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ALBANY INTERNATIONAL CORP（AIN）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
ALBANY INTERNATIONAL CORP的季度营收约是Kosmos Energy Ltd.的1.1倍（$321.2M vs $294.6M），ALBANY INTERNATIONAL CORP同比增速更快（12.0% vs -25.9%），过去两年ALBANY INTERNATIONAL CORP的营收复合增速更高（1.2% vs -16.5%）
奥尔巴尼国际是全球先进材料与工业技术企业，下设两大核心业务板块：为造纸等工业生产提供定制工程织物的机械织物部门，以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门，业务覆盖全球多个区域。
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。
AIN vs KOS — 直观对比
营收规模更大
AIN
是对方的1.1倍
$294.6M
营收增速更快
AIN
高出37.8%
-25.9%
两年增速更快
AIN
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $321.2M | $294.6M |
| 净利润 | $13.9M | — |
| 毛利率 | 31.1% | — |
| 营业利润率 | 9.3% | -125.7% |
| 净利率 | 4.3% | — |
| 营收同比 | 12.0% | -25.9% |
| 净利润同比 | -21.5% | — |
| 每股收益（稀释后） | $0.56 | $-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AINKOS
| Q4 25 | $321.2M | $294.6M | ||
| Q3 25 | $261.4M | $311.0M | ||
| Q2 25 | $311.4M | $392.6M | ||
| Q1 25 | $288.8M | $290.1M | ||
| Q4 24 | $286.9M | $397.6M | ||
| Q3 24 | $298.4M | $407.8M | ||
| Q2 24 | $332.0M | $447.8M | ||
| Q1 24 | $313.3M | $422.3M |
净利润AINKOS
| Q4 25 | $13.9M | — | ||
| Q3 25 | $-97.8M | $-124.3M | ||
| Q2 25 | $9.2M | $-87.7M | ||
| Q1 25 | $17.4M | $-110.6M | ||
| Q4 24 | $17.7M | — | ||
| Q3 24 | $18.0M | $45.0M | ||
| Q2 24 | $24.6M | $59.8M | ||
| Q1 24 | $27.3M | $91.7M |
毛利率AINKOS
| Q4 25 | 31.1% | — | ||
| Q3 25 | -19.1% | — | ||
| Q2 25 | 31.3% | — | ||
| Q1 25 | 33.4% | — | ||
| Q4 24 | 31.5% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 33.9% | — | ||
| Q1 24 | 34.7% | — |
营业利润率AINKOS
| Q4 25 | 9.3% | -125.7% | ||
| Q3 25 | -44.6% | -34.2% | ||
| Q2 25 | 7.2% | -16.2% | ||
| Q1 25 | 9.8% | -32.4% | ||
| Q4 24 | 8.5% | -8.5% | ||
| Q3 24 | 8.4% | 26.1% | ||
| Q2 24 | 12.9% | 30.2% | ||
| Q1 24 | 12.4% | 33.6% |
净利率AINKOS
| Q4 25 | 4.3% | — | ||
| Q3 25 | -37.4% | -40.0% | ||
| Q2 25 | 2.9% | -22.3% | ||
| Q1 25 | 6.0% | -38.1% | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 6.0% | 11.0% | ||
| Q2 24 | 7.4% | 13.3% | ||
| Q1 24 | 8.7% | 21.7% |
每股收益（稀释后）AINKOS
| Q4 25 | $0.56 | $-0.80 | ||
| Q3 25 | $-3.37 | $-0.26 | ||
| Q2 25 | $0.31 | $-0.18 | ||
| Q1 25 | $0.56 | $-0.23 | ||
| Q4 24 | $0.57 | $0.00 | ||
| Q3 24 | $0.57 | $0.09 | ||
| Q2 24 | $0.79 | $0.12 | ||
| Q1 24 | $0.87 | $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 | $112.3M | $91.5M |
| 总债务越低越好 | $455.7M | $3.1B |
| 股东权益账面价值 | $726.2M | $528.6M |
| 总资产 | $1.7B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.63× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资AINKOS
| Q4 25 | $112.3M | $91.5M | ||
