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LAMAR ADVERTISING CO（LAMR）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是LAMAR ADVERTISING CO的1.3倍（$772.1M vs $595.9M），LAMAR ADVERTISING CO净利率更高（25.6% vs 12.7%，领先12.8%），Revvity同比增速更快（5.9% vs 2.8%），LAMAR ADVERTISING CO自由现金流更多（$208.3M vs $161.8M），过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
LAMR vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.3倍
$595.9M
营收增速更快
RVTY
高出3.0%
2.8%
净利率更高
LAMR
高出12.8%
12.7%
自由现金流更多
LAMR
多$46.5M
$161.8M
两年增速更快
LAMR
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $772.1M |
| 净利润 | $152.3M | $98.4M |
| 毛利率 | 67.7% | — |
| 营业利润率 | 32.9% | 14.5% |
| 净利率 | 25.6% | 12.7% |
| 营收同比 | 2.8% | 5.9% |
| 净利润同比 | 12801.3% | 3.9% |
| 每股收益（稀释后） | $1.50 | $0.86 |
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LAMRRVTY
| Q4 25 | $595.9M | $772.1M | ||
| Q3 25 | $585.5M | $698.9M | ||
| Q2 25 | $579.3M | $720.3M | ||
| Q1 25 | $505.4M | $664.8M | ||
| Q4 24 | $579.6M | $729.4M | ||
| Q3 24 | $564.1M | $684.0M | ||
| Q2 24 | $565.3M | $691.7M | ||
| Q1 24 | $498.1M | $649.9M |
净利润LAMRRVTY
| Q4 25 | $152.3M | $98.4M | ||
| Q3 25 | $141.8M | $46.7M | ||
| Q2 25 | $154.4M | $53.9M | ||
| Q1 25 | $138.8M | $42.2M | ||
| Q4 24 | $-1.2M | $94.6M | ||
| Q3 24 | $147.5M | $94.4M | ||
| Q2 24 | $137.4M | $55.4M | ||
| Q1 24 | $78.2M | $26.0M |
毛利率LAMRRVTY
| Q4 25 | 67.7% | — | ||
| Q3 25 | 67.9% | 53.6% | ||
| Q2 25 | 67.8% | 54.5% | ||
| Q1 25 | 64.4% | 56.5% | ||
| Q4 24 | 67.8% | — | ||
| Q3 24 | 67.6% | 56.3% | ||
| Q2 24 | 67.6% | 55.7% | ||
| Q1 24 | 64.7% | 54.6% |
营业利润率LAMRRVTY
| Q4 25 | 32.9% | 14.5% | ||
| Q3 25 | 32.3% | 11.7% | ||
| Q2 25 | 34.1% | 12.6% | ||
| Q1 25 | 37.8% | 10.9% | ||
| Q4 24 | 6.3% | 16.3% | ||
| Q3 24 | 33.1% | 14.3% | ||
| Q2 24 | 32.6% | 12.4% | ||
| Q1 24 | 25.0% | 6.8% |
净利率LAMRRVTY
| Q4 25 | 25.6% | 12.7% | ||
| Q3 25 | 24.2% | 6.7% | ||
| Q2 25 | 26.6% | 7.5% | ||
| Q1 25 | 27.5% | 6.4% | ||
| Q4 24 | -0.2% | 13.0% | ||
| Q3 24 | 26.1% | 13.8% | ||
| Q2 24 | 24.3% | 8.0% | ||
| Q1 24 | 15.7% | 4.0% |
每股收益（稀释后）LAMRRVTY
| Q4 25 | $1.50 | $0.86 | ||
| Q3 25 | $1.40 | $0.40 | ||
| Q2 25 | $1.52 | $0.46 | ||
| Q1 25 | $1.35 | $0.35 | ||
| Q4 24 | $-0.02 | $0.77 | ||
| Q3 24 | $1.44 | $0.77 | ||
| Q2 24 | $1.34 | $0.45 | ||
| Q1 24 | $0.76 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $7.3B |
| 总资产 | $6.9B | $12.2B |
