vs
CoStar Group（CSGP）与泰瑞达（TER）财务数据对比。点击上方公司名可切换其他公司
泰瑞达的季度营收约是CoStar Group的1.4倍（$1.3B vs $899.9M），泰瑞达净利率更高（31.1% vs 5.2%，领先25.9%），泰瑞达同比增速更快（87.0% vs 26.9%），过去两年泰瑞达的营收复合增速更高（32.6% vs 17.1%）
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。
泰瑞达是总部位于美国马萨诸塞州北雷丁的自动测试设备（ATE）设计及制造企业，在全球半导体测试领域拥有深厚技术积累，服务的知名客户涵盖三星、高通、英特尔、亚德诺、德州仪器、IBM等行业头部企业。
CSGP vs TER — 直观对比
营收规模更大
TER
是对方的1.4倍
$899.9M
营收增速更快
TER
高出60.2%
26.9%
净利率更高
TER
高出25.9%
5.2%
两年增速更快
TER
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.3B |
| 净利润 | $46.5M | $398.9M |
| 毛利率 | 78.6% | 60.9% |
| 营业利润率 | 5.5% | 36.9% |
| 净利率 | 5.2% | 31.1% |
| 营收同比 | 26.9% | 87.0% |
| 净利润同比 | -22.2% | — |
| 每股收益（稀释后） | $0.12 | $2.53 |
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CSGPTER
| Q1 26 | — | $1.3B | ||
| Q4 25 | $899.9M | $1.1B | ||
| Q3 25 | $833.6M | $769.2M | ||
| Q2 25 | $781.3M | $651.8M | ||
| Q1 25 | $732.2M | $685.7M | ||
| Q4 24 | $709.4M | $752.9M | ||
| Q3 24 | $692.6M | $737.3M | ||
| Q2 24 | $677.8M | $729.9M |
净利润CSGPTER
| Q1 26 | — | $398.9M | ||
| Q4 25 | $46.5M | $257.2M | ||
| Q3 25 | $-30.9M | $119.6M | ||
| Q2 25 | $6.2M | $78.4M | ||
| Q1 25 | $-14.8M | $98.9M | ||
| Q4 24 | $59.8M | $146.3M | ||
| Q3 24 | $53.0M | $145.6M | ||
| Q2 24 | $19.2M | $186.3M |
毛利率CSGPTER
| Q1 26 | — | 60.9% | ||
| Q4 25 | 78.6% | 57.2% | ||
| Q3 25 | 79.3% | 58.4% | ||
| Q2 25 | 78.5% | 57.2% | ||
| Q1 25 | 79.1% | 60.6% | ||
| Q4 24 | 80.1% | 59.4% | ||
| Q3 24 | 79.7% | 59.2% | ||
| Q2 24 | 80.0% | 58.3% |
营业利润率CSGPTER
| Q1 26 | — | 36.9% | ||
| Q4 25 | 5.5% | 27.1% | ||
| Q3 25 | -6.1% | 18.9% | ||
| Q2 25 | -3.5% | 13.9% | ||
| Q1 25 | -5.8% | 17.6% | ||
| Q4 24 | 5.6% | 20.4% | ||
| Q3 24 | 3.4% | 20.6% | ||
| Q2 24 | -2.4% | 28.8% |
净利率CSGPTER
| Q1 26 | — | 31.1% | ||
| Q4 25 | 5.2% | 23.7% | ||
| Q3 25 | -3.7% | 15.5% | ||
| Q2 25 | 0.8% | 12.0% | ||
| Q1 25 | -2.0% | 14.4% | ||
| Q4 24 | 8.4% | 19.4% | ||
| Q3 24 | 7.7% | 19.8% | ||
| Q2 24 | 2.8% | 25.5% |
每股收益（稀释后）CSGPTER
| Q1 26 | — | $2.53 | ||
| Q4 25 | $0.12 | $1.62 | ||
| Q3 25 | $-0.07 | $0.75 | ||
| Q2 25 | $0.01 | $0.49 | ||
| Q1 25 | $-0.04 | $0.61 | ||
| Q4 24 | $0.14 | $0.89 | ||
| Q3 24 | $0.13 | $0.89 | ||
| Q2 24 | $0.05 | $1.14 |
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 | $241.9M |
| 总债务越低越好 | $140.0M | $0 |
| 股东权益账面价值 | $8.3B | — |
| 总资产 | $10.5B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGPTER
| Q1 26 | — | $241.9M | ||
