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Side-by-side financial comparison of Kosmos Energy Ltd. (KOS) and U S PHYSICAL THERAPY INC (USPH). Click either name above to swap in a different company.

Kosmos Energy Ltd. is the larger business by last-quarter revenue ($294.6M vs $202.7M, roughly 1.5× U S PHYSICAL THERAPY INC). On growth, U S PHYSICAL THERAPY INC posted the faster year-over-year revenue change (12.3% vs -25.9%). Over the past eight quarters, U S PHYSICAL THERAPY INC's revenue compounded faster (14.1% CAGR vs -16.5%).

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 ...

U.S. Physical Therapy Inc. operates hundreds of outpatient physical therapy clinics across the U.S. It offers rehabilitative care for patients recovering from injuries, surgeries, chronic pain and mobility impairments, plus specialized services including sports medicine and pediatric rehabilitation.

KOS vs USPH — Head-to-Head

Bigger by revenue
KOS
KOS
1.5× larger
KOS
$294.6M
$202.7M
USPH
Growing faster (revenue YoY)
USPH
USPH
+38.2% gap
USPH
12.3%
-25.9%
KOS
Faster 2-yr revenue CAGR
USPH
USPH
Annualised
USPH
14.1%
-16.5%
KOS

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
KOS
KOS
USPH
USPH
Revenue
$294.6M
$202.7M
Net Profit
$4.2M
Gross Margin
19.8%
Operating Margin
-125.7%
8.3%
Net Margin
2.0%
Revenue YoY
-25.9%
12.3%
Net Profit YoY
-55.1%
EPS (diluted)
$-0.80
$-0.44

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
USPH
USPH
Q4 25
$294.6M
$202.7M
Q3 25
$311.0M
$197.1M
Q2 25
$392.6M
$197.3M
Q1 25
$290.1M
$183.8M
Q4 24
$397.6M
$180.4M
Q3 24
$407.8M
$168.0M
Q2 24
$447.8M
$167.2M
Q1 24
$422.3M
$155.7M
Net Profit
KOS
KOS
USPH
USPH
Q4 25
$4.2M
Q3 25
$-124.3M
$13.1M
Q2 25
$-87.7M
$12.4M
Q1 25
$-110.6M
$9.9M
Q4 24
$9.2M
Q3 24
$45.0M
$6.6M
Q2 24
$59.8M
$7.5M
Q1 24
$91.7M
$8.0M
Gross Margin
KOS
KOS
USPH
USPH
Q4 25
19.8%
Q3 25
18.7%
Q2 25
21.1%
Q1 25
16.9%
Q4 24
18.0%
Q3 24
17.3%
Q2 24
20.3%
Q1 24
18.2%
Operating Margin
KOS
KOS
USPH
USPH
Q4 25
-125.7%
8.3%
Q3 25
-34.2%
12.8%
Q2 25
-16.2%
12.6%
Q1 25
-32.4%
10.7%
Q4 24
-8.5%
10.9%
Q3 24
26.1%
7.6%
Q2 24
30.2%
9.3%
Q1 24
33.6%
9.6%
Net Margin
KOS
KOS
USPH
USPH
Q4 25
2.0%
Q3 25
-40.0%
6.7%
Q2 25
-22.3%
6.3%
Q1 25
-38.1%
5.4%
Q4 24
5.1%
Q3 24
11.0%
3.9%
Q2 24
13.3%
4.5%
Q1 24
21.7%
5.2%
EPS (diluted)
KOS
KOS
USPH
USPH
Q4 25
$-0.80
$-0.44
Q3 25
$-0.26
$0.48
Q2 25
$-0.18
$0.58
Q1 25
$-0.23
$0.80
Q4 24
$0.00
$0.52
Q3 24
$0.09
$0.39
Q2 24
$0.12
$0.47
Q1 24
$0.19
$0.46

Balance Sheet & Financial Strength

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

Metric
KOS
KOS
USPH
USPH
Cash + ST InvestmentsLiquidity on hand
$91.5M
$35.6M
Total DebtLower is stronger
$3.1B
Stockholders' EquityBook value
$528.6M
$476.4M
Total Assets
$4.7B
$1.2B
Debt / EquityLower = less leverage
5.78×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
KOS
KOS
USPH
USPH
Q4 25
$91.5M
$35.6M
Q3 25
$64.0M
$31.1M
Q2 25
$51.7M
$34.1M
Q1 25
$49.8M
$39.2M
Q4 24
$85.0M
$41.4M
Q3 24
$51.6M
$117.0M
Q2 24
$173.8M
$112.9M
Q1 24
$254.3M
$132.3M
Total Debt
KOS
KOS
USPH
USPH
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
USPH
USPH
Q4 25
$528.6M
$476.4M
Q3 25
$898.8M
$503.6M
Q2 25
$1.0B
$500.8M
Q1 25
$1.1B
$497.3M
Q4 24
$1.2B
$488.9M
Q3 24
$1.2B
$482.8M
Q2 24
$1.1B
$484.6M
Q1 24
$1.1B
$479.8M
Total Assets
KOS
KOS
USPH
USPH
Q4 25
$4.7B
$1.2B
Q3 25
$5.1B
$1.2B
Q2 25
$5.2B
$1.2B
Q1 25
$5.3B
$1.2B
Q4 24
$5.3B
$1.2B
Q3 24
$5.5B
$1.0B
Q2 24
$5.4B
$1.0B
Q1 24
$5.4B
$1.0B
Debt / Equity
KOS
KOS
USPH
USPH
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
USPH
USPH
Operating Cash FlowLast quarter
$35.3M
$24.9M
Free Cash FlowOCF − Capex
$21.0M
FCF MarginFCF / Revenue
10.4%
Capex IntensityCapex / Revenue
1.9%
Cash ConversionOCF / Net Profit
6.00×
TTM Free Cash FlowTrailing 4 quarters
$61.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
KOS
KOS
USPH
USPH
Q4 25
$35.3M
$24.9M
Q3 25
$-27.6M
$19.9M
Q2 25
$127.2M
$34.9M
Q1 25
$-888.0K
$-4.7M
Q4 24
$175.7M
$19.4M
Q3 24
$6.3M
$22.1M
Q2 24
$223.7M
$29.0M
Q1 24
$272.6M
$4.4M
Free Cash Flow
KOS
KOS
USPH
USPH
Q4 25
$21.0M
Q3 25
$15.6M
Q2 25
$31.6M
Q1 25
$-7.3M
Q4 24
$16.9M
Q3 24
$19.6M
Q2 24
$26.7M
Q1 24
$2.6M
FCF Margin
KOS
KOS
USPH
USPH
Q4 25
10.4%
Q3 25
7.9%
Q2 25
16.0%
Q1 25
-3.9%
Q4 24
9.4%
Q3 24
11.7%
Q2 24
15.9%
Q1 24
1.7%
Capex Intensity
KOS
KOS
USPH
USPH
Q4 25
1.9%
Q3 25
2.2%
Q2 25
1.6%
Q1 25
1.4%
Q4 24
1.4%
Q3 24
1.5%
Q2 24
1.4%
Q1 24
1.2%
Cash Conversion
KOS
KOS
USPH
USPH
Q4 25
6.00×
Q3 25
1.52×
Q2 25
2.81×
Q1 25
-0.47×
Q4 24
2.10×
Q3 24
0.14×
3.34×
Q2 24
3.74×
3.86×
Q1 24
2.97×
0.55×

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%

USPH
USPH

Net Patient Revenues$169.7M84%
Industrial Injury Prevention Services Revenues$28.9M14%
Management Contract Revenues$2.3M1%

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