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CoStar Group（CSGP）与LAMAR ADVERTISING CO（LAMR）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LAMAR ADVERTISING CO的1.7倍（$899.9M vs $528.0M），LAMAR ADVERTISING CO净利率更高（19.3% vs 5.2%，领先14.1%），CoStar Group同比增速更快（26.9% vs 4.5%），LAMAR ADVERTISING CO自由现金流更多（$152.3M vs $101.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs -3.4%）
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。
拉马尔广告是一家知名户外广告服务商，1902年由查尔斯·W·拉马尔与J.M.科伊创立，总部位于美国路易斯安那州巴吞鲁日。公司业务覆盖美国与加拿大，在两地设有超200个运营网点，旗下在美国境内拥有超过36.3万个广告展示位，涵盖广告牌、标识标牌、公共交通展示载体等品类，2014年转型为房地产投资信托。
CSGP vs LAMR — 直观对比
营收规模更大
CSGP
是对方的1.7倍
$528.0M
营收增速更快
CSGP
高出22.4%
4.5%
净利率更高
LAMR
高出14.1%
5.2%
自由现金流更多
LAMR
多$51.0M
$101.3M
两年增速更快
CSGP
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $528.0M |
| 净利润 | $46.5M | $101.8M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | 27.7% |
| 净利率 | 5.2% | 19.3% |
| 营收同比 | 26.9% | 4.5% |
| 净利润同比 | -22.2% | -26.9% |
| 每股收益（稀释后） | $0.12 | $1.00 |
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CSGPLAMR
| Q1 26 | — | $528.0M | ||
| Q4 25 | $899.9M | $595.9M | ||
| Q3 25 | $833.6M | $585.5M | ||
| Q2 25 | $781.3M | $579.3M | ||
| Q1 25 | $732.2M | $505.4M | ||
| Q4 24 | $709.4M | $579.6M | ||
| Q3 24 | $692.6M | $564.1M | ||
| Q2 24 | $677.8M | $565.3M |
净利润CSGPLAMR
| Q1 26 | — | $101.8M | ||
| Q4 25 | $46.5M | $152.3M | ||
| Q3 25 | $-30.9M | $141.8M | ||
| Q2 25 | $6.2M | $154.4M | ||
| Q1 25 | $-14.8M | $138.8M | ||
| Q4 24 | $59.8M | $-1.2M | ||
| Q3 24 | $53.0M | $147.5M | ||
| Q2 24 | $19.2M | $137.4M |
毛利率CSGPLAMR
| Q1 26 | — | — | ||
| Q4 25 | 78.6% | 67.7% | ||
| Q3 25 | 79.3% | 67.9% | ||
| Q2 25 | 78.5% | 67.8% | ||
| Q1 25 | 79.1% | 64.4% | ||
| Q4 24 | 80.1% | 67.8% | ||
| Q3 24 | 79.7% | 67.6% | ||
| Q2 24 | 80.0% | 67.6% |
营业利润率CSGPLAMR
| Q1 26 | — | 27.7% | ||
| Q4 25 | 5.5% | 32.9% | ||
| Q3 25 | -6.1% | 32.3% | ||
| Q2 25 | -3.5% | 34.1% | ||
| Q1 25 | -5.8% | 37.8% | ||
| Q4 24 | 5.6% | 6.3% | ||
| Q3 24 | 3.4% | 33.1% | ||
| Q2 24 | -2.4% | 32.6% |
净利率CSGPLAMR
| Q1 26 | — | 19.3% | ||
| Q4 25 | 5.2% | 25.6% | ||
| Q3 25 | -3.7% | 24.2% | ||
| Q2 25 | 0.8% | 26.6% | ||
| Q1 25 | -2.0% | 27.5% | ||
| Q4 24 | 8.4% | -0.2% | ||
| Q3 24 | 7.7% | 26.1% | ||
| Q2 24 | 2.8% | 24.3% |
每股收益（稀释后）CSGPLAMR
| Q1 26 | — | $1.00 | ||
| Q4 25 | $0.12 | $1.50 | ||
| Q3 25 | $-0.07 | $1.40 | ||
| Q2 25 | $0.01 | $1.52 | ||
| Q1 25 | $-0.04 | $1.35 | ||
| Q4 24 | $0.14 | $-0.02 | ||
| Q3 24 | $0.13 | $1.44 | ||
| Q2 24 | $0.05 | $1.34 |
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 | $39.3M |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $981.7M |
