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OUTFRONT Media Inc.（OUT）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是Strategic Education, Inc.的1.7倍（$513.3M vs $305.9M），OUTFRONT Media Inc.净利率更高（18.9% vs 10.7%，领先8.1%），OUTFRONT Media Inc.同比增速更快（4.1% vs 0.8%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $77.3M），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% vs -1.0%）
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
OUT vs STRA — 直观对比
营收规模更大
OUT
是对方的1.7倍
$305.9M
营收增速更快
OUT
高出3.3%
0.8%
净利率更高
OUT
高出8.1%
10.7%
自由现金流更多
OUT
多$16.0M
$77.3M
两年增速更快
OUT
近两年复合增速
-1.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $513.3M | $305.9M |
| 净利润 | $96.8M | $32.8M |
| 毛利率 | — | — |
| 营业利润率 | 26.0% | 13.4% |
| 净利率 | 18.9% | 10.7% |
| 营收同比 | 4.1% | 0.8% |
| 净利润同比 | 30.8% | 10.3% |
| 每股收益（稀释后） | $0.57 | $1.48 |
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OUTSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $513.3M | $323.2M | ||
| Q3 25 | $467.5M | $319.9M | ||
| Q2 25 | $460.2M | $321.5M | ||
| Q1 25 | $390.7M | $303.6M | ||
| Q4 24 | $493.2M | $311.5M | ||
| Q3 24 | $451.9M | $306.0M | ||
| Q2 24 | $477.3M | $312.3M |
净利润OUTSTRA
| Q1 26 | — | $32.8M | ||
| Q4 25 | $96.8M | $37.9M | ||
| Q3 25 | $51.3M | $26.6M | ||
| Q2 25 | $19.5M | $32.3M | ||
| Q1 25 | $-20.6M | $29.7M | ||
| Q4 24 | $74.0M | $25.3M | ||
| Q3 24 | $34.6M | $27.7M | ||
| Q2 24 | $176.8M | $29.9M |
营业利润率OUTSTRA
| Q1 26 | — | 13.4% | ||
| Q4 25 | 26.0% | 16.0% | ||
| Q3 25 | 19.2% | 11.6% | ||
| Q2 25 | 12.2% | 14.2% | ||
| Q1 25 | 3.6% | 13.1% | ||
| Q4 24 | 22.5% | 11.6% | ||
| Q3 24 | 15.8% | 11.9% | ||
| Q2 24 | 48.0% | 13.4% |
净利率OUTSTRA
| Q1 26 | — | 10.7% | ||
| Q4 25 | 18.9% | 11.7% | ||
| Q3 25 | 11.0% | 8.3% | ||
| Q2 25 | 4.2% | 10.1% | ||
| Q1 25 | -5.3% | 9.8% | ||
| Q4 24 | 15.0% | 8.1% | ||
| Q3 24 | 7.7% | 9.1% | ||
| Q2 24 | 37.0% | 9.6% |
每股收益（稀释后）OUTSTRA
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.57 | $1.65 | ||
| Q3 25 | $0.29 | $1.15 | ||
| Q2 25 | $0.10 | $1.37 | ||
| Q1 25 | $-0.14 | $1.24 | ||
| Q4 24 | $0.49 | $1.05 | ||
| Q3 24 | $0.19 | $1.15 | ||
| Q2 24 | $1.01 | $1.24 |
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 | $99.9M | $150.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $710.4M | $1.6B |
| 总资产 | $5.3B | $2.1B |
| 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OUTSTRA
| Q1 26 | — | $150.3M | ||
| Q4 25 | $99.9M | $148.1M | ||
| Q3 25 | $63.0M | $172.6M | ||
| Q2 25 | $28.5M | $164.9M | ||
| Q1 25 | $30.5M | $182.6M | ||
| Q4 24 | $46.9M | $184.0M | ||
| Q3 24 | $28.0M | $222.1M | ||
| Q2 24 | $49.6M | $256.2M |
股东权益OUTSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $710.4M | $1.6B | ||
| Q3 25 | $542.6M | $1.7B | ||
| Q2 25 | $539.1M | $1.7B | ||
| Q1 25 | $566.9M | $1.6B | ||
| Q4 24 | $649.0M | $1.7B | ||
| Q3 24 | $618.2M | $1.7B | ||
| Q2 24 | $664.9M | $1.7B |
总资产OUTSTRA
| Q1 26 | — | $2.1B | ||
| Q4 25 | $5.3B | $2.0B | ||
| Q3 25 | $5.2B | $2.1B | ||
| Q2 25 | $5.1B | $2.1B | ||
| Q1 25 | $5.1B | $2.1B | ||
| Q4 24 | $5.2B | $2.0B | ||
| Q3 24 | $5.2B | $2.2B | ||
| Q2 24 | $5.3B | $2.2B |
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 | $118.1M | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $93.3M | $77.3M |
| 自由现金流率自由现金流/营收 | 18.2% | 25.3% |
| 资本支出强度资本支出/营收 | 4.8% | — |
| 现金转化率经营现金流/净利润 | 1.22× | 2.66× |
| 过去12个月自由现金流最近4个季度 | $218.8M | $173.9M |
8季度趋势，按日历期对齐
经营现金流OUTSTRA
| Q1 26 | — | $87.4M | ||
| Q4 25 | $118.1M | $39.2M | ||
| Q3 25 | $88.8M | $60.1M | ||
| Q2 25 | $67.1M | $31.2M | ||
| Q1 25 | $33.6M | $67.7M | ||
| Q4 24 | $124.5M | $15.9M | ||
| Q3 24 | $73.1M | $51.5M | ||
| Q2 24 | $71.0M | $24.3M |
自由现金流OUTSTRA
| Q1 26 | — | $77.3M | ||
| Q4 25 | $93.3M | $27.0M | ||
| Q3 25 | $67.7M | $49.3M | ||
| Q2 25 | $41.4M | $20.4M | ||
| Q1 25 | $16.4M | $57.3M | ||
| Q4 24 | $106.3M | $4.7M | ||
| Q3 24 | $55.5M | $42.1M | ||
| Q2 24 | $47.1M | $13.6M |
自由现金流率OUTSTRA
| Q1 26 | — | 25.3% | ||
| Q4 25 | 18.2% | 8.3% | ||
| Q3 25 | 14.5% | 15.4% | ||
| Q2 25 | 9.0% | 6.3% | ||
| Q1 25 | 4.2% | 18.9% | ||
| Q4 24 | 21.6% | 1.5% | ||
| Q3 24 | 12.3% | 13.8% | ||
| Q2 24 | 9.9% | 4.3% |
资本支出强度OUTSTRA
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 3.8% | ||
| Q3 25 | 4.5% | 3.4% | ||
| Q2 25 | 5.6% | 3.4% | ||
| Q1 25 | 4.4% | 3.4% | ||
| Q4 24 | 3.7% | 3.6% | ||
| Q3 24 | 3.9% | 3.1% | ||
| Q2 24 | 5.0% | 3.4% |
现金转化率OUTSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | 1.22× | 1.03× | ||
| Q3 25 | 1.73× | 2.26× | ||
| Q2 25 | 3.44× | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | 1.68× | 0.63× | ||
| Q3 24 | 2.11× | 1.86× | ||
| Q2 24 | 0.40× | 0.81× |
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
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
