vs
LAMAR ADVERTISING CO（LAMR）与Sachem Capital Corp.（SACH）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Sachem Capital Corp.的49.7倍（$595.9M vs $12.0M），LAMAR ADVERTISING CO净利率更高（25.6% vs 8.3%，领先17.2%），LAMAR ADVERTISING CO同比增速更快（2.8% vs -18.8%），过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs -13.4%）
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。
Sachem Head Capital Management是一家总部位于美国纽约市的价值型投资管理公司，由斯科特·弗格森负责运营管理，专注于遵循价值投资理念开展投资管理业务。
LAMR vs SACH — 直观对比
营收规模更大
LAMR
是对方的49.7倍
$12.0M
营收增速更快
LAMR
高出21.7%
-18.8%
净利率更高
LAMR
高出17.2%
8.3%
两年增速更快
LAMR
近两年复合增速
-13.4%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $12.0M |
| 净利润 | $152.3M | $997.0K |
| 毛利率 | 67.7% | — |
| 营业利润率 | 32.9% | -3.1% |
| 净利率 | 25.6% | 8.3% |
| 营收同比 | 2.8% | -18.8% |
| 净利润同比 | 12801.3% | 119.7% |
| 每股收益（稀释后） | $1.50 | $0.00 |
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LAMRSACH
| Q4 25 | $595.9M | — | ||
| Q3 25 | $585.5M | $12.0M | ||
| Q2 25 | $579.3M | $10.8M | ||
| Q1 25 | $505.4M | $11.4M | ||
| Q4 24 | $579.6M | $10.8M | ||
| Q3 24 | $564.1M | $14.8M | ||
| Q2 24 | $565.3M | $15.1M | ||
| Q1 24 | $498.1M | $16.8M |
净利润LAMRSACH
| Q4 25 | $152.3M | — | ||
| Q3 25 | $141.8M | $997.0K | ||
| Q2 25 | $154.4M | $1.9M | ||
| Q1 25 | $138.8M | $904.0K | ||
| Q4 24 | $-1.2M | $-36.1M | ||
| Q3 24 | $147.5M | $-5.1M | ||
| Q2 24 | $137.4M | $-3.1M | ||
| Q1 24 | $78.2M | $4.7M |
毛利率LAMRSACH
| 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% | — |
营业利润率LAMRSACH
| Q4 25 | 32.9% | — | ||
| Q3 25 | 32.3% | -3.1% | ||
| Q2 25 | 34.1% | 9.9% | ||
| Q1 25 | 37.8% | 9.0% | ||
| Q4 24 | 6.3% | -131.1% | ||
| Q3 24 | 33.1% | -32.6% | ||
| Q2 24 | 32.6% | -20.6% | ||
| Q1 24 | 25.0% | 25.4% |
净利率LAMRSACH
| Q4 25 | 25.6% | — | ||
| Q3 25 | 24.2% | 8.3% | ||
| Q2 25 | 26.6% | 17.5% | ||
| Q1 25 | 27.5% | 7.9% | ||
| Q4 24 | -0.2% | -335.6% | ||
| Q3 24 | 26.1% | -34.2% | ||
| Q2 24 | 24.3% | -20.2% | ||
| Q1 24 | 15.7% | 27.8% |
每股收益（稀释后）LAMRSACH
| Q4 25 | $1.50 | — | ||
| Q3 25 | $1.40 | $0.00 | ||
| Q2 25 | $1.52 | $0.02 | ||
| Q1 25 | $1.35 | $0.00 | ||
| Q4 24 | $-0.02 | $-0.79 | ||
| Q3 24 | $1.44 | $-0.13 | ||
| Q2 24 | $1.34 | $-0.09 | ||
| Q1 24 | $0.76 | $0.08 |
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 | $12.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $175.6M |
| 总资产 | $6.9B | $484.4M |
| 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LAMRSACH
| Q4 25 | $64.8M | — | ||
| Q3 25 | $22.0M | $12.6M | ||
| Q2 25 | $55.7M | $23.5M | ||
| Q1 25 | $36.1M | $25.8M | ||
| Q4 24 | $49.5M | $19.6M | ||
| Q3 24 | $29.5M | $7.4M | ||
| Q2 24 | $77.9M | $12.4M | ||
| Q1 24 | $36.4M | $56.8M |
总债务LAMRSACH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $230.2M | ||
| Q4 24 | — | $230.2M | ||
| Q3 24 | — | $264.7M | ||
| Q2 24 | — | $264.7M | ||
| Q1 24 | — | $288.4M |
股东权益LAMRSACH
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $175.6M | ||
| Q2 25 | $906.9M | $177.9M | ||
| Q1 25 | $1.0B | $179.3M | ||
| Q4 24 | $1.0B | $181.7M | ||
| Q3 24 | $1.2B | $220.6M | ||
| Q2 24 | $1.2B | $230.2M | ||
| Q1 24 | $1.2B | $237.4M |
总资产LAMRSACH
| Q4 25 | $6.9B | — | ||
| Q3 25 | $6.8B | $484.4M | ||
| Q2 25 | $6.7B | $501.8M | ||
| Q1 25 | $6.5B | $491.4M | ||
| Q4 24 | $6.6B | $492.0M | ||
| Q3 24 | $6.5B | $555.5M | ||
| Q2 24 | $6.6B | $586.3M | ||
| Q1 24 | $6.5B | $626.5M |
负债/权益比LAMRSACH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | — | 1.15× | ||
| Q1 24 | — | 1.21× |
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 | $4.9M |
| 自由现金流经营现金流 - 资本支出 | $208.3M | — |
| 自由现金流率自由现金流/营收 | 35.0% | — |
| 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× | 4.95× |
| 过去12个月自由现金流最近4个季度 | $683.2M | — |
8季度趋势，按日历期对齐
经营现金流LAMRSACH
| Q4 25 | $271.2M | — | ||
| Q3 25 | $235.7M | $4.9M | ||
| Q2 25 | $229.5M | $501.0K | ||
| Q1 25 | $127.7M | $191.0K | ||
| Q4 24 | $279.3M | $12.9M | ||
| Q3 24 | $227.4M | $2.3M | ||
| Q2 24 | $256.3M | $7.0M | ||
| Q1 24 | $110.6M | $4.2M |
自由现金流LAMRSACH
| Q4 25 | $208.3M | — | ||
| Q3 25 | $185.8M | — | ||
| Q2 25 | $191.3M | — | ||
| Q1 25 | $97.9M | — | ||
| Q4 24 | $236.3M | — | ||
| Q3 24 | $197.3M | — | ||
| Q2 24 | $233.7M | — | ||
| Q1 24 | $81.1M | — |
自由现金流率LAMRSACH
| Q4 25 | 35.0% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | 40.8% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 41.3% | — | ||
| Q1 24 | 16.3% | — |
资本支出强度LAMRSACH
| Q4 25 | 10.5% | — | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 5.9% | — |
现金转化率LAMRSACH
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.66× | 4.95× | ||
| Q2 25 | 1.49× | 0.27× | ||
| Q1 25 | 0.92× | 0.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 1.41× | 0.90× |
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% |
SACH
暂无分部数据
