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INNOSPEC INC.（IOSP）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
INNOSPEC INC.的季度营收约是Kosmos Energy Ltd.的1.5倍（$453.2M vs $294.6M），INNOSPEC INC.同比增速更快（2.8% vs -25.9%），过去两年INNOSPEC INC.的营收复合增速更高（2.1% vs -16.5%）
Innospec Inc.是一家美国特种化学品企业，前身为奥克泰尔公司及联合奥克泰尔有限公司，旗下设有三大业务板块：高性能化学品业务覆盖个人护理、家居护理、农化、采矿及工业市场；燃料特种化学品业务专注于生产和供应燃油添加剂；油田服务业务则提供钻井、完井及采油相关化学品。
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。
IOSP vs KOS — 直观对比
营收规模更大
IOSP
是对方的1.5倍
$294.6M
营收增速更快
IOSP
高出28.7%
-25.9%
两年增速更快
IOSP
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $453.2M | $294.6M |
| 净利润 | $30.8M | — |
| 毛利率 | 27.3% | — |
| 营业利润率 | 8.1% | -125.7% |
| 净利率 | 6.8% | — |
| 营收同比 | 2.8% | -25.9% |
| 净利润同比 | -8.3% | — |
| 每股收益（稀释后） | $1.22 | $-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IOSPKOS
| Q1 26 | $453.2M | — | ||
| Q4 25 | $455.6M | $294.6M | ||
| Q3 25 | $441.9M | $311.0M | ||
| Q2 25 | $439.7M | $392.6M | ||
| Q1 25 | $440.8M | $290.1M | ||
| Q4 24 | $466.8M | $397.6M | ||
| Q3 24 | $443.4M | $407.8M | ||
| Q2 24 | $435.0M | $447.8M |
净利润IOSPKOS
| Q1 26 | $30.8M | — | ||
| Q4 25 | $47.4M | — | ||
| Q3 25 | $12.9M | $-124.3M | ||
| Q2 25 | $23.5M | $-87.7M | ||
| Q1 25 | $32.8M | $-110.6M | ||
| Q4 24 | $-70.4M | — | ||
| Q3 24 | $33.4M | $45.0M | ||
| Q2 24 | $31.2M | $59.8M |
毛利率IOSPKOS
| Q1 26 | 27.3% | — | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 26.4% | — | ||
| Q2 25 | 28.0% | — | ||
| Q1 25 | 28.4% | — | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | 28.0% | — | ||
| Q2 24 | 29.2% | — |
营业利润率IOSPKOS
| Q1 26 | 8.1% | — | ||
| Q4 25 | 10.3% | -125.7% | ||
| Q3 25 | 1.3% | -34.2% | ||
| Q2 25 | 7.8% | -16.2% | ||
| Q1 25 | 9.6% | -32.4% | ||
| Q4 24 | 8.8% | -8.5% | ||
| Q3 24 | 10.3% | 26.1% | ||
| Q2 24 | 9.4% | 30.2% |
净利率IOSPKOS
| Q1 26 | 6.8% | — | ||
| Q4 25 | 10.4% | — | ||
| Q3 25 | 2.9% | -40.0% | ||
| Q2 25 | 5.3% | -22.3% | ||
| Q1 25 | 7.4% | -38.1% | ||
| Q4 24 | -15.1% | — | ||
| Q3 24 | 7.5% | 11.0% | ||
| Q2 24 | 7.2% | 13.3% |
每股收益（稀释后）IOSPKOS
| Q1 26 | $1.22 | — | ||
| Q4 25 | $1.90 | $-0.80 | ||
| Q3 25 | $0.52 | $-0.26 | ||
| Q2 25 | $0.94 | $-0.18 | ||
| Q1 25 | $1.31 | $-0.23 | ||
| Q4 24 | $-2.80 | $0.00 | ||
| Q3 24 | $1.33 | $0.09 | ||
| Q2 24 | $1.24 | $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 | $289.1M | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $1.4B | $528.6M |
| 总资产 | $1.8B | $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IOSPKOS
| Q1 26 | $289.1M | — | ||
| Q4 25 | $292.5M | $91.5M | ||
| Q3 25 | $270.8M | $64.0M | ||
| Q2 25 | $266.6M | $51.7M | ||
| Q1 25 | $299.8M | $49.8M | ||
| Q4 24 | $289.2M | $85.0M | ||
| Q3 24 | $303.8M | $51.6M | ||
| Q2 24 | $240.2M | $173.8M |
总债务IOSPKOS
| 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IOSPKOS
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $528.6M | ||
| Q3 25 | $1.3B | $898.8M | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.1B |
总资产IOSPKOS
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $4.7B | ||
| Q3 25 | $1.8B | $5.1B | ||
| Q2 25 | $1.8B | $5.2B | ||
| Q1 25 | $1.8B | $5.3B | ||
| Q4 24 | $1.7B | $5.3B | ||
| Q3 24 | $1.8B | $5.5B | ||
| Q2 24 | $1.7B | $5.4B |
负债/权益比IOSPKOS
| 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 | $17.6M | $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 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 0.57× | — |
| 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IOSPKOS
| Q1 26 | $17.6M | — | ||
| Q4 25 | $61.4M | $35.3M | ||
| Q3 25 | $39.3M | $-27.6M | ||
| Q2 25 | $9.3M | $127.2M | ||
| Q1 25 | $28.3M | $-888.0K | ||
| Q4 24 | $25.7M | $175.7M | ||
| Q3 24 | $73.5M | $6.3M | ||
| Q2 24 | $4.7M | $223.7M |
自由现金流IOSPKOS
| Q1 26 | — | — | ||
| Q4 25 | $46.8M | — | ||
| Q3 25 | $25.0M | — | ||
| Q2 25 | $-3.7M | — | ||
| Q1 25 | $19.9M | — | ||
| Q4 24 | $13.6M | — | ||
| Q3 24 | $65.8M | — | ||
| Q2 24 | $-6.2M | — |
自由现金流率IOSPKOS
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | -0.8% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 14.8% | — | ||
| Q2 24 | -1.4% | — |
资本支出强度IOSPKOS
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.5% | — |
现金转化率IOSPKOS
| Q1 26 | 0.57× | — | ||
| Q4 25 | 1.30× | — | ||
| Q3 25 | 3.05× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.20× | 0.14× | ||
| Q2 24 | 0.15× | 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
IOSP
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% |
