vs
CoStar Group（CSGP）与TTM TECHNOLOGIES INC（TTMI）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TTM TECHNOLOGIES INC的1.1倍（$899.9M vs $846.0M），TTM TECHNOLOGIES INC净利率更高（5.9% vs 5.2%，领先0.7%），TTM TECHNOLOGIES INC同比增速更快（30.4% vs 26.9%），过去两年TTM TECHNOLOGIES INC的营收复合增速更高（21.8% 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。
TTM科技是总部位于美国加利福尼亚州圣安娜的印刷电路板（PCB）生产商，成立于1998年，位列全球PCB制造商前五，是北美最大的PCB生产企业，同时也是美国军方最大的PCB供应商，服务航空航天、国防、医疗、工业、汽车、计算、网络等多个领域的客户。
CSGP vs TTMI — 直观对比
营收规模更大
CSGP
是对方的1.1倍
$846.0M
营收增速更快
TTMI
高出3.6%
26.9%
净利率更高
TTMI
高出0.7%
5.2%
两年增速更快
TTMI
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $846.0M |
| 净利润 | $46.5M | $50.0M |
| 毛利率 | 78.6% | 21.4% |
| 营业利润率 | 5.5% | 8.6% |
| 净利率 | 5.2% | 5.9% |
| 营收同比 | 26.9% | 30.4% |
| 净利润同比 | -22.2% | 55.3% |
| 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CSGPTTMI
| Q1 26 | — | $846.0M | ||
| Q4 25 | $899.9M | $774.3M | ||
| Q3 25 | $833.6M | $752.7M | ||
| Q2 25 | $781.3M | $730.6M | ||
| Q1 25 | $732.2M | $648.7M | ||
| Q4 24 | $709.4M | $651.0M | ||
| Q3 24 | $692.6M | $616.5M | ||
| Q2 24 | $677.8M | $570.1M |
净利润CSGPTTMI
| Q1 26 | — | $50.0M | ||
| Q4 25 | $46.5M | $50.7M | ||
| Q3 25 | $-30.9M | $53.1M | ||
| Q2 25 | $6.2M | $41.5M | ||
| Q1 25 | $-14.8M | $32.2M | ||
| Q4 24 | $59.8M | $5.2M | ||
| Q3 24 | $53.0M | $14.3M | ||
| Q2 24 | $19.2M | $10.5M |
毛利率CSGPTTMI
| Q1 26 | — | 21.4% | ||
| Q4 25 | 78.6% | 21.4% | ||
| Q3 25 | 79.3% | 20.8% | ||
| Q2 25 | 78.5% | 20.3% | ||
| Q1 25 | 79.1% | 20.2% | ||
| Q4 24 | 80.1% | 19.4% | ||
| Q3 24 | 79.7% | 21.1% | ||
| Q2 24 | 80.0% | 18.2% |
营业利润率CSGPTTMI
| Q1 26 | — | 8.6% | ||
| Q4 25 | 5.5% | 10.4% | ||
| Q3 25 | -6.1% | 9.6% | ||
| Q2 25 | -3.5% | 8.5% | ||
| Q1 25 | -5.8% | 7.7% | ||
| Q4 24 | 5.6% | 1.4% | ||
| Q3 24 | 3.4% | 8.3% | ||
| Q2 24 | -2.4% | 3.0% |
净利率CSGPTTMI
| Q1 26 | — | 5.9% | ||
| Q4 25 | 5.2% | 6.5% | ||
| Q3 25 | -3.7% | 7.0% | ||
| Q2 25 | 0.8% | 5.7% | ||
| Q1 25 | -2.0% | 5.0% | ||
| Q4 24 | 8.4% | 0.8% | ||
| Q3 24 | 7.7% | 2.3% | ||
| Q2 24 | 2.8% | 1.8% |
每股收益（稀释后）CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | $0.12 | $0.47 | ||
| Q3 25 | $-0.07 | $0.50 | ||
| Q2 25 | $0.01 | $0.40 | ||
| Q1 25 | $-0.04 | $0.31 | ||
| Q4 24 | $0.14 | $0.05 | ||
| Q3 24 | $0.13 | $0.14 | ||
| Q2 24 | $0.05 | $0.10 |
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 | $410.0M |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $1.8B |
| 总资产 | $10.5B | $4.0B |
| 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CSGPTTMI
| Q1 26 | — | $410.0M | ||
| Q4 25 | $1.6B | $501.2M | ||
| Q3 25 | $1.9B | $491.1M | ||
