vs
Kosmos Energy Ltd.（KOS）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
迈心诺的季度营收约是Kosmos Energy Ltd.的1.3倍（$371.5M vs $294.6M），Kosmos Energy Ltd.同比增速更快（-25.9% vs -26.4%），过去两年Kosmos Energy Ltd.的营收复合增速更高（-16.5% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
KOS vs MASI — 直观对比
营收规模更大
MASI
是对方的1.3倍
$294.6M
营收增速更快
KOS
高出0.5%
-26.4%
两年增速更快
KOS
近两年复合增速
-17.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $371.5M |
| 净利润 | — | $-100.4M |
| 毛利率 | — | 62.1% |
| 营业利润率 | -125.7% | 22.5% |
| 净利率 | — | -27.0% |
| 营收同比 | -25.9% | -26.4% |
| 净利润同比 | — | -1124.5% |
| 每股收益（稀释后） | $-0.80 | $-1.84 |
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KOSMASI
| Q4 25 | $294.6M | — | ||
| Q3 25 | $311.0M | $371.5M | ||
| Q2 25 | $392.6M | $370.9M | ||
| Q1 25 | $290.1M | $372.0M | ||
| Q4 24 | $397.6M | $600.7M | ||
| Q3 24 | $407.8M | $504.6M | ||
| Q2 24 | $447.8M | $496.3M | ||
| Q1 24 | $422.3M | $492.8M |
净利润KOSMASI
| Q4 25 | — | — | ||
| Q3 25 | $-124.3M | $-100.4M | ||
| Q2 25 | $-87.7M | $51.3M | ||
| Q1 25 | $-110.6M | $-170.7M | ||
| Q4 24 | — | $-349.6M | ||
| Q3 24 | $45.0M | $9.8M | ||
| Q2 24 | $59.8M | $16.0M | ||
| Q1 24 | $91.7M | $18.9M |
毛利率KOSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 62.1% | ||
| Q2 25 | — | 62.9% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | — | 51.3% | ||
| Q1 24 | — | 49.0% |
营业利润率KOSMASI
| Q4 25 | -125.7% | — | ||
| Q3 25 | -34.2% | 22.5% | ||
| Q2 25 | -16.2% | 17.4% | ||
| Q1 25 | -32.4% | 21.0% | ||
| Q4 24 | -8.5% | -59.8% | ||
| Q3 24 | 26.1% | 6.0% | ||
| Q2 24 | 30.2% | 5.7% | ||
| Q1 24 | 33.6% | 6.9% |
净利率KOSMASI
| Q4 25 | — | — | ||
| Q3 25 | -40.0% | -27.0% | ||
| Q2 25 | -22.3% | 13.8% | ||
| Q1 25 | -38.1% | -45.9% | ||
| Q4 24 | — | -58.2% | ||
| Q3 24 | 11.0% | 1.9% | ||
| Q2 24 | 13.3% | 3.2% | ||
| Q1 24 | 21.7% | 3.8% |
每股收益（稀释后）KOSMASI
| Q4 25 | $-0.80 | — | ||
| Q3 25 | $-0.26 | $-1.84 | ||
| Q2 25 | $-0.18 | $0.94 | ||
| Q1 25 | $-0.23 | $-3.12 | ||
| Q4 24 | $0.00 | $-6.54 | ||
| Q3 24 | $0.09 | $0.18 | ||
| Q2 24 | $0.12 | $0.29 | ||
| Q1 24 | $0.19 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | $3.1B | $559.1M |
| 股东权益账面价值 | $528.6M | $810.0M |
| 总资产 | $4.7B | $1.8B |
| 负债/权益比越低杠杆越低 | 5.78× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资KOSMASI
| Q4 25 | $91.5M | — | ||
| Q3 25 | $64.0M | $312.3M | ||
| Q2 25 | $51.7M | $149.6M | ||
| Q1 25 | $49.8M | $130.8M | ||
| Q4 24 | $85.0M | $177.6M | ||
| Q3 24 | $51.6M | $158.5M | ||
| Q2 24 | $173.8M | $129.6M | ||
| Q1 24 | $254.3M | $157.6M |
总债务KOSMASI
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | $559.1M | ||
| Q2 25 | $2.9B | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | $2.7B | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | — | $876.0M |
股东权益KOSMASI
| Q4 25 | $528.6M | — | ||
| Q3 25 | $898.8M | $810.0M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.1B | $946.4M | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
总资产KOSMASI
| Q4 25 | $4.7B | — | ||
| Q3 25 | $5.1B | $1.8B | ||
| Q2 25 | $5.2B | $2.4B | ||
| Q1 25 | $5.3B | $2.3B | ||
| Q4 24 | $5.3B | $2.6B | ||
| Q3 24 | $5.5B | $3.1B | ||
| Q2 24 | $5.4B | $2.9B | ||
| Q1 24 | $5.4B | $3.0B |
负债/权益比KOSMASI
| Q4 25 | 5.78× | — | ||
| Q3 25 | 3.31× | 0.69× | ||
| Q2 25 | 2.80× | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | 2.29× | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | — | $50.9M |
| 自由现金流率自由现金流/营收 | — | 13.7% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $191.0M |
8季度趋势，按日历期对齐
经营现金流KOSMASI
| Q4 25 | $35.3M | — | ||
| Q3 25 | $-27.6M | $56.8M | ||
| Q2 25 | $127.2M | $69.4M | ||
| Q1 25 | $-888.0K | $31.1M | ||
| Q4 24 | $175.7M | $50.5M | ||
| Q3 24 | $6.3M | $25.6M | ||
| Q2 24 | $223.7M | $74.5M | ||
| Q1 24 | $272.6M | $45.8M |
自由现金流KOSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | $50.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $28.5M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | — | $16.9M | ||
| Q2 24 | — | $66.9M | ||
| Q1 24 | — | $37.6M |
自由现金流率KOSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 17.7% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 7.6% |
资本支出强度KOSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.7% |
现金转化率KOSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.14× | 2.61× | ||
| Q2 24 | 3.74× | 4.66× | ||
| Q1 24 | 2.97× | 2.42× |
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% |
MASI
暂无分部数据
