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Kosmos Energy Ltd.（KOS）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
Strategic Education, Inc.的季度营收约是Kosmos Energy Ltd.的1.0倍（$305.9M vs $294.6M），Strategic Education, Inc.同比增速更快（0.8% vs -25.9%），过去两年Strategic Education, Inc.的营收复合增速更高（-1.0% 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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
KOS vs STRA — 直观对比
营收规模更大
STRA
是对方的1.0倍
$294.6M
营收增速更快
STRA
高出26.7%
-25.9%
两年增速更快
STRA
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $305.9M |
| 净利润 | — | $32.8M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | 13.4% |
| 净利率 | — | 10.7% |
| 营收同比 | -25.9% | 0.8% |
| 净利润同比 | — | 10.3% |
| 每股收益（稀释后） | $-0.80 | $1.48 |
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KOSSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $294.6M | $323.2M | ||
| Q3 25 | $311.0M | $319.9M | ||
| Q2 25 | $392.6M | $321.5M | ||
| Q1 25 | $290.1M | $303.6M | ||
| Q4 24 | $397.6M | $311.5M | ||
| Q3 24 | $407.8M | $306.0M | ||
| Q2 24 | $447.8M | $312.3M |
净利润KOSSTRA
| Q1 26 | — | $32.8M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | $-124.3M | $26.6M | ||
| Q2 25 | $-87.7M | $32.3M | ||
| Q1 25 | $-110.6M | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | $45.0M | $27.7M | ||
| Q2 24 | $59.8M | $29.9M |
营业利润率KOSSTRA
| Q1 26 | — | 13.4% | ||
| Q4 25 | -125.7% | 16.0% | ||
| Q3 25 | -34.2% | 11.6% | ||
| Q2 25 | -16.2% | 14.2% | ||
| Q1 25 | -32.4% | 13.1% | ||
| Q4 24 | -8.5% | 11.6% | ||
| Q3 24 | 26.1% | 11.9% | ||
| Q2 24 | 30.2% | 13.4% |
净利率KOSSTRA
| Q1 26 | — | 10.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | -40.0% | 8.3% | ||
| Q2 25 | -22.3% | 10.1% | ||
| Q1 25 | -38.1% | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | 11.0% | 9.1% | ||
| Q2 24 | 13.3% | 9.6% |
每股收益（稀释后）KOSSTRA
| Q1 26 | — | $1.48 | ||
| Q4 25 | $-0.80 | $1.65 | ||
| Q3 25 | $-0.26 | $1.15 | ||
| Q2 25 | $-0.18 | $1.37 | ||
| Q1 25 | $-0.23 | $1.24 | ||
| Q4 24 | $0.00 | $1.05 | ||
| Q3 24 | $0.09 | $1.15 | ||
| Q2 24 | $0.12 | $1.24 |
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 | $150.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $1.6B |
| 总资产 | $4.7B | $2.1B |
| 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KOSSTRA
| Q1 26 | — | $150.3M | ||
| Q4 25 | $91.5M | $148.1M | ||
| Q3 25 | $64.0M | $172.6M | ||
| Q2 25 | $51.7M | $164.9M | ||
| Q1 25 | $49.8M | $182.6M | ||
| Q4 24 | $85.0M | $184.0M | ||
| Q3 24 | $51.6M | $222.1M | ||
| Q2 24 | $173.8M | $256.2M |
总债务KOSSTRA
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KOSSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $528.6M | $1.6B | ||
| Q3 25 | $898.8M | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B |
总资产KOSSTRA
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.7B | $2.0B | ||
| Q3 25 | $5.1B | $2.1B | ||
| Q2 25 | $5.2B | $2.1B | ||
| Q1 25 | $5.3B | $2.1B | ||
| Q4 24 | $5.3B | $2.0B | ||
| Q3 24 | $5.5B | $2.2B | ||
| Q2 24 | $5.4B | $2.2B |
负债/权益比KOSSTRA
| Q1 26 | — | — | ||
| Q4 25 | 5.78× | — | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 2.80× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $87.4M |
| 自由现金流经营现金流 - 资本支出 | — | $77.3M |
| 自由现金流率自由现金流/营收 | — | 25.3% |
| 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 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $173.9M |
8季度趋势，按日历期对齐
经营现金流KOSSTRA
| Q1 26 | — | $87.4M | ||
| Q4 25 | $35.3M | $39.2M | ||
| Q3 25 | $-27.6M | $60.1M | ||
| Q2 25 | $127.2M | $31.2M | ||
| Q1 25 | $-888.0K | $67.7M | ||
| Q4 24 | $175.7M | $15.9M | ||
| Q3 24 | $6.3M | $51.5M | ||
| Q2 24 | $223.7M | $24.3M |
自由现金流KOSSTRA
| Q1 26 | — | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | — | $20.4M | ||
| Q1 25 | — | $57.3M | ||
| Q4 24 | — | $4.7M | ||
| Q3 24 | — | $42.1M | ||
| Q2 24 | — | $13.6M |
自由现金流率KOSSTRA
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 4.3% |
资本支出强度KOSSTRA
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.4% |
现金转化率KOSSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | 0.14× | 1.86× | ||
| Q2 24 | 3.74× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