| Q4 25 | $1.6B | $293.8M | ||
| Q3 25 | $1.9B | $272.7M | ||
| Q2 25 | $3.6B | $339.3M | ||
| Q1 25 | $3.7B | $475.6M | ||
| Q4 24 | $4.7B | $553.4M | ||
| Q3 24 | — | $510.0M | ||
| Q2 24 | — | $421.9M |
总债务CSGPTER
| Q1 26 | — | $0 | ||
| Q4 25 | $140.0M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CSGPTER
| Q1 26 | — | — | ||
| Q4 25 | $8.3B | $2.8B | ||
| Q3 25 | $8.6B | $2.7B | ||
| Q2 25 | $8.6B | $2.8B | ||
| Q1 25 | $8.6B | $2.8B | ||
| Q4 24 | $7.6B | $2.8B | ||
| Q3 24 | $7.5B | $2.9B | ||
| Q2 24 | $7.4B | $2.7B |
总资产CSGPTER
| Q1 26 | — | $4.4B | ||
| Q4 25 | $10.5B | $4.2B | ||
| Q3 25 | $10.8B | $4.0B | ||
| Q2 25 | $10.5B | $3.8B | ||
| Q1 25 | $10.4B | $3.7B | ||
| Q4 24 | $9.3B | $3.7B | ||
| Q3 24 | $9.1B | $3.8B | ||
| Q2 24 | $9.1B | $3.6B |
负债/权益比CSGPTER
| Q1 26 | — | — | ||
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | — | ||
| 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 | $265.1M |
| 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× | 0.66× |
| 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CSGPTER
| Q1 26 | — | $265.1M | ||
| Q4 25 | $162.1M | $281.6M | ||
| Q3 25 | $68.2M | $49.0M | ||
| Q2 25 | $146.5M | $182.1M | ||
| Q1 25 | $53.2M | $161.6M | ||
| Q4 24 | $94.6M | $282.6M | ||
| Q3 24 | $100.3M | $166.3M | ||
| Q2 24 | $58.1M | $216.1M |
自由现金流CSGPTER
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $218.8M | ||
| Q3 25 | $-5.5M | $2.4M | ||
| Q2 25 | $27.7M | $131.7M | ||
| Q1 25 | $-500.0K | $97.6M | ||
| Q4 24 | $25.2M | $225.2M | ||
| Q3 24 | $40.2M | $114.4M | ||
| Q2 24 | $-14.7M | $171.2M |
自由现金流率CSGPTER
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 20.2% | ||
| Q3 25 | -0.7% | 0.3% | ||
| Q2 25 | 3.5% | 20.2% | ||
| Q1 25 | -0.1% | 14.2% | ||
| Q4 24 | 3.6% | 29.9% | ||
| Q3 24 | 5.8% | 15.5% | ||
| Q2 24 | -2.2% | 23.5% |
资本支出强度CSGPTER
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 5.8% | ||
| Q3 25 | 8.8% | 6.1% | ||
| Q2 25 | 15.2% | 7.7% | ||
| Q1 25 | 7.3% | 9.3% | ||
| Q4 24 | 9.8% | 7.6% | ||
| Q3 24 | 8.7% | 7.0% | ||
| Q2 24 | 10.7% | 6.1% |
现金转化率CSGPTER
| Q1 26 | — | 0.66× | ||
| Q4 25 | 3.49× | 1.09× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | 23.63× | 2.32× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 1.58× | 1.93× | ||
| Q3 24 | 1.89× | 1.14× | ||
| Q2 24 | 3.03× | 1.16× |
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% |
TER
暂无分部数据
