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LAMAR ADVERTISING CO（LAMR）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是LAMAR ADVERTISING CO的1.2倍（$697.2M vs $595.9M）。LAMAR ADVERTISING CO净利率更高（25.6% vs 1.7%，领先23.8%）。LAMAR ADVERTISING CO同比增速更快（2.8% vs -25.8%）。过去两年LAMAR ADVERTISING CO的营收复合增速更高（9.4% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
LAMR vs SUI — 直观对比
营收规模更大
SUI
是对方的1.2倍
$595.9M
营收增速更快
LAMR
高出28.6%
-25.8%
净利率更高
LAMR
高出23.8%
1.7%
两年增速更快
LAMR
近两年复合增速
-2.1%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $595.9M | $697.2M |
| 净利润 | $152.3M | $12.1M |
| 毛利率 | 67.7% | — |
| 营业利润率 | 32.9% | — |
| 净利率 | 25.6% | 1.7% |
| 营收同比 | 2.8% | -25.8% |
| 净利润同比 | 12801.3% | -96.0% |
| 每股收益（稀释后） | $1.50 | $0.07 |
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LAMRSUI
| Q4 25 | $595.9M | — | ||
| Q3 25 | $585.5M | $697.2M | ||
| Q2 25 | $579.3M | $623.5M | ||
| Q1 25 | $505.4M | $470.2M | ||
| Q4 24 | $579.6M | $745.9M | ||
| Q3 24 | $564.1M | $939.9M | ||
| Q2 24 | $565.3M | $864.0M | ||
| Q1 24 | $498.1M | $671.3M |
净利润LAMRSUI
| Q4 25 | $152.3M | — | ||
| Q3 25 | $141.8M | $12.1M | ||
| Q2 25 | $154.4M | $1.3B | ||
| Q1 25 | $138.8M | $-41.2M | ||
| Q4 24 | $-1.2M | $-228.4M | ||
| Q3 24 | $147.5M | $300.5M | ||
| Q2 24 | $137.4M | $56.7M | ||
| Q1 24 | $78.2M | $-25.2M |
毛利率LAMRSUI
| 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LAMRSUI
| Q4 25 | 32.9% | — | ||
| Q3 25 | 32.3% | — | ||
| Q2 25 | 34.1% | — | ||
| Q1 25 | 37.8% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 33.1% | — | ||
| Q2 24 | 32.6% | — | ||
| Q1 24 | 25.0% | — |
净利率LAMRSUI
| Q4 25 | 25.6% | — | ||
| Q3 25 | 24.2% | 1.7% | ||
| Q2 25 | 26.6% | 210.8% | ||
| Q1 25 | 27.5% | -8.8% | ||
| Q4 24 | -0.2% | -30.6% | ||
| Q3 24 | 26.1% | 32.0% | ||
| Q2 24 | 24.3% | 6.6% | ||
| Q1 24 | 15.7% | -3.8% |
每股收益（稀释后）LAMRSUI
| Q4 25 | $1.50 | — | ||
| Q3 25 | $1.40 | $0.07 | ||
| Q2 25 | $1.52 | $10.02 | ||
| Q1 25 | $1.35 | $-0.34 | ||
| Q4 24 | $-0.02 | $-1.80 | ||
| Q3 24 | $1.44 | $2.31 | ||
| Q2 24 | $1.34 | $0.42 | ||
| Q1 24 | $0.76 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $7.0B |
| 总资产 | $6.9B | $12.8B |
| 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LAMRSUI
| Q4 25 | $64.8M | — | ||
| Q3 25 | $22.0M | $542.7M | ||
| Q2 25 | $55.7M | $889.7M | ||
| Q1 25 | $36.1M | — | ||
| Q4 24 | $49.5M | $47.4M | ||
| Q3 24 | $29.5M | — | ||
| Q2 24 | $77.9M | — | ||
| Q1 24 | $36.4M | — |
总债务LAMRSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LAMRSUI
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $7.0B | ||
| Q2 25 | $906.9M | $7.4B | ||
| Q1 25 | $1.0B | $6.9B | ||
| Q4 24 | $1.0B | $7.1B | ||
| Q3 24 | $1.2B | $7.5B | ||
| Q2 24 | $1.2B | $6.9B | ||
| Q1 24 | $1.2B | $6.9B |
总资产LAMRSUI
| Q4 25 | $6.9B | — | ||
| Q3 25 | $6.8B | $12.8B | ||
| Q2 25 | $6.7B | $13.4B | ||
| Q1 25 | $6.5B | $16.5B | ||
| Q4 24 | $6.6B | $16.5B | ||
| Q3 24 | $6.5B | $17.1B | ||
| Q2 24 | $6.6B | $17.0B | ||
| Q1 24 | $6.5B | $17.1B |
负债/权益比LAMRSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $197.8M |
| 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× | 16.35× |
| 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LAMRSUI
| Q4 25 | $271.2M | — | ||
| Q3 25 | $235.7M | $197.8M | ||
| Q2 25 | $229.5M | $256.0M | ||
| Q1 25 | $127.7M | $243.9M | ||
| Q4 24 | $279.3M | $118.0M | ||
| Q3 24 | $227.4M | $189.2M | ||
| Q2 24 | $256.3M | $311.3M | ||
| Q1 24 | $110.6M | $242.5M |
自由现金流LAMRSUI
| 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LAMRSUI
| 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LAMRSUI
| 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LAMRSUI
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.66× | 16.35× | ||
| Q2 25 | 1.49× | 0.19× | ||
| Q1 25 | 0.92× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.54× | 0.63× | ||
| Q2 24 | 1.87× | 5.49× | ||
| 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% |
SUI
暂无分部数据
