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CoStar Group（CSGP）与Leonardo DRS, Inc.（DRS）财务数据对比。点击上方公司名可切换其他公司
Leonardo DRS, Inc.的季度营收约是CoStar Group的1.2倍（$1.1B vs $899.9M），Leonardo DRS, Inc.净利率更高（9.6% vs 5.2%，领先4.5%），CoStar Group同比增速更快（26.9% vs 8.1%），Leonardo DRS, Inc.自由现金流更多（$376.0M vs $101.3M），过去两年Leonardo DRS, Inc.的营收复合增速更高（24.1% vs 17.1%）
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。
莱昂纳多DRS公司是美国本土国防承包商，前身为DRS技术公司，曾于纽约证券交易所挂牌交易，2008年被莱昂纳多的前身芬梅卡尼卡收购，核心业务为向美国军方提供先进国防技术及配套系统产品。
CSGP vs DRS — 直观对比
营收规模更大
DRS
是对方的1.2倍
$899.9M
营收增速更快
CSGP
高出18.8%
8.1%
净利率更高
DRS
高出4.5%
5.2%
自由现金流更多
DRS
多$274.7M
$101.3M
两年增速更快
DRS
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.1B |
| 净利润 | $46.5M | $102.0M |
| 毛利率 | 78.6% | 25.4% |
| 营业利润率 | 5.5% | 11.9% |
| 净利率 | 5.2% | 9.6% |
| 营收同比 | 26.9% | 8.1% |
| 净利润同比 | -22.2% | 14.6% |
| 每股收益（稀释后） | $0.12 | $0.38 |
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CSGPDRS
| Q4 25 | $899.9M | $1.1B | ||
| Q3 25 | $833.6M | $960.0M | ||
| Q2 25 | $781.3M | $829.0M | ||
| Q1 25 | $732.2M | $799.0M | ||
| Q4 24 | $709.4M | $981.0M | ||
| Q3 24 | $692.6M | $812.0M | ||
| Q2 24 | $677.8M | $753.0M | ||
| Q1 24 | $656.4M | $688.0M |
净利润CSGPDRS
| Q4 25 | $46.5M | $102.0M | ||
| Q3 25 | $-30.9M | $72.0M | ||
| Q2 25 | $6.2M | $54.0M | ||
| Q1 25 | $-14.8M | $50.0M | ||
| Q4 24 | $59.8M | $89.0M | ||
| Q3 24 | $53.0M | $57.0M | ||
| Q2 24 | $19.2M | $38.0M | ||
| Q1 24 | $6.7M | $29.0M |
毛利率CSGPDRS
| Q4 25 | 78.6% | 25.4% | ||
| Q3 25 | 79.3% | 23.1% | ||
| Q2 25 | 78.5% | 23.8% | ||
| Q1 25 | 79.1% | 22.7% | ||
| Q4 24 | 80.1% | 24.0% | ||
| Q3 24 | 79.7% | 22.0% | ||
| Q2 24 | 80.0% | 22.4% | ||
| Q1 24 | 78.5% | 22.2% |
营业利润率CSGPDRS
| Q4 25 | 5.5% | 11.9% | ||
| Q3 25 | -6.1% | 9.7% | ||
| Q2 25 | -3.5% | 8.4% | ||
| Q1 25 | -5.8% | 7.4% | ||
| Q4 24 | 5.6% | 12.2% | ||
| Q3 24 | 3.4% | 9.2% | ||
| Q2 24 | -2.4% | 7.3% | ||
| Q1 24 | -6.5% | 6.3% |
净利率CSGPDRS
| Q4 25 | 5.2% | 9.6% | ||
| Q3 25 | -3.7% | 7.5% | ||
| Q2 25 | 0.8% | 6.5% | ||
| Q1 25 | -2.0% | 6.3% | ||
| Q4 24 | 8.4% | 9.1% | ||
| Q3 24 | 7.7% | 7.0% | ||
| Q2 24 | 2.8% | 5.0% | ||
| Q1 24 | 1.0% | 4.2% |
每股收益（稀释后）CSGPDRS
| Q4 25 | $0.12 | $0.38 | ||
| Q3 25 | $-0.07 | $0.26 | ||
| Q2 25 | $0.01 | $0.20 | ||
| Q1 25 | $-0.04 | $0.19 | ||
| Q4 24 | $0.14 | $0.34 | ||
| Q3 24 | $0.13 | $0.21 | ||
| Q2 24 | $0.05 | $0.14 | ||
| Q1 24 | $0.02 | $0.11 |
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 | $1.6B | $647.0M |
| 总债务越低越好 | $140.0M | $321.0M |
| 股东权益账面价值 | $8.3B | $2.7B |
| 总资产 | $10.5B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资CSGPDRS
| Q4 25 | $1.6B | $647.0M | ||
| Q3 25 | $1.9B | $309.0M | ||
| Q2 25 | $3.6B | $278.0M | ||
| Q1 25 | $3.7B | $380.0M | ||
| Q4 24 | $4.7B | $598.0M | ||
