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CoStar Group（CSGP）与LANDSTAR SYSTEM INC（LSTR）财务数据对比。点击上方公司名可切换其他公司
LANDSTAR SYSTEM INC的季度营收约是CoStar Group的1.3倍（$1.2B vs $899.9M），CoStar Group净利率更高（5.2% vs 3.4%，领先1.8%），CoStar Group同比增速更快（26.9% vs 1.6%），过去两年CoStar Group的营收复合增速更高（17.1% vs -2.2%）
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。
Landstar System Inc.是美国专业运输服务企业，主营第三方物流业务，依托由超8800名独立自营车主、1000余名独立货运代理人、7万余家合规认证承运商组成的庞大网络，服务主要覆盖美国全境，同时提供加拿大境内及美加、美墨跨境物流服务。
CSGP vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.3倍
$899.9M
营收增速更快
CSGP
高出25.2%
1.6%
净利率更高
CSGP
高出1.8%
3.4%
两年增速更快
CSGP
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.2B |
| 净利润 | $46.5M | $39.4M |
| 毛利率 | 78.6% | 9.6% |
| 营业利润率 | 5.5% | 4.5% |
| 净利率 | 5.2% | 3.4% |
| 营收同比 | 26.9% | 1.6% |
| 净利润同比 | -22.2% | 32.3% |
| 每股收益（稀释后） | $0.12 | $1.16 |
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CSGPLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $899.9M | $1.2B | ||
| Q3 25 | $833.6M | $1.2B | ||
| Q2 25 | $781.3M | $1.2B | ||
| Q1 25 | $732.2M | $1.2B | ||
| Q4 24 | $709.4M | $1.2B | ||
| Q3 24 | $692.6M | $1.2B | ||
| Q2 24 | $677.8M | $1.2B |
净利润CSGPLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $46.5M | $23.9M | ||
| Q3 25 | $-30.9M | $19.4M | ||
| Q2 25 | $6.2M | $41.9M | ||
| Q1 25 | $-14.8M | $29.8M | ||
| Q4 24 | $59.8M | $46.2M | ||
| Q3 24 | $53.0M | $50.0M | ||
| Q2 24 | $19.2M | $52.6M |
毛利率CSGPLSTR
| Q1 26 | — | 9.6% | ||
| 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CSGPLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 5.5% | 2.5% | ||
| Q3 25 | -6.1% | 2.2% | ||
| Q2 25 | -3.5% | 4.6% | ||
| Q1 25 | -5.8% | 3.4% | ||
| Q4 24 | 5.6% | 4.8% | ||
| Q3 24 | 3.4% | 5.2% | ||
| Q2 24 | -2.4% | 5.6% |
净利率CSGPLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 5.2% | 2.0% | ||
| Q3 25 | -3.7% | 1.6% | ||
| Q2 25 | 0.8% | 3.5% | ||
| Q1 25 | -2.0% | 2.6% | ||
| Q4 24 | 8.4% | 3.8% | ||
| Q3 24 | 7.7% | 4.1% | ||
| Q2 24 | 2.8% | 4.3% |
每股收益（稀释后）CSGPLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.12 | $0.70 | ||
| Q3 25 | $-0.07 | $0.56 | ||
| Q2 25 | $0.01 | $1.20 | ||
| Q1 25 | $-0.04 | $0.85 | ||
| Q4 24 | $0.14 | $1.30 | ||
| Q3 24 | $0.13 | $1.41 | ||
| Q2 24 | $0.05 | $1.48 |
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 | $411.0M |
| 总债务越低越好 | $140.0M | $26.1M |
| 股东权益账面价值 | $8.3B | $799.0M |
| 总资产 | $10.5B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资CSGPLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $1.6B | $452.2M | ||
| Q3 25 | $1.9B | $434.4M | ||
| Q2 25 | $3.6B | $426.2M | ||
| Q1 25 | $3.7B | $473.4M | ||
| Q4 24 | $4.7B | $566.6M | ||
| Q3 24 | — | $531.3M | ||
| Q2 24 | — | $504.0M |
总债务CSGPLSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | $140.0M | $0 | ||
| Q3 25 | $1.0B | $0 | ||
| Q2 25 | $1.0B | $0 | ||
| Q1 25 | $1.0B | $0 | ||
| Q4 24 | $1.0B | $0 | ||
| Q3 24 | $1.0B | $0 | ||
| Q2 24 | $1.0B | $0 |
股东权益CSGPLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $8.3B | $795.7M | ||
| Q3 25 | $8.6B | $888.7M | ||
| Q2 25 | $8.6B | $921.8M | ||
| Q1 25 | $8.6B | $930.8M | ||
| Q4 24 | $7.6B | $972.4M | ||
| Q3 24 | $7.5B | $1.0B | ||
| Q2 24 | $7.4B | $1.0B |
总资产CSGPLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $10.5B | $1.6B | ||
| Q3 25 | $10.8B | $1.7B | ||
| Q2 25 | $10.5B | $1.7B | ||
| Q1 25 | $10.4B | $1.7B | ||
| Q4 24 | $9.3B | $1.8B | ||
| Q3 24 | $9.1B | $1.8B | ||
| Q2 24 | $9.1B | $1.8B |
负债/权益比CSGPLSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | 0.02× | 0.00× | ||
| Q3 25 | 0.12× | 0.00× | ||
| Q2 25 | 0.12× | 0.00× | ||
| Q1 25 | 0.12× | 0.00× | ||
| Q4 24 | 0.13× | 0.00× | ||
| Q3 24 | 0.13× | 0.00× | ||
| Q2 24 | 0.14× | 0.00× |
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% | — |
| 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CSGPLSTR
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $72.7M | ||
| Q3 25 | $68.2M | $89.3M | ||
| Q2 25 | $146.5M | $7.1M | ||
| Q1 25 | $53.2M | $55.7M | ||
| Q4 24 | $94.6M | $61.1M | ||
| Q3 24 | $100.3M | $83.1M | ||
| Q2 24 | $58.1M | $48.1M |
自由现金流CSGPLSTR
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $70.5M | ||
| Q3 25 | $-5.5M | $86.0M | ||
| Q2 25 | $27.7M | $4.7M | ||
| Q1 25 | $-500.0K | $53.8M | ||
| Q4 24 | $25.2M | $54.4M | ||
| Q3 24 | $40.2M | $75.6M | ||
| Q2 24 | $-14.7M | $40.6M |
自由现金流率CSGPLSTR
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 6.0% | ||
| Q3 25 | -0.7% | 7.1% | ||
| Q2 25 | 3.5% | 0.4% | ||
| Q1 25 | -0.1% | 4.7% | ||
| Q4 24 | 3.6% | 4.5% | ||
| Q3 24 | 5.8% | 6.2% | ||
| Q2 24 | -2.2% | 3.3% |
资本支出强度CSGPLSTR
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 0.2% | ||
| Q3 25 | 8.8% | 0.3% | ||
| Q2 25 | 15.2% | 0.2% | ||
| Q1 25 | 7.3% | 0.2% | ||
| Q4 24 | 9.8% | 0.6% | ||
| Q3 24 | 8.7% | 0.6% | ||
| Q2 24 | 10.7% | 0.6% |
现金转化率CSGPLSTR
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 3.04× | ||
| Q3 25 | — | 4.61× | ||
| Q2 25 | 23.63× | 0.17× | ||
| Q1 25 | — | 1.87× | ||
| Q4 24 | 1.58× | 1.32× | ||
| Q3 24 | 1.89× | 1.66× | ||
| Q2 24 | 3.03× | 0.91× |
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% |
LSTR
暂无分部数据