| 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LAMRRVTY
| Q4 25 | $64.8M | $919.9M | ||
| Q3 25 | $22.0M | $931.4M | ||
| Q2 25 | $55.7M | $991.8M | ||
| Q1 25 | $36.1M | $1.1B | ||
| Q4 24 | $49.5M | $1.2B | ||
| Q3 24 | $29.5M | $1.2B | ||
| Q2 24 | $77.9M | $2.0B | ||
| Q1 24 | $36.4M | $1.7B |
股东权益LAMRRVTY
| Q4 25 | $1.0B | $7.3B | ||
| Q3 25 | $1.0B | $7.4B | ||
| Q2 25 | $906.9M | $7.6B | ||
| Q1 25 | $1.0B | $7.6B | ||
| Q4 24 | $1.0B | $7.7B | ||
| Q3 24 | $1.2B | $7.9B | ||
| Q2 24 | $1.2B | $7.9B | ||
| Q1 24 | $1.2B | $7.8B |
总资产LAMRRVTY
| Q4 25 | $6.9B | $12.2B | ||
| Q3 25 | $6.8B | $12.1B | ||
| Q2 25 | $6.7B | $12.4B | ||
| Q1 25 | $6.5B | $12.4B | ||
| Q4 24 | $6.6B | $12.4B | ||
| Q3 24 | $6.5B | $12.8B | ||
| Q2 24 | $6.6B | $13.4B | ||
| Q1 24 | $6.5B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $208.3M | $161.8M |
| 自由现金流率自由现金流/营收 | 35.0% | 21.0% |
| 资本支出强度资本支出/营收 | 10.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.78× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $683.2M | $509.4M |
8季度趋势，按日历期对齐
经营现金流LAMRRVTY
| Q4 25 | $271.2M | $182.0M | ||
| Q3 25 | $235.7M | $138.5M | ||
| Q2 25 | $229.5M | $134.3M | ||
| Q1 25 | $127.7M | $128.2M | ||
| Q4 24 | $279.3M | $174.2M | ||
| Q3 24 | $227.4M | $147.9M | ||
| Q2 24 | $256.3M | $158.6M | ||
| Q1 24 | $110.6M | $147.6M |
自由现金流LAMRRVTY
| Q4 25 | $208.3M | $161.8M | ||
| Q3 25 | $185.8M | $120.0M | ||
| Q2 25 | $191.3M | $115.5M | ||
| Q1 25 | $97.9M | $112.2M | ||
| Q4 24 | $236.3M | $149.8M | ||
| Q3 24 | $197.3M | $125.6M | ||
| Q2 24 | $233.7M | $136.6M | ||
| Q1 24 | $81.1M | $129.7M |
自由现金流率LAMRRVTY
| Q4 25 | 35.0% | 21.0% | ||
| Q3 25 | 31.7% | 17.2% | ||
| Q2 25 | 33.0% | 16.0% | ||
| Q1 25 | 19.4% | 16.9% | ||
| Q4 24 | 40.8% | 20.5% | ||
| Q3 24 | 35.0% | 18.4% | ||
| Q2 24 | 41.3% | 19.7% | ||
| Q1 24 | 16.3% | 20.0% |
资本支出强度LAMRRVTY
| Q4 25 | 10.5% | 2.6% | ||
| Q3 25 | 8.5% | 2.6% | ||
| Q2 25 | 6.6% | 2.6% | ||
| Q1 25 | 5.9% | 2.4% | ||
| Q4 24 | 7.4% | 3.4% | ||
| Q3 24 | 5.3% | 3.3% | ||
| Q2 24 | 4.0% | 3.2% | ||
| Q1 24 | 5.9% | 2.7% |
现金转化率LAMRRVTY
| Q4 25 | 1.78× | 1.85× | ||
| Q3 25 | 1.66× | 2.97× | ||
| Q2 25 | 1.49× | 2.49× | ||
| Q1 25 | 0.92× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 1.54× | 1.57× | ||
| Q2 24 | 1.87× | 2.87× | ||
| Q1 24 | 1.41× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
