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AdvanSix Inc.（ASIX）与铱星通信（IRDM）财务数据对比。点击上方公司名可切换其他公司
AdvanSix Inc.的季度营收约是铱星通信的1.6倍（$359.9M vs $219.1M），铱星通信净利率更高（9.9% vs -0.8%，领先10.6%），AdvanSix Inc.同比增速更快（9.4% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs 3.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
铱星通信是一家总部位于美国弗吉尼亚州麦克莱恩的上市企业，运营着由80颗卫星组成的铱星星座，其中66颗为工作星，14颗为在轨备用星。其卫星网络支持手持卫星电话、卫星通信终端及集成收发设备实现全球范围的语音和数据传输，还可提供双向卫星消息服务，满足全球各场景的通信需求。
ASIX vs IRDM — 直观对比
营收规模更大
ASIX
是对方的1.6倍
$219.1M
营收增速更快
ASIX
高出7.4%
1.9%
净利率更高
IRDM
高出10.6%
-0.8%
两年增速更快
IRDM
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $219.1M |
| 净利润 | $-2.8M | $21.6M |
| 毛利率 | 7.6% | — |
| 营业利润率 | -0.7% | 23.2% |
| 净利率 | -0.8% | 9.9% |
| 营收同比 | 9.4% | 1.9% |
| 净利润同比 | -892.9% | — |
| 每股收益（稀释后） | $-0.11 | — |
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ASIXIRDM
| Q1 26 | — | $219.1M | ||
| Q4 25 | $359.9M | $212.9M | ||
| Q3 25 | $374.5M | $226.9M | ||
| Q2 25 | $410.0M | $216.9M | ||
| Q1 25 | $377.8M | $214.9M | ||
| Q4 24 | $329.1M | $213.0M | ||
| Q3 24 | $398.2M | $212.8M | ||
| Q2 24 | $453.5M | $201.1M |
净利润ASIXIRDM
| Q1 26 | — | $21.6M | ||
| Q4 25 | $-2.8M | $24.9M | ||
| Q3 25 | $-2.6M | $37.1M | ||
| Q2 25 | $31.4M | $22.0M | ||
| Q1 25 | $23.3M | $30.4M | ||
| Q4 24 | $352.0K | $36.3M | ||
| Q3 24 | $22.3M | $24.4M | ||
| Q2 24 | $38.9M | $32.3M |
毛利率ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 14.3% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 14.4% | — | ||
| Q2 24 | 17.9% | — |
营业利润率ASIXIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | -0.7% | 25.9% | ||
| Q3 25 | -0.9% | 30.9% | ||
| Q2 25 | 7.7% | 23.2% | ||
| Q1 25 | 7.7% | 28.1% | ||
| Q4 24 | -3.9% | 24.5% | ||
| Q3 24 | 7.5% | 25.8% | ||
| Q2 24 | 11.5% | 21.7% |
净利率ASIXIRDM
| Q1 26 | — | 9.9% | ||
| Q4 25 | -0.8% | 11.7% | ||
| Q3 25 | -0.7% | 16.4% | ||
| Q2 25 | 7.7% | 10.1% | ||
| Q1 25 | 6.2% | 14.2% | ||
| Q4 24 | 0.1% | 17.1% | ||
| Q3 24 | 5.6% | 11.5% | ||
| Q2 24 | 8.6% | 16.1% |
每股收益（稀释后）ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | $0.24 | ||
| Q3 25 | $-0.10 | $0.35 | ||
| Q2 25 | $1.15 | $0.20 | ||
| Q1 25 | $0.86 | $0.27 | ||
| Q4 24 | $0.02 | $0.30 | ||
| Q3 24 | $0.82 | $0.21 | ||
| Q2 24 | $1.43 | $0.27 |
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 | $19.8M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | — |
| 总资产 | $1.7B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $96.5M | ||
| Q3 25 | $23.7M | $88.5M | ||
| Q2 25 | $18.4M | $79.3M | ||
| Q1 25 | $8.3M | $50.9M | ||
| Q4 24 | $19.6M | $93.5M | ||
| Q3 24 | $17.3M | $159.6M | ||
| Q2 24 | $12.1M | $63.5M |
总债务ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $815.2M | $462.6M | ||
| Q3 25 | $818.2M | $450.5M | ||
| Q2 25 | $823.7M | $473.6M | ||
| Q1 25 | $794.4M | $518.4M | ||
| Q4 24 | $774.6M | $576.6M | ||
| Q3 24 | $766.4M | $663.8M | ||
| Q2 24 | $746.6M | $786.7M |
总资产ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $2.5B | ||
| Q3 25 | $1.7B | $2.6B | ||
| Q2 25 | $1.6B | $2.6B | ||
| Q1 25 | $1.6B | $2.6B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.5B | $2.7B |
负债/权益比ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.05× | ||
| 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 | $63.7M | — |
| 自由现金流经营现金流 - 资本支出 | $36.1M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 7.7% | 13.7% |
| 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 | $6.4M | — |
8季度趋势，按日历期对齐
经营现金流ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $108.6M | ||
| Q3 25 | $26.6M | $100.8M | ||
| Q2 25 | $21.1M | $129.6M | ||
| Q1 25 | $11.4M | $61.1M | ||
| Q4 24 | $64.2M | $104.8M | ||
| Q3 24 | $57.3M | $118.6M | ||
| Q2 24 | $50.2M | $81.1M |
自由现金流ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $36.1M | $75.1M | ||
| Q3 25 | $66.0K | $79.2M | ||
| Q2 25 | $-7.2M | $108.9M | ||
| Q1 25 | $-22.6M | $36.5M | ||
| Q4 24 | $29.8M | $80.5M | ||
| Q3 24 | $26.8M | $100.0M | ||
| Q2 24 | $16.7M | $68.7M |
自由现金流率ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | 35.3% | ||
| Q3 25 | 0.0% | 34.9% | ||
| Q2 25 | -1.7% | 50.2% | ||
| Q1 25 | -6.0% | 17.0% | ||
| Q4 24 | 9.1% | 37.8% | ||
| Q3 24 | 6.7% | 47.0% | ||
| Q2 24 | 3.7% | 34.2% |
资本支出强度ASIXIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 7.7% | 15.7% | ||
| Q3 25 | 7.1% | 9.5% | ||
| Q2 25 | 6.9% | 9.5% | ||
| Q1 25 | 9.0% | 11.4% | ||
| Q4 24 | 10.4% | 11.4% | ||
| Q3 24 | 7.7% | 8.7% | ||
| Q2 24 | 7.4% | 6.2% |
现金转化率ASIXIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.37× | ||
| Q3 25 | — | 2.71× | ||
| Q2 25 | 0.67× | 5.90× | ||
| Q1 25 | 0.49× | 2.01× | ||
| Q4 24 | 182.29× | 2.88× | ||
| Q3 24 | 2.57× | 4.85× | ||
| Q2 24 | 1.29× | 2.51× |
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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
