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Kosmos Energy Ltd.（KOS）与MEDICAL PROPERTIES TRUST INC（MPW）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MEDICAL PROPERTIES TRUST INC的1.1倍（$294.6M vs $270.3M），MEDICAL PROPERTIES TRUST INC同比增速更快（16.6% vs -25.9%），过去两年MEDICAL PROPERTIES TRUST INC的营收复合增速更高（-0.2% 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。
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
KOS vs MPW — 直观对比
营收规模更大
KOS
是对方的1.1倍
$270.3M
营收增速更快
MPW
高出42.5%
-25.9%
两年增速更快
MPW
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $270.3M |
| 净利润 | — | $17.6M |
| 毛利率 | — | 95.8% |
| 营业利润率 | -125.7% | 9.7% |
| 净利率 | — | 6.5% |
| 营收同比 | -25.9% | 16.6% |
| 净利润同比 | — | 104.3% |
| 每股收益（稀释后） | $-0.80 | $0.03 |
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KOSMPW
| Q4 25 | $294.6M | $270.3M | ||
| Q3 25 | $311.0M | $237.5M | ||
| Q2 25 | $392.6M | $240.4M | ||
| Q1 25 | $290.1M | $223.8M | ||
| Q4 24 | $397.6M | $231.8M | ||
| Q3 24 | $407.8M | $225.8M | ||
| Q2 24 | $447.8M | $266.6M | ||
| Q1 24 | $422.3M | $271.3M |
净利润KOSMPW
| Q4 25 | — | $17.6M | ||
| Q3 25 | $-124.3M | $-77.7M | ||
| Q2 25 | $-87.7M | $-98.4M | ||
| Q1 25 | $-110.6M | $-118.3M | ||
| Q4 24 | — | $-412.3M | ||
| Q3 24 | $45.0M | $-801.2M | ||
| Q2 24 | $59.8M | $-320.6M | ||
| Q1 24 | $91.7M | $-875.6M |
毛利率KOSMPW
| Q4 25 | — | 95.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 91.8% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 90.9% | ||
| Q3 24 | — | 96.5% | ||
| Q2 24 | — | 98.4% | ||
| Q1 24 | — | 84.9% |
营业利润率KOSMPW
| Q4 25 | -125.7% | 9.7% | ||
| Q3 25 | -34.2% | -28.0% | ||
| Q2 25 | -16.2% | -36.7% | ||
| Q1 25 | -32.4% | -48.5% | ||
| Q4 24 | -8.5% | -173.7% | ||
| Q3 24 | 26.1% | -350.7% | ||
| Q2 24 | 30.2% | -114.5% | ||
| Q1 24 | 33.6% | -318.6% |
净利率KOSMPW
| Q4 25 | — | 6.5% | ||
| Q3 25 | -40.0% | -32.7% | ||
| Q2 25 | -22.3% | -40.9% | ||
| Q1 25 | -38.1% | -52.8% | ||
| Q4 24 | — | -177.8% | ||
| Q3 24 | 11.0% | -354.8% | ||
| Q2 24 | 13.3% | -120.3% | ||
| Q1 24 | 21.7% | -322.7% |
每股收益（稀释后）KOSMPW
| Q4 25 | $-0.80 | $0.03 | ||
| Q3 25 | $-0.26 | $-0.13 | ||
| Q2 25 | $-0.18 | $-0.16 | ||
| Q1 25 | $-0.23 | $-0.20 | ||
| Q4 24 | $0.00 | $-0.68 | ||
| Q3 24 | $0.09 | $-1.34 | ||
| Q2 24 | $0.12 | $-0.54 | ||
| Q1 24 | $0.19 | $-1.46 |
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 | $540.9M |
| 总债务越低越好 | $3.1B | $9.7B |
| 股东权益账面价值 | $528.6M | $4.6B |
| 总资产 | $4.7B | $15.0B |
| 负债/权益比越低杠杆越低 | 5.78× | 2.11× |
8季度趋势，按日历期对齐
现金及短期投资KOSMPW
| Q4 25 | $91.5M | $540.9M | ||
| Q3 25 | $64.0M | $396.6M | ||
| Q2 25 | $51.7M | $509.8M | ||
| Q1 25 | $49.8M | $673.5M | ||
| Q4 24 | $85.0M | $332.3M | ||
| Q3 24 | $51.6M | $275.6M | ||
| Q2 24 | $173.8M | $606.5M | ||
| Q1 24 | $254.3M | $224.3M |
总债务KOSMPW
| Q4 25 | $3.1B | $9.7B | ||
| Q3 25 | $3.0B | $9.6B | ||
| Q2 25 | $2.9B | $9.6B | ||
| Q1 25 | — | $9.5B | ||
| Q4 24 | $2.7B | $8.8B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $10.1B |
股东权益KOSMPW
| Q4 25 | $528.6M | $4.6B | ||
| Q3 25 | $898.8M | $4.7B | ||
| Q2 25 | $1.0B | $4.8B | ||
| Q1 25 | $1.1B | $4.8B | ||
| Q4 24 | $1.2B | $4.8B | ||
| Q3 24 | $1.2B | $5.4B | ||
| Q2 24 | $1.1B | $6.2B | ||
| Q1 24 | $1.1B | $6.7B |
总资产KOSMPW
| Q4 25 | $4.7B | $15.0B | ||
| Q3 25 | $5.1B | $14.9B | ||
| Q2 25 | $5.2B | $15.2B | ||
| Q1 25 | $5.3B | $14.9B | ||
| Q4 24 | $5.3B | $14.3B | ||
| Q3 24 | $5.5B | $15.2B | ||
| Q2 24 | $5.4B | $16.2B | ||
| Q1 24 | $5.4B | $17.3B |
负债/权益比KOSMPW
| Q4 25 | 5.78× | 2.11× | ||
| Q3 25 | 3.31× | 2.06× | ||
| Q2 25 | 2.80× | 2.00× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | 2.29× | 1.83× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.51× |
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 | $230.8M |
| 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 | — | 13.11× |
| 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KOSMPW
| Q4 25 | $35.3M | $230.8M | ||
| Q3 25 | $-27.6M | $18.6M | ||
| Q2 25 | $127.2M | $51.7M | ||
| Q1 25 | $-888.0K | $384.0K | ||
| Q4 24 | $175.7M | $245.5M | ||
| Q3 24 | $6.3M | $59.2M | ||
| Q2 24 | $223.7M | $35.3M | ||
| Q1 24 | $272.6M | $74.3M |
现金转化率KOSMPW
| Q4 25 | — | 13.11× | ||
| 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% |
MPW
暂无分部数据
