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EZCORP INC（EZPW）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
EZCORP INC的季度营收约是Kosmos Energy Ltd.的1.3倍（$382.0M vs $294.6M），EZCORP INC同比增速更快（19.3% vs -25.9%），过去两年EZCORP INC的营收复合增速更高（15.6% vs -16.5%）
EZCORP是总部位于美国得克萨斯州奥斯汀的典当行运营商，业务覆盖美国及拉丁美洲地区，是美国第二大典当行运营商，仅次于Cash America International，目前在纳斯达克挂牌上市。
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。
EZPW vs KOS — 直观对比
营收规模更大
EZPW
是对方的1.3倍
$294.6M
营收增速更快
EZPW
高出45.2%
-25.9%
两年增速更快
EZPW
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.0M | $294.6M |
| 净利润 | $44.3M | — |
| 毛利率 | 58.4% | — |
| 营业利润率 | 15.9% | -125.7% |
| 净利率 | 11.6% | — |
| 营收同比 | 19.3% | -25.9% |
| 净利润同比 | 42.8% | — |
| 每股收益（稀释后） | $0.55 | $-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EZPWKOS
| Q4 25 | $382.0M | $294.6M | ||
| Q3 25 | $336.8M | $311.0M | ||
| Q2 25 | $311.0M | $392.6M | ||
| Q1 25 | $306.3M | $290.1M | ||
| Q4 24 | $320.2M | $397.6M | ||
| Q3 24 | $294.6M | $407.8M | ||
| Q2 24 | $281.4M | $447.8M | ||
| Q1 24 | $285.6M | $422.3M |
净利润EZPWKOS
| Q4 25 | $44.3M | — | ||
| Q3 25 | $26.7M | $-124.3M | ||
| Q2 25 | $26.5M | $-87.7M | ||
| Q1 25 | $25.4M | $-110.6M | ||
| Q4 24 | $31.0M | — | ||
| Q3 24 | $15.2M | $45.0M | ||
| Q2 24 | $17.9M | $59.8M | ||
| Q1 24 | $21.5M | $91.7M |
毛利率EZPWKOS
| Q4 25 | 58.4% | — | ||
| Q3 25 | 59.0% | — | ||
| Q2 25 | 59.1% | — | ||
| Q1 25 | 58.3% | — | ||
| Q4 24 | 57.9% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.2% | — | ||
| Q1 24 | 58.7% | — |
营业利润率EZPWKOS
| Q4 25 | 15.9% | -125.7% | ||
| Q3 25 | 11.0% | -34.2% | ||
| Q2 25 | 11.6% | -16.2% | ||
| Q1 25 | 11.2% | -32.4% | ||
| Q4 24 | 13.1% | -8.5% | ||
| Q3 24 | 8.8% | 26.1% | ||
| Q2 24 | 7.9% | 30.2% | ||
| Q1 24 | 9.6% | 33.6% |
净利率EZPWKOS
| Q4 25 | 11.6% | — | ||
| Q3 25 | 7.9% | -40.0% | ||
| Q2 25 | 8.5% | -22.3% | ||
| Q1 25 | 8.3% | -38.1% | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 5.2% | 11.0% | ||
| Q2 24 | 6.4% | 13.3% | ||
| Q1 24 | 7.5% | 21.7% |
每股收益（稀释后）EZPWKOS
| Q4 25 | $0.55 | $-0.80 | ||
| Q3 25 | $0.35 | $-0.26 | ||
| Q2 25 | $0.34 | $-0.18 | ||
| Q1 25 | $0.33 | $-0.23 | ||
| Q4 24 | $0.40 | $0.00 | ||
| Q3 24 | $0.20 | $0.09 | ||
| Q2 24 | $0.25 | $0.12 | ||
| Q1 24 | $0.29 | $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 | $465.9M | $91.5M |
| 总债务越低越好 | $518.6M | $3.1B |
| 股东权益账面价值 | $1.1B | $528.6M |
| 总资产 | $2.0B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.48× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资EZPWKOS
| Q4 25 | $465.9M | $91.5M | ||
| Q3 25 | $469.5M | $64.0M | ||
