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Kosmos Energy Ltd.（KOS）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是Tarsus Pharmaceuticals, Inc.的1.9倍（$294.6M vs $151.7M），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs -25.9%），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% 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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
KOS vs TARS — 直观对比
营收规模更大
KOS
是对方的1.9倍
$151.7M
营收增速更快
TARS
高出154.3%
-25.9%
两年增速更快
TARS
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $151.7M |
| 净利润 | — | $-8.4M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | -5.3% |
| 净利率 | — | -5.5% |
| 营收同比 | -25.9% | 128.4% |
| 净利润同比 | — | 63.8% |
| 每股收益（稀释后） | $-0.80 | $-0.17 |
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KOSTARS
| Q4 25 | $294.6M | $151.7M | ||
| Q3 25 | $311.0M | $118.7M | ||
| Q2 25 | $392.6M | $102.7M | ||
| Q1 25 | $290.1M | $78.3M | ||
| Q4 24 | $397.6M | $66.4M | ||
| Q3 24 | $407.8M | $48.1M | ||
| Q2 24 | $447.8M | $40.8M | ||
| Q1 24 | $422.3M | $27.6M |
净利润KOSTARS
| Q4 25 | — | $-8.4M | ||
| Q3 25 | $-124.3M | $-12.6M | ||
| Q2 25 | $-87.7M | $-20.3M | ||
| Q1 25 | $-110.6M | $-25.1M | ||
| Q4 24 | — | $-23.1M | ||
| Q3 24 | $45.0M | $-23.4M | ||
| Q2 24 | $59.8M | $-33.3M | ||
| Q1 24 | $91.7M | $-35.7M |
营业利润率KOSTARS
| Q4 25 | -125.7% | -5.3% | ||
| Q3 25 | -34.2% | -12.2% | ||
| Q2 25 | -16.2% | -21.6% | ||
| Q1 25 | -32.4% | -33.5% | ||
| Q4 24 | -8.5% | -36.8% | ||
| Q3 24 | 26.1% | -52.3% | ||
| Q2 24 | 30.2% | -81.6% | ||
| Q1 24 | 33.6% | -136.5% |
净利率KOSTARS
| Q4 25 | — | -5.5% | ||
| Q3 25 | -40.0% | -10.6% | ||
| Q2 25 | -22.3% | -19.8% | ||
| Q1 25 | -38.1% | -32.1% | ||
| Q4 24 | — | -34.8% | ||
| Q3 24 | 11.0% | -48.7% | ||
| Q2 24 | 13.3% | -81.6% | ||
| Q1 24 | 21.7% | -129.4% |
每股收益（稀释后）KOSTARS
| Q4 25 | $-0.80 | $-0.17 | ||
| Q3 25 | $-0.26 | $-0.30 | ||
| Q2 25 | $-0.18 | $-0.48 | ||
| Q1 25 | $-0.23 | $-0.64 | ||
| Q4 24 | $0.00 | $-0.57 | ||
| Q3 24 | $0.09 | $-0.61 | ||
| Q2 24 | $0.12 | $-0.88 | ||
| Q1 24 | $0.19 | $-1.01 |
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 | $417.3M |
| 总债务越低越好 | $3.1B | $72.4M |
| 股东权益账面价值 | $528.6M | $343.4M |
| 总资产 | $4.7B | $562.2M |
| 负债/权益比越低杠杆越低 | 5.78× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资KOSTARS
| Q4 25 | $91.5M | $417.3M | ||
| Q3 25 | $64.0M | $401.8M | ||
| Q2 25 | $51.7M | $381.1M | ||
| Q1 25 | $49.8M | $407.9M | ||
| Q4 24 | $85.0M | $291.4M | ||
| Q3 24 | $51.6M | $317.0M | ||
| Q2 24 | $173.8M | $323.6M | ||
| Q1 24 | $254.3M | $298.5M |
总债务KOSTARS
| Q4 25 | $3.1B | $72.4M | ||
| Q3 25 | $3.0B | $72.3M | ||
| Q2 25 | $2.9B | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | $2.7B | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益KOSTARS
| Q4 25 | $528.6M | $343.4M | ||
| Q3 25 | $898.8M | $335.1M | ||
| Q2 25 | $1.0B | $332.6M | ||
| Q1 25 | $1.1B | $342.5M | ||
| Q4 24 | $1.2B | $224.5M | ||
| Q3 24 | $1.2B | $237.5M | ||
| Q2 24 | $1.1B | $252.2M | ||
| Q1 24 | $1.1B | $275.2M |
总资产KOSTARS
| Q4 25 | $4.7B | $562.2M | ||
| Q3 25 | $5.1B | $534.6M | ||
| Q2 25 | $5.2B | $495.0M | ||
| Q1 25 | $5.3B | $500.8M | ||
| Q4 24 | $5.3B | $377.0M | ||
| Q3 24 | $5.5B | $376.3M | ||
| Q2 24 | $5.4B | $376.8M | ||
| Q1 24 | $5.4B | $349.3M |
负债/权益比KOSTARS
| Q4 25 | 5.78× | 0.21× | ||
| Q3 25 | 3.31× | 0.22× | ||
| Q2 25 | 2.80× | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 2.29× | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $13.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 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 | — | $-22.3M |
8季度趋势，按日历期对齐
经营现金流KOSTARS
| Q4 25 | $35.3M | $19.3M | ||
| Q3 25 | $-27.6M | $18.3M | ||
| Q2 25 | $127.2M | $-29.4M | ||
| Q1 25 | $-888.0K | $-20.7M | ||
| Q4 24 | $175.7M | $-22.2M | ||
| Q3 24 | $6.3M | $-8.7M | ||
| Q2 24 | $223.7M | $-14.4M | ||
| Q1 24 | $272.6M | $-37.8M |
自由现金流KOSTARS
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $16.3M | ||
| Q2 25 | — | $-30.4M | ||
| Q1 25 | — | $-21.2M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $-8.9M | ||
| Q2 24 | — | $-15.4M | ||
| Q1 24 | — | $-38.0M |
自由现金流率KOSTARS
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | -29.6% | ||
| Q1 25 | — | -27.1% | ||
| Q4 24 | — | -33.5% | ||
| Q3 24 | — | -18.6% | ||
| Q2 24 | — | -37.8% | ||
| Q1 24 | — | -137.5% |
资本支出强度KOSTARS
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 0.6% |
现金转化率KOSTARS
| 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% |
TARS
暂无分部数据
