vs
Kosmos Energy Ltd.（KOS）与LANDS' END, INC.（LE）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是Kosmos Energy Ltd.的1.1倍（$317.5M vs $294.6M），LANDS' END, INC.同比增速更快（0.1% vs -25.9%），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% 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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
KOS vs LE — 直观对比
营收规模更大
LE
是对方的1.1倍
$294.6M
营收增速更快
LE
高出26.0%
-25.9%
两年增速更快
LE
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $317.5M |
| 净利润 | — | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | -125.7% | 5.3% |
| 净利率 | — | 1.6% |
| 营收同比 | -25.9% | 0.1% |
| 净利润同比 | — | 198.3% |
| 每股收益（稀释后） | $-0.80 | $0.17 |
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KOSLE
| Q4 25 | $294.6M | $317.5M | ||
| Q3 25 | $311.0M | — | ||
| Q2 25 | $392.6M | $261.2M | ||
| Q1 25 | $290.1M | — | ||
| Q4 24 | $397.6M | $318.6M | ||
| Q3 24 | $407.8M | $317.2M | ||
| Q2 24 | $447.8M | $285.5M | ||
| Q1 24 | $422.3M | $514.9M |
净利润KOSLE
| Q4 25 | — | $5.2M | ||
| Q3 25 | $-124.3M | — | ||
| Q2 25 | $-87.7M | $-8.3M | ||
| Q1 25 | $-110.6M | — | ||
| Q4 24 | — | $-593.0K | ||
| Q3 24 | $45.0M | $-5.3M | ||
| Q2 24 | $59.8M | $-6.4M | ||
| Q1 24 | $91.7M | $-8.6M |
毛利率KOSLE
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 50.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.7% | ||
| Q1 24 | — | 38.0% |
营业利润率KOSLE
| Q4 25 | -125.7% | 5.3% | ||
| Q3 25 | -34.2% | — | ||
| Q2 25 | -16.2% | -0.9% | ||
| Q1 25 | -32.4% | — | ||
| Q4 24 | -8.5% | 2.9% | ||
| Q3 24 | 26.1% | 0.8% | ||
| Q2 24 | 30.2% | 0.8% | ||
| Q1 24 | 33.6% | 1.6% |
净利率KOSLE
| Q4 25 | — | 1.6% | ||
| Q3 25 | -40.0% | — | ||
| Q2 25 | -22.3% | -3.2% | ||
| Q1 25 | -38.1% | — | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | 11.0% | -1.7% | ||
| Q2 24 | 13.3% | -2.3% | ||
| Q1 24 | 21.7% | -1.7% |
每股收益（稀释后）KOSLE
| Q4 25 | $-0.80 | $0.17 | ||
| Q3 25 | $-0.26 | — | ||
| Q2 25 | $-0.18 | $-0.27 | ||
| Q1 25 | $-0.23 | — | ||
| Q4 24 | $0.00 | $-0.02 | ||
| Q3 24 | $0.09 | $-0.17 | ||
| Q2 24 | $0.12 | $-0.20 | ||
| Q1 24 | $0.19 | $-0.27 |
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 | $36.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $231.0M |
| 总资产 | $4.7B | $852.7M |
| 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KOSLE
| Q4 25 | $91.5M | $36.3M | ||
| Q3 25 | $64.0M | — | ||
| Q2 25 | $51.7M | $18.1M | ||
| Q1 25 | $49.8M | — | ||
| Q4 24 | $85.0M | $30.4M | ||
| Q3 24 | $51.6M | $25.6M | ||
| Q2 24 | $173.8M | $27.4M | ||
| Q1 24 | $254.3M | $25.3M |
总债务KOSLE
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益KOSLE
| Q4 25 | $528.6M | $231.0M | ||
| Q3 25 | $898.8M | — | ||
| Q2 25 | $1.0B | $230.1M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | $223.6M | ||
| Q3 24 | $1.2B | $226.5M | ||
| Q2 24 | $1.1B | $234.6M | ||
| Q1 24 | $1.1B | $241.6M |
总资产KOSLE
| Q4 25 | $4.7B | $852.7M | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.2B | $760.5M | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | $843.6M | ||
| Q3 24 | $5.5B | $802.5M | ||
| Q2 24 | $5.4B | $800.1M | ||
| Q1 24 | $5.4B | $811.5M |
负债/权益比KOSLE
| Q4 25 | 5.78× | — | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 2.80× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.4M |
| 自由现金流率自由现金流/营收 | — | -7.1% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | -3.03× |
| 过去12个月自由现金流最近4个季度 | — | $-55.0M |
8季度趋势，按日历期对齐
经营现金流KOSLE
| Q4 25 | $35.3M | $-15.7M | ||
| Q3 25 | $-27.6M | — | ||
| Q2 25 | $127.2M | $-22.5M | ||
| Q1 25 | $-888.0K | — | ||
| Q4 24 | $175.7M | $-17.1M | ||
| Q3 24 | $6.3M | $30.7M | ||
| Q2 24 | $223.7M | $-25.8M | ||
| Q1 24 | $272.6M | $93.9M |
自由现金流KOSLE
| Q4 25 | — | $-22.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-30.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-27.8M | ||
| Q3 24 | — | $26.0M | ||
| Q2 24 | — | $-32.6M | ||
| Q1 24 | — | $87.5M |
自由现金流率KOSLE
| Q4 25 | — | -7.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -11.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | -11.4% | ||
| Q1 24 | — | 17.0% |
资本支出强度KOSLE
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 1.2% |
现金转化率KOSLE
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 3.74× | — | ||
| Q1 24 | 2.97× | — |
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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
