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Side-by-side financial comparison of Kosmos Energy Ltd. (KOS) and Navios Maritime Partners L.P. (NMM). Click either name above to swap in a different company.

Navios Maritime Partners L.P. is the larger business by last-quarter revenue ($327.6M vs $294.6M, roughly 1.1× Kosmos Energy Ltd.). On growth, Navios Maritime Partners L.P. posted the faster year-over-year revenue change (-4.3% vs -25.9%).

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 ...

Navios Maritime Holdings Inc. is a multinational, vertically integrated seaborne shipping and logistics company focused on the transport and transshipment of drybulk commodities including iron ore, coal and grain.

KOS vs NMM — Head-to-Head

Bigger by revenue
NMM
NMM
1.1× larger
NMM
$327.6M
$294.6M
KOS
Growing faster (revenue YoY)
NMM
NMM
+21.6% gap
NMM
-4.3%
-25.9%
KOS

Income Statement — Q4 FY2025 vs Q2 FY2025

Metric
KOS
KOS
NMM
NMM
Revenue
$294.6M
$327.6M
Net Profit
$69.9M
Gross Margin
90.5%
Operating Margin
-125.7%
Net Margin
21.4%
Revenue YoY
-25.9%
-4.3%
Net Profit YoY
-31.1%
EPS (diluted)
$-0.80

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
NMM
NMM
Q4 25
$294.6M
Q3 25
$311.0M
Q2 25
$392.6M
$327.6M
Q1 25
$290.1M
Q4 24
$397.6M
Q3 24
$407.8M
Q2 24
$447.8M
$342.2M
Q1 24
$422.3M
Net Profit
KOS
KOS
NMM
NMM
Q4 25
Q3 25
$-124.3M
Q2 25
$-87.7M
$69.9M
Q1 25
$-110.6M
Q4 24
Q3 24
$45.0M
Q2 24
$59.8M
$101.5M
Q1 24
$91.7M
Gross Margin
KOS
KOS
NMM
NMM
Q4 25
Q3 25
Q2 25
90.5%
Q1 25
Q4 24
Q3 24
Q2 24
88.3%
Q1 24
Operating Margin
KOS
KOS
NMM
NMM
Q4 25
-125.7%
Q3 25
-34.2%
Q2 25
-16.2%
Q1 25
-32.4%
Q4 24
-8.5%
Q3 24
26.1%
Q2 24
30.2%
Q1 24
33.6%
Net Margin
KOS
KOS
NMM
NMM
Q4 25
Q3 25
-40.0%
Q2 25
-22.3%
21.4%
Q1 25
-38.1%
Q4 24
Q3 24
11.0%
Q2 24
13.3%
29.7%
Q1 24
21.7%
EPS (diluted)
KOS
KOS
NMM
NMM
Q4 25
$-0.80
Q3 25
$-0.26
Q2 25
$-0.18
Q1 25
$-0.23
Q4 24
$0.00
Q3 24
$0.09
Q2 24
$0.12
Q1 24
$0.19

Balance Sheet & Financial Strength

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

Metric
KOS
KOS
NMM
NMM
Cash + ST InvestmentsLiquidity on hand
$91.5M
$377.0M
Total DebtLower is stronger
$3.1B
$2.0B
Stockholders' EquityBook value
$528.6M
Total Assets
$4.7B
$5.9B
Debt / EquityLower = less leverage
5.78×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
KOS
KOS
NMM
NMM
Q4 25
$91.5M
Q3 25
$64.0M
Q2 25
$51.7M
$377.0M
Q1 25
$49.8M
Q4 24
$85.0M
Q3 24
$51.6M
Q2 24
$173.8M
$272.0M
Q1 24
$254.3M
Total Debt
KOS
KOS
NMM
NMM
Q4 25
$3.1B
Q3 25
$3.0B
Q2 25
$2.9B
$2.0B
Q1 25
Q4 24
$2.7B
Q3 24
Q2 24
$1.4B
Q1 24
Stockholders' Equity
KOS
KOS
NMM
NMM
Q4 25
$528.6M
Q3 25
$898.8M
Q2 25
$1.0B
Q1 25
$1.1B
Q4 24
$1.2B
Q3 24
$1.2B
Q2 24
$1.1B
Q1 24
$1.1B
Total Assets
KOS
KOS
NMM
NMM
Q4 25
$4.7B
Q3 25
$5.1B
Q2 25
$5.2B
$5.9B
Q1 25
$5.3B
Q4 24
$5.3B
Q3 24
$5.5B
Q2 24
$5.4B
$5.3B
Q1 24
$5.4B
Debt / Equity
KOS
KOS
NMM
NMM
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
NMM
NMM
Operating Cash FlowLast quarter
$35.3M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
KOS
KOS
NMM
NMM
Q4 25
$35.3M
Q3 25
$-27.6M
Q2 25
$127.2M
Q1 25
$-888.0K
Q4 24
$175.7M
Q3 24
$6.3M
Q2 24
$223.7M
Q1 24
$272.6M
Cash Conversion
KOS
KOS
NMM
NMM
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
0.14×
Q2 24
3.74×
Q1 24
2.97×

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%

NMM
NMM

Segment breakdown not available.

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