vs
LAMAR ADVERTISING CO（LAMR）与LifeStance Health Group, Inc.（LFST）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LifeStance Health Group, Inc.的1.4倍（$528.0M vs $382.2M），LAMAR ADVERTISING CO净利率更高（19.3% vs 3.1%，领先16.2%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 4.5%），LAMAR ADVERTISING CO自由现金流更多（$152.3M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -3.4%）
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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
LAMR vs LFST — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $528.0M | $382.2M |
| 净利润 | $101.8M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 27.7% | 4.7% |
| 净利率 | 19.3% | 3.1% |
| 营收同比 | 4.5% | 17.4% |
| 净利润同比 | -26.9% | 264.1% |
| 每股收益（稀释后） | $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 | $595.9M | $382.2M | ||
| Q3 25 | $585.5M | $363.8M | ||
| Q2 25 | $579.3M | $345.3M | ||
| Q1 25 | $505.4M | $333.0M | ||
| Q4 24 | $579.6M | $325.5M | ||
| Q3 24 | $564.1M | $312.7M | ||
| Q2 24 | $565.3M | $312.3M |
| Q1 26 | $101.8M | — | ||
| Q4 25 | $152.3M | $11.7M | ||
| Q3 25 | $141.8M | $1.1M | ||
| Q2 25 | $154.4M | $-3.8M | ||
| Q1 25 | $138.8M | $709.0K | ||
| Q4 24 | $-1.2M | $-7.1M | ||
| Q3 24 | $147.5M | $-6.0M | ||
| Q2 24 | $137.4M | $-23.3M |
| Q1 26 | — | — | ||
| 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 26 | 27.7% | — | ||
| Q4 25 | 32.9% | 4.7% | ||
| Q3 25 | 32.3% | 2.0% | ||
| Q2 25 | 34.1% | -0.9% | ||
| Q1 25 | 37.8% | 0.5% | ||
| Q4 24 | 6.3% | 0.3% | ||
| Q3 24 | 33.1% | 0.0% | ||
| Q2 24 | 32.6% | -5.1% |
| Q1 26 | 19.3% | — | ||
| Q4 25 | 25.6% | 3.1% | ||
| Q3 25 | 24.2% | 0.3% | ||
| Q2 25 | 26.6% | -1.1% | ||
| Q1 25 | 27.5% | 0.2% | ||
| Q4 24 | -0.2% | -2.2% | ||
| Q3 24 | 26.1% | -1.9% | ||
| Q2 24 | 24.3% | -7.5% |
| Q1 26 | $1.00 | — | ||
| Q4 25 | $1.50 | — | ||
| Q3 25 | $1.40 | — | ||
| Q2 25 | $1.52 | — | ||
| Q1 25 | $1.35 | — | ||
| Q4 24 | $-0.02 | — | ||
| Q3 24 | $1.44 | — | ||
| Q2 24 | $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 | $39.3M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $981.7M | $1.5B |
| 总资产 | $6.9B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
| Q1 26 | $39.3M | — | ||
| Q4 25 | $64.8M | $248.6M | ||
| Q3 25 | $22.0M | $203.9M | ||
| Q2 25 | $55.7M | $188.9M | ||
| Q1 25 | $36.1M | $134.3M | ||
| Q4 24 | $49.5M | $154.6M | ||
| Q3 24 | $29.5M | $102.6M | ||
| Q2 24 | $77.9M | $87.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M |
| Q1 26 | $981.7M | — | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $906.9M | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $2.2B | ||
| Q3 25 | $6.8B | $2.1B | ||
| Q2 25 | $6.7B | $2.1B | ||
| Q1 25 | $6.5B | $2.1B | ||
| Q4 24 | $6.6B | $2.1B | ||
| Q3 24 | $6.5B | $2.1B | ||
| Q2 24 | $6.6B | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $152.3M | $46.6M |
| 自由现金流率自由现金流/营收 | 28.9% | 12.2% |
| 资本支出强度资本支出/营收 | 6.3% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 4.93× |
| 过去12个月自由现金流最近4个季度 | $737.7M | $110.0M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $271.2M | $57.6M | ||
| Q3 25 | $235.7M | $27.3M | ||
| Q2 25 | $229.5M | $64.4M | ||
| Q1 25 | $127.7M | $-3.1M | ||
| Q4 24 | $279.3M | $62.3M | ||
| Q3 24 | $227.4M | $22.7M | ||
| Q2 24 | $256.3M | $44.1M |
| Q1 26 | $152.3M | — | ||
| Q4 25 | $208.3M | $46.6M | ||
| Q3 25 | $185.8M | $17.0M | ||
| Q2 25 | $191.3M | $56.6M | ||
| Q1 25 | $97.9M | $-10.3M | ||
| Q4 24 | $236.3M | $56.0M | ||
| Q3 24 | $197.3M | $17.7M | ||
| Q2 24 | $233.7M | $39.0M |
| Q1 26 | 28.9% | — | ||
| Q4 25 | 35.0% | 12.2% | ||
| Q3 25 | 31.7% | 4.7% | ||
| Q2 25 | 33.0% | 16.4% | ||
| Q1 25 | 19.4% | -3.1% | ||
| Q4 24 | 40.8% | 17.2% | ||
| Q3 24 | 35.0% | 5.7% | ||
| Q2 24 | 41.3% | 12.5% |
| Q1 26 | 6.3% | — | ||
| Q4 25 | 10.5% | 2.9% | ||
| Q3 25 | 8.5% | 2.8% | ||
| Q2 25 | 6.6% | 2.2% | ||
| Q1 25 | 5.9% | 2.2% | ||
| Q4 24 | 7.4% | 1.9% | ||
| Q3 24 | 5.3% | 1.6% | ||
| Q2 24 | 4.0% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | 4.93× | ||
| Q3 25 | 1.66× | 25.34× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 0.92× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.87× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
