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CoStar Group（CSGP）与FTAI Aviation Ltd.（FTAI）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FTAI Aviation Ltd.的1.4倍（$899.9M vs $662.0M），FTAI Aviation Ltd.净利率更高（17.5% vs 5.2%，领先12.3%），FTAI Aviation Ltd.同比增速更快（32.7% vs 26.9%），CoStar Group自由现金流更多（$101.3M vs $-189.3M），过去两年FTAI Aviation Ltd.的营收复合增速更高（42.4% 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。
FTAI航空有限公司是一家全球性航空基础设施及解决方案提供商，主营商用飞机、航空发动机及相关航空资产的持有、租赁与维护业务，为全球商用航空公司、货运运营商提供定制化资产管理及售后支持服务，助力客户提升运营效率。
CSGP vs FTAI — 直观对比
营收规模更大
CSGP
是对方的1.4倍
$662.0M
营收增速更快
FTAI
高出5.9%
26.9%
净利率更高
FTAI
高出12.3%
5.2%
自由现金流更多
CSGP
多$290.6M
$-189.3M
两年增速更快
FTAI
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $662.0M |
| 净利润 | $46.5M | $115.6M |
| 毛利率 | 78.6% | 44.3% |
| 营业利润率 | 5.5% | 20.3% |
| 净利率 | 5.2% | 17.5% |
| 营收同比 | 26.9% | 32.7% |
| 净利润同比 | -22.2% | 12.8% |
| 每股收益（稀释后） | $0.12 | $1.06 |
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CSGPFTAI
| Q4 25 | $899.9M | $662.0M | ||
| Q3 25 | $833.6M | $667.1M | ||
| Q2 25 | $781.3M | $676.2M | ||
| Q1 25 | $732.2M | $502.1M | ||
| Q4 24 | $709.4M | $498.8M | ||
| Q3 24 | $692.6M | $465.8M | ||
| Q2 24 | $677.8M | $443.6M | ||
| Q1 24 | $656.4M | $326.7M |
净利润CSGPFTAI
| Q4 25 | $46.5M | $115.6M | ||
| Q3 25 | $-30.9M | $117.7M | ||
| Q2 25 | $6.2M | $165.4M | ||
| Q1 25 | $-14.8M | $102.4M | ||
| Q4 24 | $59.8M | $102.4M | ||
| Q3 24 | $53.0M | $86.5M | ||
| Q2 24 | $19.2M | $-219.9M | ||
| Q1 24 | $6.7M | $39.6M |
毛利率CSGPFTAI
| Q4 25 | 78.6% | 44.3% | ||
| Q3 25 | 79.3% | 45.6% | ||
| Q2 25 | 78.5% | 45.4% | ||
| Q1 25 | 79.1% | 50.5% | ||
| Q4 24 | 80.1% | 48.3% | ||
| Q3 24 | 79.7% | 52.9% | ||
| Q2 24 | 80.0% | 53.6% | ||
| Q1 24 | 78.5% | 56.3% |
营业利润率CSGPFTAI
| Q4 25 | 5.5% | 20.3% | ||
| Q3 25 | -6.1% | 21.6% | ||
| Q2 25 | -3.5% | 30.1% | ||
| Q1 25 | -5.8% | 24.9% | ||
| Q4 24 | 5.6% | 21.7% | ||
| Q3 24 | 3.4% | 20.1% | ||
| Q2 24 | -2.4% | -52.5% | ||
| Q1 24 | -6.5% | 13.8% |
净利率CSGPFTAI
| Q4 25 | 5.2% | 17.5% | ||
| Q3 25 | -3.7% | 17.6% | ||
| Q2 25 | 0.8% | 24.5% | ||
| Q1 25 | -2.0% | 20.4% | ||
| Q4 24 | 8.4% | 20.5% | ||
| Q3 24 | 7.7% | 18.6% | ||
| Q2 24 | 2.8% | -49.6% | ||
| Q1 24 | 1.0% | 12.1% |
每股收益（稀释后）CSGPFTAI
| Q4 25 | $0.12 | $1.06 | ||
| Q3 25 | $-0.07 | $1.10 | ||
| Q2 25 | $0.01 | $1.57 | ||
| Q1 25 | $-0.04 | $0.87 | ||
| Q4 24 | $0.14 | $0.87 | ||
| Q3 24 | $0.13 | $0.76 | ||
| Q2 24 | $0.05 | $-2.26 | ||
| Q1 24 | $0.02 | $0.31 |
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 | $300.5M |
| 总债务越低越好 | $140.0M | $3.4B |
| 股东权益账面价值 | $8.3B | $334.2M |
| 总资产 | $10.5B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.02× | 10.32× |
8季度趋势，按日历期对齐
现金及短期投资CSGPFTAI
| Q4 25 | $1.6B | $300.5M | ||
| Q3 25 | $1.9B | $509.9M | ||
| Q2 25 | $3.6B | $301.9M | ||
| Q1 25 | $3.7B | $112.1M | ||
| Q4 24 | $4.7B | $115.1M | ||
| Q3 24 | — | $111.9M | ||
