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FIRST HAWAIIAN, INC.（FHB）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FIRST HAWAIIAN, INC.的1.3倍（$294.6M vs $220.3M），过去两年FIRST HAWAIIAN, INC.的营收复合增速更高（3.8% vs -16.5%）
第一夏威夷公司是总部位于夏威夷檀香山的银行控股企业，核心子公司第一夏威夷银行成立于1858年，是夏威夷历史最悠久、规模最大的金融机构，总部设在檀香山第一夏威夷中心。该行在夏威夷设有57家分支机构，关岛有3家，塞班岛有1家，为个人及商业客户提供存款、贷款、财富管理、保险、私人银行等多元金融服务。
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。
FHB vs KOS — 直观对比
营收规模更大
KOS
是对方的1.3倍
$220.3M
两年增速更快
FHB
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $220.3M | $294.6M |
| 净利润 | $67.8M | — |
| 毛利率 | — | — |
| 营业利润率 | — | -125.7% |
| 净利率 | 30.8% | — |
| 营收同比 | — | -25.9% |
| 净利润同比 | 14.4% | — |
| 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FHBKOS
| Q1 26 | $220.3M | — | ||
| Q4 25 | $225.9M | $294.6M | ||
| Q3 25 | $226.4M | $311.0M | ||
| Q2 25 | $217.5M | $392.6M | ||
| Q1 25 | $211.0M | $290.1M | ||
| Q4 24 | $188.1M | $397.6M | ||
| Q3 24 | $210.0M | $407.8M | ||
| Q2 24 | $204.6M | $447.8M |
净利润FHBKOS
| Q1 26 | $67.8M | — | ||
| Q4 25 | $69.9M | — | ||
| Q3 25 | $73.8M | $-124.3M | ||
| Q2 25 | $73.2M | $-87.7M | ||
| Q1 25 | $59.2M | $-110.6M | ||
| Q4 24 | $52.5M | — | ||
| Q3 24 | $61.5M | $45.0M | ||
| Q2 24 | $61.9M | $59.8M |
营业利润率FHBKOS
| Q1 26 | — | — | ||
| Q4 25 | 41.2% | -125.7% | ||
| Q3 25 | 42.5% | -34.2% | ||
| Q2 25 | 40.5% | -16.2% | ||
| Q1 25 | 36.5% | -32.4% | ||
| Q4 24 | 34.4% | -8.5% | ||
| Q3 24 | 36.4% | 26.1% | ||
| Q2 24 | 39.5% | 30.2% |
净利率FHBKOS
| Q1 26 | 30.8% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 32.6% | -40.0% | ||
| Q2 25 | 33.7% | -22.3% | ||
| Q1 25 | 28.1% | -38.1% | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 29.3% | 11.0% | ||
| Q2 24 | 30.3% | 13.3% |
每股收益（稀释后）FHBKOS
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.56 | $-0.80 | ||
| Q3 25 | $0.59 | $-0.26 | ||
| Q2 25 | $0.58 | $-0.18 | ||
| Q1 25 | $0.47 | $-0.23 | ||
| Q4 24 | $0.41 | $0.00 | ||
| Q3 24 | $0.48 | $0.09 | ||
| Q2 24 | $0.48 | $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 | $0 | $3.1B |
| 股东权益账面价值 | $2.8B | $528.6M |
| 总资产 | $24.3B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.00× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资FHBKOS
| 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FHBKOS
| Q1 26 | $0 | — | ||
| 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FHBKOS
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $528.6M | ||
| Q3 25 | $2.7B | $898.8M | ||
| Q2 25 | $2.7B | $1.0B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.6B | $1.1B |
总资产FHBKOS
| Q1 26 | $24.3B | — | ||
| Q4 25 | $24.0B | $4.7B | ||
| Q3 25 | $24.1B | $5.1B | ||
| Q2 25 | $23.8B | $5.2B | ||
| Q1 25 | $23.7B | $5.3B | ||
| Q4 24 | $23.8B | $5.3B | ||
| Q3 24 | $23.8B | $5.5B | ||
| Q2 24 | $24.0B | $5.4B |
负债/权益比FHBKOS
| Q1 26 | 0.00× | — | ||
| 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FHBKOS
| Q1 26 | — | — | ||
| Q4 25 | $335.1M | $35.3M | ||
| Q3 25 | $57.1M | $-27.6M | ||
| Q2 25 | $136.4M | $127.2M | ||
| Q1 25 | $36.7M | $-888.0K | ||
| Q4 24 | $317.5M | $175.7M | ||
| Q3 24 | $58.9M | $6.3M | ||
| Q2 24 | $78.2M | $223.7M |
自由现金流FHBKOS
| Q1 26 | — | — | ||
| Q4 25 | $303.3M | — | ||
| Q3 25 | $49.5M | — | ||
| Q2 25 | $125.2M | — | ||
| Q1 25 | $28.6M | — | ||
| Q4 24 | $288.7M | — | ||
| Q3 24 | $52.3M | — | ||
| Q2 24 | $72.2M | — |
自由现金流率FHBKOS
| Q1 26 | — | — | ||
| Q4 25 | 134.3% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 57.5% | — | ||
| Q1 25 | 13.6% | — | ||
| Q4 24 | 153.5% | — | ||
| Q3 24 | 24.9% | — | ||
| Q2 24 | 35.3% | — |
资本支出强度FHBKOS
| Q1 26 | — | — | ||
| Q4 25 | 14.1% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.9% | — |
现金转化率FHBKOS
| Q1 26 | — | — | ||
| Q4 25 | 4.79× | — | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 0.62× | — | ||
| Q4 24 | 6.05× | — | ||
| Q3 24 | 0.96× | 0.14× | ||
| Q2 24 | 1.26× | 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
FHB
| Net Interest Income | $167.5M | 76% |
| Noninterest Income | $52.8M | 24% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
