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BlackSky Technology Inc.(BKSY)与Ubiquiti Inc.(UI)财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是BlackSky Technology Inc.的23.1倍($814.9M vs $35.2M)。Ubiquiti Inc.净利率更高(28.7% vs -2.5%,领先31.1%)。Ubiquiti Inc.同比增速更快(35.8% vs 15.9%)。过去两年Ubiquiti Inc.的营收复合增速更高(28.6% vs 20.5%)
BlackSky Technology Inc.是一家领先的地理空间情报服务商,运营高重访率小型地球观测卫星星座,为全球政府、国防、关键基础设施及商业客户提供实时卫星影像、高级数据分析与动态监测解决方案,助力各类场景下的运营决策。
Ubiquiti Inc.是一家美国科技企业,2003年于加利福尼亚州圣何塞成立,目前总部位于纽约。公司旗下拥有多个品牌,主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
BKSY vs UI — 直观对比
营收规模更大
UI
是对方的23.1倍
$35.2M
营收增速更快
UI
高出19.9%
15.9%
净利率更高
UI
高出31.1%
-2.5%
两年增速更快
UI
近两年复合增速
20.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $35.2M | $814.9M |
| 净利润 | $-868.0K | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | -11.8% | 35.9% |
| 净利率 | -2.5% | 28.7% |
| 营收同比 | 15.9% | 35.8% |
| 净利润同比 | 95.5% | 70.8% |
| 每股收益(稀释后) | $0.04 | $3.86 |
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
BKSY
UI
| Q4 25 | $35.2M | $814.9M | ||
| Q3 25 | $19.6M | $733.8M | ||
| Q2 25 | $22.2M | $759.2M | ||
| Q1 25 | $29.5M | $664.2M | ||
| Q4 24 | $30.4M | $599.9M | ||
| Q3 24 | $22.5M | $550.3M | ||
| Q2 24 | $24.9M | $507.5M | ||
| Q1 24 | $24.2M | $493.0M |
净利润
BKSY
UI
| Q4 25 | $-868.0K | $233.6M | ||
| Q3 25 | $-15.3M | $207.9M | ||
| Q2 25 | $-41.2M | $266.7M | ||
| Q1 25 | $-12.8M | $180.4M | ||
| Q4 24 | $-19.4M | $136.8M | ||
| Q3 24 | $-12.6M | $128.0M | ||
| Q2 24 | $-9.4M | $103.8M | ||
| Q1 24 | $-15.8M | $76.3M |
毛利率
BKSY
UI
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% | ||
| Q1 24 | — | 35.3% |
营业利润率
BKSY
UI
| Q4 25 | -11.8% | 35.9% | ||
| Q3 25 | -85.8% | 35.7% | ||
| Q2 25 | -62.8% | 34.4% | ||
| Q1 25 | -40.5% | 34.2% | ||
| Q4 24 | -20.0% | 29.8% | ||
| Q3 24 | -58.7% | 30.7% | ||
| Q2 24 | -47.0% | 27.3% | ||
| Q1 24 | -54.7% | 22.6% |
净利率
BKSY
UI
| Q4 25 | -2.5% | 28.7% | ||
| Q3 25 | -78.2% | 28.3% | ||
| Q2 25 | -185.8% | 35.1% | ||
| Q1 25 | -43.4% | 27.2% | ||
| Q4 24 | -63.9% | 22.8% | ||
| Q3 24 | -55.8% | 23.3% | ||
| Q2 24 | -37.7% | 20.5% | ||
| Q1 24 | -65.2% | 15.5% |
每股收益(稀释后)
BKSY
UI
| Q4 25 | $0.04 | $3.86 | ||
| Q3 25 | $-0.44 | $3.43 | ||
| Q2 25 | $-1.27 | $4.40 | ||
| Q1 25 | $-0.42 | $2.98 | ||
| Q4 24 | $-0.61 | $2.26 | ||
| Q3 24 | $-0.66 | $2.12 | ||
| Q2 24 | $-0.52 | $1.72 | ||
| Q1 24 | $-0.88 | $1.26 |
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 | $124.5M | $302.8M |
| 总债务越低越好 | $201.1M | $47.5M |
| 股东权益账面价值 | $94.9M | $1.0B |
| 总资产 | $386.2M | $1.6B |
