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CoStar Group（CSGP）与力特（LFUS）财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是力特的1.5倍（$899.9M vs $593.9M），CoStar Group净利率更高（5.2% vs -40.8%，领先45.9%），CoStar Group同比增速更快（26.9% vs 12.2%），力特自由现金流更多（$119.7M vs $101.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs 5.3%）
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。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
CSGP vs LFUS — 直观对比
营收规模更大
CSGP
是对方的1.5倍
$593.9M
营收增速更快
CSGP
高出14.7%
12.2%
净利率更高
CSGP
高出45.9%
-40.8%
自由现金流更多
LFUS
多$18.4M
$101.3M
两年增速更快
CSGP
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $593.9M |
| 净利润 | $46.5M | $-242.1M |
| 毛利率 | 78.6% | 38.0% |
| 营业利润率 | 5.5% | -37.5% |
| 净利率 | 5.2% | -40.8% |
| 营收同比 | 26.9% | 12.2% |
| 净利润同比 | -22.2% | -367.6% |
| 每股收益（稀释后） | $0.12 | $-9.71 |
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CSGPLFUS
| Q4 25 | $899.9M | $593.9M | ||
| Q3 25 | $833.6M | $624.6M | ||
| Q2 25 | $781.3M | $613.4M | ||
| Q1 25 | $732.2M | $554.3M | ||
| Q4 24 | $709.4M | $529.5M | ||
| Q3 24 | $692.6M | $567.4M | ||
| Q2 24 | $677.8M | $558.5M | ||
| Q1 24 | $656.4M | $535.4M |
净利润CSGPLFUS
| Q4 25 | $46.5M | $-242.1M | ||
| Q3 25 | $-30.9M | $69.5M | ||
| Q2 25 | $6.2M | $57.3M | ||
| Q1 25 | $-14.8M | $43.6M | ||
| Q4 24 | $59.8M | $-51.8M | ||
| Q3 24 | $53.0M | $58.1M | ||
| Q2 24 | $19.2M | $45.5M | ||
| Q1 24 | $6.7M | $48.5M |
毛利率CSGPLFUS
| Q4 25 | 78.6% | 38.0% | ||
| Q3 25 | 79.3% | 38.6% | ||
| Q2 25 | 78.5% | 37.8% | ||
| Q1 25 | 79.1% | 37.4% | ||
| Q4 24 | 80.1% | 33.4% | ||
| Q3 24 | 79.7% | 38.1% | ||
| Q2 24 | 80.0% | 37.1% | ||
| Q1 24 | 78.5% | 35.1% |
营业利润率CSGPLFUS
| Q4 25 | 5.5% | -37.5% | ||
| Q3 25 | -6.1% | 15.6% | ||
| Q2 25 | -3.5% | 15.1% | ||
| Q1 25 | -5.8% | 12.7% | ||
| Q4 24 | 5.6% | -9.3% | ||
| Q3 24 | 3.4% | 15.5% | ||
| Q2 24 | -2.4% | 11.7% | ||
| Q1 24 | -6.5% | 10.3% |
净利率CSGPLFUS
| Q4 25 | 5.2% | -40.8% | ||
| Q3 25 | -3.7% | 11.1% | ||
| Q2 25 | 0.8% | 9.3% | ||
| Q1 25 | -2.0% | 7.9% | ||
| Q4 24 | 8.4% | -9.8% | ||
| Q3 24 | 7.7% | 10.2% | ||
| Q2 24 | 2.8% | 8.1% | ||
| Q1 24 | 1.0% | 9.0% |
每股收益（稀释后）CSGPLFUS
| Q4 25 | $0.12 | $-9.71 | ||
| Q3 25 | $-0.07 | $2.77 | ||
| Q2 25 | $0.01 | $2.30 | ||
| Q1 25 | $-0.04 | $1.75 | ||
| Q4 24 | $0.14 | $-2.07 | ||
| Q3 24 | $0.13 | $2.32 | ||
| Q2 24 | $0.05 | $1.82 | ||
| Q1 24 | $0.02 | $1.93 |
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 | $563.7M |
| 总债务越低越好 | $140.0M | $802.6M |
| 股东权益账面价值 | $8.3B | $2.4B |
| 总资产 | $10.5B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资CSGPLFUS
| Q4 25 | $1.6B | $563.7M | ||
| Q3 25 | $1.9B | $815.0M | ||
| Q2 25 | $3.6B | $685.5M | ||
| Q1 25 | $3.7B | $619.7M | ||
