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LAMAR ADVERTISING CO（LAMR）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是LAMAR ADVERTISING CO的1.1倍（$663.0M vs $595.9M），Reddit, Inc.净利率更高（30.8% vs 25.6%，领先5.2%），Reddit, Inc.同比增速更快（69.0% vs 2.8%），Reddit, Inc.自由现金流更多（$311.0M vs $208.3M），过去两年Reddit, Inc.的营收复合增速更高（53.6% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
LAMR vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.1倍
$595.9M
营收增速更快
RDDT
高出66.2%
2.8%
净利率更高
RDDT
高出5.2%
25.6%
自由现金流更多
RDDT
多$102.7M
$208.3M
两年增速更快
RDDT
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $663.0M |
| 净利润 | $152.3M | $204.0M |
| 毛利率 | 67.7% | 100.0% |
| 营业利润率 | 32.9% | 0.0% |
| 净利率 | 25.6% | 30.8% |
| 营收同比 | 2.8% | 69.0% |
| 净利润同比 | 12801.3% | 680.0% |
| 每股收益（稀释后） | $1.50 | $1.01 |
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LAMRRDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $595.9M | $725.6M | ||
| Q3 25 | $585.5M | $584.9M | ||
| Q2 25 | $579.3M | $499.6M | ||
| Q1 25 | $505.4M | $392.4M | ||
| Q4 24 | $579.6M | $427.7M | ||
| Q3 24 | $564.1M | $348.4M | ||
| Q2 24 | $565.3M | $281.2M |
净利润LAMRRDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $152.3M | $251.6M | ||
| Q3 25 | $141.8M | $162.7M | ||
| Q2 25 | $154.4M | $89.3M | ||
| Q1 25 | $138.8M | $26.2M | ||
| Q4 24 | $-1.2M | $71.0M | ||
| Q3 24 | $147.5M | $29.9M | ||
| Q2 24 | $137.4M | $-10.1M |
毛利率LAMRRDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 67.7% | 91.9% | ||
| Q3 25 | 67.9% | 91.0% | ||
| Q2 25 | 67.8% | 90.8% | ||
| Q1 25 | 64.4% | 90.5% | ||
| Q4 24 | 67.8% | 92.6% | ||
| Q3 24 | 67.6% | 90.1% | ||
| Q2 24 | 67.6% | 89.5% |
营业利润率LAMRRDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 32.9% | 31.9% | ||
| Q3 25 | 32.3% | 23.7% | ||
| Q2 25 | 34.1% | 13.6% | ||
| Q1 25 | 37.8% | 1.0% | ||
| Q4 24 | 6.3% | 12.4% | ||
| Q3 24 | 33.1% | 2.0% | ||
| Q2 24 | 32.6% | -11.0% |
净利率LAMRRDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 25.6% | 34.7% | ||
| Q3 25 | 24.2% | 27.8% | ||
| Q2 25 | 26.6% | 17.9% | ||
| Q1 25 | 27.5% | 6.7% | ||
| Q4 24 | -0.2% | 16.6% | ||
| Q3 24 | 26.1% | 8.6% | ||
| Q2 24 | 24.3% | -3.6% |
每股收益（稀释后）LAMRRDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $1.50 | $1.24 | ||
| Q3 25 | $1.40 | $0.80 | ||
| Q2 25 | $1.52 | $0.45 | ||
| Q1 25 | $1.35 | $0.13 | ||
| Q4 24 | $-0.02 | $4.76 | ||
| Q3 24 | $1.44 | $0.16 | ||
| Q2 24 | $1.34 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $3.2B |
| 总资产 | $6.9B | $3.5B |
| 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LAMRRDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $64.8M | $953.6M | ||
| Q3 25 | $22.0M | $911.7M | ||
| Q2 25 | $55.7M | $734.1M | ||
| Q1 25 | $36.1M | $635.7M | ||
| Q4 24 | $49.5M | $562.1M | ||
| Q3 24 | $29.5M | $515.9M | ||
| Q2 24 | $77.9M | $468.0M |
股东权益LAMRRDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.0B | $2.9B | ||
| Q3 25 | $1.0B | $2.6B | ||
| Q2 25 | $906.9M | $2.4B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B |
总资产LAMRRDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $6.9B | $3.2B | ||
| Q3 25 | $6.8B | $2.9B | ||
| Q2 25 | $6.7B | $2.6B | ||
| Q1 25 | $6.5B | $2.4B | ||
| Q4 24 | $6.6B | $2.3B | ||
| Q3 24 | $6.5B | $2.2B | ||
| Q2 24 | $6.6B | $2.1B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $208.3M | $311.0M |
| 自由现金流率自由现金流/营收 | 35.0% | 46.9% |
| 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 | $868.6M |
8季度趋势，按日历期对齐
经营现金流LAMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | $271.2M | $266.8M | ||
| Q3 25 | $235.7M | $185.2M | ||
| Q2 25 | $229.5M | $111.3M | ||
| Q1 25 | $127.7M | $127.6M | ||
| Q4 24 | $279.3M | $90.0M | ||
| Q3 24 | $227.4M | $71.6M | ||
| Q2 24 | $256.3M | $28.4M |
自由现金流LAMRRDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $208.3M | $263.6M | ||
| Q3 25 | $185.8M | $183.1M | ||
| Q2 25 | $191.3M | $110.8M | ||
| Q1 25 | $97.9M | $126.6M | ||
| Q4 24 | $236.3M | $89.2M | ||
| Q3 24 | $197.3M | $70.3M | ||
| Q2 24 | $233.7M | $27.2M |
自由现金流率LAMRRDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 35.0% | 36.3% | ||
| Q3 25 | 31.7% | 31.3% | ||
| Q2 25 | 33.0% | 22.2% | ||
| Q1 25 | 19.4% | 32.3% | ||
| Q4 24 | 40.8% | 20.8% | ||
| Q3 24 | 35.0% | 20.2% | ||
| Q2 24 | 41.3% | 9.7% |
资本支出强度LAMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | 10.5% | 0.4% | ||
| Q3 25 | 8.5% | 0.4% | ||
| Q2 25 | 6.6% | 0.1% | ||
| Q1 25 | 5.9% | 0.2% | ||
| Q4 24 | 7.4% | 0.2% | ||
| Q3 24 | 5.3% | 0.4% | ||
| Q2 24 | 4.0% | 0.4% |
现金转化率LAMRRDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | 1.06× | ||
| Q3 25 | 1.66× | 1.14× | ||
| Q2 25 | 1.49× | 1.25× | ||
| Q1 25 | 0.92× | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 1.54× | 2.40× | ||
| 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
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% |
RDDT
暂无分部数据
