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LAMAR ADVERTISING CO（LAMR）与OMEGA HEALTHCARE INVESTORS INC（OHI）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OMEGA HEALTHCARE INVESTORS INC的1.9倍（$595.9M vs $319.2M）。OMEGA HEALTHCARE INVESTORS INC净利率更高（51.6% vs 25.6%，领先26.1%）。OMEGA HEALTHCARE INVESTORS INC同比增速更快（14.3% vs 2.8%）。LAMAR ADVERTISING CO自由现金流更多（$208.3M vs $203.9M）。过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（14.5% vs 9.4%）
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。
Omega Healthcare Investors Inc是一家专注于医疗领域的房地产投资信托公司，核心业务为持有、租赁及运营多元化的医疗相关不动产资产，主要包括专业护理机构、养老住宅及长期护理设施，业务覆盖美国和英国，与医疗运营商合作为优质医疗服务提供稳定的不动产支持。
LAMR vs OHI — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $319.2M |
| 净利润 | $152.3M | $164.8M |
| 毛利率 | 67.7% | — |
| 营业利润率 | 32.9% | 53.7% |
| 净利率 | 25.6% | 51.6% |
| 营收同比 | 2.8% | 14.3% |
| 净利润同比 | 12801.3% | 45.4% |
| 每股收益（稀释后） | $1.50 | $0.56 |
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
| Q4 25 | $595.9M | $319.2M | ||
| Q3 25 | $585.5M | $311.6M | ||
| Q2 25 | $579.3M | $282.5M | ||
| Q1 25 | $505.4M | $276.8M | ||
| Q4 24 | $579.6M | $279.3M | ||
| Q3 24 | $564.1M | $276.0M | ||
| Q2 24 | $565.3M | $252.7M | ||
| Q1 24 | $498.1M | $243.3M |
| Q4 25 | $152.3M | $164.8M | ||
| Q3 25 | $141.8M | $179.7M | ||
| Q2 25 | $154.4M | $136.6M | ||
| Q1 25 | $138.8M | $109.0M | ||
| Q4 24 | $-1.2M | $113.3M | ||
| Q3 24 | $147.5M | $111.8M | ||
| Q2 24 | $137.4M | $113.9M | ||
| Q1 24 | $78.2M | $67.4M |
| 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% | — |
| Q4 25 | 32.9% | 53.7% | ||
| Q3 25 | 32.3% | 61.4% | ||
| Q2 25 | 34.1% | 52.1% | ||
| Q1 25 | 37.8% | 41.4% | ||
| Q4 24 | 6.3% | 42.5% | ||
| Q3 24 | 33.1% | 40.3% | ||
| Q2 24 | 32.6% | 47.1% | ||
| Q1 24 | 25.0% | 29.5% |
| Q4 25 | 25.6% | 51.6% | ||
| Q3 25 | 24.2% | 57.7% | ||
| Q2 25 | 26.6% | 48.4% | ||
| Q1 25 | 27.5% | 39.4% | ||
| Q4 24 | -0.2% | 40.6% | ||
| Q3 24 | 26.1% | 40.5% | ||
| Q2 24 | 24.3% | 45.1% | ||
| Q1 24 | 15.7% | 27.7% |
| Q4 25 | $1.50 | $0.56 | ||
| Q3 25 | $1.40 | $0.59 | ||
| Q2 25 | $1.52 | $0.46 | ||
| Q1 25 | $1.35 | $0.33 | ||
| Q4 24 | $-0.02 | $0.41 | ||
| Q3 24 | $1.44 | $0.42 | ||
| Q2 24 | $1.34 | $0.45 | ||
| Q1 24 | $0.76 | $0.27 |
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 | $27.0M |
| 总债务越低越好 | — | $4.3B |
| 股东权益账面价值 | $1.0B | $5.2B |
| 总资产 | $6.9B | $10.0B |
| 负债/权益比越低杠杆越低 | — | 0.82× |
8季度趋势，按日历期对齐
| Q4 25 | $64.8M | $27.0M | ||
