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LAMAR ADVERTISING CO（LAMR）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.8倍（$595.9M vs $324.4M），LAMAR ADVERTISING CO净利率更高（25.6% vs 5.7%，领先19.8%），Revolve Group, Inc.同比增速更快（10.4% vs 2.8%），LAMAR ADVERTISING CO自由现金流更多（$208.3M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
LAMR vs RVLV — 直观对比
营收规模更大
LAMR
是对方的1.8倍
$324.4M
营收增速更快
RVLV
高出7.6%
2.8%
净利率更高
LAMR
高出19.8%
5.7%
自由现金流更多
LAMR
多$221.6M
$-13.3M
两年增速更快
RVLV
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $324.4M |
| 净利润 | $152.3M | $18.6M |
| 毛利率 | 67.7% | 53.3% |
| 营业利润率 | 32.9% | 6.3% |
| 净利率 | 25.6% | 5.7% |
| 营收同比 | 2.8% | 10.4% |
| 净利润同比 | 12801.3% | 50.4% |
| 每股收益（稀释后） | $1.50 | $0.27 |
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LAMRRVLV
| Q4 25 | $595.9M | $324.4M | ||
| Q3 25 | $585.5M | $295.6M | ||
| Q2 25 | $579.3M | $309.0M | ||
| Q1 25 | $505.4M | $296.7M | ||
| Q4 24 | $579.6M | $293.7M | ||
| Q3 24 | $564.1M | $283.1M | ||
| Q2 24 | $565.3M | $282.5M | ||
| Q1 24 | $498.1M | $270.6M |
净利润LAMRRVLV
| Q4 25 | $152.3M | $18.6M | ||
| Q3 25 | $141.8M | $21.2M | ||
| Q2 25 | $154.4M | $10.2M | ||
| Q1 25 | $138.8M | $11.8M | ||
| Q4 24 | $-1.2M | $12.3M | ||
| Q3 24 | $147.5M | $11.0M | ||
| Q2 24 | $137.4M | $15.4M | ||
| Q1 24 | $78.2M | $10.9M |
毛利率LAMRRVLV
| Q4 25 | 67.7% | 53.3% | ||
| Q3 25 | 67.9% | 54.6% | ||
| Q2 25 | 67.8% | 54.1% | ||
| Q1 25 | 64.4% | 52.0% | ||
| Q4 24 | 67.8% | 52.5% | ||
| Q3 24 | 67.6% | 51.2% | ||
| Q2 24 | 67.6% | 54.0% | ||
| Q1 24 | 64.7% | 52.3% |
营业利润率LAMRRVLV
| Q4 25 | 32.9% | 6.3% | ||
| Q3 25 | 32.3% | 7.1% | ||
| Q2 25 | 34.1% | 5.8% | ||
| Q1 25 | 37.8% | 5.0% | ||
| Q4 24 | 6.3% | 3.9% | ||
| Q3 24 | 33.1% | 5.0% | ||
| Q2 24 | 32.6% | 5.8% | ||
| Q1 24 | 25.0% | 3.4% |
净利率LAMRRVLV
| Q4 25 | 25.6% | 5.7% | ||
| Q3 25 | 24.2% | 7.2% | ||
| Q2 25 | 26.6% | 3.3% | ||
| Q1 25 | 27.5% | 4.0% | ||
| Q4 24 | -0.2% | 4.2% | ||
| Q3 24 | 26.1% | 3.9% | ||
| Q2 24 | 24.3% | 5.4% | ||
| Q1 24 | 15.7% | 4.0% |
每股收益（稀释后）LAMRRVLV
| Q4 25 | $1.50 | $0.27 | ||
| Q3 25 | $1.40 | $0.29 | ||
| Q2 25 | $1.52 | $0.14 | ||
| Q1 25 | $1.35 | $0.16 | ||
| Q4 24 | $-0.02 | $0.18 | ||
| Q3 24 | $1.44 | $0.15 | ||
| Q2 24 | $1.34 | $0.21 | ||
| Q1 24 | $0.76 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $512.5M |
| 总资产 | $6.9B | $765.0M |
| 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LAMRRVLV
