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Amphastar Pharmaceuticals, Inc.（AMPH）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
Kosmos Energy Ltd.的季度营收约是Amphastar Pharmaceuticals, Inc.的1.6倍（$294.6M vs $183.1M），Amphastar Pharmaceuticals, Inc.同比增速更快（-1.8% vs -25.9%），过去两年Amphastar Pharmaceuticals, Inc.的营收复合增速更高（3.2% vs -16.5%）
安福斯制药是一家上市的美国特种制药企业，公司成立于2004年5月，核心业务为吸入制剂及鼻腔给药产品的研发、生产与销售，聚焦特色医药领域深耕发展。
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。
AMPH vs KOS — 直观对比
营收规模更大
KOS
是对方的1.6倍
$183.1M
营收增速更快
AMPH
高出24.1%
-25.9%
两年增速更快
AMPH
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $183.1M | $294.6M |
| 净利润 | $24.4M | — |
| 毛利率 | 46.8% | — |
| 营业利润率 | 19.4% | -125.7% |
| 净利率 | 13.3% | — |
| 营收同比 | -1.8% | -25.9% |
| 净利润同比 | -35.7% | — |
| 每股收益（稀释后） | $0.51 | $-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AMPHKOS
| Q4 25 | $183.1M | $294.6M | ||
| Q3 25 | $191.8M | $311.0M | ||
| Q2 25 | $174.4M | $392.6M | ||
| Q1 25 | $170.5M | $290.1M | ||
| Q4 24 | $186.5M | $397.6M | ||
| Q3 24 | $191.2M | $407.8M | ||
| Q2 24 | $182.4M | $447.8M | ||
| Q1 24 | $171.8M | $422.3M |
净利润AMPHKOS
| Q4 25 | $24.4M | — | ||
| Q3 25 | $17.4M | $-124.3M | ||
| Q2 25 | $31.0M | $-87.7M | ||
| Q1 25 | $25.3M | $-110.6M | ||
| Q4 24 | $38.0M | — | ||
| Q3 24 | $40.4M | $45.0M | ||
| Q2 24 | $37.9M | $59.8M | ||
| Q1 24 | $43.2M | $91.7M |
毛利率AMPHKOS
| Q4 25 | 46.8% | — | ||
| Q3 25 | 51.4% | — | ||
| Q2 25 | 49.6% | — | ||
| Q1 25 | 50.0% | — | ||
| Q4 24 | 46.5% | — | ||
| Q3 24 | 53.3% | — | ||
| Q2 24 | 52.2% | — | ||
| Q1 24 | 52.4% | — |
营业利润率AMPHKOS
| Q4 25 | 19.4% | -125.7% | ||
| Q3 25 | 13.2% | -34.2% | ||
| Q2 25 | 24.2% | -16.2% | ||
| Q1 25 | 21.9% | -32.4% | ||
| Q4 24 | 24.2% | -8.5% | ||
| Q3 24 | 29.8% | 26.1% | ||
| Q2 24 | 30.3% | 30.2% | ||
| Q1 24 | 27.9% | 33.6% |
净利率AMPHKOS
| Q4 25 | 13.3% | — | ||
| Q3 25 | 9.0% | -40.0% | ||
| Q2 25 | 17.8% | -22.3% | ||
| Q1 25 | 14.8% | -38.1% | ||
| Q4 24 | 20.4% | — | ||
| Q3 24 | 21.1% | 11.0% | ||
| Q2 24 | 20.8% | 13.3% | ||
| Q1 24 | 25.1% | 21.7% |
每股收益（稀释后）AMPHKOS
| Q4 25 | $0.51 | $-0.80 | ||
| Q3 25 | $0.37 | $-0.26 | ||
| Q2 25 | $0.64 | $-0.18 | ||
| Q1 25 | $0.51 | $-0.23 | ||
| Q4 24 | $0.74 | $0.00 | ||
| Q3 24 | $0.78 | $0.09 | ||
| Q2 24 | $0.73 | $0.12 | ||
| Q1 24 | $0.81 | $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 | $282.8M | $91.5M |
| 总债务越低越好 | $608.7M | $3.1B |
| 股东权益账面价值 | $788.8M | $528.6M |
| 总资产 | $1.6B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.77× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资AMPHKOS
| Q4 25 | $282.8M | $91.5M | ||