| Q2 24 | — | $169.5M | ||
| Q1 24 | — | $65.2M |
总债务CSGPFTAI
| Q4 25 | $140.0M | $3.4B | ||
| Q3 25 | $1.0B | $3.4B | ||
| Q2 25 | $1.0B | $3.4B | ||
| Q1 25 | $1.0B | $3.6B | ||
| Q4 24 | $1.0B | $3.4B | ||
| Q3 24 | $1.0B | $3.2B | ||
| Q2 24 | $1.0B | $3.1B | ||
| Q1 24 | $1.0B | $2.7B |
股东权益CSGPFTAI
| Q4 25 | $8.3B | $334.2M | ||
| Q3 25 | $8.6B | $252.5M | ||
| Q2 25 | $8.6B | $164.9M | ||
| Q1 25 | $8.6B | $28.3M | ||
| Q4 24 | $7.6B | $81.4M | ||
| Q3 24 | $7.5B | $118.5M | ||
| Q2 24 | $7.4B | $69.6M | ||
| Q1 24 | $7.3B | $177.1M |
总资产CSGPFTAI
| Q4 25 | $10.5B | $4.4B | ||
| Q3 25 | $10.8B | $4.2B | ||
| Q2 25 | $10.5B | $4.1B | ||
| Q1 25 | $10.4B | $4.3B | ||
| Q4 24 | $9.3B | $4.0B | ||
| Q3 24 | $9.1B | $3.7B | ||
| Q2 24 | $9.1B | $3.4B | ||
| Q1 24 | $9.0B | $3.2B |
负债/权益比CSGPFTAI
| Q4 25 | 0.02× | 10.32× | ||
| Q3 25 | 0.12× | 13.65× | ||
| Q2 25 | 0.12× | 20.88× | ||
| Q1 25 | 0.12× | 128.56× | ||
| Q4 24 | 0.13× | 42.28× | ||
| Q3 24 | 0.13× | 27.15× | ||
| Q2 24 | 0.14× | 44.24× | ||
| Q1 24 | 0.14× | 15.21× |
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 | $-179.1M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $-189.3M |
| 自由现金流率自由现金流/营收 | 11.3% | -28.6% |
| 资本支出强度资本支出/营收 | 6.8% | 1.5% |
| 现金转化率经营现金流/净利润 | 3.49× | -1.55× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $-338.5M |
8季度趋势，按日历期对齐
经营现金流CSGPFTAI
| Q4 25 | $162.1M | $-179.1M | ||
| Q3 25 | $68.2M | $4.6M | ||
| Q2 25 | $146.5M | $-110.3M | ||
| Q1 25 | $53.2M | $-26.0M | ||
| Q4 24 | $94.6M | $-41.8M | ||
| Q3 24 | $100.3M | $41.5M | ||
| Q2 24 | $58.1M | $-187.3M | ||
| Q1 24 | $139.6M | $-345.0K |
自由现金流CSGPFTAI
| Q4 25 | $101.3M | $-189.3M | ||
| Q3 25 | $-5.5M | $-1.8M | ||
| Q2 25 | $27.7M | $-117.2M | ||
| Q1 25 | $-500.0K | $-30.1M | ||
| Q4 24 | $25.2M | $-48.1M | ||
| Q3 24 | $40.2M | $41.0M | ||
| Q2 24 | $-14.7M | $-188.4M | ||
| Q1 24 | $-237.1M | $-1.7M |
自由现金流率CSGPFTAI
| Q4 25 | 11.3% | -28.6% | ||
| Q3 25 | -0.7% | -0.3% | ||
| Q2 25 | 3.5% | -17.3% | ||
| Q1 25 | -0.1% | -6.0% | ||
| Q4 24 | 3.6% | -9.6% | ||
| Q3 24 | 5.8% | 8.8% | ||
| Q2 24 | -2.2% | -42.5% | ||
| Q1 24 | -36.1% | -0.5% |
资本支出强度CSGPFTAI
| Q4 25 | 6.8% | 1.5% | ||
| Q3 25 | 8.8% | 1.0% | ||
| Q2 25 | 15.2% | 1.0% | ||
| Q1 25 | 7.3% | 0.8% | ||
| Q4 24 | 9.8% | 1.3% | ||
| Q3 24 | 8.7% | 0.1% | ||
| Q2 24 | 10.7% | 0.3% | ||
| Q1 24 | 57.4% | 0.4% |
现金转化率CSGPFTAI
| Q4 25 | 3.49× | -1.55× | ||
| Q3 25 | — | 0.04× | ||
| Q2 25 | 23.63× | -0.67× | ||
| Q1 25 | — | -0.25× | ||
| Q4 24 | 1.58× | -0.41× | ||
| Q3 24 | 1.89× | 0.48× | ||
| Q2 24 | 3.03× | — | ||
| Q1 24 | 20.84× | -0.01× |
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% |
FTAI
| Aerospace Products | $355.5M | 54% |
| Other | $212.3M | 32% |
| Equipment Leasing Revenues | $49.2M | 7% |
| Maintenance | $43.4M | 7% |
| Manufactured Product Other | $1.6M | 0% |