| Q4 25 | $64.8M | $292.3M | ||
| Q3 25 | $22.0M | $315.4M | ||
| Q2 25 | $55.7M | $310.7M | ||
| Q1 25 | $36.1M | $300.8M | ||
| Q4 24 | $49.5M | $256.6M | ||
| Q3 24 | $29.5M | $252.8M | ||
| Q2 24 | $77.9M | $244.7M | ||
| Q1 24 | $36.4M | $273.4M |
股东权益LAMRRVLV
| Q4 25 | $1.0B | $512.5M | ||
| Q3 25 | $1.0B | $490.2M | ||
| Q2 25 | $906.9M | $468.6M | ||
| Q1 25 | $1.0B | $453.4M | ||
| Q4 24 | $1.0B | $437.8M | ||
| Q3 24 | $1.2B | $420.8M | ||
| Q2 24 | $1.2B | $405.8M | ||
| Q1 24 | $1.2B | $389.9M |
总资产LAMRRVLV
| Q4 25 | $6.9B | $765.0M | ||
| Q3 25 | $6.8B | $751.3M | ||
| Q2 25 | $6.7B | $722.9M | ||
| Q1 25 | $6.5B | $713.9M | ||
| Q4 24 | $6.6B | $665.5M | ||
| Q3 24 | $6.5B | $670.9M | ||
| Q2 24 | $6.6B | $657.8M | ||
| Q1 24 | $6.5B | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $208.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 35.0% | -4.1% |
| 资本支出强度资本支出/营收 | 10.5% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.78× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $683.2M | $48.0M |
8季度趋势，按日历期对齐
经营现金流LAMRRVLV
| Q4 25 | $271.2M | $-10.2M | ||
| Q3 25 | $235.7M | $11.8M | ||
| Q2 25 | $229.5M | $12.6M | ||
| Q1 25 | $127.7M | $45.1M | ||
| Q4 24 | $279.3M | $3.9M | ||
| Q3 24 | $227.4M | $9.1M | ||
| Q2 24 | $256.3M | $-24.7M | ||
| Q1 24 | $110.6M | $38.4M |
自由现金流LAMRRVLV
| Q4 25 | $208.3M | $-13.3M | ||
| Q3 25 | $185.8M | $7.5M | ||
| Q2 25 | $191.3M | $10.4M | ||
| Q1 25 | $97.9M | $43.4M | ||
| Q4 24 | $236.3M | $2.1M | ||
| Q3 24 | $197.3M | $8.0M | ||
| Q2 24 | $233.7M | $-25.7M | ||
| Q1 24 | $81.1M | $36.7M |
自由现金流率LAMRRVLV
| Q4 25 | 35.0% | -4.1% | ||
| Q3 25 | 31.7% | 2.5% | ||
| Q2 25 | 33.0% | 3.4% | ||
| Q1 25 | 19.4% | 14.6% | ||
| Q4 24 | 40.8% | 0.7% | ||
| Q3 24 | 35.0% | 2.8% | ||
| Q2 24 | 41.3% | -9.1% | ||
| Q1 24 | 16.3% | 13.5% |
资本支出强度LAMRRVLV
| Q4 25 | 10.5% | 1.0% | ||
| Q3 25 | 8.5% | 1.5% | ||
| Q2 25 | 6.6% | 0.7% | ||
| Q1 25 | 5.9% | 0.6% | ||
| Q4 24 | 7.4% | 0.6% | ||
| Q3 24 | 5.3% | 0.4% | ||
| Q2 24 | 4.0% | 0.4% | ||
| Q1 24 | 5.9% | 0.6% |
现金转化率LAMRRVLV
| Q4 25 | 1.78× | -0.55× | ||
| Q3 25 | 1.66× | 0.56× | ||
| Q2 25 | 1.49× | 1.24× | ||
| Q1 25 | 0.92× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 1.54× | 0.83× | ||
| Q2 24 | 1.87× | -1.60× | ||
| Q1 24 | 1.41× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
