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AMN HEALTHCARE SERVICES INC（AMN）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AMN HEALTHCARE SERVICES INC的1.2倍（$899.9M vs $748.2M），CoStar Group净利率更高（5.2% vs -1.0%，领先6.2%），CoStar Group同比增速更快（26.9% vs 1.8%），CoStar Group自由现金流更多（$101.3M vs $67.6M），过去两年CoStar Group的营收复合增速更高（17.1% vs -4.5%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
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。
AMN vs CSGP — 直观对比
营收规模更大
CSGP
是对方的1.2倍
$748.2M
营收增速更快
CSGP
高出25.0%
1.8%
净利率更高
CSGP
高出6.2%
-1.0%
自由现金流更多
CSGP
多$33.7M
$67.6M
两年增速更快
CSGP
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $899.9M |
| 净利润 | $-7.7M | $46.5M |
| 毛利率 | 26.1% | 78.6% |
| 营业利润率 | 1.1% | 5.5% |
| 净利率 | -1.0% | 5.2% |
| 营收同比 | 1.8% | 26.9% |
| 净利润同比 | 95.9% | -22.2% |
| 每股收益（稀释后） | $-0.19 | $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AMNCSGP
| Q4 25 | $748.2M | $899.9M | ||
| Q3 25 | $634.5M | $833.6M | ||
| Q2 25 | $658.2M | $781.3M | ||
| Q1 25 | $689.5M | $732.2M | ||
| Q4 24 | $734.7M | $709.4M | ||
| Q3 24 | $687.5M | $692.6M | ||
| Q2 24 | $740.7M | $677.8M | ||
| Q1 24 | $820.9M | $656.4M |
净利润AMNCSGP
| Q4 25 | $-7.7M | $46.5M | ||
| Q3 25 | $29.3M | $-30.9M | ||
| Q2 25 | $-116.2M | $6.2M | ||
| Q1 25 | $-1.1M | $-14.8M | ||
| Q4 24 | $-187.5M | $59.8M | ||
| Q3 24 | $7.0M | $53.0M | ||
| Q2 24 | $16.2M | $19.2M | ||
| Q1 24 | $17.3M | $6.7M |
毛利率AMNCSGP
| Q4 25 | 26.1% | 78.6% | ||
| Q3 25 | 29.1% | 79.3% | ||
| Q2 25 | 29.8% | 78.5% | ||
| Q1 25 | 28.7% | 79.1% | ||
| Q4 24 | 29.8% | 80.1% | ||
| Q3 24 | 31.0% | 79.7% | ||
| Q2 24 | 31.0% | 80.0% | ||
| Q1 24 | 31.4% | 78.5% |
营业利润率AMNCSGP
| Q4 25 | 1.1% | 5.5% | ||
| Q3 25 | 7.5% | -6.1% | ||
| Q2 25 | -18.8% | -3.5% | ||
| Q1 25 | 1.8% | -5.8% | ||
| Q4 24 | -27.6% | 5.6% | ||
| Q3 24 | 3.2% | 3.4% | ||
| Q2 24 | 5.1% | -2.4% | ||
| Q1 24 | 4.9% | -6.5% |
净利率AMNCSGP
| Q4 25 | -1.0% | 5.2% | ||
| Q3 25 | 4.6% | -3.7% | ||
| Q2 25 | -17.7% | 0.8% | ||
| Q1 25 | -0.2% | -2.0% | ||
| Q4 24 | -25.5% | 8.4% | ||
| Q3 24 | 1.0% | 7.7% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 2.1% | 1.0% |
每股收益（稀释后）AMNCSGP
| Q4 25 | $-0.19 | $0.12 | ||
| Q3 25 | $0.76 | $-0.07 | ||
| Q2 25 | $-3.02 | $0.01 | ||
| Q1 25 | $-0.03 | $-0.04 | ||
| Q4 24 | $-4.90 | $0.14 | ||
| Q3 24 | $0.18 | $0.13 | ||
| Q2 24 | $0.42 | $0.05 | ||
| Q1 24 | $0.45 | $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 | $34.0M | $1.6B |
| 总债务越低越好 | $767.1M | $140.0M |
| 股东权益账面价值 | $642.1M | $8.3B |
| 总资产 | $2.1B | $10.5B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资AMNCSGP
