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Kosmos Energy Ltd.（KOS）与SLM Corp（SLM）财务数据对比。点击上方公司名可切换其他公司
SLM Corp的季度营收约是Kosmos Energy Ltd.的1.9倍（$560.0M vs $294.6M），过去两年SLM Corp的营收复合增速更高（22.7% 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。
尼康旗下SLM Solutions AG总部位于德国吕贝克，是金属3D打印机领域的上市生产商，共同拥有SLM文字商标，集团股份自2014年5月9日起在法兰克福证券交易所高级市场板块挂牌交易。
KOS vs SLM — 直观对比
营收规模更大
SLM
是对方的1.9倍
$294.6M
两年增速更快
SLM
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $560.0M |
| 净利润 | — | $308.0M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | 69.6% |
| 净利率 | — | 55.0% |
| 营收同比 | -25.9% | — |
| 净利润同比 | — | 1.0% |
| 每股收益（稀释后） | $-0.80 | $1.54 |
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KOSSLM
| Q1 26 | — | $560.0M | ||
| Q4 25 | $294.6M | $377.1M | ||
| Q3 25 | $311.0M | $373.0M | ||
| Q2 25 | $392.6M | $376.8M | ||
| Q1 25 | $290.1M | $375.0M | ||
| Q4 24 | $397.6M | $362.2M | ||
| Q3 24 | $407.8M | $359.4M | ||
| Q2 24 | $447.8M | $372.2M |
净利润KOSSLM
| Q1 26 | — | $308.0M | ||
| Q4 25 | — | $233.2M | ||
| Q3 25 | $-124.3M | $135.8M | ||
| Q2 25 | $-87.7M | $71.3M | ||
| Q1 25 | $-110.6M | $304.5M | ||
| Q4 24 | — | $111.6M | ||
| Q3 24 | $45.0M | $-45.2M | ||
| Q2 24 | $59.8M | $252.0M |
营业利润率KOSSLM
| Q1 26 | — | 69.6% | ||
| Q4 25 | -125.7% | 83.8% | ||
| Q3 25 | -34.2% | 49.8% | ||
| Q2 25 | -16.2% | 23.3% | ||
| Q1 25 | -32.4% | — | ||
| Q4 24 | -8.5% | 36.5% | ||
| Q3 24 | 26.1% | -16.6% | ||
| Q2 24 | 30.2% | 91.0% |
净利率KOSSLM
| Q1 26 | — | 55.0% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | -40.0% | 36.4% | ||
| Q2 25 | -22.3% | 18.9% | ||
| Q1 25 | -38.1% | 81.2% | ||
| Q4 24 | — | 30.8% | ||
| Q3 24 | 11.0% | -12.6% | ||
| Q2 24 | 13.3% | 67.7% |
每股收益（稀释后）KOSSLM
| Q1 26 | — | $1.54 | ||
| Q4 25 | $-0.80 | $1.11 | ||
| Q3 25 | $-0.26 | $0.63 | ||
| Q2 25 | $-0.18 | $0.32 | ||
| Q1 25 | $-0.23 | $1.40 | ||
| Q4 24 | $0.00 | $0.53 | ||
| Q3 24 | $0.09 | $-0.23 | ||
| Q2 24 | $0.12 | $1.11 |
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 | $5.2B |
| 总债务越低越好 | $3.1B | $6.2B |
| 股东权益账面价值 | $528.6M | $2.4B |
| 总资产 | $4.7B | $29.4B |
| 负债/权益比越低杠杆越低 | 5.78× | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资KOSSLM
| Q1 26 | — | $5.2B | ||
| Q4 25 | $91.5M | $4.2B | ||
| Q3 25 | $64.0M | $3.5B | ||
| Q2 25 | $51.7M | $4.1B | ||
| Q1 25 | $49.8M | $3.7B | ||
| Q4 24 | $85.0M | $4.7B | ||
| Q3 24 | $51.6M | $4.5B | ||
| Q2 24 | $173.8M | $5.3B |
总债务KOSSLM
| Q1 26 | — | $6.2B | ||
| Q4 25 | $3.1B | $5.4B | ||
| Q3 25 | $3.0B | $6.8B | ||
| Q2 25 | $2.9B | $6.4B | ||
| Q1 25 | — | $6.1B | ||
| Q4 24 | $2.7B | $6.4B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $5.4B |
股东权益KOSSLM
| Q1 26 | — | $2.4B | ||
| Q4 25 | $528.6M | $2.5B | ||
| Q3 25 | $898.8M | $2.3B | ||
| Q2 25 | $1.0B | $2.4B | ||
| Q1 25 | $1.1B | $2.4B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.1B | $2.3B |
总资产KOSSLM
| Q1 26 | — | $29.4B | ||
| Q4 25 | $4.7B | $29.7B | ||
| Q3 25 | $5.1B | $29.6B | ||
| Q2 25 | $5.2B | $29.6B | ||
| Q1 25 | $5.3B | $28.9B | ||
| Q4 24 | $5.3B | $30.1B | ||
| Q3 24 | $5.5B | $30.0B | ||
| Q2 24 | $5.4B | $28.8B |
负债/权益比KOSSLM
| Q1 26 | — | 2.53× | ||
| Q4 25 | 5.78× | 2.19× | ||
| Q3 25 | 3.31× | 2.92× | ||
| Q2 25 | 2.80× | 2.70× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | 2.29× | 2.98× | ||
| Q3 24 | — | 2.83× | ||
| Q2 24 | — | 2.37× |
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 | — |
| 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 | — | — |
| 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KOSSLM
| Q1 26 | — | — | ||
| Q4 25 | $35.3M | $-64.5M | ||
| Q3 25 | $-27.6M | $-49.3M | ||
| Q2 25 | $127.2M | $-138.7M | ||
| Q1 25 | $-888.0K | $-146.1M | ||
| Q4 24 | $175.7M | $4.5M | ||
| Q3 24 | $6.3M | $-113.4M | ||
| Q2 24 | $223.7M | $-143.8M |
现金转化率KOSSLM
| Q1 26 | — | — | ||
| Q4 25 | — | -0.28× | ||
| Q3 25 | — | -0.36× | ||
| Q2 25 | — | -1.95× | ||
| Q1 25 | — | -0.48× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 3.74× | -0.57× |
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% |
SLM
| Net Interest Income | $375.0M | 67% |
| Noninterest Income | $185.0M | 33% |