| Q3 25 | $108.3M | $64.0M | ||
| Q2 25 | $106.7M | $51.7M | ||
| Q1 25 | $119.4M | $49.8M | ||
| Q4 24 | $115.3M | $85.0M | ||
| Q3 24 | $127.2M | $51.6M | ||
| Q2 24 | $116.4M | $173.8M | ||
| Q1 24 | $125.4M | $254.3M |
总债务AINKOS
| Q4 25 | $455.7M | $3.1B | ||
| Q3 25 | $480.6M | $3.0B | ||
| Q2 25 | $444.7M | $2.9B | ||
| Q1 25 | $416.4M | — | ||
| Q4 24 | $318.5M | $2.7B | ||
| Q3 24 | $362.2M | — | ||
| Q2 24 | $377.1M | — | ||
| Q1 24 | $439.1M | — |
股东权益AINKOS
| Q4 25 | $726.2M | $528.6M | ||
| Q3 25 | $739.3M | $898.8M | ||
| Q2 25 | $888.6M | $1.0B | ||
| Q1 25 | $900.0M | $1.1B | ||
| Q4 24 | $943.5M | $1.2B | ||
| Q3 24 | $991.0M | $1.2B | ||
| Q2 24 | $967.5M | $1.1B | ||
| Q1 24 | $967.5M | $1.1B |
总资产AINKOS
| Q4 25 | $1.7B | $4.7B | ||
| Q3 25 | $1.7B | $5.1B | ||
| Q2 25 | $1.7B | $5.2B | ||
| Q1 25 | $1.7B | $5.3B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.8B | $5.5B | ||
| Q2 24 | $1.8B | $5.4B | ||
| Q1 24 | $1.8B | $5.4B |
负债/权益比AINKOS
| Q4 25 | 0.63× | 5.78× | ||
| Q3 25 | 0.65× | 3.31× | ||
| Q2 25 | 0.50× | 2.80× | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.34× | 2.29× | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.45× | — |
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 | $73.7M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $51.4M | — |
| 自由现金流率自由现金流/营收 | 16.0% | — |
| 资本支出强度资本支出/营收 | 6.9% | — |
| 现金转化率经营现金流/净利润 | 5.31× | — |
| 过去12个月自由现金流最近4个季度 | $82.6M | — |
8季度趋势，按日历期对齐
经营现金流AINKOS
| Q4 25 | $73.7M | $35.3M | ||
| Q3 25 | $43.9M | $-27.6M | ||
| Q2 25 | $32.7M | $127.2M | ||
| Q1 25 | $2.1M | $-888.0K | ||
| Q4 24 | $78.5M | $175.7M | ||
| Q3 24 | $47.0M | $6.3M | ||
| Q2 24 | $83.4M | $223.7M | ||
| Q1 24 | $9.6M | $272.6M |
自由现金流AINKOS
| Q4 25 | $51.4M | — | ||
| Q3 25 | $25.9M | — | ||
| Q2 25 | $18.8M | — | ||
| Q1 25 | $-13.5M | — | ||
| Q4 24 | $60.2M | — | ||
| Q3 24 | $31.6M | — | ||
| Q2 24 | $63.6M | — | ||
| Q1 24 | $-17.3M | — |
自由现金流率AINKOS
| Q4 25 | 16.0% | — | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | -4.7% | — | ||
| Q4 24 | 21.0% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 19.2% | — | ||
| Q1 24 | -5.5% | — |
资本支出强度AINKOS
| Q4 25 | 6.9% | — | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 6.4% | — | ||
| Q3 24 | 5.2% | — | ||
| Q2 24 | 6.0% | — | ||
| Q1 24 | 8.6% | — |
现金转化率AINKOS
| Q4 25 | 5.31× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.56× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 4.44× | — | ||
| Q3 24 | 2.61× | 0.14× | ||
| Q2 24 | 3.39× | 3.74× | ||
| Q1 24 | 0.35× | 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
AIN
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