| 总资产 | $10.5B | $6.9B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGPLAMR
| Q1 26 | — | $39.3M | ||
| Q4 25 | $1.6B | $64.8M | ||
| Q3 25 | $1.9B | $22.0M | ||
| Q2 25 | $3.6B | $55.7M | ||
| Q1 25 | $3.7B | $36.1M | ||
| Q4 24 | $4.7B | $49.5M | ||
| Q3 24 | — | $29.5M | ||
| Q2 24 | — | $77.9M |
总债务CSGPLAMR
| Q1 26 | — | — | ||
| Q4 25 | $140.0M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CSGPLAMR
| Q1 26 | — | $981.7M | ||
| Q4 25 | $8.3B | $1.0B | ||
| Q3 25 | $8.6B | $1.0B | ||
| Q2 25 | $8.6B | $906.9M | ||
| Q1 25 | $8.6B | $1.0B | ||
| Q4 24 | $7.6B | $1.0B | ||
| Q3 24 | $7.5B | $1.2B | ||
| Q2 24 | $7.4B | $1.2B |
总资产CSGPLAMR
| Q1 26 | — | $6.9B | ||
| Q4 25 | $10.5B | $6.9B | ||
| Q3 25 | $10.8B | $6.8B | ||
| Q2 25 | $10.5B | $6.7B | ||
| Q1 25 | $10.4B | $6.5B | ||
| Q4 24 | $9.3B | $6.6B | ||
| Q3 24 | $9.1B | $6.5B | ||
| Q2 24 | $9.1B | $6.6B |
负债/权益比CSGPLAMR
| Q1 26 | — | — | ||
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 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 | $162.1M | — |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $152.3M |
| 自由现金流率自由现金流/营收 | 11.3% | 28.9% |
| 资本支出强度资本支出/营收 | 6.8% | 6.3% |
| 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 | $123.0M | $737.7M |
8季度趋势，按日历期对齐
经营现金流CSGPLAMR
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $271.2M | ||
| Q3 25 | $68.2M | $235.7M | ||
| Q2 25 | $146.5M | $229.5M | ||
| Q1 25 | $53.2M | $127.7M | ||
| Q4 24 | $94.6M | $279.3M | ||
| Q3 24 | $100.3M | $227.4M | ||
| Q2 24 | $58.1M | $256.3M |
自由现金流CSGPLAMR
| Q1 26 | — | $152.3M | ||
| Q4 25 | $101.3M | $208.3M | ||
| Q3 25 | $-5.5M | $185.8M | ||
| Q2 25 | $27.7M | $191.3M | ||
| Q1 25 | $-500.0K | $97.9M | ||
| Q4 24 | $25.2M | $236.3M | ||
| Q3 24 | $40.2M | $197.3M | ||
| Q2 24 | $-14.7M | $233.7M |
自由现金流率CSGPLAMR
| Q1 26 | — | 28.9% | ||
| Q4 25 | 11.3% | 35.0% | ||
| Q3 25 | -0.7% | 31.7% | ||
| Q2 25 | 3.5% | 33.0% | ||
| Q1 25 | -0.1% | 19.4% | ||
| Q4 24 | 3.6% | 40.8% | ||
| Q3 24 | 5.8% | 35.0% | ||
| Q2 24 | -2.2% | 41.3% |
资本支出强度CSGPLAMR
| Q1 26 | — | 6.3% | ||
| Q4 25 | 6.8% | 10.5% | ||
| Q3 25 | 8.8% | 8.5% | ||
| Q2 25 | 15.2% | 6.6% | ||
| Q1 25 | 7.3% | 5.9% | ||
| Q4 24 | 9.8% | 7.4% | ||
| Q3 24 | 8.7% | 5.3% | ||
| Q2 24 | 10.7% | 4.0% |
现金转化率CSGPLAMR
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 1.78× | ||
| Q3 25 | — | 1.66× | ||
| Q2 25 | 23.63× | 1.49× | ||
| Q1 25 | — | 0.92× | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | 1.54× | ||
| Q2 24 | 3.03× | 1.87× |
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% |
LAMR
暂无分部数据
