vs
BOX INC（BOX）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
BOX INC的季度营收约是Kosmos Energy Ltd.的1.0倍（$301.1M vs $294.6M），BOX INC同比增速更快（9.1% vs -25.9%），过去两年BOX INC的营收复合增速更高（7.0% vs -16.5%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs KOS — 直观对比
营收规模更大
BOX
是对方的1.0倍
$294.6M
营收增速更快
BOX
高出35.0%
-25.9%
两年增速更快
BOX
近两年复合增速
-16.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $294.6M |
| 净利润 | $12.1M | — |
| 毛利率 | 79.6% | — |
| 营业利润率 | 8.3% | -125.7% |
| 净利率 | 4.0% | — |
| 营收同比 | 9.1% | -25.9% |
| 净利润同比 | -6.4% | — |
| 每股收益（稀释后） | $0.05 | $-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BOXKOS
| Q4 25 | $301.1M | $294.6M | ||
| Q3 25 | $294.0M | $311.0M | ||
| Q2 25 | $276.3M | $392.6M | ||
| Q1 25 | $279.5M | $290.1M | ||
| Q4 24 | $275.9M | $397.6M | ||
| Q3 24 | $270.0M | $407.8M | ||
| Q2 24 | $264.7M | $447.8M | ||
| Q1 24 | $262.9M | $422.3M |
净利润BOXKOS
| Q4 25 | $12.1M | — | ||
| Q3 25 | $13.4M | $-124.3M | ||
| Q2 25 | $8.2M | $-87.7M | ||
| Q1 25 | $194.0M | $-110.6M | ||
| Q4 24 | $12.9M | — | ||
| Q3 24 | $20.5M | $45.0M | ||
| Q2 24 | $17.2M | $59.8M | ||
| Q1 24 | $99.2M | $91.7M |
毛利率BOXKOS
| Q4 25 | 79.6% | — | ||
| Q3 25 | 79.1% | — | ||
| Q2 25 | 78.0% | — | ||
| Q1 25 | 79.0% | — | ||
| Q4 24 | 79.9% | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 78.0% | — | ||
| Q1 24 | 76.1% | — |
营业利润率BOXKOS
| Q4 25 | 8.3% | -125.7% | ||
| Q3 25 | 7.0% | -34.2% | ||
| Q2 25 | 2.3% | -16.2% | ||
| Q1 25 | 6.4% | -32.4% | ||
| Q4 24 | 8.5% | -8.5% | ||
| Q3 24 | 7.5% | 26.1% | ||
| Q2 24 | 6.8% | 30.2% | ||
| Q1 24 | 8.1% | 33.6% |
净利率BOXKOS
| Q4 25 | 4.0% | — | ||
| Q3 25 | 4.6% | -40.0% | ||
| Q2 25 | 3.0% | -22.3% | ||
| Q1 25 | 69.4% | -38.1% | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 7.6% | 11.0% | ||
| Q2 24 | 6.5% | 13.3% | ||
| Q1 24 | 37.7% | 21.7% |
每股收益（稀释后）BOXKOS
| Q4 25 | $0.05 | $-0.80 | ||
| Q3 25 | $0.05 | $-0.26 | ||
| Q2 25 | $0.02 | $-0.18 | ||
| Q1 25 | $1.13 | $-0.23 | ||
| Q4 24 | $0.05 | $0.00 | ||
| Q3 24 | $0.10 | $0.09 | ||
| Q2 24 | $0.08 | $0.12 | ||
| Q1 24 | $0.57 | $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 | $729.6M | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $-286.6M | $528.6M |
| 总资产 | $1.6B | $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BOXKOS
| Q4 25 | $729.6M | $91.5M | ||
| Q3 25 | $757.9M | $64.0M | ||
| Q2 25 | $790.4M | $51.7M | ||
| Q1 25 | $722.8M | $49.8M | ||
| Q4 24 | $697.9M | $85.0M | ||
| Q3 24 | $482.2M | $51.6M | ||
| Q2 24 | $566.1M | $173.8M | ||
| Q1 24 | $480.7M | $254.3M |
总债务BOXKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BOXKOS
| Q4 25 | $-286.6M | $528.6M | ||
| Q3 25 | $-269.4M | $898.8M | ||
| Q2 25 | $-280.1M | $1.0B | ||
| Q1 25 | $-297.0M | $1.1B | ||
| Q4 24 | $-479.9M | $1.2B | ||
| Q3 24 | $-439.4M | $1.2B | ||
| Q2 24 | $-397.9M | $1.1B | ||
| Q1 24 | $-431.1M | $1.1B |
总资产BOXKOS
| Q4 25 | $1.6B | $4.7B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $5.2B | ||
| Q1 25 | $1.7B | $5.3B | ||
| Q4 24 | $1.4B | $5.3B | ||
| Q3 24 | $1.1B | $5.5B | ||
| Q2 24 | $1.2B | $5.4B | ||
| Q1 24 | $1.2B | $5.4B |
负债/权益比BOXKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $73.0M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | — |
| 自由现金流率自由现金流/营收 | 23.7% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | — |
8季度趋势，按日历期对齐
经营现金流BOXKOS
| Q4 25 | $73.0M | $35.3M | ||
| Q3 25 | $46.0M | $-27.6M | ||
| Q2 25 | $127.1M | $127.2M | ||
| Q1 25 | $102.2M | $-888.0K | ||
| Q4 24 | $62.6M | $175.7M | ||
| Q3 24 | $36.3M | $6.3M | ||
| Q2 24 | $131.2M | $223.7M | ||
| Q1 24 | $89.3M | $272.6M |
自由现金流BOXKOS
| Q4 25 | $71.3M | — | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | $126.7M | — | ||
| Q1 25 | $101.5M | — | ||
| Q4 24 | $62.3M | — | ||
| Q3 24 | $35.9M | — | ||
| Q2 24 | $129.9M | — | ||
| Q1 24 | $89.1M | — |
自由现金流率BOXKOS
| Q4 25 | 23.7% | — | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 45.9% | — | ||
| Q1 25 | 36.3% | — | ||
| Q4 24 | 22.6% | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 49.1% | — | ||
| Q1 24 | 33.9% | — |
资本支出强度BOXKOS
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 0.1% | — |
现金转化率BOXKOS
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | 0.14× | ||
| Q2 24 | 7.62× | 3.74× | ||
| Q1 24 | 0.90× | 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
BOX
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% |