| 负债/权益比越低杠杆越低 | 2.12× | 0.05× |
8季度趋势,按日历期对齐
现金及短期投资
BKSY
UI
| Q4 25 | $124.5M | $302.8M | ||
| Q3 25 | $146.5M | $177.2M | ||
| Q2 25 | $93.8M | $149.7M | ||
| Q1 25 | $75.8M | $151.0M | ||
| Q4 24 | $52.5M | $133.1M | ||
| Q3 24 | $63.2M | $165.2M | ||
| Q2 24 | $41.2M | $126.3M | ||
| Q1 24 | $35.4M | $102.5M |
总债务
BKSY
UI
| Q4 25 | $201.1M | $47.5M | ||
| Q3 25 | $195.1M | $133.8M | ||
| Q2 25 | $122.5M | $250.0M | ||
| Q1 25 | $115.3M | $340.0M | ||
| Q4 24 | $107.7M | $406.3M | ||
| Q3 24 | $98.8M | $552.5M | ||
| Q2 24 | $108.6M | $708.1M | ||
| Q1 24 | $85.0M | $877.5M |
股东权益
BKSY
UI
| Q4 25 | $94.9M | $1.0B | ||
| Q3 25 | $91.1M | $828.4M | ||
| Q2 25 | $86.6M | $668.3M | ||
| Q1 25 | $88.8M | $436.1M | ||
| Q4 24 | $94.0M | $290.4M | ||
| Q3 24 | $110.3M | $188.1M | ||
| Q2 24 | $76.5M | $95.1M | ||
| Q1 24 | $81.7M | $25.9M |
总资产
BKSY
UI
| Q4 25 | $386.2M | $1.6B | ||
| Q3 25 | $380.9M | $1.5B | ||
| Q2 25 | $310.8M | $1.5B | ||
| Q1 25 | $284.9M | $1.3B | ||
| Q4 24 | $254.1M | $1.2B | ||
| Q3 24 | $245.5M | $1.2B | ||
| Q2 24 | $224.3M | $1.2B | ||
| Q1 24 | $210.1M | $1.2B |
负债/权益比
BKSY
UI
| Q4 25 | 2.12× | 0.05× | ||
| Q3 25 | 2.14× | 0.16× | ||
| Q2 25 | 1.41× | 0.37× | ||
| Q1 25 | 1.30× | 0.78× | ||
| Q4 24 | 1.15× | 1.40× | ||
| Q3 24 | 0.90× | 2.94× | ||
| Q2 24 | 1.42× | 7.45× | ||
| Q1 24 | 1.04× | 33.92× |
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 | $-9.3M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势,按日历期对齐
经营现金流
BKSY
UI
| Q4 25 | $-9.3M | $263.9M | ||
| Q3 25 | $-39.0M | $198.5M | ||
| Q2 25 | $-7.3M | $130.4M | ||
| Q1 25 | $27.2M | $123.6M | ||
| Q4 24 | $-1.8M | $152.4M | ||
| Q3 24 | $1.0M | $233.7M | ||
| Q2 24 | $-1.8M | $231.4M | ||
| Q1 24 | $-3.8M | $163.9M |
自由现金流
BKSY
UI
| Q4 25 | — | $260.3M | ||
| Q3 25 | — | $193.3M | ||
| Q2 25 | — | $125.2M | ||
| Q1 25 | — | $120.7M | ||
| Q4 24 | — | $150.4M | ||
| Q3 24 | — | $231.1M | ||
| Q2 24 | — | $229.5M | ||
| Q1 24 | — | $160.6M |
自由现金流率
BKSY
UI
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 26.3% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 18.2% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | — | 42.0% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 32.6% |
资本支出强度
BKSY
UI
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.7% |
现金转化率
BKSY
UI
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.68× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | 2.15× |
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
BKSY
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |