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AeroVironment Inc（AVAV）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AeroVironment Inc的1.9倍（$899.9M vs $472.5M），CoStar Group净利率更高（5.2% vs -3.6%，领先8.8%），AeroVironment Inc同比增速更快（181.9% vs 26.9%），CoStar Group自由现金流更多（$101.3M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 17.1%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs CSGP — 直观对比
营收规模更大
CSGP
是对方的1.9倍
$472.5M
营收增速更快
AVAV
高出155.0%
26.9%
净利率更高
CSGP
高出8.8%
-3.6%
自由现金流更多
CSGP
多$157.2M
$-55.9M
两年增速更快
AVAV
近两年复合增速
17.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $899.9M |
| 净利润 | $-17.1M | $46.5M |
| 毛利率 | 22.0% | 78.6% |
| 营业利润率 | -6.4% | 5.5% |
| 净利率 | -3.6% | 5.2% |
| 营收同比 | 181.9% | 26.9% |
| 净利润同比 | -875.1% | -22.2% |
| 每股收益（稀释后） | $-0.34 | $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AVAVCSGP
| Q4 25 | $472.5M | $899.9M | ||
| Q3 25 | $454.7M | $833.6M | ||
| Q2 25 | $275.1M | $781.3M | ||
| Q1 25 | $167.6M | $732.2M | ||
| Q4 24 | $188.5M | $709.4M | ||
| Q3 24 | $189.5M | $692.6M | ||
| Q2 24 | $197.0M | $677.8M | ||
| Q1 24 | $186.6M | $656.4M |
净利润AVAVCSGP
| Q4 25 | $-17.1M | $46.5M | ||
| Q3 25 | $-67.4M | $-30.9M | ||
| Q2 25 | $16.7M | $6.2M | ||
| Q1 25 | $-1.8M | $-14.8M | ||
| Q4 24 | $7.5M | $59.8M | ||
| Q3 24 | $21.2M | $53.0M | ||
| Q2 24 | $6.0M | $19.2M | ||
| Q1 24 | $13.9M | $6.7M |
毛利率AVAVCSGP
| Q4 25 | 22.0% | 78.6% | ||
| Q3 25 | 20.9% | 79.3% | ||
| Q2 25 | 36.5% | 78.5% | ||
| Q1 25 | 37.7% | 79.1% | ||
| Q4 24 | 39.1% | 80.1% | ||
| Q3 24 | 43.0% | 79.7% | ||
| Q2 24 | 38.4% | 80.0% | ||
| Q1 24 | 36.1% | 78.5% |
营业利润率AVAVCSGP
| Q4 25 | -6.4% | 5.5% | ||
| Q3 25 | -15.2% | -6.1% | ||
| Q2 25 | 5.0% | -3.5% | ||
| Q1 25 | -1.8% | -5.8% | ||
| Q4 24 | 3.7% | 5.6% | ||
| Q3 24 | 12.2% | 3.4% | ||
| Q2 24 | 3.0% | -2.4% | ||
| Q1 24 | 7.7% | -6.5% |
净利率AVAVCSGP
| Q4 25 | -3.6% | 5.2% | ||
| Q3 25 | -14.8% | -3.7% | ||
| Q2 25 | 6.1% | 0.8% | ||
| Q1 25 | -1.0% | -2.0% | ||
| Q4 24 | 4.0% | 8.4% | ||
| Q3 24 | 11.2% | 7.7% | ||
| Q2 24 | 3.1% | 2.8% | ||
| Q1 24 | 7.4% | 1.0% |
每股收益（稀释后）AVAVCSGP
| Q4 25 | $-0.34 | $0.12 | ||
| Q3 25 | $-1.44 | $-0.07 | ||
| Q2 25 | $0.59 | $0.01 | ||
| Q1 25 | $-0.06 | $-0.04 | ||
| Q4 24 | $0.27 | $0.14 | ||
| Q3 24 | $0.75 | $0.13 | ||
| Q2 24 | $0.18 | $0.05 | ||
| Q1 24 | $0.50 | $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 | $588.5M | $1.6B |
| 总债务越低越好 | $747.5M | $140.0M |
| 股东权益账面价值 | $4.4B | $8.3B |
| 总资产 | $5.6B | $10.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资AVAVCSGP
| Q4 25 | $588.5M | $1.6B | ||
| Q3 25 | $685.8M | $1.9B | ||
| Q2 25 | $40.9M | $3.6B | ||
| Q1 25 | $47.0M | $3.7B | ||
| Q4 24 | $69.0M | $4.7B | ||
| Q3 24 | $81.2M | — | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $107.7M | — |
总债务AVAVCSGP
| Q4 25 | $747.5M | $140.0M | ||
| Q3 25 | $747.5M | $1.0B | ||
| Q2 25 | $30.0M | $1.0B | ||
| Q1 25 | $25.0M | $1.0B | ||
| Q4 24 | $15.0M | $1.0B | ||
| Q3 24 | $17.5M | $1.0B | ||
| Q2 24 | $28.0M | $1.0B | ||
| Q1 24 | $40.0M | $1.0B |
股东权益AVAVCSGP
| Q4 25 | $4.4B | $8.3B | ||
| Q3 25 | $4.4B | $8.6B | ||
| Q2 25 | $886.5M | $8.6B | ||
| Q1 25 | $861.1M | $8.6B | ||
| Q4 24 | $858.4M | $7.6B | ||
| Q3 24 | $845.5M | $7.5B | ||
| Q2 24 | $822.7M | $7.4B | ||
| Q1 24 | $813.0M | $7.3B |
总资产AVAVCSGP
| Q4 25 | $5.6B | $10.5B | ||
| Q3 25 | $5.6B | $10.8B | ||
| Q2 25 | $1.1B | $10.5B | ||
| Q1 25 | $1.0B | $10.4B | ||
| Q4 24 | $1.0B | $9.3B | ||
| Q3 24 | $999.2M | $9.1B | ||
| Q2 24 | $1.0B | $9.1B | ||
| Q1 24 | $980.3M | $9.0B |
负债/权益比AVAVCSGP
| Q4 25 | 0.17× | 0.02× | ||
| Q3 25 | 0.17× | 0.12× | ||
| Q2 25 | 0.03× | 0.12× | ||
| Q1 25 | 0.03× | 0.12× | ||
| Q4 24 | 0.02× | 0.13× | ||
| Q3 24 | 0.02× | 0.13× | ||
| Q2 24 | 0.03× | 0.14× | ||
| Q1 24 | 0.05× | 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 | $-45.1M | $162.1M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $101.3M |
| 自由现金流率自由现金流/营收 | -11.8% | 11.3% |
| 资本支出强度资本支出/营收 | 2.3% | 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 | $-240.7M | $123.0M |
8季度趋势，按日历期对齐
经营现金流AVAVCSGP
| Q4 25 | $-45.1M | $162.1M | ||
| Q3 25 | $-123.7M | $68.2M | ||
| Q2 25 | $-264.0K | $146.5M | ||
| Q1 25 | $-25.8M | $53.2M | ||
| Q4 24 | $-3.6M | $94.6M | ||
| Q3 24 | $28.4M | $100.3M | ||
| Q2 24 | $-11.7M | $58.1M | ||
| Q1 24 | $52.6M | $139.6M |
自由现金流AVAVCSGP
| Q4 25 | $-55.9M | $101.3M | ||
| Q3 25 | $-146.5M | $-5.5M | ||
| Q2 25 | $-8.8M | $27.7M | ||
| Q1 25 | $-29.6M | $-500.0K | ||
| Q4 24 | $-8.7M | $25.2M | ||
| Q3 24 | $22.9M | $40.2M | ||
| Q2 24 | $-20.8M | $-14.7M | ||
| Q1 24 | $48.8M | $-237.1M |
自由现金流率AVAVCSGP
| Q4 25 | -11.8% | 11.3% | ||
| Q3 25 | -32.2% | -0.7% | ||
| Q2 25 | -3.2% | 3.5% | ||
| Q1 25 | -17.7% | -0.1% | ||
| Q4 24 | -4.6% | 3.6% | ||
| Q3 24 | 12.1% | 5.8% | ||
| Q2 24 | -10.5% | -2.2% | ||
| Q1 24 | 26.1% | -36.1% |
资本支出强度AVAVCSGP
| Q4 25 | 2.3% | 6.8% | ||
| Q3 25 | 5.0% | 8.8% | ||
| Q2 25 | 3.1% | 15.2% | ||
| Q1 25 | 2.3% | 7.3% | ||
| Q4 24 | 2.7% | 9.8% | ||
| Q3 24 | 2.9% | 8.7% | ||
| Q2 24 | 4.6% | 10.7% | ||
| Q1 24 | 2.0% | 57.4% |
现金转化率AVAVCSGP
| Q4 25 | — | 3.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | 23.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | 1.58× | ||
| Q3 24 | 1.34× | 1.89× | ||
| Q2 24 | -1.93× | 3.03× | ||
| Q1 24 | 3.79× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
