vs
Forestar Group Inc.（FOR）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Forestar Group Inc.的1.9倍（$528.0M vs $273.0M），LAMAR ADVERTISING CO净利率更高（19.3% vs 5.6%，领先13.6%），Forestar Group Inc.同比增速更快（9.0% vs 4.5%），LAMAR ADVERTISING CO自由现金流更多（$152.3M vs $-157.1M），过去两年LAMAR ADVERTISING CO的营收复合增速更高（-3.4% vs -9.6%）
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
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。
FOR vs LAMR — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $273.0M | $528.0M |
| 净利润 | $15.4M | $101.8M |
| 毛利率 | 20.1% | — |
| 营业利润率 | 7.6% | 27.7% |
| 净利率 | 5.6% | 19.3% |
| 营收同比 | 9.0% | 4.5% |
| 净利润同比 | -6.7% | -26.9% |
| 每股收益（稀释后） | $0.30 | $1.00 |
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
| Q1 26 | — | $528.0M | ||
| Q4 25 | $273.0M | $595.9M | ||
| Q3 25 | $670.5M | $585.5M | ||
| Q2 25 | $390.5M | $579.3M | ||
| Q1 25 | $351.0M | $505.4M | ||
| Q4 24 | $250.4M | $579.6M | ||
| Q3 24 | $551.3M | $564.1M | ||
| Q2 24 | $318.4M | $565.3M |
| Q1 26 | — | $101.8M | ||
| Q4 25 | $15.4M | $152.3M | ||
| Q3 25 | $86.9M | $141.8M | ||
| Q2 25 | $32.9M | $154.4M | ||
| Q1 25 | $31.6M | $138.8M | ||
| Q4 24 | $16.5M | $-1.2M | ||
| Q3 24 | $81.5M | $147.5M | ||
| Q2 24 | $38.7M | $137.4M |
| Q1 26 | — | — | ||
| Q4 25 | 20.1% | 67.7% | ||
| Q3 25 | 22.3% | 67.9% | ||
| Q2 25 | 20.4% | 67.8% | ||
| Q1 25 | 22.6% | 64.4% | ||
| Q4 24 | 22.0% | 67.8% | ||
| Q3 24 | 23.9% | 67.6% | ||
| Q2 24 | 22.5% | 67.6% |
| Q1 26 | — | 27.7% | ||
| Q4 25 | 7.6% | 32.9% | ||
| Q3 25 | 16.9% | 32.3% | ||
| Q2 25 | 11.2% | 34.1% | ||
| Q1 25 | 11.6% | 37.8% | ||
| Q4 24 | 8.7% | 6.3% | ||
| Q3 24 | 19.7% | 33.1% | ||
| Q2 24 | 16.2% | 32.6% |
| Q1 26 | — | 19.3% | ||
| Q4 25 | 5.6% | 25.6% | ||
| Q3 25 | 13.0% | 24.2% | ||
| Q2 25 | 8.4% | 26.6% | ||
| Q1 25 | 9.0% | 27.5% | ||
| Q4 24 | 6.6% | -0.2% | ||
| Q3 24 | 14.8% | 26.1% | ||
| Q2 24 | 12.2% | 24.3% |
| Q1 26 | — | $1.00 | ||
| Q4 25 | $0.30 | $1.50 | ||
| Q3 25 | $1.70 | $1.40 | ||
| Q2 25 | $0.65 | $1.52 | ||
| Q1 25 | $0.62 | $1.35 | ||
| Q4 24 | $0.32 | $-0.02 | ||
| Q3 24 | $1.59 | $1.44 | ||
| Q2 24 | $0.76 | $1.34 |
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 | $211.7M | $39.3M |
| 总债务越低越好 | $793.2M | — |
| 股东权益账面价值 | $1.8B | $981.7M |
| 总资产 | $3.2B | $6.9B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $39.3M | ||
| Q4 25 | $211.7M | $64.8M | ||
| Q3 25 | $379.2M | $22.0M | ||
