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IAC Inc.（IAC）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
IAC Inc.的季度营收约是Kosmos Energy Ltd.的1.4倍（$422.9M vs $294.6M），IAC Inc.同比增速更快（-12.2% vs -25.9%），过去两年Kosmos Energy Ltd.的营收复合增速更高（-16.5% vs -18.4%）
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
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。
IAC vs KOS — 直观对比
营收规模更大
IAC
是对方的1.4倍
$294.6M
营收增速更快
IAC
高出13.7%
-25.9%
两年增速更快
KOS
近两年复合增速
-18.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $422.9M | $294.6M |
| 净利润 | $-71.9M | — |
| 毛利率 | 99.9% | — |
| 营业利润率 | — | -125.7% |
| 净利率 | -17.0% | — |
| 营收同比 | -12.2% | -25.9% |
| 净利润同比 | 67.1% | — |
| 每股收益（稀释后） | $-0.94 | $-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IACKOS
| Q1 26 | $422.9M | — | ||
| Q4 25 | $646.0M | $294.6M | ||
| Q3 25 | $589.8M | $311.0M | ||
| Q2 25 | $586.9M | $392.6M | ||
| Q1 25 | $570.5M | $290.1M | ||
| Q4 24 | $721.4M | $397.6M | ||
| Q3 24 | $642.0M | $407.8M | ||
| Q2 24 | $634.4M | $447.8M |
净利润IACKOS
| Q1 26 | $-71.9M | — | ||
| Q4 25 | $-76.8M | — | ||
| Q3 25 | $-21.9M | $-124.3M | ||
| Q2 25 | $211.5M | $-87.7M | ||
| Q1 25 | $-216.8M | $-110.6M | ||
| Q4 24 | $-199.0M | — | ||
| Q3 24 | $-243.7M | $45.0M | ||
| Q2 24 | $-142.2M | $59.8M |
毛利率IACKOS
| Q1 26 | 99.9% | — | ||
| Q4 25 | 69.8% | — | ||
| Q3 25 | 64.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 64.0% | — | ||
| Q4 24 | 65.8% | — | ||
| Q3 24 | 62.1% | — | ||
| Q2 24 | 60.1% | — |
营业利润率IACKOS
| Q1 26 | — | — | ||
| Q4 25 | -17.5% | -125.7% | ||
| Q3 25 | -3.5% | -34.2% | ||
| Q2 25 | 0.1% | -16.2% | ||
| Q1 25 | 6.3% | -32.4% | ||
| Q4 24 | 6.7% | -8.5% | ||
| Q3 24 | 1.3% | 26.1% | ||
| Q2 24 | -3.4% | 30.2% |
净利率IACKOS
| Q1 26 | -17.0% | — | ||
| Q4 25 | -11.9% | — | ||
| Q3 25 | -3.7% | -40.0% | ||
| Q2 25 | 36.0% | -22.3% | ||
| Q1 25 | -38.0% | -38.1% | ||
| Q4 24 | -27.6% | — | ||
| Q3 24 | -38.0% | 11.0% | ||
| Q2 24 | -22.4% | 13.3% |
每股收益（稀释后）IACKOS
| Q1 26 | $-0.94 | — | ||
| Q4 25 | $-0.96 | $-0.80 | ||
| Q3 25 | $-0.27 | $-0.26 | ||
| Q2 25 | $2.57 | $-0.18 | ||
| Q1 25 | $-2.64 | $-0.23 | ||
| Q4 24 | $-2.36 | $0.00 | ||
| Q3 24 | $-2.93 | $0.09 | ||
| Q2 24 | $-1.71 | $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 | $1.1B | $91.5M |
| 总债务越低越好 | $24.5M | $3.1B |
| 股东权益账面价值 | $4.6B | $528.6M |
| 总资产 | $6.8B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.01× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资IACKOS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $960.2M | $91.5M | ||
| Q3 25 | $1.0B | $64.0M | ||
| Q2 25 | $1.1B | $51.7M | ||
| Q1 25 | $1.2B | $49.8M | ||
| Q4 24 | $1.4B | $85.0M | ||
| Q3 24 | $1.3B | $51.6M | ||
| Q2 24 | $1.3B | $173.8M |
总债务IACKOS
| Q1 26 | $24.5M | — | ||
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.4B | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IACKOS
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.7B | $528.6M | ||
| Q3 25 | $4.8B | $898.8M | ||
| Q2 25 | $4.9B | $1.0B | ||
| Q1 25 | $4.7B | $1.1B | ||
| Q4 24 | $5.6B | $1.2B | ||
| Q3 24 | $5.8B | $1.2B | ||
| Q2 24 | $6.0B | $1.1B |
总资产IACKOS
| Q1 26 | $6.8B | — | ||
| Q4 25 | $7.1B | $4.7B | ||
| Q3 25 | $7.2B | $5.1B | ||
| Q2 25 | $7.4B | $5.2B | ||
| Q1 25 | $7.2B | $5.3B | ||
| Q4 24 | $9.7B | $5.3B | ||
| Q3 24 | $9.8B | $5.5B | ||
| Q2 24 | $10.2B | $5.4B |
负债/权益比IACKOS
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.30× | 5.78× | ||
| Q3 25 | 0.30× | 3.31× | ||
| Q2 25 | 0.30× | 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 | $5.4M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | — |
| 自由现金流率自由现金流/营收 | 0.5% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 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 | $51.4M | — |
8季度趋势，按日历期对齐
经营现金流IACKOS
| Q1 26 | $5.4M | — | ||
| Q4 25 | $36.6M | $35.3M | ||
| Q3 25 | $30.1M | $-27.6M | ||
| Q2 25 | $-2.8M | $127.2M | ||
| Q1 25 | $63.0K | $-888.0K | ||
| Q4 24 | $110.1M | $175.7M | ||
| Q3 24 | $95.3M | $6.3M | ||
| Q2 24 | $85.0M | $223.7M |
自由现金流IACKOS
| Q1 26 | $2.0M | — | ||
| Q4 25 | $31.4M | — | ||
| Q3 25 | $25.3M | — | ||
| Q2 25 | $-7.2M | — | ||
| Q1 25 | $-4.6M | — | ||
| Q4 24 | $104.8M | — | ||
| Q3 24 | $92.0M | — | ||
| Q2 24 | $81.6M | — |
自由现金流率IACKOS
| Q1 26 | 0.5% | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | -1.2% | — | ||
| Q1 25 | -0.8% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 12.9% | — |
资本支出强度IACKOS
| Q1 26 | 1.9% | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.5% | — |
现金转化率IACKOS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.01× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 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
IAC
| People Inc. (a) | $385.7M | 91% |
| Emerging & Other | $20.1M | 5% |
| Search | $17.1M | 4% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
