vs
Kosmos Energy Ltd.（KOS）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Kosmos Energy Ltd.的2.0倍（$588.0M vs $294.6M），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -25.9%），过去两年Simpson Manufacturing Co., 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
KOS vs SSD — 直观对比
营收规模更大
SSD
是对方的2.0倍
$294.6M
营收增速更快
SSD
高出35.0%
-25.9%
两年增速更快
SSD
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $588.0M |
| 净利润 | — | $88.2M |
| 毛利率 | — | 45.2% |
| 营业利润率 | -125.7% | 19.5% |
| 净利率 | — | 15.0% |
| 营收同比 | -25.9% | 9.1% |
| 净利润同比 | — | 13.3% |
| 每股收益（稀释后） | $-0.80 | $2.13 |
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KOSSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $294.6M | $539.3M | ||
| Q3 25 | $311.0M | $623.5M | ||
| Q2 25 | $392.6M | $631.1M | ||
| Q1 25 | $290.1M | $538.9M | ||
| Q4 24 | $397.6M | $517.4M | ||
| Q3 24 | $407.8M | $587.2M | ||
| Q2 24 | $447.8M | $597.0M |
净利润KOSSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | — | $56.2M | ||
| Q3 25 | $-124.3M | $107.4M | ||
| Q2 25 | $-87.7M | $103.5M | ||
| Q1 25 | $-110.6M | $77.9M | ||
| Q4 24 | — | $55.4M | ||
| Q3 24 | $45.0M | $93.5M | ||
| Q2 24 | $59.8M | $97.8M |
毛利率KOSSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
营业利润率KOSSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | -125.7% | 13.9% | ||
| Q3 25 | -34.2% | 22.6% | ||
| Q2 25 | -16.2% | 22.2% | ||
| Q1 25 | -32.4% | 19.0% | ||
| Q4 24 | -8.5% | 14.8% | ||
| Q3 24 | 26.1% | 21.3% | ||
| Q2 24 | 30.2% | 22.1% |
净利率KOSSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | -40.0% | 17.2% | ||
| Q2 25 | -22.3% | 16.4% | ||
| Q1 25 | -38.1% | 14.5% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | 11.0% | 15.9% | ||
| Q2 24 | 13.3% | 16.4% |
每股收益（稀释后）KOSSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $-0.80 | $1.34 | ||
| Q3 25 | $-0.26 | $2.58 | ||
| Q2 25 | $-0.18 | $2.47 | ||
| Q1 25 | $-0.23 | $1.85 | ||
| Q4 24 | $0.00 | $1.31 | ||
| Q3 24 | $0.09 | $2.21 | ||
| Q2 24 | $0.12 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $2.1B |
| 总资产 | $4.7B | $3.0B |
| 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KOSSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $91.5M | $384.1M | ||
| Q3 25 | $64.0M | $297.3M | ||
| Q2 25 | $51.7M | $190.4M | ||
| Q1 25 | $49.8M | $150.3M | ||
| Q4 24 | $85.0M | $239.4M | ||
| Q3 24 | $51.6M | $339.4M | ||
| Q2 24 | $173.8M | $354.9M |
总债务KOSSSD
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $300.0M | ||
| Q3 25 | $3.0B | $371.3M | ||
| Q2 25 | $2.9B | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | $2.7B | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益KOSSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $528.6M | $2.0B | ||
| Q3 25 | $898.8M | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.1B | $1.8B |
总资产KOSSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.7B | $3.1B | ||
| Q3 25 | $5.1B | $3.0B | ||
| Q2 25 | $5.2B | $3.0B | ||
| Q1 25 | $5.3B | $2.8B | ||
| Q4 24 | $5.3B | $2.7B | ||
| Q3 24 | $5.5B | $2.9B | ||
| Q2 24 | $5.4B | $2.8B |
负债/权益比KOSSSD
| Q1 26 | — | — | ||
| Q4 25 | 5.78× | 0.15× | ||
| Q3 25 | 3.31× | 0.19× | ||
| Q2 25 | 2.80× | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 2.29× | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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KOSSSD
| Q1 26 | — | — | ||
| Q4 25 | $35.3M | $155.7M | ||
| Q3 25 | $-27.6M | $170.2M | ||
| Q2 25 | $127.2M | $125.2M | ||
| Q1 25 | $-888.0K | $7.6M | ||
| Q4 24 | $175.7M | $115.8M | ||
| Q3 24 | $6.3M | $103.3M | ||
| Q2 24 | $223.7M | $111.1M |
自由现金流KOSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $119.0M | ||
| Q3 25 | — | $133.9M | ||
| Q2 25 | — | $87.3M | ||
| Q1 25 | — | $-42.6M | ||
| Q4 24 | — | $60.3M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | — | $70.9M |
自由现金流率KOSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | -7.9% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 11.9% |
资本支出强度KOSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 6.7% |
现金转化率KOSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | 0.14× | 1.10× | ||
| Q2 24 | 3.74× | 1.14× |
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% |
SSD
暂无分部数据
