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Kosmos Energy Ltd.（KOS）与NETSCOUT SYSTEMS INC（NTCT）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NETSCOUT SYSTEMS INC的1.2倍（$294.6M vs $250.7M），NETSCOUT SYSTEMS INC同比增速更快（-0.5% vs -25.9%），过去两年NETSCOUT SYSTEMS INC的营收复合增速更高（11.0% 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。
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
KOS vs NTCT — 直观对比
营收规模更大
KOS
是对方的1.2倍
$250.7M
营收增速更快
NTCT
高出25.4%
-25.9%
两年增速更快
NTCT
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $250.7M |
| 净利润 | — | $55.1M |
| 毛利率 | — | 81.6% |
| 营业利润率 | -125.7% | 25.7% |
| 净利率 | — | 22.0% |
| 营收同比 | -25.9% | -0.5% |
| 净利润同比 | — | 13.0% |
| 每股收益（稀释后） | $-0.80 | $0.75 |
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KOSNTCT
| Q4 25 | $294.6M | $250.7M | ||
| Q3 25 | $311.0M | $219.0M | ||
| Q2 25 | $392.6M | $186.7M | ||
| Q1 25 | $290.1M | $205.0M | ||
| Q4 24 | $397.6M | $252.0M | ||
| Q3 24 | $407.8M | $191.1M | ||
| Q2 24 | $447.8M | $174.6M | ||
| Q1 24 | $422.3M | $203.4M |
净利润KOSNTCT
| Q4 25 | — | $55.1M | ||
| Q3 25 | $-124.3M | $25.8M | ||
| Q2 25 | $-87.7M | $-3.7M | ||
| Q1 25 | $-110.6M | $18.6M | ||
| Q4 24 | — | $48.8M | ||
| Q3 24 | $45.0M | $9.0M | ||
| Q2 24 | $59.8M | $-443.4M | ||
| Q1 24 | $91.7M | $-32.4M |
毛利率KOSNTCT
| Q4 25 | — | 81.6% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 76.7% | ||
| Q1 25 | — | 77.7% | ||
| Q4 24 | — | 81.5% | ||
| Q3 24 | — | 78.0% | ||
| Q2 24 | — | 74.6% | ||
| Q1 24 | — | 75.3% |
营业利润率KOSNTCT
| Q4 25 | -125.7% | 25.7% | ||
| Q3 25 | -34.2% | 14.8% | ||
| Q2 25 | -16.2% | -3.5% | ||
| Q1 25 | -32.4% | 9.7% | ||
| Q4 24 | -8.5% | 24.5% | ||
| Q3 24 | 26.1% | 7.4% | ||
| Q2 24 | 30.2% | -265.4% | ||
| Q1 24 | 33.6% | -18.2% |
净利率KOSNTCT
| Q4 25 | — | 22.0% | ||
| Q3 25 | -40.0% | 11.8% | ||
| Q2 25 | -22.3% | -2.0% | ||
| Q1 25 | -38.1% | 9.1% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | 11.0% | 4.7% | ||
| Q2 24 | 13.3% | -254.0% | ||
| Q1 24 | 21.7% | -15.9% |
每股收益（稀释后）KOSNTCT
| Q4 25 | $-0.80 | $0.75 | ||
| Q3 25 | $-0.26 | $0.35 | ||
| Q2 25 | $-0.18 | $-0.05 | ||
| Q1 25 | $-0.23 | $0.28 | ||
| Q4 24 | $0.00 | $0.67 | ||
| Q3 24 | $0.09 | $0.13 | ||
| Q2 24 | $0.12 | $-6.20 | ||
| Q1 24 | $0.19 | $-0.43 |
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 | $540.6M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $1.6B |
| 总资产 | $4.7B | $2.3B |
| 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KOSNTCT
| Q4 25 | $91.5M | $540.6M | ||
| Q3 25 | $64.0M | $483.4M | ||
| Q2 25 | $51.7M | $489.6M | ||
| Q1 25 | $49.8M | $457.4M | ||
| Q4 24 | $85.0M | $398.4M | ||
| Q3 24 | $51.6M | $363.4M | ||
| Q2 24 | $173.8M | $362.2M | ||
| Q1 24 | $254.3M | $389.7M |
总债务KOSNTCT
| 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KOSNTCT
| Q4 25 | $528.6M | $1.6B | ||
| Q3 25 | $898.8M | $1.6B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.9B |
总资产KOSNTCT
| Q4 25 | $4.7B | $2.3B | ||
| Q3 25 | $5.1B | $2.2B | ||
| Q2 25 | $5.2B | $2.2B | ||
| Q1 25 | $5.3B | $2.2B | ||
| Q4 24 | $5.3B | $2.2B | ||
| Q3 24 | $5.5B | $2.1B | ||
| Q2 24 | $5.4B | $2.1B | ||
| Q1 24 | $5.4B | $2.6B |
负债/权益比KOSNTCT
| 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 | $62.1M |
| 自由现金流经营现金流 - 资本支出 | — | $59.3M |
| 自由现金流率自由现金流/营收 | — | 23.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $275.5M |
8季度趋势，按日历期对齐
经营现金流KOSNTCT
| Q4 25 | $35.3M | $62.1M | ||
| Q3 25 | $-27.6M | $6.7M | ||
| Q2 25 | $127.2M | $73.6M | ||
| Q1 25 | $-888.0K | $141.5M | ||
| Q4 24 | $175.7M | $41.5M | ||
| Q3 24 | $6.3M | $-3.7M | ||
| Q2 24 | $223.7M | $38.4M | ||
| Q1 24 | $272.6M | $93.6M |
自由现金流KOSNTCT
| Q4 25 | — | $59.3M | ||
| Q3 25 | — | $4.4M | ||
| Q2 25 | — | $71.7M | ||
| Q1 25 | — | $140.1M | ||
| Q4 24 | — | $39.6M | ||
| Q3 24 | — | $-4.6M | ||
| Q2 24 | — | $37.2M | ||
| Q1 24 | — | $92.0M |
自由现金流率KOSNTCT
| Q4 25 | — | 23.6% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 68.4% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | -2.4% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 45.2% |
资本支出强度KOSNTCT
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 0.8% |
现金转化率KOSNTCT
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.60× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | 0.14× | -0.41× | ||
| 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% |
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
