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CoStar Group（CSGP）与BRINKER INTERNATIONAL, INC（EAT）财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是CoStar Group的1.6倍（$1.5B vs $899.9M），BRINKER INTERNATIONAL, INC净利率更高（8.7% vs 5.2%，领先3.5%），CoStar Group同比增速更快（26.9% vs 3.2%），过去两年CoStar Group的营收复合增速更高（17.1% vs 10.3%）
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。
Brinker International, Inc.是美国跨国餐饮企业，成立于1975年，总部位于得克萨斯州达拉斯，旗下拥有Chili's和Maggiano's Little Italy两大知名连锁餐饮品牌，目前在全球持有、运营或特许经营的上述品牌门店总计达1672家。
CSGP vs EAT — 直观对比
营收规模更大
EAT
是对方的1.6倍
$899.9M
营收增速更快
CSGP
高出23.7%
3.2%
净利率更高
EAT
高出3.5%
5.2%
两年增速更快
CSGP
近两年复合增速
10.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.5B |
| 净利润 | $46.5M | $127.9M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | 11.3% |
| 净利率 | 5.2% | 8.7% |
| 营收同比 | 26.9% | 3.2% |
| 净利润同比 | -22.2% | — |
| 每股收益（稀释后） | $0.12 | $2.87 |
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CSGPEAT
| Q1 26 | — | $1.5B | ||
| Q4 25 | $899.9M | $1.5B | ||
| Q3 25 | $833.6M | $1.3B | ||
| Q2 25 | $781.3M | $1.5B | ||
| Q1 25 | $732.2M | $1.4B | ||
| Q4 24 | $709.4M | $1.4B | ||
| Q3 24 | $692.6M | $1.1B | ||
| Q2 24 | $677.8M | $1.2B |
净利润CSGPEAT
| Q1 26 | — | $127.9M | ||
| Q4 25 | $46.5M | $128.5M | ||
| Q3 25 | $-30.9M | $99.5M | ||
| Q2 25 | $6.2M | $107.0M | ||
| Q1 25 | $-14.8M | $119.1M | ||
| Q4 24 | $59.8M | $118.5M | ||
| Q3 24 | $53.0M | $38.5M | ||
| Q2 24 | $19.2M | $57.3M |
毛利率CSGPEAT
| Q1 26 | — | — | ||
| Q4 25 | 78.6% | — | ||
| Q3 25 | 79.3% | — | ||
| Q2 25 | 78.5% | — | ||
| Q1 25 | 79.1% | — | ||
| Q4 24 | 80.1% | — | ||
| Q3 24 | 79.7% | — | ||
| Q2 24 | 80.0% | — |
营业利润率CSGPEAT
| Q1 26 | — | 11.3% | ||
| Q4 25 | 5.5% | 11.6% | ||
| Q3 25 | -6.1% | 8.7% | ||
| Q2 25 | -3.5% | 9.8% | ||
| Q1 25 | -5.8% | 11.0% | ||
| Q4 24 | 5.6% | 11.5% | ||
| Q3 24 | 3.4% | 5.0% | ||
| Q2 24 | -2.4% | 6.1% |
净利率CSGPEAT
| Q1 26 | — | 8.7% | ||
| Q4 25 | 5.2% | 8.8% | ||
| Q3 25 | -3.7% | 7.4% | ||
| Q2 25 | 0.8% | 7.3% | ||
| Q1 25 | -2.0% | 8.4% | ||
| Q4 24 | 8.4% | 8.7% | ||
| Q3 24 | 7.7% | 3.4% | ||
| Q2 24 | 2.8% | 4.7% |
每股收益（稀释后）CSGPEAT
| Q1 26 | — | $2.87 | ||
| Q4 25 | $0.12 | $2.86 | ||
| Q3 25 | $-0.07 | $2.17 | ||
| Q2 25 | $0.01 | $2.31 | ||
| Q1 25 | $-0.04 | $2.56 | ||
| Q4 24 | $0.14 | $2.61 | ||
| Q3 24 | $0.13 | $0.84 | ||
| Q2 24 | $0.05 | $1.22 |
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 | — |
| 总债务越低越好 | $140.0M | $424.4M |
| 股东权益账面价值 | $8.3B | $406.0M |
| 总资产 | $10.5B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.02× | 1.05× |
8季度趋势，按日历期对齐
现金及短期投资CSGPEAT
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $15.0M | ||
| Q3 25 | $1.9B | $33.6M | ||
| Q2 25 | $3.6B | $18.9M | ||
| Q1 25 | $3.7B | $17.5M | ||
