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Kosmos Energy Ltd.（KOS）与POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的1.2倍（$294.6M vs $251.2M），POWELL INDUSTRIES INC同比增速更快（4.0% vs -25.9%），过去两年POWELL INDUSTRIES INC的营收复合增速更高（-0.8% 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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
KOS vs POWL — 直观对比
营收规模更大
KOS
是对方的1.2倍
$251.2M
营收增速更快
POWL
高出29.9%
-25.9%
两年增速更快
POWL
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $251.2M |
| 净利润 | — | $41.4M |
| 毛利率 | — | 28.4% |
| 营业利润率 | -125.7% | 17.0% |
| 净利率 | — | 16.5% |
| 营收同比 | -25.9% | 4.0% |
| 净利润同比 | — | 19.1% |
| 每股收益（稀释后） | $-0.80 | $3.40 |
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KOSPOWL
| Q4 25 | $294.6M | $251.2M | ||
| Q3 25 | $311.0M | $298.0M | ||
| Q2 25 | $392.6M | $286.3M | ||
| Q1 25 | $290.1M | $278.6M | ||
| Q4 24 | $397.6M | $241.4M | ||
| Q3 24 | $407.8M | $275.1M | ||
| Q2 24 | $447.8M | $288.2M | ||
| Q1 24 | $422.3M | $255.1M |
净利润KOSPOWL
| Q4 25 | — | $41.4M | ||
| Q3 25 | $-124.3M | $51.4M | ||
| Q2 25 | $-87.7M | $48.2M | ||
| Q1 25 | $-110.6M | $46.3M | ||
| Q4 24 | — | $34.8M | ||
| Q3 24 | $45.0M | $46.1M | ||
| Q2 24 | $59.8M | $46.2M | ||
| Q1 24 | $91.7M | $33.5M |
毛利率KOSPOWL
| Q4 25 | — | 28.4% | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | — | 29.2% | ||
| Q2 24 | — | 28.4% | ||
| Q1 24 | — | 24.6% |
营业利润率KOSPOWL
| Q4 25 | -125.7% | 17.0% | ||
| Q3 25 | -34.2% | 21.2% | ||
| Q2 25 | -16.2% | 21.0% | ||
| Q1 25 | -32.4% | 21.1% | ||
| Q4 24 | -8.5% | 14.7% | ||
| Q3 24 | 26.1% | 20.4% | ||
| Q2 24 | 30.2% | 19.9% | ||
| Q1 24 | 33.6% | 15.5% |
净利率KOSPOWL
| Q4 25 | — | 16.5% | ||
| Q3 25 | -40.0% | 17.3% | ||
| Q2 25 | -22.3% | 16.8% | ||
| Q1 25 | -38.1% | 16.6% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | 11.0% | 16.7% | ||
| Q2 24 | 13.3% | 16.0% | ||
| Q1 24 | 21.7% | 13.1% |
每股收益（稀释后）KOSPOWL
| Q4 25 | $-0.80 | $3.40 | ||
| Q3 25 | $-0.26 | $4.23 | ||
| Q2 25 | $-0.18 | $3.96 | ||
| Q1 25 | $-0.23 | $3.81 | ||
| Q4 24 | $0.00 | $2.86 | ||
| Q3 24 | $0.09 | $3.77 | ||
| Q2 24 | $0.12 | $3.79 | ||
| Q1 24 | $0.19 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $668.9M |
| 总资产 | $4.7B | $1.1B |
| 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KOSPOWL
| Q4 25 | $91.5M | $500.8M | ||
| Q3 25 | $64.0M | $475.5M | ||
| Q2 25 | $51.7M | $433.0M | ||
| Q1 25 | $49.8M | $389.3M | ||
| Q4 24 | $85.0M | $373.4M | ||
| Q3 24 | $51.6M | $358.4M | ||
| Q2 24 | $173.8M | $374.0M | ||
| Q1 24 | $254.3M | $365.3M |
总债务KOSPOWL
| 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KOSPOWL
| Q4 25 | $528.6M | $668.9M | ||
| Q3 25 | $898.8M | $640.8M | ||
| Q2 25 | $1.0B | $594.9M | ||
| Q1 25 | $1.1B | $541.4M | ||
| Q4 24 | $1.2B | $496.3M | ||
| Q3 24 | $1.2B | $483.1M | ||
| Q2 24 | $1.1B | $436.7M | ||
| Q1 24 | $1.1B | $393.8M |
总资产KOSPOWL
| Q4 25 | $4.7B | $1.1B | ||
| Q3 25 | $5.1B | $1.1B | ||
| Q2 25 | $5.2B | $1.0B | ||
| Q1 25 | $5.3B | $965.4M | ||
| Q4 24 | $5.3B | $912.7M | ||
| Q3 24 | $5.5B | $928.2M | ||
| Q2 24 | $5.4B | $869.0M | ||
| Q1 24 | $5.4B | $849.6M |
负债/权益比KOSPOWL
| 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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | — | $41.6M |
| 自由现金流率自由现金流/营收 | — | 16.6% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
经营现金流KOSPOWL
| Q4 25 | $35.3M | $43.6M | ||
| Q3 25 | $-27.6M | $61.1M | ||
| Q2 25 | $127.2M | $47.4M | ||
| Q1 25 | $-888.0K | $22.4M | ||
| Q4 24 | $175.7M | $37.1M | ||
| Q3 24 | $6.3M | $-6.0M | ||
| Q2 24 | $223.7M | $13.8M | ||
| Q1 24 | $272.6M | $17.0M |
自由现金流KOSPOWL
| Q4 25 | — | $41.6M | ||
| Q3 25 | — | $59.3M | ||
| Q2 25 | — | $42.3M | ||
| Q1 25 | — | $18.3M | ||
| Q4 24 | — | $34.9M | ||
| Q3 24 | — | $-14.4M | ||
| Q2 24 | — | $12.4M | ||
| Q1 24 | — | $16.1M |
自由现金流率KOSPOWL
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 19.9% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | — | -5.3% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | 6.3% |
资本支出强度KOSPOWL
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 0.4% |
现金转化率KOSPOWL
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 0.14× | -0.13× | ||
| Q2 24 | 3.74× | 0.30× | ||
| Q1 24 | 2.97× | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
