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Kosmos Energy Ltd.（KOS）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是Kosmos Energy Ltd.的1.2倍（$342.1M vs $294.6M），Stitch Fix, Inc.同比增速更快（7.3% vs -25.9%），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% 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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
KOS vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.2倍
$294.6M
营收增速更快
SFIX
高出33.2%
-25.9%
两年增速更快
SFIX
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $342.1M |
| 净利润 | — | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | -125.7% | -2.5% |
| 净利率 | — | -1.9% |
| 营收同比 | -25.9% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益（稀释后） | $-0.80 | $-0.05 |
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KOSSFIX
| Q4 25 | $294.6M | $342.1M | ||
| Q3 25 | $311.0M | $311.2M | ||
| Q2 25 | $392.6M | $325.0M | ||
| Q1 25 | $290.1M | $312.1M | ||
| Q4 24 | $397.6M | $318.8M | ||
| Q3 24 | $407.8M | $319.6M | ||
| Q2 24 | $447.8M | $322.7M | ||
| Q1 24 | $422.3M | $330.4M |
净利润KOSSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $-124.3M | $-8.6M | ||
| Q2 25 | $-87.7M | $-7.4M | ||
| Q1 25 | $-110.6M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $45.0M | $-36.5M | ||
| Q2 24 | $59.8M | $-21.3M | ||
| Q1 24 | $91.7M | $-35.5M |
毛利率KOSSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率KOSSFIX
| Q4 25 | -125.7% | -2.5% | ||
| Q3 25 | -34.2% | -3.6% | ||
| Q2 25 | -16.2% | -3.0% | ||
| Q1 25 | -32.4% | -2.9% | ||
| Q4 24 | -8.5% | -2.8% | ||
| Q3 24 | 26.1% | -13.1% | ||
| Q2 24 | 30.2% | -7.7% | ||
| Q1 24 | 33.6% | -11.5% |
净利率KOSSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | -40.0% | -2.8% | ||
| Q2 25 | -22.3% | -2.3% | ||
| Q1 25 | -38.1% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 11.0% | -11.4% | ||
| Q2 24 | 13.3% | -6.6% | ||
| Q1 24 | 21.7% | -10.8% |
每股收益（稀释后）KOSSFIX
| Q4 25 | $-0.80 | $-0.05 | ||
| Q3 25 | $-0.26 | $-0.06 | ||
| Q2 25 | $-0.18 | $-0.06 | ||
| Q1 25 | $-0.23 | $-0.05 | ||
| Q4 24 | $0.00 | $-0.05 | ||
| Q3 24 | $0.09 | $-0.29 | ||
| Q2 24 | $0.12 | $-0.18 | ||
| Q1 24 | $0.19 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $204.1M |
| 总资产 | $4.7B | $530.7M |
| 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KOSSFIX
| Q4 25 | $91.5M | $244.2M | ||
| Q3 25 | $64.0M | $234.9M | ||
| Q2 25 | $51.7M | $234.2M | ||
| Q1 25 | $49.8M | $219.1M | ||
| Q4 24 | $85.0M | $253.3M | ||
| Q3 24 | $51.6M | $247.0M | ||
| Q2 24 | $173.8M | $244.5M | ||
| Q1 24 | $254.3M | $229.8M |
总债务KOSSFIX
| 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KOSSFIX
| Q4 25 | $528.6M | $204.1M | ||
| Q3 25 | $898.8M | $203.0M | ||
| Q2 25 | $1.0B | $200.4M | ||
| Q1 25 | $1.1B | $197.8M | ||
| Q4 24 | $1.2B | $190.5M | ||
| Q3 24 | $1.2B | $187.0M | ||
| Q2 24 | $1.1B | $208.9M | ||
| Q1 24 | $1.1B | $213.3M |
总资产KOSSFIX
| Q4 25 | $4.7B | $530.7M | ||
| Q3 25 | $5.1B | $480.6M | ||
| Q2 25 | $5.2B | $484.7M | ||
| Q1 25 | $5.3B | $472.6M | ||
| Q4 24 | $5.3B | $507.1M | ||
| Q3 24 | $5.5B | $486.9M | ||
| Q2 24 | $5.4B | $537.0M | ||
| Q1 24 | $5.4B | $538.3M |
负债/权益比KOSSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流KOSSFIX
| Q4 25 | $35.3M | $10.9M | ||
| Q3 25 | $-27.6M | $7.0M | ||
| Q2 25 | $127.2M | $20.5M | ||
| Q1 25 | $-888.0K | $-16.2M | ||
| Q4 24 | $175.7M | $14.3M | ||
| Q3 24 | $6.3M | $8.2M | ||
| Q2 24 | $223.7M | $21.7M | ||
| Q1 24 | $272.6M | $-22.3M |
自由现金流KOSSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率KOSSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度KOSSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.1% |
现金转化率KOSSFIX
| 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% |
SFIX
暂无分部数据
