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传奇娱乐（ACEL）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
传奇娱乐的季度营收约是Kosmos Energy Ltd.的1.2倍（$341.4M vs $294.6M），传奇娱乐同比增速更快（7.5% vs -25.9%），过去两年传奇娱乐的营收复合增速更高（6.4% vs -16.5%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
ACEL vs KOS — 直观对比
营收规模更大
ACEL
是对方的1.2倍
$294.6M
营收增速更快
ACEL
高出33.4%
-25.9%
两年增速更快
ACEL
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $341.4M | $294.6M |
| 净利润 | $16.2M | — |
| 毛利率 | — | — |
| 营业利润率 | 8.7% | -125.7% |
| 净利率 | 4.7% | — |
| 营收同比 | 7.5% | -25.9% |
| 净利润同比 | 93.3% | — |
| 每股收益（稀释后） | $0.19 | $-0.80 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACELKOS
| Q4 25 | $341.4M | $294.6M | ||
| Q3 25 | $329.7M | $311.0M | ||
| Q2 25 | $335.9M | $392.6M | ||
| Q1 25 | $323.9M | $290.1M | ||
| Q4 24 | $317.5M | $397.6M | ||
| Q3 24 | $302.2M | $407.8M | ||
| Q2 24 | $309.4M | $447.8M | ||
| Q1 24 | $301.8M | $422.3M |
净利润ACELKOS
| Q4 25 | $16.2M | — | ||
| Q3 25 | $13.4M | $-124.3M | ||
| Q2 25 | $7.3M | $-87.7M | ||
| Q1 25 | $14.6M | $-110.6M | ||
| Q4 24 | $8.4M | — | ||
| Q3 24 | $4.9M | $45.0M | ||
| Q2 24 | $14.6M | $59.8M | ||
| Q1 24 | $7.4M | $91.7M |
营业利润率ACELKOS
| Q4 25 | 8.7% | -125.7% | ||
| Q3 25 | 7.7% | -34.2% | ||
| Q2 25 | 8.0% | -16.2% | ||
| Q1 25 | 8.0% | -32.4% | ||
| Q4 24 | 6.5% | -8.5% | ||
| Q3 24 | 7.2% | 26.1% | ||
| Q2 24 | 7.3% | 30.2% | ||
| Q1 24 | 8.5% | 33.6% |
净利率ACELKOS
| Q4 25 | 4.7% | — | ||
| Q3 25 | 4.1% | -40.0% | ||
| Q2 25 | 2.2% | -22.3% | ||
| Q1 25 | 4.5% | -38.1% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 1.6% | 11.0% | ||
| Q2 24 | 4.7% | 13.3% | ||
| Q1 24 | 2.5% | 21.7% |
每股收益（稀释后）ACELKOS
| Q4 25 | $0.19 | $-0.80 | ||
| Q3 25 | $0.16 | $-0.26 | ||
| Q2 25 | $0.08 | $-0.18 | ||
| Q1 25 | $0.17 | $-0.23 | ||
| Q4 24 | $0.09 | $0.00 | ||
| Q3 24 | $0.06 | $0.09 | ||
| Q2 24 | $0.17 | $0.12 | ||
| Q1 24 | $0.09 | $0.19 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $296.6M | $91.5M |
| 总债务越低越好 | $607.4M | $3.1B |
| 股东权益账面价值 | $269.7M | $528.6M |
| 总资产 | $1.1B | $4.7B |
| 负债/权益比越低杠杆越低 | 2.25× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资ACELKOS
| Q4 25 | $296.6M | $91.5M | ||
| Q3 25 | $290.2M | $64.0M | ||
| Q2 25 | $264.6M | $51.7M | ||
| Q1 25 | $271.9M | $49.8M | ||
| Q4 24 | $281.3M | $85.0M | ||
| Q3 24 | $265.1M | $51.6M | ||
| Q2 24 | $254.9M | $173.8M | ||
| Q1 24 | $253.9M | $254.3M |
总债务ACELKOS
| Q4 25 | $607.4M | $3.1B | ||
| Q3 25 | $595.4M | $3.0B | ||
| Q2 25 | $595.5M | $2.9B | ||
| Q1 25 | $580.7M | — | ||
| Q4 24 | $595.4M | $2.7B | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — | ||
| Q1 24 | $539.9M | — |
股东权益ACELKOS
| Q4 25 | $269.7M | $528.6M | ||
| Q3 25 | $267.1M | $898.8M | ||
| Q2 25 | $260.5M | $1.0B | ||
| Q1 25 | $259.1M | $1.1B | ||
| Q4 24 | $255.0M | $1.2B | ||
| Q3 24 | $206.7M | $1.2B | ||
| Q2 24 | $209.1M | $1.1B | ||
| Q1 24 | $202.1M | $1.1B |
总资产ACELKOS
| Q4 25 | $1.1B | $4.7B | ||
| Q3 25 | $1.1B | $5.1B | ||
| Q2 25 | $1.1B | $5.2B | ||
| Q1 25 | $1.0B | $5.3B | ||
| Q4 24 | $1.0B | $5.3B | ||
| Q3 24 | $950.2M | $5.5B | ||
| Q2 24 | $950.3M | $5.4B | ||
| Q1 24 | $919.1M | $5.4B |
负债/权益比ACELKOS
| Q4 25 | 2.25× | 5.78× | ||
| Q3 25 | 2.23× | 3.31× | ||
| Q2 25 | 2.29× | 2.80× | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 2.33× | 2.29× | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — | ||
| Q1 24 | 2.67× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $31.1M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | — |
| 自由现金流率自由现金流/营收 | 4.7% | — |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 现金转化率经营现金流/净利润 | 1.92× | — |
| 过去12个月自由现金流最近4个季度 | $62.0M | — |
8季度趋势，按日历期对齐
经营现金流ACELKOS
| Q4 25 | $31.1M | $35.3M | ||
| Q3 25 | $55.2M | $-27.6M | ||
| Q2 25 | $19.8M | $127.2M | ||
| Q1 25 | $44.8M | $-888.0K | ||
| Q4 24 | $13.5M | $175.7M | ||
| Q3 24 | $50.1M | $6.3M | ||
| Q2 24 | $28.9M | $223.7M | ||
| Q1 24 | $28.8M | $272.6M |
自由现金流ACELKOS
| Q4 25 | $16.0M | — | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $-6.2M | — | ||
| Q1 25 | $18.0M | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $33.1M | — | ||
| Q2 24 | $11.4M | — | ||
| Q1 24 | $8.1M | — |
自由现金流率ACELKOS
| Q4 25 | 4.7% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | -1.9% | — | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 11.0% | — | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | 2.7% | — |
资本支出强度ACELKOS
| Q4 25 | 4.4% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | 6.8% | — |
现金转化率ACELKOS
| Q4 25 | 1.92× | — | ||
| Q3 25 | 4.13× | — | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 3.06× | — | ||
| Q4 24 | 1.62× | — | ||
| Q3 24 | 10.23× | 0.14× | ||
| Q2 24 | 1.98× | 3.74× | ||
| Q1 24 | 3.88× | 2.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACEL
| Video Gaming | $319.1M | 93% |
| ATM Fees And Other Revenue | $13.5M | 4% |
| Amusement | $5.3M | 2% |
| Manufacturing | $3.6M | 1% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
