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Custom Truck One Source, Inc.（CTOS）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是Custom Truck One Source, Inc.的1.8倍（$764.6M vs $422.2M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs -4.2%，领先6.4%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs -8.5%），过去两年Custom Truck One Source, Inc.的营收复合增速更高（14.8% vs 12.7%）
Custom Truck One Source是北美领先的专用重型卡车及设备解决方案提供商，业务覆盖定制车辆制造、设备销售与租赁、售后配件供应及维保服务，主要服务基建、公用事业、建筑、能源等核心领域。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
CTOS vs STC — 直观对比
营收规模更大
STC
是对方的1.8倍
$422.2M
营收增速更快
STC
高出36.2%
-8.5%
净利率更高
STC
高出6.4%
-4.2%
两年增速更快
CTOS
近两年复合增速
12.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $422.2M | $764.6M |
| 净利润 | $-17.8M | $17.0M |
| 毛利率 | 20.3% | — |
| 营业利润率 | 2.9% | — |
| 净利率 | -4.2% | 2.2% |
| 营收同比 | -8.5% | 27.7% |
| 净利润同比 | -333.7% | 448.4% |
| 每股收益（稀释后） | $-0.08 | — |
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CTOSSTC
| Q1 26 | $422.2M | $764.6M | ||
| Q4 25 | $387.3M | $790.6M | ||
| Q3 25 | $359.9M | $796.9M | ||
| Q2 25 | $392.2M | $722.2M | ||
| Q1 25 | $307.1M | $612.0M | ||
| Q4 24 | $398.3M | $665.9M | ||
| Q3 24 | $337.5M | $667.9M | ||
| Q2 24 | $320.6M | $602.2M |
净利润CTOSSTC
| Q1 26 | $-17.8M | $17.0M | ||
| Q4 25 | $20.9M | $36.3M | ||
| Q3 25 | $-5.8M | $44.3M | ||
| Q2 25 | $-28.4M | $31.9M | ||
| Q1 25 | $-17.8M | $3.1M | ||
| Q4 24 | $27.6M | $22.7M | ||
| Q3 24 | $-17.4M | $30.1M | ||
| Q2 24 | $-24.5M | $17.3M |
毛利率CTOSSTC
| Q1 26 | 20.3% | — | ||
| Q4 25 | 31.8% | — | ||
| Q3 25 | 28.0% | — | ||
| Q2 25 | 26.1% | — | ||
| Q1 25 | 27.9% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 27.2% | — | ||
| Q2 24 | 27.8% | — |
营业利润率CTOSSTC
| Q1 26 | 2.9% | — | ||
| Q4 25 | 13.4% | 6.5% | ||
| Q3 25 | 9.1% | 7.7% | ||
| Q2 25 | 7.1% | 6.5% | ||
| Q1 25 | 4.0% | 1.0% | ||
| Q4 24 | 16.9% | 5.3% | ||
| Q3 24 | 6.8% | 6.4% | ||
| Q2 24 | 5.5% | 4.8% |
净利率CTOSSTC
| Q1 26 | -4.2% | 2.2% | ||
| Q4 25 | 5.4% | 4.6% | ||
| Q3 25 | -1.6% | 5.6% | ||
| Q2 25 | -7.2% | 4.4% | ||
| Q1 25 | -5.8% | 0.5% | ||
| Q4 24 | 6.9% | 3.4% | ||
| Q3 24 | -5.2% | 4.5% | ||
| Q2 24 | -7.6% | 2.9% |
每股收益（稀释后）CTOSSTC
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $0.10 | $1.26 | ||
| Q3 25 | $-0.03 | $1.55 | ||
| Q2 25 | $-0.13 | $1.13 | ||
| Q1 25 | $-0.08 | $0.11 | ||
| Q4 24 | $0.11 | $0.81 | ||
| Q3 24 | $-0.07 | $1.07 | ||
| Q2 24 | $-0.10 | $0.62 |
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 | $6.3M | $317.5M |
| 总债务越低越好 | $25.9M | — |
| 股东权益账面价值 | $809.1M | — |
| 总资产 | $3.4B | — |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资CTOSSTC
| Q1 26 | $6.3M | $317.5M | ||
| Q4 25 | $6.3M | $369.7M | ||
| Q3 25 | $13.1M | $233.2M | ||
| Q2 25 | $5.3M | $223.8M | ||
| Q1 25 | $5.4M | $194.2M | ||
| Q4 24 | $3.8M | $257.5M | ||
| Q3 24 | $8.4M | $228.7M | ||
| Q2 24 | $8.1M | $176.7M |
总债务CTOSSTC
| Q1 26 | $25.9M | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.5B | $445.8M | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
股东权益CTOSSTC
| Q1 26 | $809.1M | — | ||
| Q4 25 | $809.1M | $1.6B | ||
| Q3 25 | $784.7M | $1.5B | ||
| Q2 25 | $790.1M | $1.4B | ||
| Q1 25 | $813.4M | $1.4B | ||
| Q4 24 | $861.3M | $1.4B | ||
| Q3 24 | $837.5M | $1.4B | ||
| Q2 24 | $856.7M | $1.4B |
总资产CTOSSTC
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $3.3B | ||
| Q3 25 | $3.5B | $2.8B | ||
| Q2 25 | $3.6B | $2.8B | ||
| Q1 25 | $3.5B | $2.7B | ||
| Q4 24 | $3.5B | $2.7B | ||
| Q3 24 | $3.6B | $2.7B | ||
| Q2 24 | $3.5B | $2.6B |
负债/权益比CTOSSTC
| Q1 26 | 0.03× | — | ||
| Q4 25 | 2.03× | — | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 2.04× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 1.77× | 0.32× | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.79× | — |
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
CTOS
| Equipment sales | $273.9M | 65% |
| Rental revenue | $116.3M | 28% |
| Parts sales and services | $32.1M | 8% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
