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LAMAR ADVERTISING CO（LAMR）与MODIV INDUSTRIAL, INC.（MDV）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MODIV INDUSTRIAL, INC.的53.8倍（$595.9M vs $11.1M）。LAMAR ADVERTISING CO净利率更高（25.6% vs 11.0%，领先14.6%）。LAMAR ADVERTISING CO同比增速更快（2.8% vs -5.6%）。过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs -3.8%）
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。
MODIV INDUSTRIAL, INC.是一家总部位于美国的工业地产企业，主要收购、持有并运营北美核心物流集散枢纽的优质工业物业，服务电商履约、制造、第三方物流等领域的租户，满足现代供应链基础设施的增长需求。
LAMR vs MDV — 直观对比
营收规模更大
LAMR
是对方的53.8倍
$11.1M
营收增速更快
LAMR
高出8.4%
-5.6%
净利率更高
LAMR
高出14.6%
11.0%
两年增速更快
LAMR
近两年复合增速
-3.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $11.1M |
| 净利润 | $152.3M | $1.2M |
| 毛利率 | 67.7% | — |
| 营业利润率 | 32.9% | 45.8% |
| 净利率 | 25.6% | 11.0% |
| 营收同比 | 2.8% | -5.6% |
| 净利润同比 | 12801.3% | -22.0% |
| 每股收益（稀释后） | $1.50 | $0.02 |
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
营收LAMRMDV
| Q4 25 | $595.9M | $11.1M | ||
| Q3 25 | $585.5M | $11.7M | ||
| Q2 25 | $579.3M | $11.8M | ||
| Q1 25 | $505.4M | $11.8M | ||
| Q4 24 | $579.6M | $11.7M | ||
| Q3 24 | $564.1M | $11.7M | ||
| Q2 24 | $565.3M | $11.4M | ||
| Q1 24 | $498.1M | $12.0M |
净利润LAMRMDV
| Q4 25 | $152.3M | $1.2M | ||
| Q3 25 | $141.8M | $1.0M | ||
| Q2 25 | $154.4M | $-2.0M | ||
| Q1 25 | $138.8M | $829.0K | ||
| Q4 24 | $-1.2M | $1.6M | ||
| Q3 24 | $147.5M | $-587.0K | ||
| Q2 24 | $137.4M | $1.3M | ||
| Q1 24 | $78.2M | $3.7M |
毛利率LAMRMDV
| 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% | — |
营业利润率LAMRMDV
| Q4 25 | 32.9% | 45.8% | ||
| Q3 25 | 32.3% | 41.4% | ||
| Q2 25 | 34.1% | 9.8% | ||
| Q1 25 | 37.8% | 40.2% | ||
| Q4 24 | 6.3% | 45.4% | ||
| Q3 24 | 33.1% | 42.0% | ||
| Q2 24 | 32.6% | 44.6% | ||
| Q1 24 | 25.0% | 55.6% |
净利率LAMRMDV
| Q4 25 | 25.6% | 11.0% | ||
| Q3 25 | 24.2% | 9.0% | ||
| Q2 25 | 26.6% | -17.1% | ||
| Q1 25 | 27.5% | 7.0% | ||
| Q4 24 | -0.2% | 13.3% | ||
| Q3 24 | 26.1% | -5.0% | ||
| Q2 24 | 24.3% | 11.6% | ||
| Q1 24 | 15.7% | 31.1% |
每股收益（稀释后）LAMRMDV
| Q4 25 | $1.50 | $0.02 | ||
| Q3 25 | $1.40 | $0.00 | ||
| Q2 25 | $1.52 | $-0.32 | ||
| Q1 25 | $1.35 | $-0.01 | ||
| Q4 24 | $-0.02 | $0.07 | ||
| Q3 24 | $1.44 | $-0.18 | ||
| Q2 24 | $1.34 | $0.03 | ||
| Q1 24 | $0.76 | $0.33 |
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 | $64.8M | $14.4M |
| 总债务越低越好 | — | $261.5M |
| 股东权益账面价值 | $1.0B | $162.7M |
| 总资产 | $6.9B | $476.5M |
| 负债/权益比越低杠杆越低 | — | 1.61× |
8季度趋势，按日历期对齐
现金及短期投资LAMRMDV
| Q4 25 | $64.8M | $14.4M | ||
| Q3 25 | $22.0M | $8.3M | ||
