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Kosmos Energy Ltd.（KOS）与森馨科技（SXT）财务数据对比。点击上方公司名可切换其他公司
森馨科技的季度营收约是Kosmos Energy Ltd.的1.5倍（$435.8M vs $294.6M），森馨科技同比增速更快（11.1% vs -25.9%），过去两年森馨科技的营收复合增速更高（3.9% 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。
森馨科技是总部位于美国威斯康星州密尔沃基的全球化色素、香精香料生产商及销售商，产品广泛应用于食品饮料、医药、化妆品、家居个护、特种印刷成像、计算机成像及工业着色等多个领域，旗下设有香精香料事业部与色素事业部两大核心业务板块。
KOS vs SXT — 直观对比
营收规模更大
SXT
是对方的1.5倍
$294.6M
营收增速更快
SXT
高出37.0%
-25.9%
两年增速更快
SXT
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $435.8M |
| 净利润 | — | $44.2M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | 15.3% |
| 净利率 | — | 10.1% |
| 营收同比 | -25.9% | 11.1% |
| 净利润同比 | — | 28.2% |
| 每股收益（稀释后） | $-0.80 | $1.04 |
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KOSSXT
| Q1 26 | — | $435.8M | ||
| Q4 25 | $294.6M | $393.4M | ||
| Q3 25 | $311.0M | $412.1M | ||
| Q2 25 | $392.6M | $414.2M | ||
| Q1 25 | $290.1M | $392.3M | ||
| Q4 24 | $397.6M | $376.4M | ||
| Q3 24 | $407.8M | $392.6M | ||
| Q2 24 | $447.8M | $403.5M |
净利润KOSSXT
| Q1 26 | — | $44.2M | ||
| Q4 25 | — | $25.5M | ||
| Q3 25 | $-124.3M | $37.0M | ||
| Q2 25 | $-87.7M | $37.6M | ||
| Q1 25 | $-110.6M | $34.5M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | $45.0M | $32.7M | ||
| Q2 24 | $59.8M | $30.9M |
毛利率KOSSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 31.4% | ||
| Q3 25 | — | 34.3% | ||
| Q2 25 | — | 34.5% | ||
| Q1 25 | — | 33.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 33.2% | ||
| Q2 24 | — | 32.4% |
营业利润率KOSSXT
| Q1 26 | — | 15.3% | ||
| Q4 25 | -125.7% | 9.7% | ||
| Q3 25 | -34.2% | 14.0% | ||
| Q2 25 | -16.2% | 13.9% | ||
| Q1 25 | -32.4% | 13.6% | ||
| Q4 24 | -8.5% | 11.2% | ||
| Q3 24 | 26.1% | 12.9% | ||
| Q2 24 | 30.2% | 12.3% |
净利率KOSSXT
| Q1 26 | — | 10.1% | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | -40.0% | 9.0% | ||
| Q2 25 | -22.3% | 9.1% | ||
| Q1 25 | -38.1% | 8.8% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | 11.0% | 8.3% | ||
| Q2 24 | 13.3% | 7.7% |
每股收益（稀释后）KOSSXT
| Q1 26 | — | $1.04 | ||
| Q4 25 | $-0.80 | $0.60 | ||
| Q3 25 | $-0.26 | $0.87 | ||
| Q2 25 | $-0.18 | $0.88 | ||
| Q1 25 | $-0.23 | $0.81 | ||
| Q4 24 | $0.00 | $0.71 | ||
| Q3 24 | $0.09 | $0.77 | ||
| Q2 24 | $0.12 | $0.73 |
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 | $38.5M |
| 总债务越低越好 | $3.1B | $767.8M |
| 股东权益账面价值 | $528.6M | $1.2B |
| 总资产 | $4.7B | $2.3B |
| 负债/权益比越低杠杆越低 | 5.78× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资KOSSXT
| Q1 26 | — | $38.5M | ||
| Q4 25 | $91.5M | $36.5M | ||
| Q3 25 | $64.0M | $42.7M | ||
| Q2 25 | $51.7M | $56.7M | ||
| Q1 25 | $49.8M | $32.6M | ||
| Q4 24 | $85.0M | $26.6M | ||
| Q3 24 | $51.6M | $37.0M | ||
| Q2 24 | $173.8M | $30.3M |
总债务KOSSXT
| Q1 26 | — | $767.8M | ||
| Q4 25 | $3.1B | $709.2M | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.7B | $613.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KOSSXT
| Q1 26 | — | $1.2B | ||
| Q4 25 | $528.6M | $1.2B | ||
| Q3 25 | $898.8M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
总资产KOSSXT
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.7B | $2.2B | ||
| Q3 25 | $5.1B | $2.2B | ||
| Q2 25 | $5.2B | $2.2B | ||
| Q1 25 | $5.3B | $2.1B | ||
| Q4 24 | $5.3B | $2.0B | ||
| Q3 24 | $5.5B | $2.0B | ||
| Q2 24 | $5.4B | $2.0B |
负债/权益比KOSSXT
| Q1 26 | — | 0.63× | ||
| Q4 25 | 5.78× | 0.59× | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 2.80× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.29× | 0.58× | ||
| 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 | — |
| 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KOSSXT
| Q1 26 | — | — | ||
| Q4 25 | $35.3M | $44.6M | ||
| Q3 25 | $-27.6M | $44.0M | ||
| Q2 25 | $127.2M | $48.3M | ||
| Q1 25 | $-888.0K | $-9.0M | ||
| Q4 24 | $175.7M | $21.4M | ||
| Q3 24 | $6.3M | $76.8M | ||
| Q2 24 | $223.7M | $43.8M |
自由现金流KOSSXT
| Q1 26 | — | — | ||
| Q4 25 | — | $12.9M | ||
| Q3 25 | — | $24.2M | ||
| Q2 25 | — | $27.1M | ||
| Q1 25 | — | $-25.8M | ||
| Q4 24 | — | $-1.7M | ||
| Q3 24 | — | $63.6M | ||
| Q2 24 | — | $32.0M |
自由现金流率KOSSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | -6.6% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | — | 16.2% | ||
| Q2 24 | — | 7.9% |
资本支出强度KOSSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 2.9% |
现金转化率KOSSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | -0.26× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 0.14× | 2.35× | ||
| Q2 24 | 3.74× | 1.42× |
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% |
SXT
暂无分部数据