| Q2 25 | $3.6B | $448.0M | ||
| Q1 25 | $3.7B | $411.3M | ||
| Q4 24 | $4.7B | $503.9M | ||
| Q3 24 | — | $469.5M | ||
| Q2 24 | — | $440.4M |
总债务CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | $140.0M | $916.2M | ||
| Q3 25 | $1.0B | $916.6M | ||
| Q2 25 | $1.0B | $917.1M | ||
| Q1 25 | $1.0B | $917.6M | ||
| Q4 24 | $1.0B | $914.4M | ||
| Q3 24 | $1.0B | $912.8M | ||
| Q2 24 | $1.0B | $913.9M |
股东权益CSGPTTMI
| Q1 26 | — | $1.8B | ||
| Q4 25 | $8.3B | $1.8B | ||
| Q3 25 | $8.6B | $1.7B | ||
| Q2 25 | $8.6B | $1.6B | ||
| Q1 25 | $8.6B | $1.6B | ||
| Q4 24 | $7.6B | $1.6B | ||
| Q3 24 | $7.5B | $1.5B | ||
| Q2 24 | $7.4B | $1.5B |
总资产CSGPTTMI
| Q1 26 | — | $4.0B | ||
| Q4 25 | $10.5B | $3.8B | ||
| Q3 25 | $10.8B | $3.7B | ||
| Q2 25 | $10.5B | $3.6B | ||
| Q1 25 | $10.4B | $3.5B | ||
| Q4 24 | $9.3B | $3.5B | ||
| Q3 24 | $9.1B | $3.4B | ||
| Q2 24 | $9.1B | $3.3B |
负债/权益比CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | 0.02× | 0.52× | ||
| Q3 25 | 0.12× | 0.54× | ||
| Q2 25 | 0.12× | 0.56× | ||
| Q1 25 | 0.12× | 0.58× | ||
| Q4 24 | 0.13× | 0.58× | ||
| Q3 24 | 0.13× | 0.59× | ||
| Q2 24 | 0.14× | 0.60× |
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CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $62.9M | ||
| Q3 25 | $68.2M | $141.8M | ||
| Q2 25 | $146.5M | $97.8M | ||
| Q1 25 | $53.2M | $-10.7M | ||
| Q4 24 | $94.6M | — | ||
| Q3 24 | $100.3M | $65.1M | ||
| Q2 24 | $58.1M | $43.9M |
自由现金流CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $-6.5M | ||
| Q3 25 | $-5.5M | $42.4M | ||
| Q2 25 | $27.7M | $37.4M | ||
| Q1 25 | $-500.0K | $-74.0M | ||
| Q4 24 | $25.2M | — | ||
| Q3 24 | $40.2M | $24.2M | ||
| Q2 24 | $-14.7M | $-5.4M |
自由现金流率CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | -0.8% | ||
| Q3 25 | -0.7% | 5.6% | ||
| Q2 25 | 3.5% | 5.1% | ||
| Q1 25 | -0.1% | -11.4% | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.8% | 3.9% | ||
| Q2 24 | -2.2% | -1.0% |
资本支出强度CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 9.0% | ||
| Q3 25 | 8.8% | 13.2% | ||
| Q2 25 | 15.2% | 8.3% | ||
| Q1 25 | 7.3% | 9.8% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 8.7% | 6.6% | ||
| Q2 24 | 10.7% | 8.7% |
现金转化率CSGPTTMI
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 1.24× | ||
| Q3 25 | — | 2.67× | ||
| Q2 25 | 23.63× | 2.36× | ||
| Q1 25 | — | -0.33× | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | 4.55× | ||
| Q2 24 | 3.03× | 4.19× |
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% |
TTMI
| Commercial | $495.0M | 59% |
| Aerospace & Defense | $351.7M | 42% |
| Medical, Industrial, and Instrumentation | $16.0K | 0% |
