的31.5倍（$595.9M vs $18.9M）。LAMAR ADVERTISING CO净利率更高（25.6% vs -50.1%，领先75.7%）。Bluerock Homes Trust, Inc.同比增速更快（36.9% vs 2.8%）。LAMAR ADVERTISING CO自由现金流更多（$208.3M vs $-4.2M）。过去两年Bluerock Homes Trust, Inc.的营收复合增速更高（30.1% vs 9.4%）
Bluerock Homes Trust, Inc.是一家总部位于美国的房地产投资信托企业，主要收购、持有并运营优质单户住宅租赁资产，面向美国高增长郊区市场的中等收入租户，聚焦人口基本面向好、租赁需求旺盛的区域布局。
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。
BHM vs LAMR — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $595.9M |
| 净利润 | $-9.5M | $152.3M |
| 毛利率 | — | 67.7% |
| 营业利润率 | -48.8% | 32.9% |
| 净利率 | -50.1% | 25.6% |
| 营收同比 | 36.9% | 2.8% |
| 净利润同比 | -29.9% | 12801.3% |
| 每股收益（稀释后） | $-0.75 | $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 | $18.9M | $595.9M | ||
| Q3 25 | $16.6M | $585.5M | ||
| Q2 25 | $16.8M | $579.3M | ||
| Q1 25 | $16.4M | $505.4M | ||
| Q4 24 | $13.8M | $579.6M | ||
| Q3 24 | $12.7M | $564.1M | ||
| Q2 24 | $12.5M | $565.3M | ||
| Q1 24 | $11.2M | $498.1M |
| Q4 25 | $-9.5M | $152.3M | ||
| Q3 25 | $-10.0M | $141.8M | ||
| Q2 25 | $-5.8M | $154.4M | ||
| Q1 25 | $-7.3M | $138.8M | ||
| Q4 24 | $-7.3M | $-1.2M | ||
| Q3 24 | $3.5M | $147.5M | ||
| Q2 24 | $-5.2M | $137.4M | ||
| Q1 24 | $-3.2M | $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 | -48.8% | 32.9% | ||
| Q3 25 | -57.6% | 32.3% | ||
| Q2 25 | -30.9% | 34.1% | ||
| Q1 25 | -42.6% | 37.8% | ||
| Q4 24 | -52.8% | 6.3% | ||
| Q3 24 | 27.9% | 33.1% | ||
| Q2 24 | -41.3% | 32.6% | ||
| Q1 24 | -28.4% | 25.0% |
| Q4 25 | -50.1% | 25.6% | ||
| Q3 25 | -60.0% | 24.2% | ||
| Q2 25 | -34.7% | 26.6% | ||
| Q1 25 | -44.7% | 27.5% | ||
| Q4 24 | -52.8% | -0.2% | ||
| Q3 24 | 27.9% | 26.1% | ||
| Q2 24 | -41.3% | 24.3% | ||
| Q1 24 | -28.4% | 15.7% |
| Q4 25 | $-0.75 | $1.50 | ||
| Q3 25 | $-0.94 | $1.40 | ||
| Q2 25 | $-0.66 | $1.52 | ||
| Q1 25 | $-0.67 | $1.35 | ||
| Q4 24 | $-0.65 | $-0.02 | ||
| Q3 24 | $0.24 | $1.44 | ||
| Q2 24 | $-0.42 | $1.34 | ||
| Q1 24 | $-0.27 | $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 | $169.6M | $64.8M |
| 总债务越低越好 | $428.4M | — |
| 股东权益账面价值 | $128.7M | $1.0B |
| 总资产 | $1.2B | $6.9B |
| 负债/权益比越低杠杆越低 | 3.33× | — |
8季度趋势，按日历期对齐
| Q4 25 | $169.6M | $64.8M | ||
| Q3 25 | $2.1M | $22.0M | ||
| Q2 25 | $4.2M | $55.7M | ||
| Q1 25 | $3.0M | $36.1M | ||
| Q4 24 | $115.2M | $49.5M | ||
| Q3 24 | $155.1M | $29.5M | ||
| Q2 24 | $116.0M | $77.9M | ||
| Q1 24 | $92.3M | $36.4M |
| Q4 25 | $428.4M | — | ||
| Q3 25 | $415.9M | — | ||
| Q2 25 | $338.6M | — | ||
| Q1 25 | $336.5M | — | ||
