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艺达思集团（IEX）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
艺达思集团的季度营收约是Kosmos Energy Ltd.的1.4倍（$398.4M vs $294.6M），艺达思集团同比增速更快（16.7% vs -25.9%），过去两年Kosmos Energy Ltd.的营收复合增速更高（-16.5% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs KOS — 直观对比
营收规模更大
IEX
是对方的1.4倍
$294.6M
营收增速更快
IEX
高出42.6%
-25.9%
两年增速更快
KOS
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $294.6M |
| 净利润 | $120.0M | — |
| 毛利率 | 99.9% | — |
| 营业利润率 | 43.3% | -125.7% |
| 净利率 | 30.1% | — |
| 营收同比 | 16.7% | -25.9% |
| 净利润同比 | 25.7% | — |
| 每股收益（稀释后） | $1.61 | $-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IEXKOS
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $294.6M | ||
| Q3 25 | $878.7M | $311.0M | ||
| Q2 25 | $865.4M | $392.6M | ||
| Q1 25 | $814.3M | $290.1M | ||
| Q4 24 | $862.9M | $397.6M | ||
| Q3 24 | $798.2M | $407.8M |
净利润IEXKOS
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | — | ||
| Q3 25 | $127.8M | $-124.3M | ||
| Q2 25 | $131.6M | $-87.7M | ||
| Q1 25 | $95.5M | $-110.6M | ||
| Q4 24 | $123.2M | — | ||
| Q3 24 | $119.1M | $45.0M |
毛利率IEXKOS
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | — | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.3% | — | ||
| Q4 24 | 42.5% | — | ||
| Q3 24 | 44.3% | — |
营业利润率IEXKOS
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | -125.7% | ||
| Q3 25 | 21.1% | -34.2% | ||
| Q2 25 | 21.7% | -16.2% | ||
| Q1 25 | 17.4% | -32.4% | ||
| Q4 24 | 19.2% | -8.5% | ||
| Q3 24 | 21.0% | 26.1% |
净利率IEXKOS
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 14.5% | -40.0% | ||
| Q2 25 | 15.2% | -22.3% | ||
| Q1 25 | 11.7% | -38.1% | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | 14.9% | 11.0% |
每股收益（稀释后）IEXKOS
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $-0.80 | ||
| Q3 25 | $1.70 | $-0.26 | ||
| Q2 25 | $1.74 | $-0.18 | ||
| Q1 25 | $1.26 | $-0.23 | ||
| Q4 24 | $1.61 | $0.00 | ||
| Q3 24 | $1.57 | $0.09 |
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 | $586.2M | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $4.0B | $528.6M |
| 总资产 | $6.9B | $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IEXKOS
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $91.5M | ||
| Q3 25 | $593.8M | $64.0M | ||
| Q2 25 | $568.2M | $51.7M | ||
| Q1 25 | $594.1M | $49.8M | ||
| Q4 24 | $620.8M | $85.0M | ||
| Q3 24 | $633.2M | $51.6M |
总债务IEXKOS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $3.1B | ||
| Q3 25 | $1.9B | $3.0B | ||
| Q2 25 | $1.9B | $2.9B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $2.7B | ||
| Q3 24 | $2.1B | — |
股东权益IEXKOS
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $528.6M | ||
| Q3 25 | $4.0B | $898.8M | ||
| Q2 25 | $4.0B | $1.0B | ||
| Q1 25 | $3.9B | $1.1B | ||
| Q4 24 | $3.8B | $1.2B | ||
| Q3 24 | $3.8B | $1.2B |
总资产IEXKOS
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $4.7B | ||
| Q3 25 | $7.0B | $5.1B | ||
| Q2 25 | $6.9B | $5.2B | ||
| Q1 25 | $6.8B | $5.3B | ||
| Q4 24 | $6.7B | $5.3B | ||
| Q3 24 | $7.0B | $5.5B |
负债/权益比IEXKOS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 5.78× | ||
| Q3 25 | 0.48× | 3.31× | ||
| Q2 25 | 0.46× | 2.80× | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | 2.29× | ||
| Q3 24 | 0.55× | — |
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 | $86.0M | — |
| 自由现金流率自由现金流/营收 | 21.6% | — |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 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 | $654.3M | — |
8季度趋势，按日历期对齐
经营现金流IEXKOS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $35.3M | ||
| Q3 25 | $203.5M | $-27.6M | ||
| Q2 25 | $161.7M | $127.2M | ||
| Q1 25 | $105.7M | $-888.0K | ||
| Q4 24 | $172.6M | $175.7M | ||
| Q3 24 | $205.3M | $6.3M |
自由现金流IEXKOS
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | — | ||
| Q3 25 | $188.7M | — | ||
| Q2 25 | $146.9M | — | ||
| Q1 25 | $91.4M | — | ||
| Q4 24 | $157.1M | — | ||
| Q3 24 | $191.6M | — |
自由现金流率IEXKOS
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | — | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 24.0% | — |
资本支出强度IEXKOS
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.7% | — |
现金转化率IEXKOS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.59× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | 0.14× |
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
IEX
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% |
