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CoStar Group（CSGP）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
RUSH ENTERPRISES INC \TX\的季度营收约是CoStar Group的1.9倍（$1.7B vs $899.9M），CoStar Group净利率更高（5.2% vs 3.7%，领先1.5%），CoStar Group同比增速更快（26.9% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $101.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
CSGP vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.9倍
$899.9M
营收增速更快
CSGP
高出35.9%
-9.0%
净利率更高
CSGP
高出1.5%
3.7%
自由现金流更多
RUSHA
多$310.3M
$101.3M
两年增速更快
CSGP
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.7B |
| 净利润 | $46.5M | $61.7M |
| 毛利率 | 78.6% | 20.4% |
| 营业利润率 | 5.5% | 4.9% |
| 净利率 | 5.2% | 3.7% |
| 营收同比 | 26.9% | -9.0% |
| 净利润同比 | -22.2% | 1.8% |
| 每股收益（稀释后） | $0.12 | $0.77 |
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CSGPRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $899.9M | $1.7B | ||
| Q3 25 | $833.6M | $1.8B | ||
| Q2 25 | $781.3M | $1.8B | ||
| Q1 25 | $732.2M | $1.8B | ||
| Q4 24 | $709.4M | $1.9B | ||
| Q3 24 | $692.6M | $1.8B | ||
| Q2 24 | $677.8M | $1.9B |
净利润CSGPRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $46.5M | $64.3M | ||
| Q3 25 | $-30.9M | $66.7M | ||
| Q2 25 | $6.2M | $72.4M | ||
| Q1 25 | $-14.8M | $60.3M | ||
| Q4 24 | $59.8M | $74.8M | ||
| Q3 24 | $53.0M | $79.1M | ||
| Q2 24 | $19.2M | $78.7M |
毛利率CSGPRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 78.6% | 20.8% | ||
| Q3 25 | 79.3% | 21.0% | ||
| Q2 25 | 78.5% | 20.7% | ||
| Q1 25 | 79.1% | 20.3% | ||
| Q4 24 | 80.1% | 19.3% | ||
| Q3 24 | 79.7% | 21.0% | ||
| Q2 24 | 80.0% | 20.2% |
营业利润率CSGPRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 5.5% | 5.5% | ||
| Q3 25 | -6.1% | 5.6% | ||
| Q2 25 | -3.5% | 6.0% | ||
| Q1 25 | -5.8% | 5.2% | ||
| Q4 24 | 5.6% | 5.8% | ||
| Q3 24 | 3.4% | 6.7% | ||
| Q2 24 | -2.4% | 6.4% |
净利率CSGPRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 5.2% | 3.8% | ||
| Q3 25 | -3.7% | 3.7% | ||
| Q2 25 | 0.8% | 3.9% | ||
| Q1 25 | -2.0% | 3.4% | ||
| Q4 24 | 8.4% | 3.9% | ||
| Q3 24 | 7.7% | 4.4% | ||
| Q2 24 | 2.8% | 4.1% |
每股收益（稀释后）CSGPRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.12 | $0.81 | ||
| Q3 25 | $-0.07 | $0.83 | ||
| Q2 25 | $0.01 | $0.90 | ||
| Q1 25 | $-0.04 | $0.73 | ||
| Q4 24 | $0.14 | $-95.13 | ||
| Q3 24 | $0.13 | $0.97 | ||
| Q2 24 | $0.05 | $97.00 |
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 | — |
| 总债务越低越好 | $140.0M | $277.8M |
| 股东权益账面价值 | $8.3B | $2.3B |
| 总资产 | $10.5B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资CSGPRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $212.6M | ||
| Q3 25 | $1.9B | $242.0M | ||
| Q2 25 | $3.6B | $211.1M | ||
| Q1 25 | $3.7B | $228.7M | ||
| Q4 24 | $4.7B | $228.1M | ||
| Q3 24 | — | $185.1M | ||
| Q2 24 | — | $167.3M |
总债务CSGPRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $140.0M | $274.8M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $408.4M | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CSGPRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $8.3B | $2.2B | ||
| Q3 25 | $8.6B | $2.2B | ||
| Q2 25 | $8.6B | $2.2B | ||
| Q1 25 | $8.6B | $2.2B | ||
| Q4 24 | $7.6B | $2.1B | ||
| Q3 24 | $7.5B | $2.1B | ||
| Q2 24 | $7.4B | $2.0B |
总资产CSGPRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $10.5B | $4.4B | ||
| Q3 25 | $10.8B | $4.6B | ||
| Q2 25 | $10.5B | $4.7B | ||
| Q1 25 | $10.4B | $4.7B | ||
| Q4 24 | $9.3B | $4.6B | ||
| Q3 24 | $9.1B | $4.6B | ||
| Q2 24 | $9.1B | $4.5B |
负债/权益比CSGPRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.02× | 0.12× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 0.19× | ||
| 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 | $411.6M |
| 自由现金流率自由现金流/营收 | 11.3% | 24.4% |
| 资本支出强度资本支出/营收 | 6.8% | 2.0% |
| 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 | $828.4M |
8季度趋势，按日历期对齐
经营现金流CSGPRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $112.9M | ||
| Q3 25 | $68.2M | $367.8M | ||
| Q2 25 | $146.5M | $227.6M | ||
| Q1 25 | $53.2M | $153.5M | ||
| Q4 24 | $94.6M | $392.3M | ||
| Q3 24 | $100.3M | $111.7M | ||
| Q2 24 | $58.1M | $270.6M |
自由现金流CSGPRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $101.3M | $31.9M | ||
| Q3 25 | $-5.5M | $271.2M | ||
| Q2 25 | $27.7M | $113.8M | ||
| Q1 25 | $-500.0K | $45.1M | ||
| Q4 24 | $25.2M | $263.5M | ||
| Q3 24 | $40.2M | $-20.0M | ||
| Q2 24 | $-14.7M | $177.2M |
自由现金流率CSGPRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 11.3% | 1.9% | ||
| Q3 25 | -0.7% | 15.2% | ||
| Q2 25 | 3.5% | 6.2% | ||
| Q1 25 | -0.1% | 2.6% | ||
| Q4 24 | 3.6% | 13.7% | ||
| Q3 24 | 5.8% | -1.1% | ||
| Q2 24 | -2.2% | 9.1% |
资本支出强度CSGPRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 6.8% | 4.8% | ||
| Q3 25 | 8.8% | 5.4% | ||
| Q2 25 | 15.2% | 6.2% | ||
| Q1 25 | 7.3% | 6.2% | ||
| Q4 24 | 9.8% | 6.7% | ||
| Q3 24 | 8.7% | 7.3% | ||
| Q2 24 | 10.7% | 4.8% |
现金转化率CSGPRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 1.75× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | 23.63× | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | 1.58× | 5.25× | ||
| Q3 24 | 1.89× | 1.41× | ||
| Q2 24 | 3.03× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