| Q4 24 | $373.8M | — | ||
| Q3 24 | $122.5M | — | ||
| Q2 24 | $119.7M | — | ||
| Q1 24 | $120.2M | — |
| Q4 25 | $128.7M | $1.0B | ||
| Q3 25 | $131.7M | $1.0B | ||
| Q2 25 | $135.3M | $906.9M | ||
| Q1 25 | $137.1M | $1.0B | ||
| Q4 24 | $139.1M | $1.0B | ||
| Q3 24 | $142.9M | $1.2B | ||
| Q2 24 | $142.5M | $1.2B | ||
| Q1 24 | $144.5M | $1.2B |
| Q4 25 | $1.2B | $6.9B | ||
| Q3 25 | $222.1M | $6.8B | ||
| Q2 25 | $220.3M | $6.7B | ||
| Q1 25 | $186.2M | $6.5B | ||
| Q4 24 | $967.0M | $6.6B | ||
| Q3 24 | $800.8M | $6.5B | ||
| Q2 24 | $756.2M | $6.6B | ||
| Q1 24 | $727.4M | $6.5B |
| Q4 25 | 3.33× | — | ||
| Q3 25 | 3.16× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 2.45× | — | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 0.83× | — |
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 | $-491.0K | $271.2M |
| 自由现金流经营现金流 - 资本支出 | $-4.2M | $208.3M |
| 自由现金流率自由现金流/营收 | -22.1% | 35.0% |
| 资本支出强度资本支出/营收 | 19.6% | 10.5% |
| 现金转化率经营现金流/净利润 | — | 1.78× |
| 过去12个月自由现金流最近4个季度 | $10.4M | $683.2M |
8季度趋势，按日历期对齐
| Q4 25 | $-491.0K | $271.2M | ||
| Q3 25 | $13.4M | $235.7M | ||
| Q2 25 | $13.9M | $229.5M | ||
| Q1 25 | $951.0K | $127.7M | ||
| Q4 24 | $5.0M | $279.3M | ||
| Q3 24 | $1.7M | $227.4M | ||
| Q2 24 | $1.3M | $256.3M | ||
| Q1 24 | $1.1M | $110.6M |
| Q4 25 | $-4.2M | $208.3M | ||
| Q3 25 | $8.7M | $185.8M | ||
| Q2 25 | $8.8M | $191.3M | ||
| Q1 25 | $-2.9M | $97.9M | ||
| Q4 24 | $1.6M | $236.3M | ||
| Q3 24 | $-601.0K | $197.3M | ||
| Q2 24 | $-654.0K | $233.7M | ||
| Q1 24 | $-630.0K | $81.1M |
| Q4 25 | -22.1% | 35.0% | ||
| Q3 25 | 52.4% | 31.7% | ||
| Q2 25 | 52.2% | 33.0% | ||
| Q1 25 | -17.6% | 19.4% | ||
| Q4 24 | 11.8% | 40.8% | ||
| Q3 24 | -4.7% | 35.0% | ||
| Q2 24 | -5.2% | 41.3% | ||
| Q1 24 | -5.6% | 16.3% |
| Q4 25 | 19.6% | 10.5% | ||
| Q3 25 | 28.5% | 8.5% | ||
| Q2 25 | 30.3% | 6.6% | ||
| Q1 25 | 23.4% | 5.9% | ||
| Q4 24 | 24.4% | 7.4% | ||
| Q3 24 | 18.0% | 5.3% | ||
| Q2 24 | 15.3% | 4.0% | ||
| Q1 24 | 15.5% | 5.9% |
| Q4 25 | — | 1.78× | ||
| Q3 25 | — | 1.66× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | — | 0.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.47× | 1.54× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 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
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
LAMR
| Reportable Segment Aggregation Before Other Operating Segment | $531.9M | 89% |
| Transit Advertising | $42.0M | 7% |
| Logo Advertising | $22.1M | 4% |
