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BLACKBAUD INC(BLKB)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BLACKBAUD INC的1.0倍($294.6M vs $281.1M),BLACKBAUD INC同比增速更快(4.2% vs -25.9%),过去两年BLACKBAUD INC的营收复合增速更高(-1.1% vs -16.5%)
Blackbaud是全球知名的云服务提供商,专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持,旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
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。
BLKB vs KOS — 直观对比
营收规模更大
KOS
是对方的1.0倍
$281.1M
营收增速更快
BLKB
高出30.0%
-25.9%
两年增速更快
BLKB
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $281.1M | $294.6M |
| 净利润 | $31.1M | — |
| 毛利率 | 59.2% | — |
| 营业利润率 | 18.3% | -125.7% |
| 净利率 | 11.1% | — |
| 营收同比 | 4.2% | -25.9% |
| 净利润同比 | 620.3% | — |
| 每股收益(稀释后) | $0.67 | $-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
BLKB
KOS
| Q1 26 | $281.1M | — | ||
| Q4 25 | $295.3M | $294.6M | ||
| Q3 25 | $281.1M | $311.0M | ||
| Q2 25 | $282.0M | $392.6M | ||
| Q1 25 | $269.9M | $290.1M | ||
| Q4 24 | $302.1M | $397.6M | ||
| Q3 24 | $286.6M | $407.8M | ||
| Q2 24 | $287.3M | $447.8M |
净利润
BLKB
KOS
| Q1 26 | $31.1M | — | ||
| Q4 25 | $36.7M | — | ||
| Q3 25 | $47.5M | $-124.3M | ||
| Q2 25 | $26.5M | $-87.7M | ||
| Q1 25 | $4.3M | $-110.6M | ||
| Q4 24 | $-346.4M | — | ||
| Q3 24 | $18.3M | $45.0M | ||
| Q2 24 | $21.2M | $59.8M |
毛利率
BLKB
KOS
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | — | ||
| Q3 25 | 59.6% | — | ||
| Q2 25 | 59.7% | — | ||
| Q1 25 | 57.5% | — | ||
| Q4 24 | 53.8% | — | ||
| Q3 24 | 54.9% | — | ||
| Q2 24 | 56.0% | — |
营业利润率
BLKB
KOS
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | -125.7% | ||
| Q3 25 | 19.4% | -34.2% | ||
| Q2 25 | 20.3% | -16.2% | ||
| Q1 25 | 7.3% | -32.4% | ||
| Q4 24 | -121.5% | -8.5% | ||
| Q3 24 | 14.4% | 26.1% | ||
| Q2 24 | 14.4% | 30.2% |
净利率
BLKB
KOS
| Q1 26 | 11.1% | — | ||
| Q4 25 | 12.4% | — | ||
| Q3 25 | 16.9% | -40.0% | ||
| Q2 25 | 9.4% | -22.3% | ||
| Q1 25 | 1.6% | -38.1% | ||
| Q4 24 | -114.6% | — | ||
| Q3 24 | 6.4% | 11.0% | ||
| Q2 24 | 7.4% | 13.3% |
每股收益(稀释后)
BLKB
KOS
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $-0.80 | ||
| Q3 25 | $0.98 | $-0.26 | ||
| Q2 25 | $0.55 | $-0.18 | ||
| Q1 25 | $0.09 | $-0.23 | ||
| Q4 24 | $-6.82 | $0.00 | ||
| Q3 24 | $0.35 | $0.09 | ||
| Q2 24 | $0.41 | $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 | $34.1M | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $34.6M | $528.6M |
| 总资产 | $2.1B | $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
BLKB
KOS
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $91.5M | ||
| Q3 25 | $38.3M | $64.0M | ||
| Q2 25 | $41.6M | $51.7M | ||
| Q1 25 | $37.2M | $49.8M | ||
| Q4 24 | $67.6M | $85.0M | ||
| Q3 24 | $34.6M | $51.6M | ||
| Q2 24 | $30.4M | $173.8M |
总债务
BLKB
KOS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益
BLKB
KOS
| Q1 26 | $34.6M | — | ||
| Q4 25 | $85.1M | $528.6M | ||
| Q3 25 | $108.2M | $898.8M | ||
| Q2 25 | $72.7M | $1.0B | ||
| Q1 25 | $17.5M | $1.1B | ||
| Q4 24 | $126.8M | $1.2B | ||
| Q3 24 | $544.8M | $1.2B | ||
| Q2 24 | $577.5M | $1.1B |
总资产
BLKB
KOS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.4B | $4.7B | ||
| Q3 25 | $2.1B | $5.1B | ||
| Q2 25 | $2.6B | $5.2B | ||
| Q1 25 | $2.1B | $5.3B | ||
| Q4 24 | $2.5B | $5.3B | ||
| Q3 24 | $2.6B | $5.5B | ||
| Q2 24 | $3.0B | $5.4B |
负债/权益比
BLKB
KOS
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.50× | 2.29× | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 1.78× | — |
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 | $51.5M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | — |
| 自由现金流率自由现金流/营收 | 13.2% | — |
| 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 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $294.1M | — |
8季度趋势,按日历期对齐
经营现金流
BLKB
KOS
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $35.3M | ||
| Q3 25 | $139.2M | $-27.6M | ||
| Q2 25 | $66.9M | $127.2M | ||
| Q1 25 | $1.4M | $-888.0K | ||
| Q4 24 | $73.6M | $175.7M | ||
| Q3 24 | $104.0M | $6.3M | ||
| Q2 24 | $53.1M | $223.7M |
自由现金流
BLKB
KOS
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | — | ||
| Q3 25 | $135.7M | — | ||
| Q2 25 | $66.3M | — | ||
| Q1 25 | $712.0K | — | ||
| Q4 24 | $73.4M | — | ||
| Q3 24 | $102.9M | — | ||
| Q2 24 | $48.0M | — |
自由现金流率
BLKB
KOS
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | — | ||
| Q3 25 | 48.3% | — | ||
| Q2 25 | 23.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 35.9% | — | ||
| Q2 24 | 16.7% | — |
资本支出强度
BLKB
KOS
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 1.8% | — |
现金转化率
BLKB
KOS
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | — | ||
| Q3 25 | 2.93× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 0.32× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.69× | 0.14× | ||
| Q2 24 | 2.50× | 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
BLKB
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% |