vs
AVANOS MEDICAL, INC.（AVNS）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AVANOS MEDICAL, INC.的1.6倍（$294.6M vs $180.9M），AVANOS MEDICAL, INC.同比增速更快（0.7% vs -25.9%），过去两年AVANOS MEDICAL, INC.的营收复合增速更高（4.4% vs -16.5%）
Avanos Medical是一家医疗科技企业，专注于研发生产临床医疗设备，核心业务围绕疼痛管理与慢性护理两大板块展开，致力于帮助患者加快康复、预防感染，同时减少临床治疗中阿片类药物的使用。
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。
AVNS vs KOS — 直观对比
营收规模更大
KOS
是对方的1.6倍
$180.9M
营收增速更快
AVNS
高出26.6%
-25.9%
两年增速更快
AVNS
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $180.9M | $294.6M |
| 净利润 | $-1.3M | — |
| 毛利率 | 47.5% | — |
| 营业利润率 | 1.4% | -125.7% |
| 净利率 | -0.7% | — |
| 营收同比 | 0.7% | -25.9% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $-0.02 | $-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AVNSKOS
| Q4 25 | $180.9M | $294.6M | ||
| Q3 25 | $177.8M | $311.0M | ||
| Q2 25 | $175.0M | $392.6M | ||
| Q1 25 | $167.5M | $290.1M | ||
| Q4 24 | $179.6M | $397.6M | ||
| Q3 24 | $170.4M | $407.8M | ||
| Q2 24 | $171.7M | $447.8M | ||
| Q1 24 | $166.1M | $422.3M |
净利润AVNSKOS
| Q4 25 | $-1.3M | — | ||
| Q3 25 | $-1.4M | $-124.3M | ||
| Q2 25 | $-76.8M | $-87.7M | ||
| Q1 25 | $6.6M | $-110.6M | ||
| Q4 24 | $-397.3M | — | ||
| Q3 24 | $4.3M | $45.0M | ||
| Q2 24 | $1.8M | $59.8M | ||
| Q1 24 | $-900.0K | $91.7M |
毛利率AVNSKOS
| Q4 25 | 47.5% | — | ||
| Q3 25 | 48.4% | — | ||
| Q2 25 | 52.6% | — | ||
| Q1 25 | 53.6% | — | ||
| Q4 24 | 54.6% | — | ||
| Q3 24 | 54.5% | — | ||
| Q2 24 | 55.7% | — | ||
| Q1 24 | 57.1% | — |
营业利润率AVNSKOS
| Q4 25 | 1.4% | -125.7% | ||
| Q3 25 | 0.1% | -34.2% | ||
| Q2 25 | -42.6% | -16.2% | ||
| Q1 25 | 6.1% | -32.4% | ||
| Q4 24 | -233.0% | -8.5% | ||
| Q3 24 | 7.0% | 26.1% | ||
| Q2 24 | 3.7% | 30.2% | ||
| Q1 24 | 2.4% | 33.6% |
净利率AVNSKOS
| Q4 25 | -0.7% | — | ||
| Q3 25 | -0.8% | -40.0% | ||
| Q2 25 | -43.9% | -22.3% | ||
| Q1 25 | 3.9% | -38.1% | ||
| Q4 24 | -221.2% | — | ||
| Q3 24 | 2.5% | 11.0% | ||
| Q2 24 | 1.0% | 13.3% | ||
| Q1 24 | -0.5% | 21.7% |
每股收益（稀释后）AVNSKOS
| Q4 25 | $-0.02 | $-0.80 | ||
| Q3 25 | $-0.03 | $-0.26 | ||
| Q2 25 | $-1.66 | $-0.18 | ||
| Q1 25 | $0.14 | $-0.23 | ||
| Q4 24 | $-8.64 | $0.00 | ||
| Q3 24 | $0.09 | $0.09 | ||
| Q2 24 | $0.04 | $0.12 | ||
| Q1 24 | $-0.02 | $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 | $89.8M | $91.5M |
| 总债务越低越好 | $90.3M | $3.1B |
| 股东权益账面价值 | $778.2M | $528.6M |
| 总资产 | $1.1B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.12× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资AVNSKOS
| Q4 25 | $89.8M | $91.5M | ||
| Q3 25 | $70.5M | $64.0M | ||
| Q2 25 | $90.3M | $51.7M | ||
| Q1 25 | $97.0M | $49.8M | ||
