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Side-by-side financial comparison of Kosmos Energy Ltd. (KOS) and MILLER INDUSTRIES INC (MLR). Click either name above to swap in a different company.

Kosmos Energy Ltd. is the larger business by last-quarter revenue ($294.6M vs $171.9M, roughly 1.7× MILLER INDUSTRIES INC). On growth, MILLER INDUSTRIES INC posted the faster year-over-year revenue change (-22.5% vs -25.9%). Over the past eight quarters, Kosmos Energy Ltd.'s revenue compounded faster (-16.5% CAGR vs -29.9%).

Kosmos Energy is an American upstream oil company founded and based in Dallas, Texas. While previously incorporated in Bermuda, Kosmos has reincorporated in Delaware. The company holds production and development operations offshore Ghana, Equatorial Guinea, and Gulf of Mexico, while holding a development project offshore Mauritania and Senegal, and exploration licenses offshore Namibia, São Tomé and Príncipe and Suriname. It was previously involved in exploration offshore Morocco and Western ...

Miller Industries is an American tow truck and towing equipment manufacturing company based in the Chattanooga suburb of Ooltewah, Tennessee. Its primary subsidiary, Miller Industries Towing Equipment Inc., manufactures a variety of light- to heavy-duty wreckers, car carriers, and rotators under several brand names, including Century, Vulcan, Chevron, and Holmes. Miller Industries also operates international brands with Boniface (U.K.) and Jige (France). It is listed on the New York Stock Exc...

KOS vs MLR — Head-to-Head

Bigger by revenue
KOS
KOS
1.7× larger
KOS
$294.6M
$171.9M
MLR
Growing faster (revenue YoY)
MLR
MLR
+3.4% gap
MLR
-22.5%
-25.9%
KOS
Faster 2-yr revenue CAGR
KOS
KOS
Annualised
KOS
-16.5%
-29.9%
MLR

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
KOS
KOS
MLR
MLR
Revenue
$294.6M
$171.9M
Net Profit
Gross Margin
15.4%
Operating Margin
-125.7%
2.9%
Net Margin
Revenue YoY
-25.9%
-22.5%
Net Profit YoY
EPS (diluted)
$-0.80
$0.29

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
KOS
KOS
MLR
MLR
Q4 25
$294.6M
$171.9M
Q3 25
$311.0M
$178.7M
Q2 25
$392.6M
$214.0M
Q1 25
$290.1M
$225.7M
Q4 24
$397.6M
$221.9M
Q3 24
$407.8M
$314.3M
Q2 24
$447.8M
$371.5M
Q1 24
$422.3M
$349.9M
Net Profit
KOS
KOS
MLR
MLR
Q4 25
Q3 25
$-124.3M
$3.1M
Q2 25
$-87.7M
$8.5M
Q1 25
$-110.6M
$8.1M
Q4 24
Q3 24
$45.0M
$15.4M
Q2 24
$59.8M
$20.5M
Q1 24
$91.7M
$17.0M
Gross Margin
KOS
KOS
MLR
MLR
Q4 25
15.4%
Q3 25
14.2%
Q2 25
16.2%
Q1 25
15.0%
Q4 24
15.1%
Q3 24
13.4%
Q2 24
13.8%
Q1 24
12.6%
Operating Margin
KOS
KOS
MLR
MLR
Q4 25
-125.7%
2.9%
Q3 25
-34.2%
2.4%
Q2 25
-16.2%
5.3%
Q1 25
-32.4%
4.8%
Q4 24
-8.5%
5.7%
Q3 24
26.1%
6.3%
Q2 24
30.2%
7.1%
Q1 24
33.6%
6.1%
Net Margin
KOS
KOS
MLR
MLR
Q4 25
Q3 25
-40.0%
1.7%
Q2 25
-22.3%
4.0%
Q1 25
-38.1%
3.6%
Q4 24
Q3 24
11.0%
4.9%
Q2 24
13.3%
5.5%
Q1 24
21.7%
4.9%
EPS (diluted)
KOS
KOS
MLR
MLR
Q4 25
$-0.80
$0.29
Q3 25
$-0.26
$0.27
Q2 25
$-0.18
$0.73
Q1 25
$-0.23
$0.69
Q4 24
$0.00
$0.89
Q3 24
$0.09
$1.33
Q2 24
$0.12
$1.78
Q1 24
$0.19
$1.47

