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TALOS ENERGY INC.（TALO）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
TALOS ENERGY INC.的季度营收约是世纪互联的1.1倍（$392.2M vs $362.7M），世纪互联净利率更高（-10.7% vs -51.6%，领先41.0%），过去两年世纪互联的营收复合增速更高（17.4% vs -4.5%）
塔洛斯能源是一家专注于油气领域的企业，主要在美国墨西哥湾沿岸及墨西哥湾区域开展石油、天然气资产的勘探、开发与生产运营业务，在离岸油气资源开发领域拥有成熟的项目运营经验与技术储备。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
TALO vs VNET — 直观对比
营收规模更大
TALO
是对方的1.1倍
$362.7M
净利率更高
VNET
高出41.0%
-51.6%
两年增速更快
VNET
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $362.7M |
| 净利润 | $-202.6M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | -62.2% | 0.5% |
| 净利率 | -51.6% | -10.7% |
| 营收同比 | -19.2% | — |
| 净利润同比 | -214.0% | — |
| 每股收益（稀释后） | $-1.17 | — |
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TALOVNET
| Q4 25 | $392.2M | — | ||
| Q3 25 | $450.1M | $362.7M | ||
| Q2 25 | $424.7M | — | ||
| Q1 25 | $513.1M | $309.5M | ||
| Q4 24 | $485.2M | — | ||
| Q3 24 | $509.3M | $302.2M | ||
| Q2 24 | $549.2M | $274.4M | ||
| Q1 24 | $429.9M | $262.9M |
净利润TALOVNET
| Q4 25 | $-202.6M | — | ||
| Q3 25 | $-95.9M | $-38.7M | ||
| Q2 25 | $-185.9M | — | ||
| Q1 25 | $-9.9M | $-2.4M | ||
| Q4 24 | $-64.5M | — | ||
| Q3 24 | $88.2M | $-2.1M | ||
| Q2 24 | $12.4M | $-1.1M | ||
| Q1 24 | $-112.4M | $-22.0M |
毛利率TALOVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 21.6% |
营业利润率TALOVNET
| Q4 25 | -62.2% | — | ||
| Q3 25 | -19.1% | 0.5% | ||
| Q2 25 | -64.4% | — | ||
| Q1 25 | 8.5% | 0.1% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 4.6% | 24.5% | ||
| Q2 24 | 9.9% | 0.2% | ||
| Q1 24 | 15.8% | 0.2% |
净利率TALOVNET
| Q4 25 | -51.6% | — | ||
| Q3 25 | -21.3% | -10.7% | ||
| Q2 25 | -43.8% | — | ||
| Q1 25 | -1.9% | -0.8% | ||
| Q4 24 | -13.3% | — | ||
| Q3 24 | 17.3% | -0.7% | ||
| Q2 24 | 2.3% | -0.4% | ||
| Q1 24 | -26.2% | -8.4% |
每股收益（稀释后）TALOVNET
| Q4 25 | $-1.17 | — | ||
| Q3 25 | $-0.55 | — | ||
| Q2 25 | $-1.05 | — | ||
| Q1 25 | $-0.05 | — | ||
| Q4 24 | $-0.29 | — | ||
| Q3 24 | $0.49 | — | ||
| Q2 24 | $0.07 | — | ||
| Q1 24 | $-0.71 | — |
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 | $362.8M | $492.1M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $2.2B | $890.8M |
| 总资产 | $5.6B | $6.1B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资TALOVNET
| Q4 25 | $362.8M | — | ||
| Q3 25 | $332.7M | $492.1M | ||
| Q2 25 | $357.3M | — | ||
| Q1 25 | $202.9M | $544.3M | ||
| Q4 24 | $108.2M | — | ||
| Q3 24 | $45.5M | $219.5M | ||
| Q2 24 | $37.8M | $247.2M | ||
| Q1 24 | $21.0M | $246.9M |
总债务TALOVNET
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
股东权益TALOVNET
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.4B | $890.8M | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.7B | $927.8M | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.8B | $902.9M | ||
| Q2 24 | $2.7B | $900.6M | ||
| Q1 24 | $2.8B | $895.1M |
总资产TALOVNET
| Q4 25 | $5.6B | — | ||
| Q3 25 | $5.7B | $6.1B | ||
| Q2 25 | $5.9B | — | ||
| Q1 25 | $6.1B | $5.4B | ||
| Q4 24 | $6.2B | — | ||
| Q3 24 | $6.4B | $4.3B | ||
| Q2 24 | $6.4B | $4.0B | ||
| Q1 24 | $6.4B | $3.9B |
负债/权益比TALOVNET
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.49× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.44× | — | ||
| Q3 24 | 0.47× | 1.28× | ||
| Q2 24 | 0.53× | — | ||
| Q1 24 | 0.56× | — |
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 | $201.8M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 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 | — | $-589.7M |
8季度趋势，按日历期对齐
经营现金流TALOVNET
| Q4 25 | $201.8M | — | ||
| Q3 25 | $114.2M | $113.8M | ||
| Q2 25 | $351.6M | — | ||
| Q1 25 | $268.2M | $27.0M | ||
| Q4 24 | $349.3M | — | ||
| Q3 24 | $227.5M | $108.3M | ||
| Q2 24 | $289.4M | $55.8M | ||
| Q1 24 | $96.4M | $37.1M |
自由现金流TALOVNET
| Q4 25 | — | — | ||
| Q3 25 | — | $-193.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-95.0M | ||
| Q2 24 | — | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率TALOVNET
| Q4 25 | — | — | ||
| Q3 25 | — | -53.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -31.4% | ||
| Q2 24 | — | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度TALOVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 50.1% | ||
| Q1 24 | — | 53.0% |
现金转化率TALOVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.58× | — | ||
| Q2 24 | 23.37× | — | ||
| Q1 24 | — | — |
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
TALO
| Oil And Condensate | $346.3M | 88% |
| Natural Gas Production | $36.0M | 9% |
| Natural Gas Liquids Reserves | $10.0M | 3% |
VNET
暂无分部数据