| Q4 24 | $4.7B | $14.8M | ||
| Q3 24 | — | $16.2M | ||
| Q2 24 | — | $64.6M |
总债务CSGPEAT
| Q1 26 | — | $424.4M | ||
| Q4 25 | $140.0M | $451.3M | ||
| Q3 25 | $1.0B | $525.8M | ||
| Q2 25 | $1.0B | $426.0M | ||
| Q1 25 | $1.0B | $518.3M | ||
| Q4 24 | $1.0B | $652.0M | ||
| Q3 24 | $1.0B | $806.9M | ||
| Q2 24 | $1.0B | $786.3M |
股东权益CSGPEAT
| Q1 26 | — | $406.0M | ||
| Q4 25 | $8.3B | $379.3M | ||
| Q3 25 | $8.6B | $343.9M | ||
| Q2 25 | $8.6B | $370.9M | ||
| Q1 25 | $8.6B | $259.0M | ||
| Q4 24 | $7.6B | $131.5M | ||
| Q3 24 | $7.5B | $12.7M | ||
| Q2 24 | $7.4B | $39.4M |
总资产CSGPEAT
| Q1 26 | — | $2.8B | ||
| Q4 25 | $10.5B | $2.7B | ||
| Q3 25 | $10.8B | $2.7B | ||
| Q2 25 | $10.5B | $2.7B | ||
| Q1 25 | $10.4B | $2.6B | ||
| Q4 24 | $9.3B | $2.6B | ||
| Q3 24 | $9.1B | $2.5B | ||
| Q2 24 | $9.1B | $2.6B |
负债/权益比CSGPEAT
| Q1 26 | — | 1.05× | ||
| Q4 25 | 0.02× | 1.19× | ||
| Q3 25 | 0.12× | 1.53× | ||
| Q2 25 | 0.12× | 1.15× | ||
| Q1 25 | 0.12× | 2.00× | ||
| Q4 24 | 0.13× | 4.96× | ||
| Q3 24 | 0.13× | 63.54× | ||
| Q2 24 | 0.14× | 19.96× |
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 | $571.8M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | — |
| 自由现金流率自由现金流/营收 | 11.3% | — |
| 资本支出强度资本支出/营收 | 6.8% | — |
| 现金转化率经营现金流/净利润 | 3.49× | 4.47× |
| 过去12个月自由现金流最近4个季度 | $123.0M | — |
8季度趋势，按日历期对齐
经营现金流CSGPEAT
| Q1 26 | — | $571.8M | ||
| Q4 25 | $162.1M | $218.9M | ||
| Q3 25 | $68.2M | $120.8M | ||
| Q2 25 | $146.5M | $186.0M | ||
| Q1 25 | $53.2M | $212.0M | ||
| Q4 24 | $94.6M | $218.2M | ||
| Q3 24 | $100.3M | $62.8M | ||
| Q2 24 | $58.1M | $141.5M |
自由现金流CSGPEAT
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $155.2M | ||
| Q3 25 | $-5.5M | $62.2M | ||
| Q2 25 | $27.7M | $106.1M | ||
| Q1 25 | $-500.0K | $132.4M | ||
| Q4 24 | $25.2M | $168.9M | ||
| Q3 24 | $40.2M | $6.3M | ||
| Q2 24 | $-14.7M | $83.5M |
自由现金流率CSGPEAT
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 10.7% | ||
| Q3 25 | -0.7% | 4.6% | ||
| Q2 25 | 3.5% | 7.3% | ||
| Q1 25 | -0.1% | 9.3% | ||
| Q4 24 | 3.6% | 12.4% | ||
| Q3 24 | 5.8% | 0.6% | ||
| Q2 24 | -2.2% | 6.9% |
资本支出强度CSGPEAT
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 4.4% | ||
| Q3 25 | 8.8% | 4.3% | ||
| Q2 25 | 15.2% | 5.5% | ||
| Q1 25 | 7.3% | 5.6% | ||
| Q4 24 | 9.8% | 3.6% | ||
| Q3 24 | 8.7% | 5.0% | ||
| Q2 24 | 10.7% | 4.8% |
现金转化率CSGPEAT
| Q1 26 | — | 4.47× | ||
| Q4 25 | 3.49× | 1.70× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | 23.63× | 1.74× | ||
| Q1 25 | — | 1.78× | ||
| Q4 24 | 1.58× | 1.84× | ||
| Q3 24 | 1.89× | 1.63× | ||
| Q2 24 | 3.03× | 2.47× |
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% |
EAT
| Company sales | $1.5B | 99% |
| Franchise revenues | $14.7M | 1% |
