vs
Bandwidth Inc.（BAND）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Bandwidth Inc.的1.4倍（$294.6M vs $208.8M），Bandwidth Inc.同比增速更快（20.1% vs -25.9%），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -16.5%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs KOS — 直观对比
营收规模更大
KOS
是对方的1.4倍
$208.8M
营收增速更快
BAND
高出46.0%
-25.9%
两年增速更快
BAND
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $294.6M |
| 净利润 | $4.0M | — |
| 毛利率 | 37.3% | — |
| 营业利润率 | 60.5% | -125.7% |
| 净利率 | 1.9% | — |
| 营收同比 | 20.1% | -25.9% |
| 净利润同比 | 200.0% | — |
| 每股收益（稀释后） | $-0.08 | $-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BANDKOS
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $294.6M | ||
| Q3 25 | $191.9M | $311.0M | ||
| Q2 25 | $180.0M | $392.6M | ||
| Q1 25 | $174.2M | $290.1M | ||
| Q4 24 | $210.0M | $397.6M | ||
| Q3 24 | $193.9M | $407.8M | ||
| Q2 24 | $173.6M | $447.8M |
净利润BANDKOS
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-1.2M | $-124.3M | ||
| Q2 25 | $-4.9M | $-87.7M | ||
| Q1 25 | $-3.7M | $-110.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | $413.0K | $45.0M | ||
| Q2 24 | $4.1M | $59.8M |
毛利率BANDKOS
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | — | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 41.0% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 37.3% | — |
营业利润率BANDKOS
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | -125.7% | ||
| Q3 25 | -1.0% | -34.2% | ||
| Q2 25 | -2.1% | -16.2% | ||
| Q1 25 | -2.7% | -32.4% | ||
| Q4 24 | -1.3% | -8.5% | ||
| Q3 24 | -0.5% | 26.1% | ||
| Q2 24 | -3.5% | 30.2% |
净利率BANDKOS
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.6% | -40.0% | ||
| Q2 25 | -2.7% | -22.3% | ||
| Q1 25 | -2.1% | -38.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.2% | 11.0% | ||
| Q2 24 | 2.3% | 13.3% |
每股收益（稀释后）BANDKOS
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $-0.80 | ||
| Q3 25 | $-0.04 | $-0.26 | ||
| Q2 25 | $-0.16 | $-0.18 | ||
| Q1 25 | $-0.13 | $-0.23 | ||
| Q4 24 | $0.27 | $0.00 | ||
| Q3 24 | $0.01 | $0.09 | ||
| Q2 24 | $-0.17 | $0.12 |
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 | $47.3M | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $405.7M | $528.6M |
| 总资产 | $984.2M | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资BANDKOS
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $91.5M | ||
| Q3 25 | $80.4M | $64.0M | ||
| Q2 25 | $68.1M | $51.7M | ||
| Q1 25 | $41.7M | $49.8M | ||
| Q4 24 | $83.8M | $85.0M | ||
| Q3 24 | $79.9M | $51.6M | ||
| Q2 24 | $76.4M | $173.8M |
总债务BANDKOS
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BANDKOS
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $528.6M | ||
| Q3 25 | $392.7M | $898.8M | ||
| Q2 25 | $384.5M | $1.0B | ||
| Q1 25 | $345.4M | $1.1B | ||
| Q4 24 | $312.5M | $1.2B | ||
| Q3 24 | $336.6M | $1.2B | ||
| Q2 24 | $307.4M | $1.1B |
总资产BANDKOS
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $4.7B | ||
| Q3 25 | $1.0B | $5.1B | ||
| Q2 25 | $1.0B | $5.2B | ||
| Q1 25 | $964.4M | $5.3B | ||
| Q4 24 | $989.2M | $5.3B | ||
| Q3 24 | $1.0B | $5.5B | ||
| Q2 24 | $1.0B | $5.4B |
负债/权益比BANDKOS
| Q1 26 | — | — | ||
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BANDKOS
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $35.3M | ||
| Q3 25 | $22.2M | $-27.6M | ||
| Q2 25 | $31.7M | $127.2M | ||
| Q1 25 | $-3.1M | $-888.0K | ||
| Q4 24 | $36.5M | $175.7M | ||
| Q3 24 | $20.5M | $6.3M | ||
| Q2 24 | $24.4M | $223.7M |
自由现金流BANDKOS
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BANDKOS
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BANDKOS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | 0.14× | ||
| Q2 24 | 6.03× | 3.74× |
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
BAND
暂无分部数据
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