| Q4 24 | $107.7M | $85.0M | ||
| Q3 24 | $89.0M | $51.6M | ||
| Q2 24 | $92.2M | $173.8M | ||
| Q1 24 | $75.8M | $254.3M |
总债务AVNSKOS
| Q4 25 | $90.3M | $3.1B | ||
| Q3 25 | $93.4M | $3.0B | ||
| Q2 25 | $95.7M | $2.9B | ||
| Q1 25 | $98.0M | — | ||
| Q4 24 | $125.3M | $2.7B | ||
| Q3 24 | $152.6M | — | ||
| Q2 24 | $164.9M | — | ||
| Q1 24 | $167.2M | — |
股东权益AVNSKOS
| Q4 25 | $778.2M | $528.6M | ||
| Q3 25 | $778.0M | $898.8M | ||
| Q2 25 | $776.3M | $1.0B | ||
| Q1 25 | $839.4M | $1.1B | ||
| Q4 24 | $828.5M | $1.2B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.2B | $1.1B |
总资产AVNSKOS
| Q4 25 | $1.1B | $4.7B | ||
| Q3 25 | $1.1B | $5.1B | ||
| Q2 25 | $1.0B | $5.2B | ||
| Q1 25 | $1.1B | $5.3B | ||
| Q4 24 | $1.2B | $5.3B | ||
| Q3 24 | $1.7B | $5.5B | ||
| Q2 24 | $1.7B | $5.4B | ||
| Q1 24 | $1.7B | $5.4B |
负债/权益比AVNSKOS
| Q4 25 | 0.12× | 5.78× | ||
| Q3 25 | 0.12× | 3.31× | ||
| Q2 25 | 0.12× | 2.80× | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.15× | 2.29× | ||
| Q3 24 | 0.12× | — | ||
| Q2 24 | 0.13× | — | ||
| Q1 24 | 0.14× | — |
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 | $28.2M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $21.3M | — |
| 自由现金流率自由现金流/营收 | 11.8% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $43.1M | — |
8季度趋势，按日历期对齐
经营现金流AVNSKOS
| Q4 25 | $28.2M | $35.3M | ||
| Q3 25 | $14.0M | $-27.6M | ||
| Q2 25 | $6.8M | $127.2M | ||
| Q1 25 | $25.7M | $-888.0K | ||
| Q4 24 | $57.9M | $175.7M | ||
| Q3 24 | $23.0M | $6.3M | ||
| Q2 24 | $27.8M | $223.7M | ||
| Q1 24 | $-8.0M | $272.6M |
自由现金流AVNSKOS
| Q4 25 | $21.3M | — | ||
| Q3 25 | $7.0M | — | ||
| Q2 25 | $-4.2M | — | ||
| Q1 25 | $19.0M | — | ||
| Q4 24 | $53.1M | — | ||
| Q3 24 | $20.0M | — | ||
| Q2 24 | $21.9M | — | ||
| Q1 24 | $-12.1M | — |
自由现金流率AVNSKOS
| Q4 25 | 11.8% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | -2.4% | — | ||
| Q1 25 | 11.3% | — | ||
| Q4 24 | 29.6% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 12.8% | — | ||
| Q1 24 | -7.3% | — |
资本支出强度AVNSKOS
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 2.5% | — |
现金转化率AVNSKOS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.89× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.35× | 0.14× | ||
| Q2 24 | 15.44× | 3.74× | ||
| Q1 24 | — | 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
AVNS
| Enteral Feeding | $83.0M | 46% |
| Radiofrequency Ablation | $36.9M | 20% |
| Neonate Solutions | $32.1M | 18% |
| Surgical Pain And Recovery | $24.7M | 14% |
| Corporate Other | $4.2M | 2% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
