vs
Kosmos Energy Ltd.（KOS）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是Kosmos Energy Ltd.的1.9倍（$566.0M vs $294.6M），LOUISIANA-PACIFIC CORP同比增速更快（-16.9% vs -25.9%），过去两年LOUISIANA-PACIFIC CORP的营收复合增速更高（-11.6% 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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
KOS vs LPX — 直观对比
营收规模更大
LPX
是对方的1.9倍
$294.6M
营收增速更快
LPX
高出9.0%
-25.9%
两年增速更快
LPX
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $566.0M |
| 净利润 | — | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | -125.7% | -1.6% |
| 净利率 | — | -1.4% |
| 营收同比 | -25.9% | -16.9% |
| 净利润同比 | — | -112.9% |
| 每股收益（稀释后） | $-0.80 | $-0.12 |
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KOSLPX
| Q4 25 | $294.6M | $566.0M | ||
| Q3 25 | $311.0M | $663.0M | ||
| Q2 25 | $392.6M | $755.0M | ||
| Q1 25 | $290.1M | $724.0M | ||
| Q4 24 | $397.6M | $681.0M | ||
| Q3 24 | $407.8M | $722.0M | ||
| Q2 24 | $447.8M | $814.0M | ||
| Q1 24 | $422.3M | $724.0M |
净利润KOSLPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | $-124.3M | $9.0M | ||
| Q2 25 | $-87.7M | $54.0M | ||
| Q1 25 | $-110.6M | $91.0M | ||
| Q4 24 | — | $62.0M | ||
| Q3 24 | $45.0M | $90.0M | ||
| Q2 24 | $59.8M | $160.0M | ||
| Q1 24 | $91.7M | $108.0M |
毛利率KOSLPX
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% | ||
| Q1 24 | — | 29.6% |
营业利润率KOSLPX
| Q4 25 | -125.7% | -1.6% | ||
| Q3 25 | -34.2% | 2.7% | ||
| Q2 25 | -16.2% | 10.6% | ||
| Q1 25 | -32.4% | 16.6% | ||
| Q4 24 | -8.5% | 11.0% | ||
| Q3 24 | 26.1% | 16.1% | ||
| Q2 24 | 30.2% | 23.8% | ||
| Q1 24 | 33.6% | 20.0% |
净利率KOSLPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | -40.0% | 1.4% | ||
| Q2 25 | -22.3% | 7.2% | ||
| Q1 25 | -38.1% | 12.6% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | 11.0% | 12.5% | ||
| Q2 24 | 13.3% | 19.7% | ||
| Q1 24 | 21.7% | 14.9% |
每股收益（稀释后）KOSLPX
| Q4 25 | $-0.80 | $-0.12 | ||
| Q3 25 | $-0.26 | $0.13 | ||
| Q2 25 | $-0.18 | $0.77 | ||
| Q1 25 | $-0.23 | $1.30 | ||
| Q4 24 | $0.00 | $0.90 | ||
| Q3 24 | $0.09 | $1.28 | ||
| Q2 24 | $0.12 | $2.23 | ||
| Q1 24 | $0.19 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $3.1B | $348.0M |
| 股东权益账面价值 | $528.6M | $1.7B |
| 总资产 | $4.7B | $2.6B |
| 负债/权益比越低杠杆越低 | 5.78× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资KOSLPX
| Q4 25 | $91.5M | $292.0M | ||
| Q3 25 | $64.0M | $316.0M | ||
| Q2 25 | $51.7M | $333.0M | ||
| Q1 25 | $49.8M | $256.0M | ||
| Q4 24 | $85.0M | $340.0M | ||
| Q3 24 | $51.6M | $346.0M | ||
| Q2 24 | $173.8M | $317.0M | ||
| Q1 24 | $254.3M | $244.0M |
总债务KOSLPX
| Q4 25 | $3.1B | $348.0M | ||
| Q3 25 | $3.0B | $348.0M | ||
| Q2 25 | $2.9B | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | $2.7B | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益KOSLPX
| Q4 25 | $528.6M | $1.7B | ||
| Q3 25 | $898.8M | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.1B | $1.6B |
总资产KOSLPX
| Q4 25 | $4.7B | $2.6B | ||
| Q3 25 | $5.1B | $2.6B | ||
| Q2 25 | $5.2B | $2.7B | ||
| Q1 25 | $5.3B | $2.6B | ||
| Q4 24 | $5.3B | $2.6B | ||
| Q3 24 | $5.5B | $2.6B | ||
| Q2 24 | $5.4B | $2.5B | ||
| Q1 24 | $5.4B | $2.5B |
负债/权益比KOSLPX
| Q4 25 | 5.78× | 0.20× | ||
| Q3 25 | 3.31× | 0.20× | ||
| Q2 25 | 2.80× | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 2.29× | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 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 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流KOSLPX
| Q4 25 | $35.3M | $67.0M | ||
| Q3 25 | $-27.6M | $89.0M | ||
| Q2 25 | $127.2M | $162.0M | ||
| Q1 25 | $-888.0K | $64.0M | ||
| Q4 24 | $175.7M | $105.0M | ||
| Q3 24 | $6.3M | $183.0M | ||
| Q2 24 | $223.7M | $212.0M | ||
| Q1 24 | $272.6M | $105.0M |
自由现金流KOSLPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | — | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $139.0M | ||
| Q2 24 | — | $176.0M | ||
| Q1 24 | — | $64.0M |
自由现金流率KOSLPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 21.6% | ||
| Q1 24 | — | 8.8% |
资本支出强度KOSLPX
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 5.7% |
现金转化率KOSLPX
| Q4 25 | — | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 0.14× | 2.03× | ||
| Q2 24 | 3.74× | 1.32× | ||
| Q1 24 | 2.97× | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
