vs
CoStar Group（CSGP）与Titan Machinery Inc.（TITN）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Titan Machinery Inc.的1.4倍（$899.9M vs $644.5M），CoStar Group净利率更高（5.2% vs 0.2%，领先5.0%），CoStar Group同比增速更快（26.9% vs -5.2%），过去两年CoStar Group的营收复合增速更高（17.1% vs -13.0%）
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。
泰坦机械是全球规模领先的农业与工程机械设备经销商，也是凯斯纽荷兰工业品牌最大的经销商之一，总部位于北达科他州西法戈，经营网点遍布美国中西部、澳大利亚、奥地利、保加利亚、德国、罗马尼亚及乌克兰，目前在纳斯达克挂牌上市，2023年总营收达22.09亿美元。
CSGP vs TITN — 直观对比
营收规模更大
CSGP
是对方的1.4倍
$644.5M
营收增速更快
CSGP
高出32.0%
-5.2%
净利率更高
CSGP
高出5.0%
0.2%
两年增速更快
CSGP
近两年复合增速
-13.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $644.5M |
| 净利润 | $46.5M | $1.2M |
| 毛利率 | 78.6% | 17.2% |
| 营业利润率 | 5.5% | 1.6% |
| 净利率 | 5.2% | 0.2% |
| 营收同比 | 26.9% | -5.2% |
| 净利润同比 | -22.2% | -30.1% |
| 每股收益（稀释后） | $0.12 | $0.05 |
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CSGPTITN
| Q4 25 | $899.9M | $644.5M | ||
| Q3 25 | $833.6M | $546.4M | ||
| Q2 25 | $781.3M | $594.3M | ||
| Q1 25 | $732.2M | $759.9M | ||
| Q4 24 | $709.4M | $679.8M | ||
| Q3 24 | $692.6M | $633.7M | ||
| Q2 24 | $677.8M | $628.7M | ||
| Q1 24 | $656.4M | $852.1M |
净利润CSGPTITN
| Q4 25 | $46.5M | $1.2M | ||
| Q3 25 | $-30.9M | $-6.0M | ||
| Q2 25 | $6.2M | $-13.2M | ||
| Q1 25 | $-14.8M | $-43.8M | ||
| Q4 24 | $59.8M | $1.7M | ||
| Q3 24 | $53.0M | $-4.3M | ||
| Q2 24 | $19.2M | $9.4M | ||
| Q1 24 | $6.7M | $24.0M |
毛利率CSGPTITN
| Q4 25 | 78.6% | 17.2% | ||
| Q3 25 | 79.3% | 17.1% | ||
| Q2 25 | 78.5% | 15.3% | ||
| Q1 25 | 79.1% | 6.7% | ||
| Q4 24 | 80.1% | 16.3% | ||
| Q3 24 | 79.7% | 17.7% | ||
| Q2 24 | 80.0% | 19.4% | ||
| Q1 24 | 78.5% | 16.6% |
营业利润率CSGPTITN
| Q4 25 | 5.5% | 1.6% | ||
| Q3 25 | -6.1% | 0.1% | ||
| Q2 25 | -3.5% | -1.0% | ||
| Q1 25 | -5.8% | -6.0% | ||
| Q4 24 | 5.6% | 1.7% | ||
| Q3 24 | 3.4% | 2.5% | ||
| Q2 24 | -2.4% | 3.6% | ||
| Q1 24 | -6.5% | 4.8% |
净利率CSGPTITN
| Q4 25 | 5.2% | 0.2% | ||
| Q3 25 | -3.7% | -1.1% | ||
| Q2 25 | 0.8% | -2.2% | ||
| Q1 25 | -2.0% | -5.8% | ||
| Q4 24 | 8.4% | 0.3% | ||
| Q3 24 | 7.7% | -0.7% | ||
| Q2 24 | 2.8% | 1.5% | ||
| Q1 24 | 1.0% | 2.8% |
每股收益（稀释后）CSGPTITN
| Q4 25 | $0.12 | $0.05 | ||
| Q3 25 | $-0.07 | $-0.26 | ||
| Q2 25 | $0.01 | $-0.58 | ||
| Q1 25 | $-0.04 | $-1.92 | ||
| Q4 24 | $0.14 | $0.07 | ||
| Q3 24 | $0.13 | $-0.19 | ||
| Q2 24 | $0.05 | $0.41 | ||
| Q1 24 | $0.02 | $1.04 |
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 | $176.6M |
| 股东权益账面价值 | $8.3B | $612.6M |
| 总资产 | $10.5B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资CSGPTITN
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务CSGPTITN
| Q4 25 | $140.0M | $176.6M | ||
| Q3 25 | $1.0B | $164.5M | ||
| Q2 25 | $1.0B | $165.3M | ||
| Q1 25 | $1.0B | $168.7M | ||
| Q4 24 | $1.0B | $140.6M | ||
| Q3 24 | $1.0B | $126.6M | ||
| Q2 24 | $1.0B | $119.3M | ||
| Q1 24 | $1.0B | $120.1M |
股东权益CSGPTITN
| Q4 25 | $8.3B | $612.6M | ||
| Q3 25 | $8.6B | $610.3M | ||
| Q2 25 | $8.6B | $605.4M | ||
| Q1 25 | $8.6B | $614.1M | ||
| Q4 24 | $7.6B | $668.2M | ||
| Q3 24 | $7.5B | $659.6M | ||
| Q2 24 | $7.4B | $662.6M | ||
| Q1 24 | $7.3B | $657.6M |
总资产CSGPTITN
| Q4 25 | $10.5B | $1.8B | ||
| Q3 25 | $10.8B | $1.9B | ||
| Q2 25 | $10.5B | $1.8B | ||
| Q1 25 | $10.4B | $1.8B | ||
| Q4 24 | $9.3B | $2.1B | ||
| Q3 24 | $9.1B | $2.2B | ||
| Q2 24 | $9.1B | $2.1B | ||
| Q1 24 | $9.0B | $2.0B |
负债/权益比CSGPTITN
| Q4 25 | 0.02× | 0.29× | ||
| Q3 25 | 0.12× | 0.27× | ||
| Q2 25 | 0.12× | 0.27× | ||
| Q1 25 | 0.12× | 0.27× | ||
| Q4 24 | 0.13× | 0.21× | ||
| Q3 24 | 0.13× | 0.19× | ||
| Q2 24 | 0.14× | 0.18× | ||
| Q1 24 | 0.14× | 0.18× |
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 | $34.0M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 3.49× | 28.37× |
| 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CSGPTITN
| Q4 25 | $162.1M | $34.0M | ||
| Q3 25 | $68.2M | $43.7M | ||
| Q2 25 | $146.5M | $6.2M | ||
| Q1 25 | $53.2M | $126.5M | ||
| Q4 24 | $94.6M | $-8.8M | ||
| Q3 24 | $100.3M | $-15.0M | ||
| Q2 24 | $58.1M | $-32.4M | ||
| Q1 24 | $139.6M | $49.8M |
自由现金流CSGPTITN
| 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 | — | ||
| Q1 24 | $-237.1M | — |
自由现金流率CSGPTITN
| 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% | — | ||
| Q1 24 | -36.1% | — |
资本支出强度CSGPTITN
| 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% | — | ||
| Q1 24 | 57.4% | — |
现金转化率CSGPTITN
| Q4 25 | 3.49× | 28.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.58× | -5.15× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 3.03× | -3.43× | ||
| Q1 24 | 20.84× | 2.08× |
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% |
TITN
| Agriculture Segment | $420.9M | 65% |
| Sales Of Parts | $122.3M | 19% |
| Service Sales | $48.9M | 8% |
| Australia_segment | $29.9M | 5% |
| Rental And Other | $13.3M | 2% |
| Rental | $10.3M | 2% |
| Other Revenue | $1.1M | 0% |
