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北京时间·🕒 发布 04:05:24时区推断·⟳ 抓取 04:06:24·⚡ 决策 07-29 04:36:01 +29m37s·90.5 天前
CoStar二季度盈利超预期但收入与三季度指引低于预期
本条是CoStar二季度财报的社媒转述：EPS和EBITDA好于预期，但收入和三季度收入/EPS指引低于一致预期。
📄 原文Wall St Engine@wallstengine↗ 原文
COSTAR GROUP $CSGP Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $925M (Est. $928.8M) 🟡 🔹 Adj. EPS: $0.32 (Est. $0.29) 🟢; +88% Y…
不做 CoStar Group（CSGP.US）
同一CoStar二季度财报催化已在近时段处理，本条只是社媒复述；不重复出卡、不重复生成风险或交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 high ↗
关键理由
- 本条是CoStar二季度财报的社媒转述：EPS和EBITDA好于预期，但收入和三季度收入/EPS指引低于一致预期。
- 近72小时已处理过同一具体财报催化，且已有多条CoStar二季报相关决策均为不做，本条未提供新的可交易增量。
主要风险
- 若后续公司电话会给出明确上修订单、Bookings或利润率指引，需由新信号重新评估。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中直接改变方向的CoStar本次财报反向证据，结果主要为无关业绩纪要/研报。
检索:CoStar revenue guidance lowered Q3 2026 EPS guide below consensus CSGP bearish - 做多前查反向 · 来源 search_processed_events · 日期 2026-07-29 · 影响 invalidates
命中同一具体CoStar二季度财报催化，按去重规则不重复出交易或风险。
检索:search_processed_events hours=72 limit=200
工具调用 · 历史记录,结果未知(5 种)
- search_processed_events · 结果未知
- search_case_library · 结果未知
- kb_search · 结果未知
- price_snapshot · 结果未知
- query_modeling_kb · 结果未知
原文全文
展开原文 · 1,354 字
COSTAR GROUP $CSGP Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $925M (Est. $928.8M) 🟡
🔹 Adj. EPS: $0.32 (Est. $0.29) 🟢; +88% YoY
🔹 Adjusted EBITDA: $184M; +116% YoY
🔹 Net Income: $55M; +817% YoY
Q3 Guide:
🔹 Revenue: $935M-$945M (Est. $967.7M) 🔴
🔹 Adj. EPS: $0.31-$0.34 (Est. $0.38) 🔴
🔹 Adjusted EBITDA: $190M-$210M
FY26 Guide:
🔹 Revenue: $3.7B-$3.8B (Est. $3.80B) 🔴
🔹 Adj. EPS: $1.32-$1.39 (Est. $1.36) 🟡
🔹 Adjusted EBITDA: $780M-$820M; up $30M at midpoint from Feb 2026 guide
Segment Net Revenue:
🔹 Commercial Real Estate: $481M
🔹 Residential Real Estate: $444M
Other Q2 Metrics:
🔹 EBITDA: $157M; +441% YoY
🔹 Adjusted Net Income: $128M; +73% YoY
🔹 Net New Bookings: $69M; +3% QoQ
Comments:
🔸 “The second quarter marked a profitability inflection point for CoStar Group as Adjusted EBITDA more than doubled year-over-year to $184 million. We held operating cost growth to just 2%, and we delivered our 61st consecutive quarter of double-digit revenue growth.”
🔸 “Building on February's transformative launch of https://t.co/w4ZjbF1UjX Ai, we introduced https://t.co/itaD8BSyol Ai in June. Within weeks, https://t.co/itaD8BSyol Ai users completed more than half a million AI sessions — averaging 20 minutes per session, 2.8 times longer than non-AI users, viewing twice as many listings, with 3D tour usage up 224% and traffic-to-lead conversion up 256%.”
🔹 Revenue: $925M (Est. $928.8M) 🟡
🔹 Adj. EPS: $0.32 (Est. $0.29) 🟢; +88% YoY
🔹 Adjusted EBITDA: $184M; +116% YoY
🔹 Net Income: $55M; +817% YoY
Q3 Guide:
🔹 Revenue: $935M-$945M (Est. $967.7M) 🔴
🔹 Adj. EPS: $0.31-$0.34 (Est. $0.38) 🔴
🔹 Adjusted EBITDA: $190M-$210M
FY26 Guide:
🔹 Revenue: $3.7B-$3.8B (Est. $3.80B) 🔴
🔹 Adj. EPS: $1.32-$1.39 (Est. $1.36) 🟡
🔹 Adjusted EBITDA: $780M-$820M; up $30M at midpoint from Feb 2026 guide
Segment Net Revenue:
🔹 Commercial Real Estate: $481M
🔹 Residential Real Estate: $444M
Other Q2 Metrics:
🔹 EBITDA: $157M; +441% YoY
🔹 Adjusted Net Income: $128M; +73% YoY
🔹 Net New Bookings: $69M; +3% QoQ
Comments:
🔸 “The second quarter marked a profitability inflection point for CoStar Group as Adjusted EBITDA more than doubled year-over-year to $184 million. We held operating cost growth to just 2%, and we delivered our 61st consecutive quarter of double-digit revenue growth.”
🔸 “Building on February's transformative launch of https://t.co/w4ZjbF1UjX Ai, we introduced https://t.co/itaD8BSyol Ai in June. Within weeks, https://t.co/itaD8BSyol Ai users completed more than half a million AI sessions — averaging 20 minutes per session, 2.8 times longer than non-AI users, viewing twice as many listings, with 3D tour usage up 224% and traffic-to-lead conversion up 256%.”
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