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LAMAR ADVERTISING CO（LAMR）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是LAMAR ADVERTISING CO的1.1倍（$682.8M vs $595.9M），LAMAR ADVERTISING CO净利率更高（25.6% vs -4.8%，领先30.3%），LAMAR ADVERTISING CO同比增速更快（2.8% vs -0.4%），LAMAR ADVERTISING CO自由现金流更多（$208.3M vs $56.0M），过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
LAMR vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $682.8M |
| 净利润 | $152.3M | $-32.7M |
| 毛利率 | 67.7% | 17.6% |
| 营业利润率 | 32.9% | -0.5% |
| 净利率 | 25.6% | -4.8% |
| 营收同比 | 2.8% | -0.4% |
| 净利润同比 | 12801.3% | 41.6% |
| 每股收益（稀释后） | $1.50 | $-0.13 |
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 | $682.8M | ||
| Q3 25 | $585.5M | $671.2M | ||
| Q2 25 | $579.3M | $666.3M | ||
| Q1 25 | $505.4M | $665.4M | ||
| Q4 24 | $579.6M | $685.6M | ||
| Q3 24 | $564.1M | $675.8M | ||
| Q2 24 | $565.3M | $684.9M | ||
| Q1 24 | $498.1M | $690.8M |
| Q4 25 | $152.3M | $-32.7M | ||
| Q3 25 | $141.8M | $-67.1M | ||
| Q2 25 | $154.4M | $-54.5M | ||
| Q1 25 | $138.8M | $-71.5M | ||
| Q4 24 | $-1.2M | $-56.0M | ||
| Q3 24 | $147.5M | $-186.6M | ||
| Q2 24 | $137.4M | $25.0M | ||
| Q1 24 | $78.2M | $-640.6M |
| Q4 25 | 67.7% | 17.6% | ||
| Q3 25 | 67.9% | 19.4% | ||
| Q2 25 | 67.8% | 19.4% | ||
| Q1 25 | 64.4% | 19.1% | ||
| Q4 24 | 67.8% | 19.2% | ||
| Q3 24 | 67.6% | 20.3% | ||
| Q2 24 | 67.6% | 19.2% | ||
| Q1 24 | 64.7% | 19.2% |
| Q4 25 | 32.9% | -0.5% | ||
| Q3 25 | 32.3% | -5.1% | ||
| Q2 25 | 34.1% | -3.8% | ||
| Q1 25 | 37.8% | -5.8% | ||
| Q4 24 | 6.3% | -4.2% | ||
| Q3 24 | 33.1% | -25.7% | ||
| Q2 24 | 32.6% | -7.9% | ||
| Q1 24 | 25.0% | -94.5% |
| Q4 25 | 25.6% | -4.8% | ||
| Q3 25 | 24.2% | -10.0% | ||
| Q2 25 | 26.6% | -8.2% | ||
| Q1 25 | 27.5% | -10.7% | ||
| Q4 24 | -0.2% | -8.2% | ||
| Q3 24 | 26.1% | -27.6% | ||
| Q2 24 | 24.3% | 3.7% | ||
| Q1 24 | 15.7% | -92.7% |
| Q4 25 | $1.50 | $-0.13 | ||
| Q3 25 | $1.40 | $-0.28 | ||
| Q2 25 | $1.52 | $-0.23 | ||
| Q1 25 | $1.35 | $-0.31 | ||
| Q4 24 | $-0.02 | $-0.20 | ||
| Q3 24 | $1.44 | $-0.82 | ||
| Q2 24 | $1.34 | $0.11 | ||
| Q1 24 | $0.76 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.0B | $-1.2B |
| 总资产 | $6.9B | $2.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $64.8M | $105.8M | ||
| Q3 25 | $22.0M | $99.5M | ||
| Q2 25 | $55.7M | $103.9M | ||
| Q1 25 | $36.1M | $128.0M | ||
| Q4 24 | $49.5M | $144.0M | ||
| Q3 24 | $29.5M | $157.1M | ||
| Q2 24 | $77.9M | $190.2M | ||
| Q1 24 | $36.4M | $282.6M |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $1.0B | $-1.2B | ||
| Q3 25 | $1.0B | $-1.2B | ||
| Q2 25 | $906.9M | $-1.1B | ||
| Q1 25 | $1.0B | $-1.1B | ||
| Q4 24 | $1.0B | $-1.0B | ||
| Q3 24 | $1.2B | $-949.7M | ||
| Q2 24 | $1.2B | $-756.2M | ||
| Q1 24 | $1.2B | $-787.2M |
| Q4 25 | $6.9B | $2.8B | ||
| Q3 25 | $6.8B | $2.8B | ||
| Q2 25 | $6.7B | $2.9B | ||
| Q1 25 | $6.5B | $3.0B | ||
| Q4 24 | $6.6B | $3.1B | ||
| Q3 24 | $6.5B | $3.1B | ||
| Q2 24 | $6.6B | $3.4B | ||
| Q1 24 | $6.5B | $3.5B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $208.3M | $56.0M |
| 自由现金流率自由现金流/营收 | 35.0% | 8.2% |
| 资本支出强度资本支出/营收 | 10.5% | 0.5% |
| 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 | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $271.2M | $59.7M | ||
| Q3 25 | $235.7M | $70.7M | ||
| Q2 25 | $229.5M | $8.4M | ||
| Q1 25 | $127.7M | $12.6M | ||
| Q4 24 | $279.3M | $54.3M | ||
| Q3 24 | $227.4M | $51.8M | ||
| Q2 24 | $256.3M | $24.1M | ||
| Q1 24 | $110.6M | $-90.3M |
| Q4 25 | $208.3M | $56.0M | ||
| Q3 25 | $185.8M | $42.7M | ||
| Q2 25 | $191.3M | $-12.4M | ||
| Q1 25 | $97.9M | $4.3M | ||
| Q4 24 | $236.3M | $34.4M | ||
| Q3 24 | $197.3M | $27.3M | ||
| Q2 24 | $233.7M | $-14.5M | ||
| Q1 24 | $81.1M | $-118.4M |
| Q4 25 | 35.0% | 8.2% | ||
| Q3 25 | 31.7% | 6.4% | ||
| Q2 25 | 33.0% | -1.9% | ||
| Q1 25 | 19.4% | 0.6% | ||
| Q4 24 | 40.8% | 5.0% | ||
| Q3 24 | 35.0% | 4.0% | ||
| Q2 24 | 41.3% | -2.1% | ||
| Q1 24 | 16.3% | -17.1% |
| Q4 25 | 10.5% | 0.5% | ||
| Q3 25 | 8.5% | 4.2% | ||
| Q2 25 | 6.6% | 3.1% | ||
| Q1 25 | 5.9% | 1.2% | ||
| Q4 24 | 7.4% | 2.9% | ||
| Q3 24 | 5.3% | 3.6% | ||
| Q2 24 | 4.0% | 5.6% | ||
| Q1 24 | 5.9% | 4.1% |
| 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× | 0.96× | ||
| Q1 24 | 1.41× | — |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
