CoStar第三季度营收9.52亿美元创纪录、净利7400万美元转盈：宣布约7.3亿美元收购航拍影像公司Vexcel
总部位于 Washington 的房地产数据与平台公司 CoStar Group（Nasdaq：CSGP）10 月 27 日公布 2026 年第三季度业绩：营收同比增长 14% 至创纪录的 9.52 亿美元，净利润 7,400 万美元、由去年同期的亏损 3,100 万美元转盈，摊薄每股收益 0.18 美元；公司同时宣布以约 7.3 亿美元现金收购航拍影像公司 Vexcel Group。
这是 CoStar 连续第 62 个季度实现两位数营收增长。第三季度调整后 EBITDA 翻倍至创纪录的 2.29 亿美元，调整后每股收益 0.38 美元；经营利润 8,400 万美元，去年同期为经营亏损 5,100 万美元。今年前九个月营收合计 27.74 亿美元，净利润 1.32 亿美元。
分业务看，商业地产营收同比增约 7% 至 4.92 亿美元，住宅业务营收增约 23% 至 4.60 亿美元；其中 Apartments.com 营收增 6% 至 3.20 亿美元，Homes.com 营收增约 50% 至约 3,100 万美元、会员数增 47% 至逾 3.6 万。季度净新签约额为 3,700 万美元，低于去年同期的 8,400 万美元，公司称内部销售团队人员流失高于预期、拖慢了签约扩张。
Vexcel 是全球最大的航拍影像公司之一，每年拍摄逾 6,000 万张测量级航拍影像，过去 12 个月营收逾 1.4 亿美元、同比增长逾 30%，在奥地利、西班牙与 Colorado 州设有办公室、近 500 名员工。交易完成后 Vexcel 将继续以自身品牌运营其数据项目，由其首席执行官 Erik Jorgensen 领导。
CoStar 同时上调全年指引：2026 年营收预计 37.5 亿至 37.7 亿美元，调整后 EBITDA 预计 8.2 亿至 8.4 亿美元，并重申 2028 年调整后 EBITDA 约 12.5 亿美元的目标。创始人兼首席执行官 Andy Florance 在业绩电话会上称，本季度调整后 EBITDA 创纪录且成本控制强于原定指引。
CoStar Posts Record $952 Million Q3 Revenue and $74 Million Profit, Unveils $730 Million Vexcel Deal
Washington-based real estate data and marketplace company CoStar Group (Nasdaq: CSGP) reported third-quarter 2026 results on October 27: revenue rose 14% year over year to a record $952 million, net income swung to $74 million from a $31 million loss a year earlier, and diluted earnings were $0.18 per share. The company also announced an agreement to acquire aerial imagery company Vexcel Group for approximately $730 million in cash.
It was CoStar's 62nd consecutive quarter of double-digit revenue growth. Adjusted EBITDA doubled to a record $229 million and adjusted earnings were $0.38 per share, while income from operations was $84 million against an operating loss of $51 million a year earlier. Revenue for the first nine months of 2026 totaled $2.774 billion, with net income of $132 million.
Commercial real estate revenue rose about 7% to $492 million and residential revenue rose about 23% to $460 million. Apartments.com revenue increased 6% to $320 million, while Homes.com revenue jumped about 50% to roughly $31 million as membership grew 47% to more than 36,000. Net new bookings were $37 million, down from $84 million a year earlier, and the company said attrition in its inside sales team had been higher than hoped.
Vexcel is one of the largest aerial imagery companies in the world, capturing more than 60 million survey-grade images a year, with more than $140 million of revenue over the last 12 months, growth of more than 30%, nearly 500 employees and offices in Austria, Spain and Colorado. After closing, Vexcel will continue to operate its data program under its own brand, led by its CEO Erik Jorgensen.
CoStar raised its full-year 2026 guidance to revenue of $3.75 billion to $3.77 billion and adjusted EBITDA of $820 million to $840 million, and reaffirmed an adjusted EBITDA target of about $1.25 billion in 2028. Founder and CEO Andy Florance told the earnings call the quarter delivered record revenue and adjusted EBITDA, with cost control ahead of earlier guidance.
来源：GSM·美国（原文链接）
图片来源：图：从 Memorial Bridge 一带航拍的 Washington 与北 Virginia 城区，CoStar Group 总部位于 Washington。照片：Carol M. Highsmith，公共领域，经 Wikimedia Commons。 / Photo: An aerial view across Memorial Bridge toward Washington and Northern Virginia; CoStar Group is headquartered in Washington. Photo by Carol M. Highsmith, public domain, via Wikimedia Commons.
