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慧与（EFSC）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.的季度营收约是慧与的1.6倍（$294.6M vs $185.2M），过去两年慧与的营收复合增速更高（9.0% vs -16.5%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
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。
EFSC vs KOS — 直观对比
营收规模更大
KOS
是对方的1.6倍
$185.2M
两年增速更快
EFSC
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $294.6M |
| 净利润 | $49.4M | — |
| 毛利率 | — | — |
| 营业利润率 | — | -125.7% |
| 净利率 | 26.6% | — |
| 营收同比 | — | -25.9% |
| 净利润同比 | -1.2% | — |
| 每股收益（稀释后） | $1.30 | $-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EFSCKOS
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $294.6M | ||
| Q3 25 | $206.9M | $311.0M | ||
| Q2 25 | $173.4M | $392.6M | ||
| Q1 25 | $166.0M | $290.1M | ||
| Q4 24 | $167.0M | $397.6M | ||
| Q3 24 | $164.9M | $407.8M | ||
| Q2 24 | $156.0M | $447.8M |
净利润EFSCKOS
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | — | ||
| Q3 25 | $45.2M | $-124.3M | ||
| Q2 25 | $51.4M | $-87.7M | ||
| Q1 25 | $50.0M | $-110.6M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $50.6M | $45.0M | ||
| Q2 24 | $45.4M | $59.8M |
营业利润率EFSCKOS
| Q1 26 | — | — | ||
| Q4 25 | — | -125.7% | ||
| Q3 25 | 42.9% | -34.2% | ||
| Q2 25 | 37.0% | -16.2% | ||
| Q1 25 | 36.8% | -32.4% | ||
| Q4 24 | — | -8.5% | ||
| Q3 24 | 38.1% | 26.1% | ||
| Q2 24 | 36.7% | 30.2% |
净利率EFSCKOS
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | 21.9% | -40.0% | ||
| Q2 25 | 29.6% | -22.3% | ||
| Q1 25 | 30.1% | -38.1% | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | 30.7% | 11.0% | ||
| Q2 24 | 29.1% | 13.3% |
每股收益（稀释后）EFSCKOS
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $-0.80 | ||
| Q3 25 | $1.19 | $-0.26 | ||
| Q2 25 | $1.36 | $-0.18 | ||
| Q1 25 | $1.31 | $-0.23 | ||
| Q4 24 | $1.27 | $0.00 | ||
| Q3 24 | $1.32 | $0.09 | ||
| Q2 24 | $1.19 | $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 | — | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.1B | $528.6M |
| 总资产 | $17.3B | $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EFSCKOS
| Q1 26 | — | — | ||
| Q4 25 | — | $91.5M | ||
| Q3 25 | — | $64.0M | ||
| Q2 25 | — | $51.7M | ||
| Q1 25 | — | $49.8M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $51.6M | ||
| Q2 24 | — | $173.8M |
总债务EFSCKOS
| 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EFSCKOS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $528.6M | ||
| Q3 25 | $2.0B | $898.8M | ||
| Q2 25 | $1.9B | $1.0B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.1B |
总资产EFSCKOS
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $4.7B | ||
| Q3 25 | $16.4B | $5.1B | ||
| Q2 25 | $16.1B | $5.2B | ||
| Q1 25 | $15.7B | $5.3B | ||
| Q4 24 | $15.6B | $5.3B | ||
| Q3 24 | $15.0B | $5.5B | ||
| Q2 24 | $14.6B | $5.4B |
负债/权益比EFSCKOS
| 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 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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EFSCKOS
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $35.3M | ||
| Q3 25 | $49.4M | $-27.6M | ||
| Q2 25 | $61.3M | $127.2M | ||
| Q1 25 | $40.0M | $-888.0K | ||
| Q4 24 | $247.4M | $175.7M | ||
| Q3 24 | $89.0M | $6.3M | ||
| Q2 24 | $76.5M | $223.7M |
自由现金流EFSCKOS
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | — | ||
| Q3 25 | $47.1M | — | ||
| Q2 25 | $59.0M | — | ||
| Q1 25 | $35.6M | — | ||
| Q4 24 | $239.9M | — | ||
| Q3 24 | $88.2M | — | ||
| Q2 24 | $74.7M | — |
自由现金流率EFSCKOS
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | — | ||
| Q3 25 | 22.8% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 21.5% | — | ||
| Q4 24 | 143.7% | — | ||
| Q3 24 | 53.5% | — | ||
| Q2 24 | 47.9% | — |
资本支出强度EFSCKOS
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 1.1% | — |
现金转化率EFSCKOS
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | 0.14× | ||
| Q2 24 | 1.68× | 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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
