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FIRST INDUSTRIAL REALTY TRUST INC(FR)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 INDUSTRIAL REALTY TRUST INC的1.5倍($294.6M vs $194.8M),FIRST INDUSTRIAL REALTY TRUST INC同比增速更快(10.0% vs -25.9%),过去两年FIRST INDUSTRIAL REALTY TRUST INC的营收复合增速更高(8.9% vs -16.5%)
该企业是一家房地产投资信托机构,主要投资华盛顿大都会区郊区的工业地产与商务园区类资产,拥有成熟的不动产投资运营经验,于2017年被政府物业收入信托正式收购。
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。
FR vs KOS — 直观对比
营收规模更大
KOS
是对方的1.5倍
$194.8M
营收增速更快
FR
高出35.9%
-25.9%
两年增速更快
FR
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $194.8M | $294.6M |
| 净利润 | $147.9M | — |
| 毛利率 | — | — |
| 营业利润率 | — | -125.7% |
| 净利率 | 75.9% | — |
| 营收同比 | 10.0% | -25.9% |
| 净利润同比 | 179.7% | — |
| 每股收益(稀释后) | $1.08 | $-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
FR
KOS
| Q1 26 | $194.8M | — | ||
| Q4 25 | $188.4M | $294.6M | ||
| Q3 25 | $181.4M | $311.0M | ||
| Q2 25 | $180.2M | $392.6M | ||
| Q1 25 | $177.1M | $290.1M | ||
| Q4 24 | $175.6M | $397.6M | ||
| Q3 24 | $167.6M | $407.8M | ||
| Q2 24 | $164.1M | $447.8M |
净利润
FR
KOS
| Q1 26 | $147.9M | — | ||
| Q4 25 | $78.8M | — | ||
| Q3 25 | $65.3M | $-124.3M | ||
| Q2 25 | $55.2M | $-87.7M | ||
| Q1 25 | $48.1M | $-110.6M | ||
| Q4 24 | $68.4M | — | ||
| Q3 24 | $99.4M | $45.0M | ||
| Q2 24 | $51.3M | $59.8M |
营业利润率
FR
KOS
| Q1 26 | — | — | ||
| Q4 25 | 34.6% | -125.7% | ||
| Q3 25 | 37.0% | -34.2% | ||
| Q2 25 | 31.7% | -16.2% | ||
| Q1 25 | 31.2% | -32.4% | ||
| Q4 24 | 40.1% | -8.5% | ||
| Q3 24 | 62.6% | 26.1% | ||
| Q2 24 | 31.8% | 30.2% |
净利率
FR
KOS
| Q1 26 | 75.9% | — | ||
| Q4 25 | 41.8% | — | ||
| Q3 25 | 36.0% | -40.0% | ||
| Q2 25 | 30.6% | -22.3% | ||
| Q1 25 | 27.2% | -38.1% | ||
| Q4 24 | 39.0% | — | ||
| Q3 24 | 59.3% | 11.0% | ||
| Q2 24 | 31.3% | 13.3% |
每股收益(稀释后)
FR
KOS
| Q1 26 | $1.08 | — | ||
| Q4 25 | $0.60 | $-0.80 | ||
| Q3 25 | $0.49 | $-0.26 | ||
| Q2 25 | $0.42 | $-0.18 | ||
| Q1 25 | $0.36 | $-0.23 | ||
| Q4 24 | $0.51 | $0.00 | ||
| Q3 24 | $0.75 | $0.09 | ||
| Q2 24 | $0.39 | $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 | $2.9B | $528.6M |
| 总资产 | $5.8B | $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
FR
KOS
| Q1 26 | — | — | ||
| Q4 25 | $78.0M | $91.5M | ||
| Q3 25 | $33.5M | $64.0M | ||
| Q2 25 | $34.9M | $51.7M | ||
| Q1 25 | $35.7M | $49.8M | ||
| Q4 24 | $44.5M | $85.0M | ||
| Q3 24 | $47.1M | $51.6M | ||
| Q2 24 | $38.5M | $173.8M |
总债务
FR
KOS
| 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
FR
KOS
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.7B | $528.6M | ||
| Q3 25 | $2.7B | $898.8M | ||
| Q2 25 | $2.6B | $1.0B | ||
| Q1 25 | $2.7B | $1.1B | ||
| Q4 24 | $2.7B | $1.2B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.6B | $1.1B |
总资产
FR
KOS
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $4.7B | ||
| Q3 25 | $5.5B | $5.1B | ||
| Q2 25 | $5.5B | $5.2B | ||
| Q1 25 | $5.4B | $5.3B | ||
| Q4 24 | $5.3B | $5.3B | ||
| Q3 24 | $5.2B | $5.5B | ||
| Q2 24 | $5.2B | $5.4B |
负债/权益比
FR
KOS
| 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
FR
KOS
| Q1 26 | — | — | ||
| Q4 25 | $461.3M | $35.3M | ||
| Q3 25 | $124.6M | $-27.6M | ||
| Q2 25 | $126.1M | $127.2M | ||
| Q1 25 | $88.6M | $-888.0K | ||
| Q4 24 | $352.5M | $175.7M | ||
| Q3 24 | $105.5M | $6.3M | ||
| Q2 24 | $107.7M | $223.7M |
现金转化率
FR
KOS
| Q1 26 | — | — | ||
| Q4 25 | 5.85× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.28× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 5.15× | — | ||
| Q3 24 | 1.06× | 0.14× | ||
| Q2 24 | 2.10× | 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
FR
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% |