| Q3 24 | — | $198.0M | ||
| Q2 24 | — | $149.0M | ||
| Q1 24 | — | $160.0M |
总债务CSGPDRS
| Q4 25 | $140.0M | $321.0M | ||
| Q3 25 | $1.0B | $326.0M | ||
| Q2 25 | $1.0B | $331.0M | ||
| Q1 25 | $1.0B | $335.0M | ||
| Q4 24 | $1.0B | $340.0M | ||
| Q3 24 | $1.0B | $345.0M | ||
| Q2 24 | $1.0B | $351.0M | ||
| Q1 24 | $1.0B | $356.0M |
股东权益CSGPDRS
| Q4 25 | $8.3B | $2.7B | ||
| Q3 25 | $8.6B | $2.6B | ||
| Q2 25 | $8.6B | $2.6B | ||
| Q1 25 | $8.6B | $2.6B | ||
| Q4 24 | $7.6B | $2.6B | ||
| Q3 24 | $7.5B | $2.5B | ||
| Q2 24 | $7.4B | $2.4B | ||
| Q1 24 | $7.3B | $2.4B |
总资产CSGPDRS
| Q4 25 | $10.5B | $4.5B | ||
| Q3 25 | $10.8B | $4.2B | ||
| Q2 25 | $10.5B | $4.1B | ||
| Q1 25 | $10.4B | $4.1B | ||
| Q4 24 | $9.3B | $4.2B | ||
| Q3 24 | $9.1B | $3.9B | ||
| Q2 24 | $9.1B | $3.8B | ||
| Q1 24 | $9.0B | $3.8B |
负债/权益比CSGPDRS
| Q4 25 | 0.02× | 0.12× | ||
| Q3 25 | 0.12× | 0.12× | ||
| Q2 25 | 0.12× | 0.13× | ||
| Q1 25 | 0.12× | 0.13× | ||
| Q4 24 | 0.13× | 0.13× | ||
| Q3 24 | 0.13× | 0.14× | ||
| Q2 24 | 0.14× | 0.15× | ||
| Q1 24 | 0.14× | 0.15× |
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 | $162.1M | $425.0M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $376.0M |
| 自由现金流率自由现金流/营收 | 11.3% | 35.5% |
| 资本支出强度资本支出/营收 | 6.8% | 4.6% |
| 现金转化率经营现金流/净利润 | 3.49× | 4.17× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $227.0M |
8季度趋势，按日历期对齐
经营现金流CSGPDRS
| Q4 25 | $162.1M | $425.0M | ||
| Q3 25 | $68.2M | $107.0M | ||
| Q2 25 | $146.5M | $-28.0M | ||
| Q1 25 | $53.2M | $-138.0M | ||
| Q4 24 | $94.6M | $443.0M | ||
| Q3 24 | $100.3M | $59.0M | ||
| Q2 24 | $58.1M | $34.0M | ||
| Q1 24 | $139.6M | $-265.0M |
自由现金流CSGPDRS
| Q4 25 | $101.3M | $376.0M | ||
| Q3 25 | $-5.5M | $77.0M | ||
| Q2 25 | $27.7M | $-56.0M | ||
| Q1 25 | $-500.0K | $-170.0M | ||
| Q4 24 | $25.2M | $414.0M | ||
| Q3 24 | $40.2M | $47.0M | ||
| Q2 24 | $-14.7M | $0 | ||
| Q1 24 | $-237.1M | $-275.0M |
自由现金流率CSGPDRS
| Q4 25 | 11.3% | 35.5% | ||
| Q3 25 | -0.7% | 8.0% | ||
| Q2 25 | 3.5% | -6.8% | ||
| Q1 25 | -0.1% | -21.3% | ||
| Q4 24 | 3.6% | 42.2% | ||
| Q3 24 | 5.8% | 5.8% | ||
| Q2 24 | -2.2% | 0.0% | ||
| Q1 24 | -36.1% | -40.0% |
资本支出强度CSGPDRS
| Q4 25 | 6.8% | 4.6% | ||
| Q3 25 | 8.8% | 3.1% | ||
| Q2 25 | 15.2% | 3.4% | ||
| Q1 25 | 7.3% | 4.0% | ||
| Q4 24 | 9.8% | 3.0% | ||
| Q3 24 | 8.7% | 1.5% | ||
| Q2 24 | 10.7% | 4.5% | ||
| Q1 24 | 57.4% | 1.5% |
现金转化率CSGPDRS
| Q4 25 | 3.49× | 4.17× | ||
| Q3 25 | — | 1.49× | ||
| Q2 25 | 23.63× | -0.52× | ||
| Q1 25 | — | -2.76× | ||
| Q4 24 | 1.58× | 4.98× | ||
| Q3 24 | 1.89× | 1.04× | ||
| Q2 24 | 3.03× | 0.89× | ||
| Q1 24 | 20.84× | -9.14× |
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
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
DRS
暂无分部数据
