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LAMAR ADVERTISING CO（LAMR）与ANNALY CAPITAL MANAGEMENT INC（NLY）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ANNALY CAPITAL MANAGEMENT INC的1.6倍（$595.9M vs $366.6M）。ANNALY CAPITAL MANAGEMENT INC净利率更高（276.5% vs 25.6%，领先250.9%）。ANNALY CAPITAL MANAGEMENT INC同比增速更快（95.7% vs 2.8%）
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。
Annaly Capital Management是全球规模最大的抵押型房地产投资信托之一，注册地位于美国马里兰州，总部设立于纽约市，专注于抵押类不动产相关资产的投资运营，在北美地产投资领域具备丰富经验与较高市场认可度。
LAMR vs NLY — 直观对比
营收规模更大
LAMR
是对方的1.6倍
$366.6M
营收增速更快
NLY
高出92.9%
2.8%
净利率更高
NLY
高出250.9%
25.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $366.6M |
| 净利润 | $152.3M | $1.0B |
| 毛利率 | 67.7% | — |
| 营业利润率 | 32.9% | — |
| 净利率 | 25.6% | 276.5% |
| 营收同比 | 2.8% | 95.7% |
| 净利润同比 | 12801.3% | 110.2% |
| 每股收益（稀释后） | $1.50 | $1.54 |
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LAMRNLY
| Q4 25 | $595.9M | $366.6M | ||
| Q3 25 | $585.5M | $275.8M | ||
| Q2 25 | $579.3M | $273.2M | ||
| Q1 25 | $505.4M | $220.0M | ||
| Q4 24 | $579.6M | $187.3M | ||
| Q3 24 | $564.1M | $13.4M | ||
| Q2 24 | $565.3M | $53.6M | ||
| Q1 24 | $498.1M | $-6.5M |
净利润LAMRNLY
| Q4 25 | $152.3M | $1.0B | ||
| Q3 25 | $141.8M | $832.4M | ||
| Q2 25 | $154.4M | $57.1M | ||
| Q1 25 | $138.8M | $124.2M | ||
| Q4 24 | $-1.2M | $482.1M | ||
| Q3 24 | $147.5M | $66.4M | ||
| Q2 24 | $137.4M | $-9.5M | ||
| Q1 24 | $78.2M | $462.9M |
毛利率LAMRNLY
| 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LAMRNLY
| Q4 25 | 32.9% | — | ||
| Q3 25 | 32.3% | — | ||
| Q2 25 | 34.1% | 22.3% | ||
| Q1 25 | 37.8% | 63.0% | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 33.1% | — | ||
| Q2 24 | 32.6% | 5.8% | ||
| Q1 24 | 25.0% | — |
净利率LAMRNLY
| Q4 25 | 25.6% | 276.5% | ||
| Q3 25 | 24.2% | 301.9% | ||
| Q2 25 | 26.6% | 20.9% | ||
| Q1 25 | 27.5% | 56.5% | ||
| Q4 24 | -0.2% | 257.4% | ||
| Q3 24 | 26.1% | 495.8% | ||
| Q2 24 | 24.3% | -17.7% | ||
| Q1 24 | 15.7% | -7175.5% |
每股收益（稀释后）LAMRNLY
| Q4 25 | $1.50 | $1.54 | ||
| Q3 25 | $1.40 | $1.20 | ||
| Q2 25 | $1.52 | $0.03 | ||
| Q1 25 | $1.35 | $0.15 | ||
| Q4 24 | $-0.02 | $0.81 | ||
| Q3 24 | $1.44 | $0.05 | ||
| Q2 24 | $1.34 | $-0.09 | ||
| Q1 24 | $0.76 | $0.85 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $16.1B |
| 总资产 | $6.9B | $135.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LAMRNLY
| Q4 25 | $64.8M | — | ||
| Q3 25 | $22.0M | — | ||
| Q2 25 | $55.7M | — | ||
| Q1 25 | $36.1M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $77.9M | — | ||
| Q1 24 | $36.4M | — |
股东权益LAMRNLY
| Q4 25 | $1.0B | $16.1B | ||
| Q3 25 | $1.0B | $14.9B | ||
| Q2 25 | $906.9M | $13.4B | ||
| Q1 25 | $1.0B | $13.0B | ||
| Q4 24 | $1.0B | $12.6B | ||
| Q3 24 | $1.2B | $12.4B | ||
| Q2 24 | $1.2B | $11.2B | ||
| Q1 24 | $1.2B | $11.4B |
总资产LAMRNLY
| Q4 25 | $6.9B | $135.6B | ||
| Q3 25 | $6.8B | $125.9B | ||
| Q2 25 | $6.7B | $112.1B | ||
| Q1 25 | $6.5B | $105.1B | ||
| Q4 24 | $6.6B | $103.6B | ||
| Q3 24 | $6.5B | $101.5B | ||
| Q2 24 | $6.6B | $93.7B | ||
| Q1 24 | $6.5B | $91.5B |
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 | $644.3M |
| 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× | 0.64× |
| 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LAMRNLY
| Q4 25 | $271.2M | $644.3M | ||
| Q3 25 | $235.7M | $24.1M | ||
| Q2 25 | $229.5M | $180.7M | ||
| Q1 25 | $127.7M | $-156.3M | ||
| Q4 24 | $279.3M | $2.8B | ||
| Q3 24 | $227.4M | $-1.7B | ||
| Q2 24 | $256.3M | $477.1M | ||
| Q1 24 | $110.6M | $1.7B |
自由现金流LAMRNLY
| 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LAMRNLY
| 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LAMRNLY
| 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LAMRNLY
| Q4 25 | 1.78× | 0.64× | ||
| Q3 25 | 1.66× | 0.03× | ||
| Q2 25 | 1.49× | 3.17× | ||
| Q1 25 | 0.92× | -1.26× | ||
| Q4 24 | — | 5.83× | ||
| Q3 24 | 1.54× | -25.18× | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 1.41× | 3.67× |
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% |
NLY
暂无分部数据