| Q2 25 | $55.7M | $5.8M | ||
| Q1 25 | $36.1M | $6.2M | ||
| Q4 24 | $49.5M | $11.5M | ||
| Q3 24 | $29.5M | $6.8M | ||
| Q2 24 | $77.9M | $18.9M | ||
| Q1 24 | $36.4M | $18.4M |
总债务LAMRMDV
| Q4 25 | — | $261.5M | ||
| Q3 25 | — | $279.7M | ||
| Q2 25 | — | $279.7M | ||
| Q1 25 | — | $279.7M | ||
| Q4 24 | — | $279.8M | ||
| Q3 24 | — | $279.7M | ||
| Q2 24 | — | $279.7M | ||
| Q1 24 | — | $279.6M |
股东权益LAMRMDV
| Q4 25 | $1.0B | $162.7M | ||
| Q3 25 | $1.0B | $164.8M | ||
| Q2 25 | $906.9M | $165.6M | ||
| Q1 25 | $1.0B | $171.1M | ||
| Q4 24 | $1.0B | $190.1M | ||
| Q3 24 | $1.2B | $186.3M | ||
| Q2 24 | $1.2B | $187.0M | ||
| Q1 24 | $1.2B | $188.0M |
总资产LAMRMDV
| Q4 25 | $6.9B | $476.5M | ||
| Q3 25 | $6.8B | $499.6M | ||
| Q2 25 | $6.7B | $498.9M | ||
| Q1 25 | $6.5B | $506.8M | ||
| Q4 24 | $6.6B | $507.8M | ||
| Q3 24 | $6.5B | $507.4M | ||
| Q2 24 | $6.6B | $519.5M | ||
| Q1 24 | $6.5B | $522.5M |
负债/权益比LAMRMDV
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | 1.50× | ||
| Q1 24 | — | 1.49× |
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 | $271.2M | $3.8M |
| 自由现金流经营现金流 - 资本支出 | $208.3M | — |
| 自由现金流率自由现金流/营收 | 35.0% | — |
| 资本支出强度资本支出/营收 | 10.5% | — |
| 现金转化率经营现金流/净利润 | 1.78× | 3.17× |
| 过去12个月自由现金流最近4个季度 | $683.2M | — |
8季度趋势，按日历期对齐
经营现金流LAMRMDV
| Q4 25 | $271.2M | $3.8M | ||
| Q3 25 | $235.7M | $4.1M | ||
| Q2 25 | $229.5M | $3.9M | ||
| Q1 25 | $127.7M | $3.0M | ||
| Q4 24 | $279.3M | $5.4M | ||
| Q3 24 | $227.4M | $5.1M | ||
| Q2 24 | $256.3M | $4.7M | ||
| Q1 24 | $110.6M | $3.0M |
自由现金流LAMRMDV
| Q4 25 | $208.3M | — | ||
| Q3 25 | $185.8M | — | ||
| Q2 25 | $191.3M | — | ||
| Q1 25 | $97.9M | — | ||
| Q4 24 | $236.3M | — | ||
| Q3 24 | $197.3M | — | ||
| Q2 24 | $233.7M | — | ||
| Q1 24 | $81.1M | — |
自由现金流率LAMRMDV
| Q4 25 | 35.0% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | 40.8% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 41.3% | — | ||
| Q1 24 | 16.3% | — |
资本支出强度LAMRMDV
| Q4 25 | 10.5% | — | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 5.9% | — |
现金转化率LAMRMDV
| Q4 25 | 1.78× | 3.17× | ||
| Q3 25 | 1.66× | 3.95× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 0.92× | 3.68× | ||
| Q4 24 | — | 3.47× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.87× | 3.55× | ||
| Q1 24 | 1.41× | 0.80× |
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
LAMR
| Reportable Segment Aggregation Before Other Operating Segment | $531.9M | 89% |
| Transit Advertising | $42.0M | 7% |
| Logo Advertising | $22.1M | 4% |
MDV
暂无分部数据
