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CALIX, INC（CALX）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
CALIX, INC的季度营收约是铱星通信的1.3倍（$280.0M vs $219.1M）。铱星通信净利率更高（9.9% vs 4.0%，领先5.9%）。CALIX, INC同比增速更快（27.1% vs 1.9%）。过去两年CALIX, INC的营收复合增速更高（18.9% vs 4.4%）
Calix是1999年成立、总部位于美国加利福尼亚州圣何塞的电信企业，专注于提供软件平台、系统及相关服务，为宽带业务的部署落地提供技术支撑，助力运营商为用户提供稳定高效的网络接入服务。
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。
CALX vs IRDM — 直观对比
营收规模更大
CALX
是对方的1.3倍
$219.1M
营收增速更快
CALX
高出25.2%
1.9%
净利率更高
IRDM
高出5.9%
4.0%
两年增速更快
CALX
近两年复合增速
4.4%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $280.0M | $219.1M |
| 净利润 | $11.2M | $21.6M |
| 毛利率 | 56.9% | — |
| 营业利润率 | — | 23.2% |
| 净利率 | 4.0% | 9.9% |
| 营收同比 | 27.1% | 1.9% |
| 净利润同比 | 334.2% | -29.0% |
| 每股收益（稀释后） | $0.16 | — |
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CALXIRDM
| Q1 26 | $280.0M | $219.1M | ||
| Q4 25 | $272.4M | $212.9M | ||
| Q3 25 | $265.4M | $226.9M | ||
| Q2 25 | $241.9M | $216.9M | ||
| Q1 25 | $220.2M | $214.9M | ||
| Q4 24 | $206.1M | $213.0M | ||
| Q3 24 | $200.9M | $212.8M | ||
| Q2 24 | $198.1M | $201.1M |
净利润CALXIRDM
| Q1 26 | $11.2M | $21.6M | ||
| Q4 25 | $7.2M | $24.9M | ||
| Q3 25 | $15.7M | $37.1M | ||
| Q2 25 | $-199.0K | $22.0M | ||
| Q1 25 | $-4.8M | $30.4M | ||
| Q4 24 | $-17.9M | $36.3M | ||
| Q3 24 | $-4.0M | $24.4M | ||
| Q2 24 | $-8.0M | $32.3M |
毛利率CALXIRDM
| Q1 26 | 56.9% | — | ||
| Q4 25 | 57.7% | — | ||
| Q3 25 | 57.3% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 55.7% | — | ||
| Q4 24 | 55.0% | — | ||
| Q3 24 | 54.8% | — | ||
| Q2 24 | 54.3% | — |
营业利润率CALXIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 3.4% | 25.9% | ||
| Q3 25 | 6.6% | 30.9% | ||
| Q2 25 | 0.2% | 23.2% | ||
| Q1 25 | -2.8% | 28.1% | ||
| Q4 24 | -9.1% | 24.5% | ||
| Q3 24 | -5.4% | 25.8% | ||
| Q2 24 | -5.7% | 21.7% |
净利率CALXIRDM
| Q1 26 | 4.0% | 9.9% | ||
| Q4 25 | 2.6% | 11.7% | ||
| Q3 25 | 5.9% | 16.4% | ||
| Q2 25 | -0.1% | 10.1% | ||
| Q1 25 | -2.2% | 14.2% | ||
| Q4 24 | -8.7% | 17.1% | ||
| Q3 24 | -2.0% | 11.5% | ||
| Q2 24 | -4.0% | 16.1% |
每股收益（稀释后）CALXIRDM
| Q1 26 | $0.16 | — | ||
| Q4 25 | $0.11 | $0.24 | ||
| Q3 25 | $0.22 | $0.35 | ||
| Q2 25 | $0.00 | $0.20 | ||
| Q1 25 | $-0.07 | $0.27 | ||
| Q4 24 | $-0.27 | $0.30 | ||
| Q3 24 | $-0.06 | $0.21 | ||
| Q2 24 | $-0.12 | $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 | $54.6M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $738.0M | — |
| 总资产 | — | — |
