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Kosmos Energy Ltd.（KOS）与NATIONAL FUEL GAS CO（NFG）财务数据对比。点击上方公司名可切换其他公司
NATIONAL FUEL GAS CO的季度营收约是Kosmos Energy Ltd.的1.4倍（$425.9M vs $294.6M），NATIONAL FUEL GAS CO同比增速更快（1.7% vs -25.9%），过去两年NATIONAL FUEL GAS CO的营收复合增速更高（12.1% 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。
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
KOS vs NFG — 直观对比
营收规模更大
NFG
是对方的1.4倍
$294.6M
营收增速更快
NFG
高出27.6%
-25.9%
两年增速更快
NFG
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $425.9M |
| 净利润 | — | $152.0M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | 81.5% |
| 净利率 | — | 35.7% |
| 营收同比 | -25.9% | 1.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-0.80 | $1.59 |
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KOSNFG
| Q1 26 | — | $425.9M | ||
| Q4 25 | $294.6M | $637.9M | ||
| Q3 25 | $311.0M | $443.1M | ||
| Q2 25 | $392.6M | $527.4M | ||
| Q1 25 | $290.1M | $734.8M | ||
| Q4 24 | $397.6M | $513.8M | ||
| Q3 24 | $407.8M | $310.0M | ||
| Q2 24 | $447.8M | $338.6M |
净利润KOSNFG
| Q1 26 | — | $152.0M | ||
| Q4 25 | — | $181.6M | ||
| Q3 25 | $-124.3M | $107.3M | ||
| Q2 25 | $-87.7M | $149.8M | ||
| Q1 25 | $-110.6M | $216.4M | ||
| Q4 24 | — | $45.0M | ||
| Q3 24 | $45.0M | $-167.6M | ||
| Q2 24 | $59.8M | $-54.2M |
毛利率KOSNFG
| Q1 26 | — | — | ||
| Q4 25 | — | 86.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 94.7% | ||
| Q1 25 | — | 81.6% | ||
| Q4 24 | — | 87.3% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 98.5% |
营业利润率KOSNFG
| Q1 26 | — | 81.5% | ||
| Q4 25 | -125.7% | 43.3% | ||
| Q3 25 | -34.2% | 40.6% | ||
| Q2 25 | -16.2% | 43.7% | ||
| Q1 25 | -32.4% | 43.2% | ||
| Q4 24 | -8.5% | 16.8% | ||
| Q3 24 | 26.1% | -63.4% | ||
| Q2 24 | 30.2% | -15.2% |
净利率KOSNFG
| Q1 26 | — | 35.7% | ||
| Q4 25 | — | 28.5% | ||
| Q3 25 | -40.0% | 24.2% | ||
| Q2 25 | -22.3% | 28.4% | ||
| Q1 25 | -38.1% | 29.4% | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | 11.0% | -54.1% | ||
| Q2 24 | 13.3% | -16.0% |
每股收益（稀释后）KOSNFG
| Q1 26 | — | $1.59 | ||
| Q4 25 | $-0.80 | $1.98 | ||
| Q3 25 | $-0.26 | $1.18 | ||
| Q2 25 | $-0.18 | $1.64 | ||
| Q1 25 | $-0.23 | $2.37 | ||
| Q4 24 | $0.00 | $0.49 | ||
| Q3 24 | $0.09 | $-1.81 | ||
| Q2 24 | $0.12 | $-0.59 |
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 | $300.0M |
| 股东权益账面价值 | $528.6M | — |
| 总资产 | $4.7B | $9.1B |
| 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KOSNFG
| Q1 26 | — | — | ||
| Q4 25 | $91.5M | $271.4M | ||
| Q3 25 | $64.0M | $43.2M | ||
| Q2 25 | $51.7M | $39.3M | ||
| Q1 25 | $49.8M | $40.0M | ||
| Q4 24 | $85.0M | $48.7M | ||
| Q3 24 | $51.6M | $38.2M | ||
| Q2 24 | $173.8M | $81.4M |
总债务KOSNFG
| Q1 26 | — | $300.0M | ||
| Q4 25 | $3.1B | $2.7B | ||
| Q3 25 | $3.0B | $2.7B | ||
| Q2 25 | $2.9B | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $2.7B | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
股东权益KOSNFG
| Q1 26 | — | — | ||
| Q4 25 | $528.6M | $3.6B | ||
| Q3 25 | $898.8M | $3.1B | ||
| Q2 25 | $1.0B | $3.0B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.2B | $-76.2M | ||
| Q3 24 | $1.2B | $-15.5M | ||
| Q2 24 | $1.1B | $5.0M |
总资产KOSNFG
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.7B | $9.2B | ||
| Q3 25 | $5.1B | $8.7B | ||
| Q2 25 | $5.2B | $8.4B | ||
| Q1 25 | $5.3B | $8.5B | ||
| Q4 24 | $5.3B | $8.3B | ||
| Q3 24 | $5.5B | $8.3B | ||
| Q2 24 | $5.4B | $8.5B |
负债/权益比KOSNFG
| Q1 26 | — | — | ||
| Q4 25 | 5.78× | 0.75× | ||
| Q3 25 | 3.31× | 0.87× | ||
| Q2 25 | 2.80× | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| 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 | — | 117.0% |
| 现金转化率经营现金流/净利润 | — | 4.32× |
| 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KOSNFG
| Q1 26 | — | $657.3M | ||
| Q4 25 | $35.3M | $274.9M | ||
| Q3 25 | $-27.6M | $237.8M | ||
| Q2 25 | $127.2M | $388.4M | ||
| Q1 25 | $-888.0K | $253.8M | ||
| Q4 24 | $175.7M | $220.1M | ||
| Q3 24 | $6.3M | $197.9M | ||
| Q2 24 | $223.7M | $281.8M |
自由现金流KOSNFG
| Q1 26 | — | — | ||
| Q4 25 | — | $-2.7M | ||
| Q3 25 | — | $-47.8M | ||
| Q2 25 | — | $195.3M | ||
| Q1 25 | — | $59.9M | ||
| Q4 24 | — | $-20.3M | ||
| Q3 24 | — | $-49.1M | ||
| Q2 24 | — | $79.5M |
自由现金流率KOSNFG
| Q1 26 | — | — | ||
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | -10.8% | ||
| Q2 25 | — | 37.0% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -15.8% | ||
| Q2 24 | — | 23.5% |
资本支出强度KOSNFG
| Q1 26 | — | 117.0% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 64.4% | ||
| Q2 25 | — | 36.6% | ||
| Q1 25 | — | 26.4% | ||
| Q4 24 | — | 46.8% | ||
| Q3 24 | — | 79.7% | ||
| Q2 24 | — | 59.7% |
现金转化率KOSNFG
| Q1 26 | — | 4.32× | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.59× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 3.74× | — |
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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
