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AMC Networks Inc.（AMCX）与CoStar Group（CSGP）财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是AMC Networks Inc.的1.5倍（$899.9M vs $594.8M），CoStar Group净利率更高（5.2% vs -9.3%，领先14.5%），CoStar Group同比增速更快（26.9% vs -0.8%），CoStar Group自由现金流更多（$101.3M vs $40.4M），过去两年CoStar Group的营收复合增速更高（17.1% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
CoStar Group是1987年成立的美国商业地产服务商，总部位于弗吉尼亚州阿灵顿，业务覆盖北美、欧洲地区，为商业地产行业提供信息、分析及营销解决方案，旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
AMCX vs CSGP — 直观对比
营收规模更大
CSGP
是对方的1.5倍
$594.8M
营收增速更快
CSGP
高出27.6%
-0.8%
净利率更高
CSGP
高出14.5%
-9.3%
自由现金流更多
CSGP
多$60.9M
$40.4M
两年增速更快
CSGP
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $899.9M |
| 净利润 | $-55.5M | $46.5M |
| 毛利率 | 49.7% | 78.6% |
| 营业利润率 | -8.6% | 5.5% |
| 净利率 | -9.3% | 5.2% |
| 营收同比 | -0.8% | 26.9% |
| 净利润同比 | 80.5% | -22.2% |
| 每股收益（稀释后） | $-0.97 | $0.12 |
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AMCXCSGP
| Q4 25 | $594.8M | $899.9M | ||
| Q3 25 | $561.7M | $833.6M | ||
| Q2 25 | $600.0M | $781.3M | ||
| Q1 25 | $555.2M | $732.2M | ||
| Q4 24 | $599.3M | $709.4M | ||
| Q3 24 | $599.6M | $692.6M | ||
| Q2 24 | $625.9M | $677.8M | ||
| Q1 24 | $596.5M | $656.4M |
净利润AMCXCSGP
| Q4 25 | $-55.5M | $46.5M | ||
| Q3 25 | $76.5M | $-30.9M | ||
| Q2 25 | $50.3M | $6.2M | ||
| Q1 25 | $18.0M | $-14.8M | ||
| Q4 24 | $-284.5M | $59.8M | ||
| Q3 24 | $41.4M | $53.0M | ||
| Q2 24 | $-29.2M | $19.2M | ||
| Q1 24 | $45.8M | $6.7M |
毛利率AMCXCSGP
| Q4 25 | 49.7% | 78.6% | ||
| Q3 25 | 48.2% | 79.3% | ||
| Q2 25 | 52.7% | 78.5% | ||
| Q1 25 | 51.8% | 79.1% | ||
| Q4 24 | 51.2% | 80.1% | ||
| Q3 24 | 52.0% | 79.7% | ||
| Q2 24 | 55.2% | 80.0% | ||
| Q1 24 | 54.5% | 78.5% |
营业利润率AMCXCSGP
| Q4 25 | -8.6% | 5.5% | ||
| Q3 25 | 9.9% | -6.1% | ||
| Q2 25 | 10.7% | -3.5% | ||
| Q1 25 | 11.6% | -5.8% | ||
| Q4 24 | -42.4% | 5.6% | ||
| Q3 24 | 15.6% | 3.4% | ||
| Q2 24 | 1.7% | -2.4% | ||
| Q1 24 | 18.5% | -6.5% |
净利率AMCXCSGP
| Q4 25 | -9.3% | 5.2% | ||
| Q3 25 | 13.6% | -3.7% | ||
| Q2 25 | 8.4% | 0.8% | ||
| Q1 25 | 3.3% | -2.0% | ||
| Q4 24 | -47.5% | 8.4% | ||
| Q3 24 | 6.9% | 7.7% | ||
| Q2 24 | -4.7% | 2.8% | ||
| Q1 24 | 7.7% | 1.0% |
每股收益（稀释后）AMCXCSGP
| Q4 25 | $-0.97 | $0.12 | ||
| Q3 25 | $1.38 | $-0.07 | ||
| Q2 25 | $0.91 | $0.01 | ||
| Q1 25 | $0.34 | $-0.04 | ||
| Q4 24 | $-6.23 | $0.14 | ||
| Q3 24 | $0.76 | $0.13 | ||
| Q2 24 | $-0.66 | $0.05 | ||
| Q1 24 | $1.03 | $0.02 |
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 | $502.4M | $1.6B |
| 总债务越低越好 | $1.8B | $140.0M |
| 股东权益账面价值 | $981.9M | $8.3B |
| 总资产 | $3.9B | $10.5B |
| 负债/权益比越低杠杆越低 | 1.78× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资AMCXCSGP
| Q4 25 | $502.4M | $1.6B | ||
| Q3 25 | $716.8M | $1.9B | ||