| 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CALXIRDM
| Q1 26 | $54.6M | — | ||
| Q4 25 | $143.1M | $96.5M | ||
| Q3 25 | $95.0M | $88.5M | ||
| Q2 25 | $76.5M | $79.3M | ||
| Q1 25 | $42.3M | $50.9M | ||
| Q4 24 | $43.2M | $93.5M | ||
| Q3 24 | $62.4M | $159.6M | ||
| Q2 24 | $84.5M | $63.5M |
总债务CALXIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CALXIRDM
| Q1 26 | $738.0M | — | ||
| Q4 25 | $859.2M | $462.6M | ||
| Q3 25 | $822.5M | $450.5M | ||
| Q2 25 | $772.7M | $473.6M | ||
| Q1 25 | $767.2M | $518.4M | ||
| Q4 24 | $780.9M | $576.6M | ||
| Q3 24 | $778.7M | $663.8M | ||
| Q2 24 | $754.2M | $786.7M |
总资产CALXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $976.4M | $2.6B | ||
| Q2 25 | $921.4M | $2.6B | ||
| Q1 25 | $917.1M | $2.6B | ||
| Q4 24 | $939.3M | $2.7B | ||
| Q3 24 | $937.5M | $2.8B | ||
| Q2 24 | $917.9M | $2.7B |
负债/权益比CALXIRDM
| 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 | $14.6M | — |
| 自由现金流经营现金流 - 资本支出 | $6.5M | — |
| 自由现金流率自由现金流/营收 | 2.3% | — |
| 资本支出强度资本支出/营收 | — | 13.7% |
| 现金转化率经营现金流/净利润 | 1.31× | — |
| 过去12个月自由现金流最近4个季度 | $109.1M | — |
8季度趋势，按日历期对齐
经营现金流CALXIRDM
| Q1 26 | $14.6M | — | ||
| Q4 25 | $46.0M | $108.6M | ||
| Q3 25 | $32.3M | $100.8M | ||
| Q2 25 | $39.4M | $129.6M | ||
| Q1 25 | $17.2M | $61.1M | ||
| Q4 24 | $15.4M | $104.8M | ||
| Q3 24 | $16.0M | $118.6M | ||
| Q2 24 | $22.3M | $81.1M |
自由现金流CALXIRDM
| Q1 26 | $6.5M | — | ||
| Q4 25 | $40.3M | $75.1M | ||
| Q3 25 | $26.7M | $79.2M | ||
| Q2 25 | $35.6M | $108.9M | ||
| Q1 25 | $12.9M | $36.5M | ||
| Q4 24 | $10.2M | $80.5M | ||
| Q3 24 | $12.8M | $100.0M | ||
| Q2 24 | $16.4M | $68.7M |
自由现金流率CALXIRDM
| Q1 26 | 2.3% | — | ||
| Q4 25 | 14.8% | 35.3% | ||
| Q3 25 | 10.1% | 34.9% | ||
| Q2 25 | 14.7% | 50.2% | ||
| Q1 25 | 5.9% | 17.0% | ||
| Q4 24 | 5.0% | 37.8% | ||
| Q3 24 | 6.3% | 47.0% | ||
| Q2 24 | 8.3% | 34.2% |
资本支出强度CALXIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.1% | 15.7% | ||
| Q3 25 | 2.1% | 9.5% | ||
| Q2 25 | 1.5% | 9.5% | ||
| Q1 25 | 2.0% | 11.4% | ||
| Q4 24 | 2.5% | 11.4% | ||
| Q3 24 | 1.6% | 8.7% | ||
| Q2 24 | 3.0% | 6.2% |
现金转化率CALXIRDM
| Q1 26 | 1.31× | — | ||
| Q4 25 | 6.38× | 4.37× | ||
| Q3 25 | 2.06× | 2.71× | ||
| Q2 25 | — | 5.90× | ||
| Q1 25 | — | 2.01× | ||
| Q4 24 | — | 2.88× | ||
| Q3 24 | — | 4.85× | ||
| Q2 24 | — | 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
CALX
| Appliance | $232.8M | 83% |
| Software and service | $47.1M | 17% |
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% |
