vs
Kosmos Energy Ltd.（KOS）与UDR, Inc.（UDR）财务数据对比。点击上方公司名可切换其他公司
UDR, Inc.的季度营收约是Kosmos Energy Ltd.的1.4倍（$425.8M vs $294.6M），UDR, Inc.同比增速更快（0.9% vs -25.9%），过去两年UDR, Inc.的营收复合增速更高（1.3% 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。
UDR, Inc. 是一家总部位于美国的领先房地产投资信托基金，专注于持有、运营及翻新优质多户住宅公寓社区，业务覆盖美国主要都市圈，服务租客群体包括年轻职场人、家庭及中高收入住户。
KOS vs UDR — 直观对比
营收规模更大
UDR
是对方的1.4倍
$294.6M
营收增速更快
UDR
高出26.8%
-25.9%
两年增速更快
UDR
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $294.6M | $425.8M |
| 净利润 | — | $189.8M |
| 毛利率 | — | — |
| 营业利润率 | -125.7% | 54.0% |
| 净利率 | — | 44.6% |
| 营收同比 | -25.9% | 0.9% |
| 净利润同比 | — | 147.2% |
| 每股收益（稀释后） | $-0.80 | $0.63 |
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KOSUDR
| Q1 26 | — | $425.8M | ||
| Q4 25 | $294.6M | $433.1M | ||
| Q3 25 | $311.0M | $431.9M | ||
| Q2 25 | $392.6M | $425.4M | ||
| Q1 25 | $290.1M | $421.9M | ||
| Q4 24 | $397.6M | $422.7M | ||
| Q3 24 | $407.8M | $420.2M | ||
| Q2 24 | $447.8M | $415.3M |
净利润KOSUDR
| Q1 26 | — | $189.8M | ||
| Q4 25 | — | $222.9M | ||
| Q3 25 | $-124.3M | $40.4M | ||
| Q2 25 | $-87.7M | $37.7M | ||
| Q1 25 | $-110.6M | $76.7M | ||
| Q4 24 | — | $-5.0M | ||
| Q3 24 | $45.0M | $22.6M | ||
| Q2 24 | $59.8M | $28.9M |
营业利润率KOSUDR
| Q1 26 | — | 54.0% | ||
| Q4 25 | -125.7% | 64.1% | ||
| Q3 25 | -34.2% | 17.7% | ||
| Q2 25 | -16.2% | 18.2% | ||
| Q1 25 | -32.4% | 29.0% | ||
| Q4 24 | -8.5% | 15.7% | ||
| Q3 24 | 26.1% | 16.6% | ||
| Q2 24 | 30.2% | 16.5% |
净利率KOSUDR
| Q1 26 | — | 44.6% | ||
| Q4 25 | — | 51.5% | ||
| Q3 25 | -40.0% | 9.4% | ||
| Q2 25 | -22.3% | 8.9% | ||
| Q1 25 | -38.1% | 18.2% | ||
| Q4 24 | — | -220.5% | ||
| Q3 24 | 11.0% | 5.4% | ||
| Q2 24 | 13.3% | 7.0% |
每股收益（稀释后）KOSUDR
| Q1 26 | — | $0.63 | ||
| Q4 25 | $-0.80 | $0.67 | ||
| Q3 25 | $-0.26 | $0.12 | ||
| Q2 25 | $-0.18 | $0.11 | ||
| Q1 25 | $-0.23 | $0.23 | ||
| Q4 24 | $0.00 | $-0.01 | ||
| Q3 24 | $0.09 | $0.06 | ||
| Q2 24 | $0.12 | $0.08 |
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 | $1.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $528.6M | $3.3B |
| 总资产 | $4.7B | $10.3B |
| 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KOSUDR
| Q1 26 | — | $1.3M | ||
| Q4 25 | $91.5M | $1.2M | ||
| Q3 25 | $64.0M | $1.2M | ||
| Q2 25 | $51.7M | $1.5M | ||
| Q1 25 | $49.8M | $1.3M | ||
| Q4 24 | $85.0M | $1.3M | ||
| Q3 24 | $51.6M | $2.3M | ||
| Q2 24 | $173.8M | $2.8M |
总债务KOSUDR
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $5.8B | ||
| Q3 25 | $3.0B | $5.8B | ||
| Q2 25 | $2.9B | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | $2.7B | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
股东权益KOSUDR
| Q1 26 | — | $3.3B | ||
| Q4 25 | $528.6M | $3.3B | ||
| Q3 25 | $898.8M | $3.3B | ||
| Q2 25 | $1.0B | $3.3B | ||
| Q1 25 | $1.1B | $3.3B | ||
| Q4 24 | $1.2B | $3.4B | ||
| Q3 24 | $1.2B | $3.5B | ||
| Q2 24 | $1.1B | $3.7B |
总资产KOSUDR
| Q1 26 | — | $10.3B | ||
| Q4 25 | $4.7B | $10.6B | ||
| Q3 25 | $5.1B | $10.6B | ||
| Q2 25 | $5.2B | $10.6B | ||
| Q1 25 | $5.3B | $10.7B | ||
| Q4 24 | $5.3B | $10.9B | ||
| Q3 24 | $5.5B | $11.1B | ||
| Q2 24 | $5.4B | $11.1B |
负债/权益比KOSUDR
| Q1 26 | — | — | ||
| Q4 25 | 5.78× | 1.77× | ||
| Q3 25 | 3.31× | 1.78× | ||
| Q2 25 | 2.80× | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | 2.29× | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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 | — | 4.9% |
| 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KOSUDR
| Q1 26 | — | — | ||
| Q4 25 | $35.3M | $902.9M | ||
| Q3 25 | $-27.6M | $234.9M | ||
| Q2 25 | $127.2M | $250.3M | ||
| Q1 25 | $-888.0K | $156.2M | ||
| Q4 24 | $175.7M | $876.8M | ||
| Q3 24 | $6.3M | $230.3M | ||
| Q2 24 | $223.7M | $238.5M |
自由现金流KOSUDR
| Q1 26 | — | — | ||
| Q4 25 | — | $650.0M | ||
| Q3 25 | — | $164.6M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $103.2M | ||
| Q4 24 | — | $627.0M | ||
| Q3 24 | — | $161.3M | ||
| Q2 24 | — | $171.1M |
自由现金流率KOSUDR
| Q1 26 | — | — | ||
| Q4 25 | — | 150.1% | ||
| Q3 25 | — | 38.1% | ||
| Q2 25 | — | 44.7% | ||
| Q1 25 | — | 24.5% | ||
| Q4 24 | — | 148.3% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 41.2% |
资本支出强度KOSUDR
| Q1 26 | — | 4.9% | ||
| Q4 25 | — | 58.4% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 59.1% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 16.2% |
现金转化率KOSUDR
| Q1 26 | — | — | ||
| Q4 25 | — | 4.05× | ||
| Q3 25 | — | 5.81× | ||
| Q2 25 | — | 6.64× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.14× | 10.19× | ||
| Q2 24 | 3.74× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
