vs
Kosmos Energy Ltd.（KOS）与LAMAR ADVERTISING CO（LAMR）财务数据对比。点击上方公司名可切换其他公司
LAMAR ADVERTISING CO的季度营收约是Kosmos Energy Ltd.的1.8倍（$528.0M vs $294.6M），LAMAR ADVERTISING CO同比增速更快（4.5% vs -25.9%），过去两年LAMAR ADVERTISING CO的营收复合增速更高（-3.4% vs -16.5%）
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。
拉马尔广告是一家知名户外广告服务商，1902年由查尔斯·W·拉马尔与J.M.科伊创立，总部位于美国路易斯安那州巴吞鲁日。公司业务覆盖美国与加拿大，在两地设有超200个运营网点，旗下在美国境内拥有超过36.3万个广告展示位，涵盖广告牌、标识标牌、公共交通展示载体等品类，2014年转型为房地产投资信托。
KOS vs LAMR — 直观对比
营收规模更大
LAMR
是对方的1.8倍
$294.6M
营收增速更快
LAMR
高出30.4%
-25.9%
两年增速更快
LAMR
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $528.0M |
| 净利润 | — | $101.8M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | 27.7% |
| 净利率 | — | 19.3% |
| 营收同比 | -25.9% | 4.5% |
| 净利润同比 | — | -26.9% |
| 每股收益（稀释后） | $-0.80 | $1.00 |
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KOSLAMR
| Q1 26 | — | $528.0M | ||
| Q4 25 | $294.6M | $595.9M | ||
| Q3 25 | $311.0M | $585.5M | ||
| Q2 25 | $392.6M | $579.3M | ||
| Q1 25 | $290.1M | $505.4M | ||
| Q4 24 | $397.6M | $579.6M | ||
| Q3 24 | $407.8M | $564.1M | ||
| Q2 24 | $447.8M | $565.3M |
净利润KOSLAMR
| Q1 26 | — | $101.8M | ||
| Q4 25 | — | $152.3M | ||
| Q3 25 | $-124.3M | $141.8M | ||
| Q2 25 | $-87.7M | $154.4M | ||
| Q1 25 | $-110.6M | $138.8M | ||
| Q4 24 | — | $-1.2M | ||
| Q3 24 | $45.0M | $147.5M | ||
| Q2 24 | $59.8M | $137.4M |
毛利率KOSLAMR
| Q1 26 | — | — | ||
| Q4 25 | — | 67.7% | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 67.8% | ||
| Q1 25 | — | 64.4% | ||
| Q4 24 | — | 67.8% | ||
| Q3 24 | — | 67.6% | ||
| Q2 24 | — | 67.6% |
营业利润率KOSLAMR
| Q1 26 | — | 27.7% | ||
| Q4 25 | -125.7% | 32.9% | ||
| Q3 25 | -34.2% | 32.3% | ||
| Q2 25 | -16.2% | 34.1% | ||
| Q1 25 | -32.4% | 37.8% | ||
| Q4 24 | -8.5% | 6.3% | ||
| Q3 24 | 26.1% | 33.1% | ||
| Q2 24 | 30.2% | 32.6% |
净利率KOSLAMR
| Q1 26 | — | 19.3% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | -40.0% | 24.2% | ||
| Q2 25 | -22.3% | 26.6% | ||
| Q1 25 | -38.1% | 27.5% | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | 11.0% | 26.1% | ||
| Q2 24 | 13.3% | 24.3% |
每股收益（稀释后）KOSLAMR
| Q1 26 | — | $1.00 | ||
| Q4 25 | $-0.80 | $1.50 | ||
| Q3 25 | $-0.26 | $1.40 | ||
| Q2 25 | $-0.18 | $1.52 | ||
| Q1 25 | $-0.23 | $1.35 | ||
| Q4 24 | $0.00 | $-0.02 | ||
| Q3 24 | $0.09 | $1.44 | ||
| Q2 24 | $0.12 | $1.34 |
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 | $39.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $981.7M |
| 总资产 | $4.7B | $6.9B |
| 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KOSLAMR
| Q1 26 | — | $39.3M | ||
| Q4 25 | $91.5M | $64.8M | ||
| Q3 25 | $64.0M | $22.0M | ||
| Q2 25 | $51.7M | $55.7M | ||
| Q1 25 | $49.8M | $36.1M | ||
| Q4 24 | $85.0M | $49.5M | ||
| Q3 24 | $51.6M | $29.5M | ||
| Q2 24 | $173.8M | $77.9M |
总债务KOSLAMR
| 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KOSLAMR
| Q1 26 | — | $981.7M | ||
| Q4 25 | $528.6M | $1.0B | ||
| Q3 25 | $898.8M | $1.0B | ||
| Q2 25 | $1.0B | $906.9M | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
总资产KOSLAMR
| Q1 26 | — | $6.9B | ||
| Q4 25 | $4.7B | $6.9B | ||
| Q3 25 | $5.1B | $6.8B | ||
| Q2 25 | $5.2B | $6.7B | ||
| Q1 25 | $5.3B | $6.5B | ||
| Q4 24 | $5.3B | $6.6B | ||
| Q3 24 | $5.5B | $6.5B | ||
| Q2 24 | $5.4B | $6.6B |
负债/权益比KOSLAMR
| 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 | — | $152.3M |
| 自由现金流率自由现金流/营收 | — | 28.9% |
| 资本支出强度资本支出/营收 | — | 6.3% |
| 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 | — | $737.7M |
8季度趋势，按日历期对齐
经营现金流KOSLAMR
| Q1 26 | — | — | ||
| Q4 25 | $35.3M | $271.2M | ||
| Q3 25 | $-27.6M | $235.7M | ||
| Q2 25 | $127.2M | $229.5M | ||
| Q1 25 | $-888.0K | $127.7M | ||
| Q4 24 | $175.7M | $279.3M | ||
| Q3 24 | $6.3M | $227.4M | ||
| Q2 24 | $223.7M | $256.3M |
自由现金流KOSLAMR
| Q1 26 | — | $152.3M | ||
| Q4 25 | — | $208.3M | ||
| Q3 25 | — | $185.8M | ||
| Q2 25 | — | $191.3M | ||
| Q1 25 | — | $97.9M | ||
| Q4 24 | — | $236.3M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $233.7M |
自由现金流率KOSLAMR
| Q1 26 | — | 28.9% | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 41.3% |
资本支出强度KOSLAMR
| Q1 26 | — | 6.3% | ||
| Q4 25 | — | 10.5% | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 4.0% |
现金转化率KOSLAMR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.78× | ||
| Q3 25 | — | 1.66× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | — | 0.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.14× | 1.54× | ||
| Q2 24 | 3.74× | 1.87× |
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
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
LAMR
暂无分部数据
