vs
CoStar Group(CSGP)与Liberty Energy Inc.(LBRT)财务数据对比。点击上方公司名可切换其他公司
Liberty Energy Inc.的季度营收约是CoStar Group的1.1倍($1.0B vs $899.9M),CoStar Group净利率更高(5.2% vs 2.2%,领先3.0%),CoStar Group同比增速更快(26.9% vs 4.5%),过去两年CoStar Group的营收复合增速更高(17.1% vs -6.2%)
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。
Liberty Energy Inc.是北美领先的能源服务供应商,专注为油气运营企业提供水力压裂及完井解决方案,服务覆盖美国主要页岩产区,供应低排放作业设备及定制化支持,帮助提升油气井生产效率。
CSGP vs LBRT — 直观对比
营收规模更大
LBRT
是对方的1.1倍
$899.9M
营收增速更快
CSGP
高出22.4%
4.5%
净利率更高
CSGP
高出3.0%
2.2%
两年增速更快
CSGP
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $899.9M | $1.0B |
| 净利润 | $46.5M | $22.6M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | 2.2% |
| 净利率 | 5.2% | 2.2% |
| 营收同比 | 26.9% | 4.5% |
| 净利润同比 | -22.2% | 64.8% |
| 每股收益(稀释后) | $0.12 | $0.14 |
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
CSGP
LBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $899.9M | $1.0B | ||
| Q3 25 | $833.6M | $947.4M | ||
| Q2 25 | $781.3M | $1.0B | ||
| Q1 25 | $732.2M | $977.5M | ||
| Q4 24 | $709.4M | $943.6M | ||
| Q3 24 | $692.6M | $1.1B | ||
| Q2 24 | $677.8M | $1.2B |
净利润
CSGP
LBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $46.5M | $13.7M | ||
| Q3 25 | $-30.9M | $43.1M | ||
| Q2 25 | $6.2M | $71.0M | ||
| Q1 25 | $-14.8M | $20.1M | ||
| Q4 24 | $59.8M | $51.9M | ||
| Q3 24 | $53.0M | $73.8M | ||
| Q2 24 | $19.2M | $108.4M |
毛利率
CSGP
LBRT
| Q1 26 | — | — | ||
| Q4 25 | 78.6% | 20.6% | ||
| Q3 25 | 79.3% | 18.7% | ||
| Q2 25 | 78.5% | 22.1% | ||
| Q1 25 | 79.1% | 22.1% | ||
| Q4 24 | 80.1% | 21.4% | ||
| Q3 24 | 79.7% | 26.2% | ||
| Q2 24 | 80.0% | 27.9% |
营业利润率
CSGP
LBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.5% | 1.9% | ||
| Q3 25 | -6.1% | -0.3% | ||
| Q2 25 | -3.5% | 3.6% | ||
| Q1 25 | -5.8% | 1.9% | ||
| Q4 24 | 5.6% | 2.6% | ||
| Q3 24 | 3.4% | 9.4% | ||
| Q2 24 | -2.4% | 12.2% |
净利率
CSGP
LBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.2% | 1.3% | ||
| Q3 25 | -3.7% | 4.5% | ||
| Q2 25 | 0.8% | 6.8% | ||
| Q1 25 | -2.0% | 2.1% | ||
| Q4 24 | 8.4% | 5.5% | ||
| Q3 24 | 7.7% | 6.5% | ||
| Q2 24 | 2.8% | 9.3% |
每股收益(稀释后)
CSGP
LBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.12 | $0.08 | ||
| Q3 25 | $-0.07 | $0.26 | ||
| Q2 25 | $0.01 | $0.43 | ||
| Q1 25 | $-0.04 | $0.12 | ||
| Q4 24 | $0.14 | $0.31 | ||
| Q3 24 | $0.13 | $0.44 | ||
| Q2 24 | $0.05 | $0.64 |
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 | $699.1M |
| 总债务越低越好 | $140.0M | $7.1M |
| 股东权益账面价值 | $8.3B | $1.9B |
| 总资产 | $10.5B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
CSGP
LBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $1.6B | $27.6M | ||
| Q3 25 | $1.9B | $13.5M | ||
| Q2 25 | $3.6B | $19.6M | ||
| Q1 25 | $3.7B | $24.1M | ||
| Q4 24 | $4.7B | $20.0M | ||
| Q3 24 | — | $23.0M | ||
| Q2 24 | — | $30.0M |
总债务
CSGP
LBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | $140.0M | $246.6M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $190.5M | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益
CSGP
LBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $8.3B | $2.1B | ||
| Q3 25 | $8.6B | $2.1B | ||
| Q2 25 | $8.6B | $2.0B | ||
| Q1 25 | $8.6B | $2.0B | ||
| Q4 24 | $7.6B | $2.0B | ||
| Q3 24 | $7.5B | $2.0B | ||
| Q2 24 | $7.4B | $1.9B |
总资产
CSGP
LBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $10.5B | $3.6B | ||
| Q3 25 | $10.8B | $3.5B | ||
| Q2 25 | $10.5B | $3.4B | ||
| Q1 25 | $10.4B | $3.4B | ||
| Q4 24 | $9.3B | $3.3B | ||
| Q3 24 | $9.1B | $3.3B | ||
| Q2 24 | $9.1B | $3.2B |
负债/权益比
CSGP
LBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.02× | 0.12× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 0.10× | ||
| 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 | — |
| 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% | 13.1% |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
CSGP
LBRT
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $195.4M | ||
| Q3 25 | $68.2M | $51.5M | ||
| Q2 25 | $146.5M | $170.6M | ||
| Q1 25 | $53.2M | $192.1M | ||
| Q4 24 | $94.6M | $177.3M | ||
| Q3 24 | $100.3M | $244.5M | ||
| Q2 24 | $58.1M | $248.2M |
自由现金流
CSGP
LBRT
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $-10.0M | ||
| Q3 25 | $-5.5M | $-67.2M | ||
| Q2 25 | $27.7M | $33.1M | ||
| Q1 25 | $-500.0K | $58.2M | ||
| Q4 24 | $25.2M | $-26.2M | ||
| Q3 24 | $40.2M | $77.9M | ||
| Q2 24 | $-14.7M | $112.2M |
自由现金流率
CSGP
LBRT
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | -1.0% | ||
| Q3 25 | -0.7% | -7.1% | ||
| Q2 25 | 3.5% | 3.2% | ||
| Q1 25 | -0.1% | 6.0% | ||
| Q4 24 | 3.6% | -2.8% | ||
| Q3 24 | 5.8% | 6.8% | ||
| Q2 24 | -2.2% | 9.7% |
资本支出强度
CSGP
LBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 6.8% | 19.8% | ||
| Q3 25 | 8.8% | 12.5% | ||
| Q2 25 | 15.2% | 13.2% | ||
| Q1 25 | 7.3% | 13.7% | ||
| Q4 24 | 9.8% | 21.6% | ||
| Q3 24 | 8.7% | 14.6% | ||
| Q2 24 | 10.7% | 11.7% |
现金转化率
CSGP
LBRT
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 14.28× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | 23.63× | 2.40× | ||
| Q1 25 | — | 9.55× | ||
| Q4 24 | 1.58× | 3.42× | ||
| Q3 24 | 1.89× | 3.31× | ||
| Q2 24 | 3.03× | 2.29× |
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% |
LBRT
暂无分部数据