| Q4 24 | $4.7B | $725.9M | ||
| Q3 24 | — | $630.7M | ||
| Q2 24 | — | $562.7M | ||
| Q1 24 | — | $562.4M |
总债务CSGPLFUS
| Q4 25 | $140.0M | $802.6M | ||
| Q3 25 | $1.0B | $805.8M | ||
| Q2 25 | $1.0B | $810.2M | ||
| Q1 25 | $1.0B | $805.7M | ||
| Q4 24 | $1.0B | $856.1M | ||
| Q3 24 | $1.0B | $867.7M | ||
| Q2 24 | $1.0B | $863.5M | ||
| Q1 24 | $1.0B | $866.7M |
股东权益CSGPLFUS
| Q4 25 | $8.3B | $2.4B | ||
| Q3 25 | $8.6B | $2.7B | ||
| Q2 25 | $8.6B | $2.6B | ||
| Q1 25 | $8.6B | $2.5B | ||
| Q4 24 | $7.6B | $2.4B | ||
| Q3 24 | $7.5B | $2.6B | ||
| Q2 24 | $7.4B | $2.5B | ||
| Q1 24 | $7.3B | $2.5B |
总资产CSGPLFUS
| Q4 25 | $10.5B | $4.0B | ||
| Q3 25 | $10.8B | $4.2B | ||
| Q2 25 | $10.5B | $4.1B | ||
| Q1 25 | $10.4B | $3.9B | ||
| Q4 24 | $9.3B | $3.9B | ||
| Q3 24 | $9.1B | $4.1B | ||
| Q2 24 | $9.1B | $3.9B | ||
| Q1 24 | $9.0B | $3.9B |
负债/权益比CSGPLFUS
| Q4 25 | 0.02× | 0.33× | ||
| Q3 25 | 0.12× | 0.30× | ||
| Q2 25 | 0.12× | 0.31× | ||
| Q1 25 | 0.12× | 0.33× | ||
| Q4 24 | 0.13× | 0.35× | ||
| Q3 24 | 0.13× | 0.34× | ||
| Q2 24 | 0.14× | 0.35× | ||
| Q1 24 | 0.14× | 0.35× |
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 | $138.7M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $119.7M |
| 自由现金流率自由现金流/营收 | 11.3% | 20.2% |
| 资本支出强度资本支出/营收 | 6.8% | 3.2% |
| 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 | $366.1M |
8季度趋势，按日历期对齐
经营现金流CSGPLFUS
| Q4 25 | $162.1M | $138.7M | ||
| Q3 25 | $68.2M | $146.9M | ||
| Q2 25 | $146.5M | $82.5M | ||
| Q1 25 | $53.2M | $65.8M | ||
| Q4 24 | $94.6M | $160.6M | ||
| Q3 24 | $100.3M | $80.4M | ||
| Q2 24 | $58.1M | $69.4M | ||
| Q1 24 | $139.6M | $57.1M |
自由现金流CSGPLFUS
| Q4 25 | $101.3M | $119.7M | ||
| Q3 25 | $-5.5M | $131.2M | ||
| Q2 25 | $27.7M | $72.6M | ||
| Q1 25 | $-500.0K | $42.7M | ||
| Q4 24 | $25.2M | $134.8M | ||
| Q3 24 | $40.2M | $65.0M | ||
| Q2 24 | $-14.7M | $50.3M | ||
| Q1 24 | $-237.1M | $41.6M |
自由现金流率CSGPLFUS
| Q4 25 | 11.3% | 20.2% | ||
| Q3 25 | -0.7% | 21.0% | ||
| Q2 25 | 3.5% | 11.8% | ||
| Q1 25 | -0.1% | 7.7% | ||
| Q4 24 | 3.6% | 25.5% | ||
| Q3 24 | 5.8% | 11.5% | ||
| Q2 24 | -2.2% | 9.0% | ||
| Q1 24 | -36.1% | 7.8% |
资本支出强度CSGPLFUS
| Q4 25 | 6.8% | 3.2% | ||
| Q3 25 | 8.8% | 2.5% | ||
| Q2 25 | 15.2% | 1.6% | ||
| Q1 25 | 7.3% | 4.2% | ||
| Q4 24 | 9.8% | 4.9% | ||
| Q3 24 | 8.7% | 2.7% | ||
| Q2 24 | 10.7% | 3.4% | ||
| Q1 24 | 57.4% | 2.9% |
现金转化率CSGPLFUS
| Q4 25 | 3.49× | — | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | 23.63× | 1.44× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | 1.39× | ||
| Q2 24 | 3.03× | 1.53× | ||
| Q1 24 | 20.84× | 1.18× |
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% |
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
