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LAMAR ADVERTISING CO（LAMR）与NexPoint Residential Trust, Inc.（NXRT）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NexPoint Residential Trust, Inc.的9.6倍（$595.9M vs $62.1M），LAMAR ADVERTISING CO同比增速更快（2.8% vs -2.7%），过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs -4.1%）
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。
NexPoint Residential Trust是一家公开上市的房地产投资信托，主要收购、翻新并运营美国阳光地带高增长市场的多户住宅物业，旗下资产以经济型和中端公寓社区为主，旨在通过稳定的租金收入增长和长期资产增值为投资者创造回报。
LAMR vs NXRT — 直观对比
营收规模更大
LAMR
是对方的9.6倍
$62.1M
营收增速更快
LAMR
高出5.5%
-2.7%
两年增速更快
LAMR
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $62.1M |
| 净利润 | $152.3M | — |
| 毛利率 | 67.7% | — |
| 营业利润率 | 32.9% | 8.4% |
| 净利率 | 25.6% | — |
| 营收同比 | 2.8% | -2.7% |
| 净利润同比 | 12801.3% | — |
| 每股收益（稀释后） | $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
营收LAMRNXRT
| Q4 25 | $595.9M | $62.1M | ||
| Q3 25 | $585.5M | $62.8M | ||
| Q2 25 | $579.3M | $63.1M | ||
| Q1 25 | $505.4M | $63.2M | ||
| Q4 24 | $579.6M | $63.8M | ||
| Q3 24 | $564.1M | $64.1M | ||
| Q2 24 | $565.3M | $64.2M | ||
| Q1 24 | $498.1M | $67.6M |
净利润LAMRNXRT
| Q4 25 | $152.3M | — | ||
| Q3 25 | $141.8M | $-7.8M | ||
| Q2 25 | $154.4M | $-7.0M | ||
| Q1 25 | $138.8M | $-6.9M | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $147.5M | $-8.9M | ||
| Q2 24 | $137.4M | $10.6M | ||
| Q1 24 | $78.2M | $26.3M |
毛利率LAMRNXRT
| 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LAMRNXRT
| Q4 25 | 32.9% | 8.4% | ||
| Q3 25 | 32.3% | 11.8% | ||
| Q2 25 | 34.1% | 12.5% | ||
| Q1 25 | 37.8% | 11.7% | ||
| Q4 24 | 6.3% | 18.0% | ||
| Q3 24 | 33.1% | 8.7% | ||
| Q2 24 | 32.6% | 39.7% | ||
| Q1 24 | 25.0% | 60.7% |
净利率LAMRNXRT
| Q4 25 | 25.6% | — | ||
| Q3 25 | 24.2% | -12.4% | ||
| Q2 25 | 26.6% | -11.1% | ||
| Q1 25 | 27.5% | -10.9% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | 26.1% | -13.8% | ||
| Q2 24 | 24.3% | 16.5% | ||
| Q1 24 | 15.7% | 38.9% |
每股收益（稀释后）LAMRNXRT
| Q4 25 | $1.50 | — | ||
| Q3 25 | $1.40 | $-0.31 | ||
| Q2 25 | $1.52 | $-0.28 | ||
| Q1 25 | $1.35 | $-0.27 | ||
| Q4 24 | $-0.02 | — | ||
| Q3 24 | $1.44 | $-0.35 | ||
| Q2 24 | $1.34 | $0.40 | ||
| Q1 24 | $0.76 | $1.00 |
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 | $13.7M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $1.0B | $295.5M |
| 总资产 | $6.9B | $1.9B |
| 负债/权益比越低杠杆越低 | — | 5.39× |
8季度趋势，按日历期对齐
现金及短期投资LAMRNXRT
| Q4 25 | $64.8M | $13.7M | ||
| Q3 25 | $22.0M | $10.8M | ||
| Q2 25 | $55.7M | $13.6M | ||
| Q1 25 | $36.1M | $23.7M | ||
| Q4 24 | $49.5M | $23.1M | ||
| Q3 24 | $29.5M | $17.4M | ||
| Q2 24 | $77.9M | $21.3M | ||
| Q1 24 | $36.4M | $37.2M |
总债务LAMRNXRT
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.5B |
股东权益LAMRNXRT
| Q4 25 | $1.0B | $295.5M | ||
| Q3 25 | $1.0B | $322.9M | ||
| Q2 25 | $906.9M | $347.9M | ||
| Q1 25 | $1.0B | $379.9M | ||
| Q4 24 | $1.0B | $410.4M | ||
| Q3 24 | $1.2B | $447.1M | ||
| Q2 24 | $1.2B | $491.1M | ||
| Q1 24 | $1.2B | $512.8M |
总资产LAMRNXRT
| Q4 25 | $6.9B | $1.9B | ||
| Q3 25 | $6.8B | $1.8B | ||
| Q2 25 | $6.7B | $1.9B | ||
| Q1 25 | $6.5B | $1.9B | ||
| Q4 24 | $6.6B | $1.9B | ||
| Q3 24 | $6.5B | $2.0B | ||
| Q2 24 | $6.6B | $2.0B | ||
| Q1 24 | $6.5B | $2.0B |
负债/权益比LAMRNXRT
| Q4 25 | — | 5.39× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.92× |
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 | $83.6M |
| 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× | — |
| 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LAMRNXRT
| Q4 25 | $271.2M | $83.6M | ||
| Q3 25 | $235.7M | $29.3M | ||
| Q2 25 | $229.5M | $19.9M | ||
| Q1 25 | $127.7M | $28.3M | ||
| Q4 24 | $279.3M | $73.6M | ||
| Q3 24 | $227.4M | $27.8M | ||
| Q2 24 | $256.3M | $19.7M | ||
| Q1 24 | $110.6M | $19.7M |
自由现金流LAMRNXRT
| 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LAMRNXRT
| 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LAMRNXRT
| 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LAMRNXRT
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.66× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 0.92× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.87× | 1.86× | ||
| Q1 24 | 1.41× | 0.75× |
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% |
NXRT
暂无分部数据
