vs
CoStar Group（CSGP）与TALOS ENERGY INC.（TALO）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TALOS ENERGY INC.的1.9倍（$899.9M vs $472.3M），CoStar Group同比增速更快（26.9% vs -7.9%），过去两年CoStar Group的营收复合增速更高（17.1% vs -7.3%）
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。
塔洛斯能源是一家专注于油气领域的企业，主要在美国墨西哥湾沿岸及墨西哥湾区域开展石油、天然气资产的勘探、开发与生产运营业务，在离岸油气资源开发领域拥有成熟的项目运营经验与技术储备。
CSGP vs TALO — 直观对比
营收规模更大
CSGP
是对方的1.9倍
$472.3M
营收增速更快
CSGP
高出34.8%
-7.9%
两年增速更快
CSGP
近两年复合增速
-7.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $472.3M |
| 净利润 | $46.5M | — |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | -25.3% |
| 净利率 | 5.2% | — |
| 营收同比 | 26.9% | -7.9% |
| 净利润同比 | -22.2% | — |
| 每股收益（稀释后） | $0.12 | — |
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CSGPTALO
| Q1 26 | — | $472.3M | ||
| Q4 25 | $899.9M | $392.2M | ||
| Q3 25 | $833.6M | $450.1M | ||
| Q2 25 | $781.3M | $424.7M | ||
| Q1 25 | $732.2M | $513.1M | ||
| Q4 24 | $709.4M | $485.2M | ||
| Q3 24 | $692.6M | $509.3M | ||
| Q2 24 | $677.8M | $549.2M |
净利润CSGPTALO
| Q1 26 | — | — | ||
| Q4 25 | $46.5M | $-202.6M | ||
| Q3 25 | $-30.9M | $-95.9M | ||
| Q2 25 | $6.2M | $-185.9M | ||
| Q1 25 | $-14.8M | $-9.9M | ||
| Q4 24 | $59.8M | $-64.5M | ||
| Q3 24 | $53.0M | $88.2M | ||
| Q2 24 | $19.2M | $12.4M |
毛利率CSGPTALO
| Q1 26 | — | — | ||
| 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CSGPTALO
| Q1 26 | — | -25.3% | ||
| Q4 25 | 5.5% | -62.2% | ||
| Q3 25 | -6.1% | -19.1% | ||
| Q2 25 | -3.5% | -64.4% | ||
| Q1 25 | -5.8% | 8.5% | ||
| Q4 24 | 5.6% | 5.6% | ||
| Q3 24 | 3.4% | 4.6% | ||
| Q2 24 | -2.4% | 9.9% |
净利率CSGPTALO
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | -51.6% | ||
| Q3 25 | -3.7% | -21.3% | ||
| Q2 25 | 0.8% | -43.8% | ||
| Q1 25 | -2.0% | -1.9% | ||
| Q4 24 | 8.4% | -13.3% | ||
| Q3 24 | 7.7% | 17.3% | ||
| Q2 24 | 2.8% | 2.3% |
每股收益（稀释后）CSGPTALO
| Q1 26 | — | — | ||
| Q4 25 | $0.12 | $-1.17 | ||
| Q3 25 | $-0.07 | $-0.55 | ||
| Q2 25 | $0.01 | $-1.05 | ||
| Q1 25 | $-0.04 | $-0.05 | ||
| Q4 24 | $0.14 | $-0.29 | ||
| Q3 24 | $0.13 | $0.49 | ||
| Q2 24 | $0.05 | $0.07 |
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 | $386.4M |
| 总债务越低越好 | $140.0M | $1.2B |
| 股东权益账面价值 | $8.3B | $1.9B |
| 总资产 | $10.5B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资CSGPTALO
| Q1 26 | — | $386.4M | ||
| Q4 25 | $1.6B | $362.8M | ||
| Q3 25 | $1.9B | $332.7M | ||
| Q2 25 | $3.6B | $357.3M | ||
| Q1 25 | $3.7B | $202.9M | ||
| Q4 24 | $4.7B | $108.2M | ||
| Q3 24 | — | $45.5M | ||
| Q2 24 | — | $37.8M |
总债务CSGPTALO
| Q1 26 | — | $1.2B | ||
| Q4 25 | $140.0M | $1.2B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.0B | $1.4B |
股东权益CSGPTALO
| Q1 26 | — | $1.9B | ||
| Q4 25 | $8.3B | $2.2B | ||
| Q3 25 | $8.6B | $2.4B | ||
| Q2 25 | $8.6B | $2.5B | ||
| Q1 25 | $8.6B | $2.7B | ||
| Q4 24 | $7.6B | $2.8B | ||
| Q3 24 | $7.5B | $2.8B | ||
| Q2 24 | $7.4B | $2.7B |
总资产CSGPTALO
| Q1 26 | — | $5.3B | ||
| Q4 25 | $10.5B | $5.6B | ||
| Q3 25 | $10.8B | $5.7B | ||
| Q2 25 | $10.5B | $5.9B | ||
| Q1 25 | $10.4B | $6.1B | ||
| Q4 24 | $9.3B | $6.2B | ||
| Q3 24 | $9.1B | $6.4B | ||
| Q2 24 | $9.1B | $6.4B |
负债/权益比CSGPTALO
| Q1 26 | — | 0.65× | ||
| Q4 25 | 0.02× | 0.57× | ||
| Q3 25 | 0.12× | 0.51× | ||
| Q2 25 | 0.12× | 0.49× | ||
| Q1 25 | 0.12× | 0.45× | ||
| Q4 24 | 0.13× | 0.44× | ||
| Q3 24 | 0.13× | 0.47× | ||
| Q2 24 | 0.14× | 0.53× |
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 | $174.0M |
| 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% | 25.2% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流CSGPTALO
| Q1 26 | — | $174.0M | ||
| Q4 25 | $162.1M | $201.8M | ||
| Q3 25 | $68.2M | $114.2M | ||
| Q2 25 | $146.5M | $351.6M | ||
| Q1 25 | $53.2M | $268.2M | ||
| Q4 24 | $94.6M | $349.3M | ||
| Q3 24 | $100.3M | $227.5M | ||
| Q2 24 | $58.1M | $289.4M |
自由现金流CSGPTALO
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | — | ||
| Q3 25 | $-5.5M | — | ||
| Q2 25 | $27.7M | — | ||
| Q1 25 | $-500.0K | — | ||
| Q4 24 | $25.2M | — | ||
| Q3 24 | $40.2M | — | ||
| Q2 24 | $-14.7M | — |
自由现金流率CSGPTALO
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | -0.1% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.8% | — | ||
| Q2 24 | -2.2% | — |
资本支出强度CSGPTALO
| Q1 26 | — | 25.2% | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 8.8% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 8.7% | — | ||
| Q2 24 | 10.7% | — |
现金转化率CSGPTALO
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | 2.58× | ||
| Q2 24 | 3.03× | 23.37× |
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% |
TALO
| Oil | $408.0M | 86% |
| Natural gas | $52.9M | 11% |
| NGL | $11.4M | 2% |