| Q2 25 | $866.4M | $3.6B | ||
| Q1 25 | $870.2M | $3.7B | ||
| Q4 24 | $784.6M | $4.7B | ||
| Q3 24 | $816.4M | — | ||
| Q2 24 | $802.6M | — | ||
| Q1 24 | $690.5M | — |
总债务AMCXCSGP
| Q4 25 | $1.8B | $140.0M | ||
| Q3 25 | $1.9B | $1.0B | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q1 25 | $2.3B | $1.0B | ||
| Q4 24 | $2.3B | $1.0B | ||
| Q3 24 | $2.3B | $1.0B | ||
| Q2 24 | $2.4B | $1.0B | ||
| Q1 24 | $2.3B | $1.0B |
股东权益AMCXCSGP
| Q4 25 | $981.9M | $8.3B | ||
| Q3 25 | $1.1B | $8.6B | ||
| Q2 25 | $971.7M | $8.6B | ||
| Q1 25 | $888.8M | $8.6B | ||
| Q4 24 | $855.6M | $7.6B | ||
| Q3 24 | $1.1B | $7.5B | ||
| Q2 24 | $1.1B | $7.4B | ||
| Q1 24 | $1.1B | $7.3B |
总资产AMCXCSGP
| Q4 25 | $3.9B | $10.5B | ||
| Q3 25 | $4.2B | $10.8B | ||
| Q2 25 | $4.4B | $10.5B | ||
| Q1 25 | $4.3B | $10.4B | ||
| Q4 24 | $4.4B | $9.3B | ||
| Q3 24 | $4.8B | $9.1B | ||
| Q2 24 | $4.9B | $9.1B | ||
| Q1 24 | $4.9B | $9.0B |
负债/权益比AMCXCSGP
| Q4 25 | 1.78× | 0.02× | ||
| Q3 25 | 1.82× | 0.12× | ||
| Q2 25 | 2.27× | 0.12× | ||
| Q1 25 | 2.62× | 0.12× | ||
| Q4 24 | 2.73× | 0.13× | ||
| Q3 24 | 2.10× | 0.13× | ||
| Q2 24 | 2.26× | 0.14× | ||
| Q1 24 | 2.17× | 0.14× |
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 | $49.2M | $162.1M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $101.3M |
| 自由现金流率自由现金流/营收 | 6.8% | 11.3% |
| 资本支出强度资本支出/营收 | 1.5% | 6.8% |
| 现金转化率经营现金流/净利润 | — | 3.49× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $123.0M |
8季度趋势，按日历期对齐
经营现金流AMCXCSGP
| Q4 25 | $49.2M | $162.1M | ||
| Q3 25 | $44.8M | $68.2M | ||
| Q2 25 | $102.8M | $146.5M | ||
| Q1 25 | $108.8M | $53.2M | ||
| Q4 24 | $58.1M | $94.6M | ||
| Q3 24 | $62.2M | $100.3M | ||
| Q2 24 | $104.4M | $58.1M | ||
| Q1 24 | $150.9M | $139.6M |
自由现金流AMCXCSGP
| Q4 25 | $40.4M | $101.3M | ||
| Q3 25 | $42.0M | $-5.5M | ||
| Q2 25 | $95.7M | $27.7M | ||
| Q1 25 | $94.2M | $-500.0K | ||
| Q4 24 | $37.6M | $25.2M | ||
| Q3 24 | $53.9M | $40.2M | ||
| Q2 24 | $95.2M | $-14.7M | ||
| Q1 24 | $144.1M | $-237.1M |
自由现金流率AMCXCSGP
| Q4 25 | 6.8% | 11.3% | ||
| Q3 25 | 7.5% | -0.7% | ||
| Q2 25 | 16.0% | 3.5% | ||
| Q1 25 | 17.0% | -0.1% | ||
| Q4 24 | 6.3% | 3.6% | ||
| Q3 24 | 9.0% | 5.8% | ||
| Q2 24 | 15.2% | -2.2% | ||
| Q1 24 | 24.2% | -36.1% |
资本支出强度AMCXCSGP
| Q4 25 | 1.5% | 6.8% | ||
| Q3 25 | 0.5% | 8.8% | ||
| Q2 25 | 1.2% | 15.2% | ||
| Q1 25 | 2.6% | 7.3% | ||
| Q4 24 | 3.4% | 9.8% | ||
| Q3 24 | 1.4% | 8.7% | ||
| Q2 24 | 1.5% | 10.7% | ||
| Q1 24 | 1.1% | 57.4% |
现金转化率AMCXCSGP
| Q4 25 | — | 3.49× | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 2.04× | 23.63× | ||
| Q1 25 | 6.03× | — | ||
| Q4 24 | — | 1.58× | ||
| Q3 24 | 1.50× | 1.89× | ||
| Q2 24 | — | 3.03× | ||
| Q1 24 | 3.29× | 20.84× |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