| Q2 25 | $189.2M | $55.7M | ||
| Q1 25 | $174.3M | $36.1M | ||
| Q4 24 | $132.0M | $49.5M | ||
| Q3 24 | $481.2M | $29.5M | ||
| Q2 24 | $359.2M | $77.9M |
| Q1 26 | — | — | ||
| Q4 25 | $793.2M | — | ||
| Q3 25 | $802.7M | — | ||
| Q2 25 | $872.8M | — | ||
| Q1 25 | $872.5M | — | ||
| Q4 24 | $806.8M | — | ||
| Q3 24 | $706.4M | — | ||
| Q2 24 | $706.1M | — |
| Q1 26 | — | $981.7M | ||
| Q4 25 | $1.8B | $1.0B | ||
| Q3 25 | $1.8B | $1.0B | ||
| Q2 25 | $1.7B | $906.9M | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
| Q1 26 | — | $6.9B | ||
| Q4 25 | $3.2B | $6.9B | ||
| Q3 25 | $3.1B | $6.8B | ||
| Q2 25 | $3.1B | $6.7B | ||
| Q1 25 | $3.0B | $6.5B | ||
| Q4 24 | $3.0B | $6.6B | ||
| Q3 24 | $2.8B | $6.5B | ||
| Q2 24 | $2.7B | $6.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.47× | — |
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 | $-157.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-157.1M | $152.3M |
| 自由现金流率自由现金流/营收 | -57.5% | 28.9% |
| 资本支出强度资本支出/营收 | 0.0% | 6.3% |
| 现金转化率经营现金流/净利润 | -10.19× | — |
| 过去12个月自由现金流最近4个季度 | $93.0M | $737.7M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-157.0M | $271.2M | ||
| Q3 25 | $256.3M | $235.7M | ||
| Q2 25 | $15.8M | $229.5M | ||
| Q1 25 | $-19.8M | $127.7M | ||
| Q4 24 | $-450.0M | $279.3M | ||
| Q3 24 | $119.2M | $227.4M | ||
| Q2 24 | $-61.7M | $256.3M |
| Q1 26 | — | $152.3M | ||
| Q4 25 | $-157.1M | $208.3M | ||
| Q3 25 | $255.6M | $185.8M | ||
| Q2 25 | $15.0M | $191.3M | ||
| Q1 25 | $-20.5M | $97.9M | ||
| Q4 24 | — | $236.3M | ||
| Q3 24 | $118.4M | $197.3M | ||
| Q2 24 | $-62.3M | $233.7M |
| Q1 26 | — | 28.9% | ||
| Q4 25 | -57.5% | 35.0% | ||
| Q3 25 | 38.1% | 31.7% | ||
| Q2 25 | 3.8% | 33.0% | ||
| Q1 25 | -5.8% | 19.4% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | 21.5% | 35.0% | ||
| Q2 24 | -19.6% | 41.3% |
| Q1 26 | — | 6.3% | ||
| Q4 25 | 0.0% | 10.5% | ||
| Q3 25 | 0.1% | 8.5% | ||
| Q2 25 | 0.2% | 6.6% | ||
| Q1 25 | 0.2% | 5.9% | ||
| Q4 24 | 0.0% | 7.4% | ||
| Q3 24 | 0.1% | 5.3% | ||
| Q2 24 | 0.2% | 4.0% |
| Q1 26 | — | — | ||
| Q4 25 | -10.19× | 1.78× | ||
| Q3 25 | 2.95× | 1.66× | ||
| Q2 25 | 0.48× | 1.49× | ||
| Q1 25 | -0.63× | 0.92× | ||
| Q4 24 | -27.27× | — | ||
| Q3 24 | 1.46× | 1.54× | ||
| Q2 24 | -1.59× | 1.87× |
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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
LAMR
暂无分部数据
