vs
Traeger, Inc.（COOK）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
铱星通信的季度营收约是Traeger, Inc.的1.5倍（$219.1M vs $145.4M），铱星通信净利率更高（9.9% vs -11.8%，领先21.7%），铱星通信同比增速更快（1.9% vs -13.8%），过去两年铱星通信的营收复合增速更高（4.4% vs 0.2%）
Traeger, Inc.是一家专注于户外烹饪设备研发生产的企业，主营高端木颗粒烤炉、配套配件及专用木颗粒燃料，主要面向北美、欧洲、澳洲市场，通过零售渠道和直营模式服务家庭及商用餐饮客户。
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。
COOK vs IRDM — 直观对比
营收规模更大
IRDM
是对方的1.5倍
$145.4M
营收增速更快
IRDM
高出15.7%
-13.8%
净利率更高
IRDM
高出21.7%
-11.8%
两年增速更快
IRDM
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.4M | $219.1M |
| 净利润 | $-17.2M | $21.6M |
| 毛利率 | 37.4% | — |
| 营业利润率 | -8.0% | 23.2% |
| 净利率 | -11.8% | 9.9% |
| 营收同比 | -13.8% | 1.9% |
| 净利润同比 | -147.2% | — |
| 每股收益（稀释后） | $-0.13 | — |
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COOKIRDM
| Q1 26 | — | $219.1M | ||
| Q4 25 | $145.4M | $212.9M | ||
| Q3 25 | $125.4M | $226.9M | ||
| Q2 25 | $145.5M | $216.9M | ||
| Q1 25 | $143.3M | $214.9M | ||
| Q4 24 | $168.6M | $213.0M | ||
| Q3 24 | $122.0M | $212.8M | ||
| Q2 24 | $168.5M | $201.1M |
净利润COOKIRDM
| Q1 26 | — | $21.6M | ||
| Q4 25 | $-17.2M | $24.9M | ||
| Q3 25 | $-89.8M | $37.1M | ||
| Q2 25 | $-7.4M | $22.0M | ||
| Q1 25 | $-778.0K | $30.4M | ||
| Q4 24 | $-7.0M | $36.3M | ||
| Q3 24 | $-19.8M | $24.4M | ||
| Q2 24 | $-2.6M | $32.3M |
毛利率COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | 37.4% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.2% | — | ||
| Q1 25 | 41.5% | — | ||
| Q4 24 | 40.9% | — | ||
| Q3 24 | 42.3% | — | ||
| Q2 24 | 42.9% | — |
营业利润率COOKIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | -8.0% | 25.9% | ||
| Q3 25 | -66.5% | 30.9% | ||
| Q2 25 | -4.2% | 23.2% | ||
| Q1 25 | 2.4% | 28.1% | ||
| Q4 24 | -0.1% | 24.5% | ||
| Q3 24 | -6.1% | 25.8% | ||
| Q2 24 | 2.8% | 21.7% |
净利率COOKIRDM
| Q1 26 | — | 9.9% | ||
| Q4 25 | -11.8% | 11.7% | ||
| Q3 25 | -71.6% | 16.4% | ||
| Q2 25 | -5.1% | 10.1% | ||
| Q1 25 | -0.5% | 14.2% | ||
| Q4 24 | -4.1% | 17.1% | ||
| Q3 24 | -16.2% | 11.5% | ||
| Q2 24 | -1.5% | 16.1% |
每股收益（稀释后）COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-0.13 | $0.24 | ||
| Q3 25 | $-0.67 | $0.35 | ||
| Q2 25 | $-0.06 | $0.20 | ||
| Q1 25 | $-0.01 | $0.27 | ||
| Q4 24 | $-0.06 | $0.30 | ||
| Q3 24 | $-0.15 | $0.21 | ||
| Q2 24 | $-0.02 | $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 | $19.6M | — |
| 总债务越低越好 | $403.3M | — |
| 股东权益账面价值 | $170.8M | — |
| 总资产 | $676.0M | — |
| 负债/权益比越低杠杆越低 | 2.36× | — |
8季度趋势，按日历期对齐
现金及短期投资COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | $19.6M | $96.5M | ||
| Q3 25 | $5.9M | $88.5M | ||
| Q2 25 | $10.3M | $79.3M | ||
| Q1 25 | $12.0M | $50.9M | ||
| Q4 24 | $15.0M | $93.5M | ||
| Q3 24 | $16.9M | $159.6M | ||
| Q2 24 | $18.0M | $63.5M |
总债务COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | $403.3M | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $403.6M | $1.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $462.6M | ||
| Q3 25 | $186.1M | $450.5M | ||
| Q2 25 | $274.2M | $473.6M | ||
| Q1 25 | $279.6M | $518.4M | ||
| Q4 24 | $276.4M | $576.6M | ||
| Q3 24 | $279.8M | $663.8M | ||
| Q2 24 | $297.3M | $786.7M |
总资产COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | $676.0M | $2.5B | ||
| Q3 25 | $689.6M | $2.6B | ||
| Q2 25 | $780.6M | $2.6B | ||
| Q1 25 | $825.6M | $2.6B | ||
| Q4 24 | $830.7M | $2.7B | ||
| Q3 24 | $818.1M | $2.8B | ||
| Q2 24 | $842.4M | $2.7B |
负债/权益比COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.46× | 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 | $15.5M | — |
| 自由现金流经营现金流 - 资本支出 | $14.2M | — |
| 自由现金流率自由现金流/营收 | 9.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | 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 | $13.6M | — |
8季度趋势，按日历期对齐
经营现金流COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | $15.5M | $108.6M | ||
| Q3 25 | $7.6M | $100.8M | ||
| Q2 25 | $18.3M | $129.6M | ||
| Q1 25 | $-20.8M | $61.1M | ||
| Q4 24 | $7.5M | $104.8M | ||
| Q3 24 | $15.1M | $118.6M | ||
| Q2 24 | $13.9M | $81.1M |
自由现金流COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $75.1M | ||
| Q3 25 | $6.4M | $79.2M | ||
| Q2 25 | $15.7M | $108.9M | ||
| Q1 25 | $-22.7M | $36.5M | ||
| Q4 24 | $5.5M | $80.5M | ||
| Q3 24 | $12.8M | $100.0M | ||
| Q2 24 | $11.8M | $68.7M |
自由现金流率COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 35.3% | ||
| Q3 25 | 5.1% | 34.9% | ||
| Q2 25 | 10.8% | 50.2% | ||
| Q1 25 | -15.8% | 17.0% | ||
| Q4 24 | 3.3% | 37.8% | ||
| Q3 24 | 10.5% | 47.0% | ||
| Q2 24 | 7.0% | 34.2% |
资本支出强度COOKIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 0.9% | 15.7% | ||
| Q3 25 | 0.9% | 9.5% | ||
| Q2 25 | 1.8% | 9.5% | ||
| Q1 25 | 1.3% | 11.4% | ||
| Q4 24 | 1.2% | 11.4% | ||
| Q3 24 | 1.9% | 8.7% | ||
| Q2 24 | 1.2% | 6.2% |
现金转化率COOKIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.37× | ||
| Q3 25 | — | 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
COOK
| Grills | $60.6M | 42% |
| Accessories | $49.2M | 34% |
| Consumables | $35.5M | 24% |
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% |
