vs
null（JACK）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
null的季度营收约是Kosmos Energy Ltd.的1.2倍（$349.5M vs $294.6M），null同比增速更快（-25.5% vs -25.9%），过去两年Kosmos Energy Ltd.的营收复合增速更高（-16.5% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs KOS — 直观对比
营收规模更大
JACK
是对方的1.2倍
$294.6M
营收增速更快
JACK
高出0.3%
-25.9%
两年增速更快
KOS
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $294.6M |
| 净利润 | $-2.5M | — |
| 毛利率 | — | — |
| 营业利润率 | 13.3% | -125.7% |
| 净利率 | -0.7% | — |
| 营收同比 | -25.5% | -25.9% |
| 净利润同比 | -107.3% | — |
| 每股收益（稀释后） | $-0.13 | $-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JACKKOS
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $294.6M | ||
| Q3 25 | — | $311.0M | ||
| Q2 25 | $336.7M | $392.6M | ||
| Q1 25 | $371.1M | $290.1M | ||
| Q4 24 | — | $397.6M | ||
| Q3 24 | — | $407.8M | ||
| Q2 24 | $365.3M | $447.8M |
净利润JACKKOS
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-124.3M | ||
| Q2 25 | $-142.2M | $-87.7M | ||
| Q1 25 | $33.7M | $-110.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | $25.0M | $59.8M |
营业利润率JACKKOS
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | -125.7% | ||
| Q3 25 | — | -34.2% | ||
| Q2 25 | -46.7% | -16.2% | ||
| Q1 25 | 19.0% | -32.4% | ||
| Q4 24 | — | -8.5% | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | 14.8% | 30.2% |
净利率JACKKOS
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -40.0% | ||
| Q2 25 | -42.2% | -22.3% | ||
| Q1 25 | 9.1% | -38.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 11.0% | ||
| Q2 24 | 6.8% | 13.3% |
每股收益（稀释后）JACKKOS
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-0.80 | ||
| Q3 25 | — | $-0.26 | ||
| Q2 25 | $-7.47 | $-0.18 | ||
| Q1 25 | $1.75 | $-0.23 | ||
| Q4 24 | — | $0.00 | ||
| Q3 24 | — | $0.09 | ||
| Q2 24 | $1.26 | $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 | $1.6B | $3.1B |
| 股东权益账面价值 | $-936.0M | $528.6M |
| 总资产 | $2.0B | $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JACKKOS
| 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JACKKOS
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKKOS
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $528.6M | ||
| Q3 25 | — | $898.8M | ||
| Q2 25 | $-976.2M | $1.0B | ||
| Q1 25 | $-827.1M | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $-702.6M | $1.1B |
总资产JACKKOS
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $2.6B | $5.2B | ||
| Q1 25 | $2.8B | $5.3B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $5.5B | ||
| Q2 24 | $2.9B | $5.4B |
负债/权益比JACKKOS
| 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 | $30.5M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | — |
| 自由现金流率自由现金流/营收 | 2.1% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 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 | $34.8M | — |
8季度趋势，按日历期对齐
经营现金流JACKKOS
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $35.3M | ||
| Q3 25 | — | $-27.6M | ||
| Q2 25 | $-36.8M | $127.2M | ||
| Q1 25 | $105.7M | $-888.0K | ||
| Q4 24 | — | $175.7M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | $16.7M | $223.7M |
自由现金流JACKKOS
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-63.2M | — | ||
| Q1 25 | $84.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $6.4M | — |
自由现金流率JACKKOS
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -18.8% | — | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.8% | — |
资本支出强度JACKKOS
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.8% | — |
现金转化率JACKKOS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | 0.67× | 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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
