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Kosmos Energy Ltd.（KOS）与UNIVERSAL DISPLAY CORP \PA\（OLED）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UNIVERSAL DISPLAY CORP \PA\的2.1倍（$294.6M vs $142.2M），UNIVERSAL DISPLAY CORP \PA\同比增速更快（-14.5% vs -25.9%），过去两年UNIVERSAL DISPLAY CORP \PA\的营收复合增速更高（-5.3% 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。
Universal Display Corporation（股票代码OLED）是有机发光二极管（OLED）技术及材料的研发与生产企业，拥有深厚的技术积累，面向显示、照明两大领域提供相关配套服务，是全球OLED上游产业链的核心供应商之一。
KOS vs OLED — 直观对比
营收规模更大
KOS
是对方的2.1倍
$142.2M
营收增速更快
OLED
高出11.4%
-25.9%
两年增速更快
OLED
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $142.2M |
| 净利润 | — | $35.9M |
| 毛利率 | — | 74.6% |
| 营业利润率 | -125.7% | 30.1% |
| 净利率 | — | 25.2% |
| 营收同比 | -25.9% | -14.5% |
| 净利润同比 | — | -44.3% |
| 每股收益（稀释后） | $-0.80 | $0.76 |
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KOSOLED
| Q1 26 | — | $142.2M | ||
| Q4 25 | $294.6M | $172.9M | ||
| Q3 25 | $311.0M | $139.6M | ||
| Q2 25 | $392.6M | $171.8M | ||
| Q1 25 | $290.1M | $166.3M | ||
| Q4 24 | $397.6M | $162.3M | ||
| Q3 24 | $407.8M | $161.6M | ||
| Q2 24 | $447.8M | $158.5M |
净利润KOSOLED
| Q1 26 | — | $35.9M | ||
| Q4 25 | — | $66.3M | ||
| Q3 25 | $-124.3M | $44.0M | ||
| Q2 25 | $-87.7M | $67.3M | ||
| Q1 25 | $-110.6M | $64.4M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | $45.0M | $66.9M | ||
| Q2 24 | $59.8M | $52.3M |
毛利率KOSOLED
| Q1 26 | — | 74.6% | ||
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 77.2% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% |
营业利润率KOSOLED
| Q1 26 | — | 30.1% | ||
| Q4 25 | -125.7% | 38.9% | ||
| Q3 25 | -34.2% | 30.9% | ||
| Q2 25 | -16.2% | 39.9% | ||
| Q1 25 | -32.4% | 41.9% | ||
| Q4 24 | -8.5% | 32.3% | ||
| Q3 24 | 26.1% | 41.5% | ||
| Q2 24 | 30.2% | 35.6% |
净利率KOSOLED
| Q1 26 | — | 25.2% | ||
| Q4 25 | — | 38.4% | ||
| Q3 25 | -40.0% | 31.5% | ||
| Q2 25 | -22.3% | 39.2% | ||
| Q1 25 | -38.1% | 38.8% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | 11.0% | 41.4% | ||
| Q2 24 | 13.3% | 33.0% |
每股收益（稀释后）KOSOLED
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-0.80 | $1.40 | ||
| Q3 25 | $-0.26 | $0.92 | ||
| Q2 25 | $-0.18 | $1.41 | ||
| Q1 25 | $-0.23 | $1.35 | ||
| Q4 24 | $0.00 | $0.96 | ||
| Q3 24 | $0.09 | $1.40 | ||
| Q2 24 | $0.12 | $1.10 |
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 | $516.4M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | — |
| 总资产 | $4.7B | $1.9B |
| 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KOSOLED
| Q1 26 | — | $516.4M | ||
| Q4 25 | $91.5M | $602.4M | ||
| Q3 25 | $64.0M | $603.0M | ||
| Q2 25 | $51.7M | $525.2M | ||
| Q1 25 | $49.8M | $571.3M | ||
| Q4 24 | $85.0M | $492.7M | ||
| Q3 24 | $51.6M | $551.6M | ||
| Q2 24 | $173.8M | $530.5M |
总债务KOSOLED
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KOSOLED
| Q1 26 | — | — | ||
| Q4 25 | $528.6M | $1.8B | ||
| Q3 25 | $898.8M | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.1B | $1.5B |
总资产KOSOLED
| Q1 26 | — | $1.9B | ||
| Q4 25 | $4.7B | $2.0B | ||
| Q3 25 | $5.1B | $1.9B | ||
| Q2 25 | $5.2B | $1.9B | ||
| Q1 25 | $5.3B | $1.9B | ||
| Q4 24 | $5.3B | $1.8B | ||
| Q3 24 | $5.5B | $1.8B | ||
| Q2 24 | $5.4B | $1.8B |
负债/权益比KOSOLED
| Q1 26 | — | — | ||
| Q4 25 | 5.78× | — | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 2.80× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $108.9M |
| 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 | — | 3.03× |
| 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KOSOLED
| Q1 26 | — | $108.9M | ||
| Q4 25 | $35.3M | $31.1M | ||
| Q3 25 | $-27.6M | $97.2M | ||
| Q2 25 | $127.2M | $51.9M | ||
| Q1 25 | $-888.0K | $30.6M | ||
| Q4 24 | $175.7M | $34.7M | ||
| Q3 24 | $6.3M | $79.9M | ||
| Q2 24 | $223.7M | $67.0M |
自由现金流KOSOLED
| Q1 26 | — | — | ||
| Q4 25 | — | $15.1M | ||
| Q3 25 | — | $84.3M | ||
| Q2 25 | — | $37.5M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $22.0M | ||
| Q3 24 | — | $66.2M | ||
| Q2 24 | — | $57.9M |
自由现金流率KOSOLED
| Q1 26 | — | — | ||
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 60.4% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | — | 36.5% |
资本支出强度KOSOLED
| Q1 26 | — | — | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 5.8% |
现金转化率KOSOLED
| Q1 26 | — | 3.03× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | 0.14× | 1.19× | ||
| Q2 24 | 3.74× | 1.28× |
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% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