| Q4 25 | $34.0M | $1.6B | ||
| Q3 25 | $52.6M | $1.9B | ||
| Q2 25 | $41.5M | $3.6B | ||
| Q1 25 | $55.8M | $3.7B | ||
| Q4 24 | $10.6M | $4.7B | ||
| Q3 24 | $30.6M | — | ||
| Q2 24 | $48.0M | — | ||
| Q1 24 | $50.6M | — |
总债务AMNCSGP
| Q4 25 | $767.1M | $140.0M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益AMNCSGP
| Q4 25 | $642.1M | $8.3B | ||
| Q3 25 | $644.4M | $8.6B | ||
| Q2 25 | $607.6M | $8.6B | ||
| Q1 25 | $715.1M | $8.6B | ||
| Q4 24 | $706.6M | $7.6B | ||
| Q3 24 | $890.7M | $7.5B | ||
| Q2 24 | $876.9M | $7.4B | ||
| Q1 24 | $854.2M | $7.3B |
总资产AMNCSGP
| Q4 25 | $2.1B | $10.5B | ||
| Q3 25 | $2.1B | $10.8B | ||
| Q2 25 | $2.2B | $10.5B | ||
| Q1 25 | $2.4B | $10.4B | ||
| Q4 24 | $2.4B | $9.3B | ||
| Q3 24 | $2.7B | $9.1B | ||
| Q2 24 | $2.8B | $9.1B | ||
| Q1 24 | $2.9B | $9.0B |
负债/权益比AMNCSGP
| Q4 25 | 1.19× | 0.02× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 1.49× | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 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 | $75.6M | $162.1M |
| 自由现金流经营现金流 - 资本支出 | $67.6M | $101.3M |
| 自由现金流率自由现金流/营收 | 9.0% | 11.3% |
| 资本支出强度资本支出/营收 | 1.1% | 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 | $233.8M | $123.0M |
8季度趋势，按日历期对齐
经营现金流AMNCSGP
| Q4 25 | $75.6M | $162.1M | ||
| Q3 25 | $22.7M | $68.2M | ||
| Q2 25 | $78.5M | $146.5M | ||
| Q1 25 | $92.7M | $53.2M | ||
| Q4 24 | $72.8M | $94.6M | ||
| Q3 24 | $66.7M | $100.3M | ||
| Q2 24 | $99.5M | $58.1M | ||
| Q1 24 | $81.4M | $139.6M |
自由现金流AMNCSGP
| Q4 25 | $67.6M | $101.3M | ||
| Q3 25 | $14.8M | $-5.5M | ||
| Q2 25 | $68.7M | $27.7M | ||
| Q1 25 | $82.7M | $-500.0K | ||
| Q4 24 | $56.6M | $25.2M | ||
| Q3 24 | $47.4M | $40.2M | ||
| Q2 24 | $72.2M | $-14.7M | ||
| Q1 24 | $63.2M | $-237.1M |
自由现金流率AMNCSGP
| Q4 25 | 9.0% | 11.3% | ||
| Q3 25 | 2.3% | -0.7% | ||
| Q2 25 | 10.4% | 3.5% | ||
| Q1 25 | 12.0% | -0.1% | ||
| Q4 24 | 7.7% | 3.6% | ||
| Q3 24 | 6.9% | 5.8% | ||
| Q2 24 | 9.8% | -2.2% | ||
| Q1 24 | 7.7% | -36.1% |
资本支出强度AMNCSGP
| Q4 25 | 1.1% | 6.8% | ||
| Q3 25 | 1.2% | 8.8% | ||
| Q2 25 | 1.5% | 15.2% | ||
| Q1 25 | 1.4% | 7.3% | ||
| Q4 24 | 2.2% | 9.8% | ||
| Q3 24 | 2.8% | 8.7% | ||
| Q2 24 | 3.7% | 10.7% | ||
| Q1 24 | 2.2% | 57.4% |
现金转化率AMNCSGP
| Q4 25 | — | 3.49× | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | — | 23.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.58× | ||
| Q3 24 | 9.54× | 1.89× | ||
| Q2 24 | 6.13× | 3.03× | ||
| Q1 24 | 4.70× | 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
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