| Q3 25 | $22.0M | $737.2M | ||
| Q2 25 | $55.7M | $734.2M | ||
| Q1 25 | $36.1M | $368.0M | ||
| Q4 24 | $49.5M | $518.3M | ||
| Q3 24 | $29.5M | $342.4M | ||
| Q2 24 | $77.9M | $35.2M | ||
| Q1 24 | $36.4M | $361.8M |
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.9B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $5.0B |
| Q4 25 | $1.0B | $5.2B | ||
| Q3 25 | $1.0B | $5.0B | ||
| Q2 25 | $906.9M | $5.0B | ||
| Q1 25 | $1.0B | $4.7B | ||
| Q4 24 | $1.0B | $4.5B | ||
| Q3 24 | $1.2B | $4.2B | ||
| Q2 24 | $1.2B | $3.7B | ||
| Q1 24 | $1.2B | $3.5B |
| Q4 25 | $6.9B | $10.0B | ||
| Q3 25 | $6.8B | $10.6B | ||
| Q2 25 | $6.7B | $10.5B | ||
| Q1 25 | $6.5B | $9.7B | ||
| Q4 24 | $6.6B | $9.9B | ||
| Q3 24 | $6.5B | $9.6B | ||
| Q2 24 | $6.6B | $8.8B | ||
| Q1 24 | $6.5B | $9.0B |
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 1.26× | ||
| Q1 24 | — | 1.43× |
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 | $230.6M |
| 自由现金流经营现金流 - 资本支出 | $208.3M | $203.9M |
| 自由现金流率自由现金流/营收 | 35.0% | 63.9% |
| 资本支出强度资本支出/营收 | 10.5% | 8.4% |
| 现金转化率经营现金流/净利润 | 1.78× | 1.40× |
| 过去12个月自由现金流最近4个季度 | $683.2M | $797.7M |
8季度趋势，按日历期对齐
| Q4 25 | $271.2M | $230.6M | ||
| Q3 25 | $235.7M | $226.7M | ||
| Q2 25 | $229.5M | $239.3M | ||
| Q1 25 | $127.7M | $182.0M | ||
| Q4 24 | $279.3M | $229.0M | ||
| Q3 24 | $227.4M | $184.9M | ||
| Q2 24 | $256.3M | $184.1M | ||
| Q1 24 | $110.6M | $151.5M |
| Q4 25 | $208.3M | $203.9M | ||
| Q3 25 | $185.8M | $205.5M | ||
| Q2 25 | $191.3M | $226.5M | ||
| Q1 25 | $97.9M | $161.8M | ||
| Q4 24 | $236.3M | $213.5M | ||
| Q3 24 | $197.3M | $176.6M | ||
| Q2 24 | $233.7M | $177.0M | ||
| Q1 24 | $81.1M | $144.5M |
| Q4 25 | 35.0% | 63.9% | ||
| Q3 25 | 31.7% | 65.9% | ||
| Q2 25 | 33.0% | 80.2% | ||
| Q1 25 | 19.4% | 58.4% | ||
| Q4 24 | 40.8% | 76.4% | ||
| Q3 24 | 35.0% | 64.0% | ||
| Q2 24 | 41.3% | 70.0% | ||
| Q1 24 | 16.3% | 59.4% |
| Q4 25 | 10.5% | 8.4% | ||
| Q3 25 | 8.5% | 6.8% | ||
| Q2 25 | 6.6% | 4.5% | ||
| Q1 25 | 5.9% | 7.3% | ||
| Q4 24 | 7.4% | 5.5% | ||
| Q3 24 | 5.3% | 3.0% | ||
| Q2 24 | 4.0% | 2.8% | ||
| Q1 24 | 5.9% | 2.9% |
| Q4 25 | 1.78× | 1.40× | ||
| Q3 25 | 1.66× | 1.26× | ||
| Q2 25 | 1.49× | 1.75× | ||
| Q1 25 | 0.92× | 1.67× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 1.54× | 1.65× | ||
| Q2 24 | 1.87× | 1.62× | ||
| Q1 24 | 1.41× | 2.25× |
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% |
OHI
暂无分部数据