| Q2 25 | $472.1M | $51.7M | ||
| Q1 25 | $505.2M | $49.8M | ||
| Q4 24 | $174.5M | $85.0M | ||
| Q3 24 | $170.5M | $51.6M | ||
| Q2 24 | $218.0M | $173.8M | ||
| Q1 24 | $229.1M | $254.3M |
总债务EZPWKOS
| Q4 25 | $518.6M | $3.1B | ||
| Q3 25 | $518.1M | $3.0B | ||
| Q2 25 | $517.6M | $2.9B | ||
| Q1 25 | $620.5M | — | ||
| Q4 24 | $327.7M | $2.7B | ||
| Q3 24 | $327.3M | — | ||
| Q2 24 | $361.3M | — | ||
| Q1 24 | $360.9M | — |
股东权益EZPWKOS
| Q4 25 | $1.1B | $528.6M | ||
| Q3 25 | $1.0B | $898.8M | ||
| Q2 25 | $990.1M | $1.0B | ||
| Q1 25 | $851.6M | $1.1B | ||
| Q4 24 | $823.9M | $1.2B | ||
| Q3 24 | $804.6M | $1.2B | ||
| Q2 24 | $801.5M | $1.1B | ||
| Q1 24 | $800.4M | $1.1B |
总资产EZPWKOS
| Q4 25 | $2.0B | $4.7B | ||
| Q3 25 | $2.0B | $5.1B | ||
| Q2 25 | $1.9B | $5.2B | ||
| Q1 25 | $1.8B | $5.3B | ||
| Q4 24 | $1.5B | $5.3B | ||
| Q3 24 | $1.5B | $5.5B | ||
| Q2 24 | $1.5B | $5.4B | ||
| Q1 24 | $1.5B | $5.4B |
负债/权益比EZPWKOS
| Q4 25 | 0.48× | 5.78× | ||
| Q3 25 | 0.51× | 3.31× | ||
| Q2 25 | 0.52× | 2.80× | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.40× | 2.29× | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 0.45× | — |
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 | $39.1M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $31.7M | — |
| 自由现金流率自由现金流/营收 | 8.3% | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $121.7M | — |
8季度趋势，按日历期对齐
经营现金流EZPWKOS
| Q4 25 | $39.1M | $35.3M | ||
| Q3 25 | $51.3M | $-27.6M | ||
| Q2 25 | $34.8M | $127.2M | ||
| Q1 25 | $36.9M | $-888.0K | ||
| Q4 24 | $26.0M | $175.7M | ||
| Q3 24 | $43.3M | $6.3M | ||
| Q2 24 | $33.7M | $223.7M | ||
| Q1 24 | $15.1M | $272.6M |
自由现金流EZPWKOS
| Q4 25 | $31.7M | — | ||
| Q3 25 | $35.7M | — | ||
| Q2 25 | $25.7M | — | ||
| Q1 25 | $28.6M | — | ||
| Q4 24 | $20.4M | — | ||
| Q3 24 | $24.4M | — | ||
| Q2 24 | $30.5M | — | ||
| Q1 24 | $8.6M | — |
自由现金流率EZPWKOS
| Q4 25 | 8.3% | — | ||
| Q3 25 | 10.6% | — | ||
| Q2 25 | 8.3% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 6.4% | — | ||
| Q3 24 | 8.3% | — | ||
| Q2 24 | 10.8% | — | ||
| Q1 24 | 3.0% | — |
资本支出强度EZPWKOS
| Q4 25 | 2.0% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 1.1% | — | ||
| Q1 24 | 2.3% | — |
现金转化率EZPWKOS
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.92× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 2.85× | 0.14× | ||
| Q2 24 | 1.88× | 3.74× | ||
| Q1 24 | 0.70× | 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
EZPW
| Merchandise | $210.1M | 55% |
| Pawn Service | $131.9M | 35% |
| Jewelry Scrap | $39.9M | 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% |