| Q3 25 | $276.2M | $64.0M | ||
| Q2 25 | $231.8M | $51.7M | ||
| Q1 25 | $236.9M | $49.8M | ||
| Q4 24 | $221.6M | $85.0M | ||
| Q3 24 | $250.5M | $51.6M | ||
| Q2 24 | $217.8M | $173.8M | ||
| Q1 24 | $289.6M | $254.3M |
总债务AMPHKOS
| Q4 25 | $608.7M | $3.1B | ||
| Q3 25 | $608.6M | $3.0B | ||
| Q2 25 | $607.7M | $2.9B | ||
| Q1 25 | $603.9M | — | ||
| Q4 24 | $601.6M | $2.7B | ||
| Q3 24 | $596.4M | — | ||
| Q2 24 | $586.9M | — | ||
| Q1 24 | $594.0M | — |
股东权益AMPHKOS
| Q4 25 | $788.8M | $528.6M | ||
| Q3 25 | $776.7M | $898.8M | ||
| Q2 25 | $757.5M | $1.0B | ||
| Q1 25 | $751.3M | $1.1B | ||
| Q4 24 | $732.3M | $1.2B | ||
| Q3 24 | $727.7M | $1.2B | ||
| Q2 24 | $713.3M | $1.1B | ||
| Q1 24 | $672.4M | $1.1B |
总资产AMPHKOS
| Q4 25 | $1.6B | $4.7B | ||
| Q3 25 | $1.7B | $5.1B | ||
| Q2 25 | $1.6B | $5.2B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.5B | $5.5B | ||
| Q2 24 | $1.5B | $5.4B | ||
| Q1 24 | $1.6B | $5.4B |
负债/权益比AMPHKOS
| Q4 25 | 0.77× | 5.78× | ||
| Q3 25 | 0.78× | 3.31× | ||
| Q2 25 | 0.80× | 2.80× | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.82× | 2.29× | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 0.88× | — |
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 | $32.9M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $24.6M | — |
| 自由现金流率自由现金流/营收 | 13.4% | — |
| 资本支出强度资本支出/营收 | 4.5% | — |
| 现金转化率经营现金流/净利润 | 1.35× | — |
| 过去12个月自由现金流最近4个季度 | $121.2M | — |
8季度趋势，按日历期对齐
经营现金流AMPHKOS
| Q4 25 | $32.9M | $35.3M | ||
| Q3 25 | $52.6M | $-27.6M | ||
| Q2 25 | $35.6M | $127.2M | ||
| Q1 25 | $35.1M | $-888.0K | ||
| Q4 24 | $29.0M | $175.7M | ||
| Q3 24 | $60.0M | $6.3M | ||
| Q2 24 | $69.1M | $223.7M | ||
| Q1 24 | $55.3M | $272.6M |
自由现金流AMPHKOS
| Q4 25 | $24.6M | — | ||
| Q3 25 | $47.2M | — | ||
| Q2 25 | $25.0M | — | ||
| Q1 25 | $24.4M | — | ||
| Q4 24 | $16.6M | — | ||
| Q3 24 | $46.2M | — | ||
| Q2 24 | $63.1M | — | ||
| Q1 24 | $46.5M | — |
自由现金流率AMPHKOS
| Q4 25 | 13.4% | — | ||
| Q3 25 | 24.6% | — | ||
| Q2 25 | 14.3% | — | ||
| Q1 25 | 14.3% | — | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 24.1% | — | ||
| Q2 24 | 34.6% | — | ||
| Q1 24 | 27.1% | — |
资本支出强度AMPHKOS
| Q4 25 | 4.5% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 6.1% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 3.3% | — | ||
| Q1 24 | 5.1% | — |
现金转化率AMPHKOS
| Q4 25 | 1.35× | — | ||
| Q3 25 | 3.03× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 1.48× | 0.14× | ||
| Q2 24 | 1.82× | 3.74× | ||
| Q1 24 | 1.28× | 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
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
