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Kosmos Energy Ltd.（KOS）与Udemy, Inc.（UDMY）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Udemy, Inc.的1.5倍（$294.6M vs $194.0M），Udemy, Inc.同比增速更快（-3.0% vs -25.9%），过去两年Udemy, Inc.的营收复合增速更高（-0.7% 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。
Udemy是一家总部位于美国的教育科技企业，2010年成立，最初定位为大规模开放在线课程提供商，目前核心办公地点位于加州旧金山，在美、澳、印、爱、墨、土多国均设有分支机构。它主打在线教育平台，支持用户自主创建并分享课程，平台课程以按需点播的视频内容为主，截至2025年初已拥有数百万个人用户。
KOS vs UDMY — 直观对比
营收规模更大
KOS
是对方的1.5倍
$194.0M
营收增速更快
UDMY
高出22.9%
-25.9%
两年增速更快
UDMY
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $194.0M |
| 净利润 | — | $-2.3M |
| 毛利率 | — | 66.0% |
| 营业利润率 | -125.7% | -1.8% |
| 净利率 | — | -1.2% |
| 营收同比 | -25.9% | -3.0% |
| 净利润同比 | — | 76.4% |
| 每股收益（稀释后） | $-0.80 | $-0.01 |
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KOSUDMY
| Q4 25 | $294.6M | $194.0M | ||
| Q3 25 | $311.0M | $195.7M | ||
| Q2 25 | $392.6M | $199.9M | ||
| Q1 25 | $290.1M | $200.3M | ||
| Q4 24 | $397.6M | $199.9M | ||
| Q3 24 | $407.8M | $195.4M | ||
| Q2 24 | $447.8M | $194.4M | ||
| Q1 24 | $422.3M | $196.8M |
净利润KOSUDMY
| Q4 25 | — | $-2.3M | ||
| Q3 25 | $-124.3M | $1.6M | ||
| Q2 25 | $-87.7M | $6.3M | ||
| Q1 25 | $-110.6M | $-1.8M | ||
| Q4 24 | — | $-9.9M | ||
| Q3 24 | $45.0M | $-25.3M | ||
| Q2 24 | $59.8M | $-31.8M | ||
| Q1 24 | $91.7M | $-18.3M |
毛利率KOSUDMY
| Q4 25 | — | 66.0% | ||
| Q3 25 | — | 65.9% | ||
| Q2 25 | — | 66.1% | ||
| Q1 25 | — | 64.6% | ||
| Q4 24 | — | 63.6% | ||
| Q3 24 | — | 63.0% | ||
| Q2 24 | — | 62.3% | ||
| Q1 24 | — | 61.2% |
营业利润率KOSUDMY
| Q4 25 | -125.7% | -1.8% | ||
| Q3 25 | -34.2% | -0.1% | ||
| Q2 25 | -16.2% | 2.0% | ||
| Q1 25 | -32.4% | -2.2% | ||
| Q4 24 | -8.5% | -5.8% | ||
| Q3 24 | 26.1% | -15.1% | ||
| Q2 24 | 30.2% | -13.1% | ||
| Q1 24 | 33.6% | -11.5% |
净利率KOSUDMY
| Q4 25 | — | -1.2% | ||
| Q3 25 | -40.0% | 0.8% | ||
| Q2 25 | -22.3% | 3.1% | ||
| Q1 25 | -38.1% | -0.9% | ||
| Q4 24 | — | -4.9% | ||
| Q3 24 | 11.0% | -12.9% | ||
| Q2 24 | 13.3% | -16.4% | ||
| Q1 24 | 21.7% | -9.3% |
每股收益（稀释后）KOSUDMY
| Q4 25 | $-0.80 | $-0.01 | ||
| Q3 25 | $-0.26 | $0.01 | ||
| Q2 25 | $-0.18 | $0.04 | ||
| Q1 25 | $-0.23 | $-0.01 | ||
| Q4 24 | $0.00 | $-0.06 | ||
| Q3 24 | $0.09 | $-0.17 | ||
| Q2 24 | $0.12 | $-0.21 | ||
| Q1 24 | $0.19 | $-0.12 |
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 | $358.7M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $210.5M |
| 总资产 | $4.7B | $617.7M |
| 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KOSUDMY
| Q4 25 | $91.5M | $358.7M | ||
| Q3 25 | $64.0M | $371.2M | ||
| Q2 25 | $51.7M | $392.0M | ||
| Q1 25 | $49.8M | $357.0M | ||
| Q4 24 | $85.0M | $354.4M | ||
| Q3 24 | $51.6M | $357.1M | ||
| Q2 24 | $173.8M | $420.9M | ||
| Q1 24 | $254.3M | $430.7M |
总债务KOSUDMY
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益KOSUDMY
| Q4 25 | $528.6M | $210.5M | ||
| Q3 25 | $898.8M | $221.8M | ||
| Q2 25 | $1.0B | $233.4M | ||
| Q1 25 | $1.1B | $209.4M | ||
| Q4 24 | $1.2B | $197.4M | ||
| Q3 24 | $1.2B | $196.3M | ||
| Q2 24 | $1.1B | $252.3M | ||
| Q1 24 | $1.1B | $296.5M |
总资产KOSUDMY
| Q4 25 | $4.7B | $617.7M | ||
| Q3 25 | $5.1B | $618.9M | ||
| Q2 25 | $5.2B | $644.0M | ||
| Q1 25 | $5.3B | $639.0M | ||
| Q4 24 | $5.3B | $605.6M | ||
| Q3 24 | $5.5B | $608.9M | ||
| Q2 24 | $5.4B | $671.9M | ||
| Q1 24 | $5.4B | $708.5M |
负债/权益比KOSUDMY
| Q4 25 | 5.78× | — | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 2.80× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | — | $15.0M |
| 自由现金流率自由现金流/营收 | — | 7.7% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $81.9M |
8季度趋势，按日历期对齐
经营现金流KOSUDMY
| Q4 25 | $35.3M | $15.5M | ||
| Q3 25 | $-27.6M | $15.7M | ||
| Q2 25 | $127.2M | $44.2M | ||
| Q1 25 | $-888.0K | $12.2M | ||
| Q4 24 | $175.7M | $9.6M | ||
| Q3 24 | $6.3M | $-6.1M | ||
| Q2 24 | $223.7M | $28.6M | ||
| Q1 24 | $272.6M | $21.0M |
自由现金流KOSUDMY
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $15.1M | ||
| Q2 25 | — | $41.9M | ||
| Q1 25 | — | $9.8M | ||
| Q4 24 | — | $8.4M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $20.8M |
自由现金流率KOSUDMY
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | — | 14.5% | ||
| Q1 24 | — | 10.6% |
资本支出强度KOSUDMY
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.1% |
现金转化率KOSUDMY
| Q4 25 | — | — | ||
| Q3 25 | — | 9.58× | ||
| Q2 25 | — | 7.06× | ||
| 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% |
UDMY
暂无分部数据