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
KOS
KOS
MLR
MLR
Cash + ST InvestmentsLiquidity on hand
$91.5M
Total DebtLower is stronger
$3.1B
Stockholders' EquityBook value
$528.6M
$420.6M
Total Assets
$4.7B
$589.7M
Debt / EquityLower = less leverage
5.78×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
KOS
KOS
MLR
MLR
Q4 25
$91.5M
Q3 25
$64.0M
Q2 25
$51.7M
Q1 25
$49.8M
Q4 24
$85.0M
Q3 24
$51.6M
Q2 24
$173.8M
Q1 24
$254.3M
Total Debt
KOS
KOS
MLR
MLR
Q4 25
$3.1B
Q3 25
$3.0B
Q2 25
$2.9B
Q1 25
Q4 24
$2.7B
Q3 24
Q2 24
Q1 24
Stockholders' Equity
KOS
KOS
MLR
MLR
Q4 25
$528.6M
$420.6M
Q3 25
$898.8M
$420.7M
Q2 25
$1.0B
$418.6M
Q1 25
$1.1B
$406.5M
Q4 24
$1.2B
$401.0M
Q3 24
$1.2B
$395.2M
Q2 24
$1.1B
$379.9M
Q1 24
$1.1B
$362.4M
Total Assets
KOS
KOS
MLR
MLR
Q4 25
$4.7B
$589.7M
Q3 25
$5.1B
$604.3M
Q2 25
$5.2B
$622.9M
Q1 25
$5.3B
$639.7M
Q4 24
$5.3B
$667.0M
Q3 24
$5.5B
$755.3M
Q2 24
$5.4B
$748.2M
Q1 24
$5.4B
$696.5M
Debt / Equity
KOS
KOS
MLR
MLR
Q4 25
5.78×
Q3 25
3.31×
Q2 25
2.80×
Q1 25
Q4 24
2.29×
Q3 24
Q2 24
Q1 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
KOS
KOS
MLR
MLR
Operating Cash FlowLast quarter
$35.3M
$48.9M
Free Cash FlowOCF − Capex
$43.8M
FCF MarginFCF / Revenue
25.5%
Capex IntensityCapex / Revenue
3.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$85.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
KOS
KOS
MLR
MLR
Q4 25
$35.3M
$48.9M
Q3 25
$-27.6M
$19.9M
Q2 25
$127.2M
$27.2M
Q1 25
$-888.0K
$2.7M
Q4 24
$175.7M
$-11.7M
Q3 24
$6.3M
$30.3M
Q2 24
$223.7M
$-10.7M
Q1 24
$272.6M
$9.0M
Free Cash Flow
KOS
KOS
MLR
MLR
Q4 25
$43.8M
Q3 25
$18.1M
Q2 25
$25.6M
Q1 25
$-2.4M
Q4 24
$-13.0M
Q3 24
$24.0M
Q2 24
$-13.8M
Q1 24
$4.3M
FCF Margin
KOS
KOS
MLR
MLR
Q4 25
25.5%
Q3 25
10.1%
Q2 25
11.9%
Q1 25
-1.1%
Q4 24
-5.9%
Q3 24
7.6%
Q2 24
-3.7%
Q1 24
1.2%
Capex Intensity
KOS
KOS
MLR
MLR
Q4 25
3.0%
Q3 25
1.0%
Q2 25
0.8%
Q1 25
2.3%
Q4 24
0.6%
Q3 24
2.0%
Q2 24
0.8%
Q1 24
1.3%
Cash Conversion
KOS
KOS
MLR
MLR
Q4 25
Q3 25
6.46×
Q2 25
3.22×
Q1 25
0.34×
Q4 24
Q3 24
0.14×
1.96×
Q2 24
3.74×
-0.52×
Q1 24
2.97×
0.53×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

KOS
KOS

Ghana Segment$134.6M46%
Gulf Of America$80.7M27%
Mauritania And Senegal$54.9M19%
Equatorial Guinea Segment$24.3M8%

MLR
MLR

Segment breakdown not available.

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