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Kosmos Energy Ltd.（KOS）与LendingClub Corp（LC）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是LendingClub Corp的1.2倍（$294.6M vs $252.3M），LendingClub Corp同比增速更快（15.9% vs -25.9%），过去两年LendingClub Corp的营收复合增速更高（16.1% 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。
LendingClub Corp是总部位于美国加利福尼亚州旧金山的金融服务企业，是全球首家将旗下产品作为证券完成注册的P2P借贷平台，同时支持贷款在二级市场交易。巅峰时期它是全球规模最大的P2P借贷平台，截至2015年12月31日，平台累计促成贷款发放额达159.8亿美元。
KOS vs LC — 直观对比
营收规模更大
KOS
是对方的1.2倍
$252.3M
营收增速更快
LC
高出41.8%
-25.9%
两年增速更快
LC
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $252.3M |
| 净利润 | — | $51.6M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | — |
| 净利率 | — | 20.5% |
| 营收同比 | -25.9% | 15.9% |
| 净利润同比 | — | 341.0% |
| 每股收益（稀释后） | $-0.80 | $0.44 |
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KOSLC
| Q1 26 | — | $252.3M | ||
| Q4 25 | $294.6M | $266.5M | ||
| Q3 25 | $311.0M | $266.2M | ||
| Q2 25 | $392.6M | $248.4M | ||
| Q1 25 | $290.1M | $217.7M | ||
| Q4 24 | $397.6M | $217.2M | ||
| Q3 24 | $407.8M | $201.9M | ||
| Q2 24 | $447.8M | $187.2M |
净利润KOSLC
| Q1 26 | — | $51.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | $-124.3M | $44.3M | ||
| Q2 25 | $-87.7M | $38.2M | ||
| Q1 25 | $-110.6M | $11.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | $45.0M | $14.5M | ||
| Q2 24 | $59.8M | $14.9M |
营业利润率KOSLC
| Q1 26 | — | — | ||
| Q4 25 | -125.7% | 18.8% | ||
| Q3 25 | -34.2% | 21.5% | ||
| Q2 25 | -16.2% | 21.7% | ||
| Q1 25 | -32.4% | 7.2% | ||
| Q4 24 | -8.5% | 5.1% | ||
| Q3 24 | 26.1% | 8.9% | ||
| Q2 24 | 30.2% | 10.4% |
净利率KOSLC
| Q1 26 | — | 20.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | -40.0% | 16.6% | ||
| Q2 25 | -22.3% | 15.4% | ||
| Q1 25 | -38.1% | 5.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.0% | 7.2% | ||
| Q2 24 | 13.3% | 8.0% |
每股收益（稀释后）KOSLC
| Q1 26 | — | $0.44 | ||
| Q4 25 | $-0.80 | $0.36 | ||
| Q3 25 | $-0.26 | $0.37 | ||
| Q2 25 | $-0.18 | $0.33 | ||
| Q1 25 | $-0.23 | $0.10 | ||
| Q4 24 | $0.00 | $0.08 | ||
| Q3 24 | $0.09 | $0.13 | ||
| Q2 24 | $0.12 | $0.13 |
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 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $1.5B |
| 总资产 | $4.7B | $11.9B |
| 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KOSLC
| 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KOSLC
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $0 | ||
| Q3 25 | $3.0B | $0 | ||
| Q2 25 | $2.9B | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $2.7B | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KOSLC
| Q1 26 | — | $1.5B | ||
| Q4 25 | $528.6M | $1.5B | ||
| Q3 25 | $898.8M | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
总资产KOSLC
| Q1 26 | — | $11.9B | ||
| Q4 25 | $4.7B | $11.6B | ||
| Q3 25 | $5.1B | $11.1B | ||
| Q2 25 | $5.2B | $10.8B | ||
| Q1 25 | $5.3B | $10.5B | ||
| Q4 24 | $5.3B | $10.6B | ||
| Q3 24 | $5.5B | $11.0B | ||
| Q2 24 | $5.4B | $9.6B |
负债/权益比KOSLC
| Q1 26 | — | — | ||
| Q4 25 | 5.78× | 0.00× | ||
| Q3 25 | 3.31× | 0.00× | ||
| Q2 25 | 2.80× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 2.29× | 0.00× | ||
| 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 | — | — |
| 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 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流KOSLC
| Q1 26 | — | — | ||
| Q4 25 | $35.3M | $-2.7B | ||
| Q3 25 | $-27.6M | $-770.8M | ||
| Q2 25 | $127.2M | $-713.1M | ||
| Q1 25 | $-888.0K | $-339.3M | ||
| Q4 24 | $175.7M | $-2.6B | ||
| Q3 24 | $6.3M | $-669.8M | ||
| Q2 24 | $223.7M | $-932.5M |
自由现金流KOSLC
| Q1 26 | — | — | ||
| Q4 25 | — | $-2.9B | ||
| Q3 25 | — | $-791.8M | ||
| Q2 25 | — | $-803.8M | ||
| Q1 25 | — | $-352.3M | ||
| Q4 24 | — | $-2.7B | ||
| Q3 24 | — | $-682.3M | ||
| Q2 24 | — | $-945.3M |
自由现金流率KOSLC
| Q1 26 | — | — | ||
| Q4 25 | — | -1076.0% | ||
| Q3 25 | — | -297.4% | ||
| Q2 25 | — | -323.5% | ||
| Q1 25 | — | -161.8% | ||
| Q4 24 | — | -1237.8% | ||
| Q3 24 | — | -338.0% | ||
| Q2 24 | — | -504.9% |
资本支出强度KOSLC
| Q1 26 | — | — | ||
| Q4 25 | — | 52.7% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 36.5% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | 25.0% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 6.9% |
现金转化率KOSLC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -17.41× | ||
| Q2 25 | — | -18.68× | ||
| Q1 25 | — | -29.07× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.14× | -46.33× | ||
| Q2 24 | 3.74× | -62.57× |
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% |
LC
暂无分部数据
