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AeroVironment Inc（AVAV）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
AeroVironment Inc的季度营收约是铱星通信的2.2倍（$472.5M vs $219.1M），铱星通信净利率更高（9.9% vs -3.6%，领先13.5%），AeroVironment Inc同比增速更快（181.9% vs 1.9%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 4.4%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs IRDM — 直观对比
营收规模更大
AVAV
是对方的2.2倍
$219.1M
营收增速更快
AVAV
高出179.9%
1.9%
净利率更高
IRDM
高出13.5%
-3.6%
两年增速更快
AVAV
近两年复合增速
4.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $219.1M |
| 净利润 | $-17.1M | $21.6M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | 23.2% |
| 净利率 | -3.6% | 9.9% |
| 营收同比 | 181.9% | 1.9% |
| 净利润同比 | -875.1% | -29.0% |
| 每股收益（稀释后） | $-0.34 | — |
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AVAVIRDM
| Q1 26 | — | $219.1M | ||
| Q4 25 | $472.5M | $212.9M | ||
| Q3 25 | $454.7M | $226.9M | ||
| Q2 25 | $275.1M | $216.9M | ||
| Q1 25 | $167.6M | $214.9M | ||
| Q4 24 | $188.5M | $213.0M | ||
| Q3 24 | $189.5M | $212.8M | ||
| Q2 24 | $197.0M | $201.1M |
净利润AVAVIRDM
| Q1 26 | — | $21.6M | ||
| Q4 25 | $-17.1M | $24.9M | ||
| Q3 25 | $-67.4M | $37.1M | ||
| Q2 25 | $16.7M | $22.0M | ||
| Q1 25 | $-1.8M | $30.4M | ||
| Q4 24 | $7.5M | $36.3M | ||
| Q3 24 | $21.2M | $24.4M | ||
| Q2 24 | $6.0M | $32.3M |
毛利率AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 38.4% | — |
营业利润率AVAVIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | -6.4% | 25.9% | ||
| Q3 25 | -15.2% | 30.9% | ||
| Q2 25 | 5.0% | 23.2% | ||
| Q1 25 | -1.8% | 28.1% | ||
| Q4 24 | 3.7% | 24.5% | ||
| Q3 24 | 12.2% | 25.8% | ||
| Q2 24 | 3.0% | 21.7% |
净利率AVAVIRDM
| Q1 26 | — | 9.9% | ||
| Q4 25 | -3.6% | 11.7% | ||
| Q3 25 | -14.8% | 16.4% | ||
| Q2 25 | 6.1% | 10.1% | ||
| Q1 25 | -1.0% | 14.2% | ||
| Q4 24 | 4.0% | 17.1% | ||
| Q3 24 | 11.2% | 11.5% | ||
| Q2 24 | 3.1% | 16.1% |
每股收益（稀释后）AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-0.34 | $0.24 | ||
| Q3 25 | $-1.44 | $0.35 | ||
| Q2 25 | $0.59 | $0.20 | ||
| Q1 25 | $-0.06 | $0.27 | ||
| Q4 24 | $0.27 | $0.30 | ||
| Q3 24 | $0.75 | $0.21 | ||
| Q2 24 | $0.18 | $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 | $588.5M | — |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | — |
| 总资产 | $5.6B | — |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | $588.5M | $96.5M | ||
| Q3 25 | $685.8M | $88.5M | ||
| Q2 25 | $40.9M | $79.3M | ||
| Q1 25 | $47.0M | $50.9M | ||
| Q4 24 | $69.0M | $93.5M | ||
| Q3 24 | $81.2M | $159.6M | ||
| Q2 24 | $73.3M | $63.5M |
总债务AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | $1.8B | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | $1.8B | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — |
股东权益AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | $4.4B | $462.6M | ||
| Q3 25 | $4.4B | $450.5M | ||
| Q2 25 | $886.5M | $473.6M | ||
| Q1 25 | $861.1M | $518.4M | ||
| Q4 24 | $858.4M | $576.6M | ||
| Q3 24 | $845.5M | $663.8M | ||
| Q2 24 | $822.7M | $786.7M |
总资产AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | $5.6B | $2.5B | ||
| Q3 25 | $5.6B | $2.6B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $1.0B | $2.6B | ||
| Q4 24 | $1.0B | $2.7B | ||
| Q3 24 | $999.2M | $2.8B | ||
| Q2 24 | $1.0B | $2.7B |
负债/权益比AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 3.80× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | 3.05× | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — |
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 | $-45.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | 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 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $108.6M | ||
| Q3 25 | $-123.7M | $100.8M | ||
| Q2 25 | $-264.0K | $129.6M | ||
| Q1 25 | $-25.8M | $61.1M | ||
| Q4 24 | $-3.6M | $104.8M | ||
| Q3 24 | $28.4M | $118.6M | ||
| Q2 24 | $-11.7M | $81.1M |
自由现金流AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $75.1M | ||
| Q3 25 | $-146.5M | $79.2M | ||
| Q2 25 | $-8.8M | $108.9M | ||
| Q1 25 | $-29.6M | $36.5M | ||
| Q4 24 | $-8.7M | $80.5M | ||
| Q3 24 | $22.9M | $100.0M | ||
| Q2 24 | $-20.8M | $68.7M |
自由现金流率AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | 35.3% | ||
| Q3 25 | -32.2% | 34.9% | ||
| Q2 25 | -3.2% | 50.2% | ||
| Q1 25 | -17.7% | 17.0% | ||
| Q4 24 | -4.6% | 37.8% | ||
| Q3 24 | 12.1% | 47.0% | ||
| Q2 24 | -10.5% | 34.2% |
资本支出强度AVAVIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.3% | 15.7% | ||
| Q3 25 | 5.0% | 9.5% | ||
| Q2 25 | 3.1% | 9.5% | ||
| Q1 25 | 2.3% | 11.4% | ||
| Q4 24 | 2.7% | 11.4% | ||
| Q3 24 | 2.9% | 8.7% | ||
| Q2 24 | 4.6% | 6.2% |
现金转化率AVAVIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.37× | ||
| Q3 25 | — | 2.71× | ||
| Q2 25 | -0.02× | 5.90× | ||
| Q1 25 | — | 2.01× | ||
| Q4 24 | -0.48× | 2.88× | ||
| Q3 24 | 1.34× | 4.85× | ||
| Q2 24 | -1.93× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $43.9M | 20% |
| Government | $35.8M | 16% |
| Government service revenue (5) | $26.8M | 12% |
| Subscriber equipment | $23.1M | 11% |
| Hosted payload and other data service (4) | $14.9M | 7% |
| Broadband (3) | $12.9M | 6% |
| Commercial | $1.6M | 1% |
