vs
Kosmos Energy Ltd.（KOS）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的1.6倍（$294.6M vs $179.7M），Rocket Lab Corp同比增速更快（35.7% vs -25.9%），过去两年Rocket Lab Corp的营收复合增速更高（39.2% 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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
KOS vs RKLB — 直观对比
营收规模更大
KOS
是对方的1.6倍
$179.7M
营收增速更快
RKLB
高出61.6%
-25.9%
两年增速更快
RKLB
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $179.7M |
| 净利润 | — | $-52.9M |
| 毛利率 | — | 38.0% |
| 营业利润率 | -125.7% | -28.4% |
| 净利率 | — | -29.5% |
| 营收同比 | -25.9% | 35.7% |
| 净利润同比 | — | -1.1% |
| 每股收益（稀释后） | $-0.80 | $-0.09 |
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KOSRKLB
| Q4 25 | $294.6M | $179.7M | ||
| Q3 25 | $311.0M | $155.1M | ||
| Q2 25 | $392.6M | $144.5M | ||
| Q1 25 | $290.1M | $122.6M | ||
| Q4 24 | $397.6M | $132.4M | ||
| Q3 24 | $407.8M | $104.8M | ||
| Q2 24 | $447.8M | $106.3M | ||
| Q1 24 | $422.3M | $92.8M |
净利润KOSRKLB
| Q4 25 | — | $-52.9M | ||
| Q3 25 | $-124.3M | $-18.3M | ||
| Q2 25 | $-87.7M | $-66.4M | ||
| Q1 25 | $-110.6M | $-60.6M | ||
| Q4 24 | — | $-52.3M | ||
| Q3 24 | $45.0M | $-51.9M | ||
| Q2 24 | $59.8M | $-41.6M | ||
| Q1 24 | $91.7M | $-44.3M |
毛利率KOSRKLB
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 32.1% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 25.6% | ||
| Q1 24 | — | 26.1% |
营业利润率KOSRKLB
| Q4 25 | -125.7% | -28.4% | ||
| Q3 25 | -34.2% | -38.0% | ||
| Q2 25 | -16.2% | -41.3% | ||
| Q1 25 | -32.4% | -48.3% | ||
| Q4 24 | -8.5% | -38.9% | ||
| Q3 24 | 26.1% | -49.5% | ||
| Q2 24 | 30.2% | -40.7% | ||
| Q1 24 | 33.6% | -46.4% |
净利率KOSRKLB
| Q4 25 | — | -29.5% | ||
| Q3 25 | -40.0% | -11.8% | ||
| Q2 25 | -22.3% | -46.0% | ||
| Q1 25 | -38.1% | -49.5% | ||
| Q4 24 | — | -39.5% | ||
| Q3 24 | 11.0% | -49.6% | ||
| Q2 24 | 13.3% | -39.2% | ||
| Q1 24 | 21.7% | -47.7% |
每股收益（稀释后）KOSRKLB
| Q4 25 | $-0.80 | $-0.09 | ||
| Q3 25 | $-0.26 | $-0.03 | ||
| Q2 25 | $-0.18 | $-0.13 | ||
| Q1 25 | $-0.23 | $-0.12 | ||
| Q4 24 | $0.00 | $-0.11 | ||
| Q3 24 | $0.09 | $-0.10 | ||
| Q2 24 | $0.12 | $-0.08 | ||
| Q1 24 | $0.19 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | $3.1B | $152.4M |
| 股东权益账面价值 | $528.6M | $1.7B |
| 总资产 | $4.7B | $2.3B |
| 负债/权益比越低杠杆越低 | 5.78× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资KOSRKLB
| Q4 25 | $91.5M | $1.0B | ||
| Q3 25 | $64.0M | $976.7M | ||
| Q2 25 | $51.7M | $688.1M | ||
| Q1 25 | $49.8M | $428.4M | ||
| Q4 24 | $85.0M | $419.0M | ||
| Q3 24 | $51.6M | $442.4M | ||
| Q2 24 | $173.8M | $496.8M | ||
| Q1 24 | $254.3M | $492.5M |
总债务KOSRKLB
| Q4 25 | $3.1B | $152.4M | ||
| Q3 25 | $3.0B | $347.0M | ||
| Q2 25 | $2.9B | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | $2.7B | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益KOSRKLB
| Q4 25 | $528.6M | $1.7B | ||
| Q3 25 | $898.8M | $1.3B | ||
| Q2 25 | $1.0B | $688.5M | ||
| Q1 25 | $1.1B | $431.3M | ||
| Q4 24 | $1.2B | $382.5M | ||
| Q3 24 | $1.2B | $419.8M | ||
| Q2 24 | $1.1B | $455.2M | ||
| Q1 24 | $1.1B | $478.9M |
总资产KOSRKLB
| Q4 25 | $4.7B | $2.3B | ||
| Q3 25 | $5.1B | $2.2B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $5.3B | $1.3B | ||
| Q4 24 | $5.3B | $1.2B | ||
| Q3 24 | $5.5B | $1.2B | ||
| Q2 24 | $5.4B | $1.2B | ||
| Q1 24 | $5.4B | $1.2B |
负债/权益比KOSRKLB
| Q4 25 | 5.78× | 0.09× | ||
| Q3 25 | 3.31× | 0.27× | ||
| Q2 25 | 2.80× | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | 2.29× | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-114.2M |
| 自由现金流率自由现金流/营收 | — | -63.6% |
| 资本支出强度资本支出/营收 | — | 27.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-321.8M |
8季度趋势，按日历期对齐
经营现金流KOSRKLB
| Q4 25 | $35.3M | $-64.5M | ||
| Q3 25 | $-27.6M | $-23.5M | ||
| Q2 25 | $127.2M | $-23.2M | ||
| Q1 25 | $-888.0K | $-54.2M | ||
| Q4 24 | $175.7M | $-2.4M | ||
| Q3 24 | $6.3M | $-30.9M | ||
| Q2 24 | $223.7M | $-13.0M | ||
| Q1 24 | $272.6M | $-2.6M |
自由现金流KOSRKLB
| Q4 25 | — | $-114.2M | ||
| Q3 25 | — | $-69.4M | ||
| Q2 25 | — | $-55.3M | ||
| Q1 25 | — | $-82.9M | ||
| Q4 24 | — | $-23.9M | ||
| Q3 24 | — | $-41.9M | ||
| Q2 24 | — | $-28.3M | ||
| Q1 24 | — | $-21.8M |
自由现金流率KOSRKLB
| Q4 25 | — | -63.6% | ||
| Q3 25 | — | -44.8% | ||
| Q2 25 | — | -38.3% | ||
| Q1 25 | — | -67.6% | ||
| Q4 24 | — | -18.1% | ||
| Q3 24 | — | -40.0% | ||
| Q2 24 | — | -26.7% | ||
| Q1 24 | — | -23.5% |
资本支出强度KOSRKLB
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | 29.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 14.4% | ||
| Q1 24 | — | 20.7% |
现金转化率KOSRKLB
| Q4 25 | — | — | ||
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
