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EverCommerce Inc.（EVCM）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EverCommerce Inc.的1.4倍（$219.1M vs $151.2M），铱星通信净利率更高（9.9% vs 4.0%，领先5.9%），EverCommerce Inc.同比增速更快（5.2% vs 1.9%），过去两年EverCommerce Inc.的营收复合增速更高（4.7% vs 4.4%）
EverCommerce Inc.是面向服务类中小企业的领先集成SaaS解决方案提供商，核心市场覆盖北美及部分全球区域，产品线包含业务管理、支付处理、客户互动、营销工具等，服务家庭服务、健康康养、健身等多个细分领域。
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。
EVCM vs IRDM — 直观对比
营收规模更大
IRDM
是对方的1.4倍
$151.2M
营收增速更快
EVCM
高出3.2%
1.9%
净利率更高
IRDM
高出5.9%
4.0%
两年增速更快
EVCM
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.2M | $219.1M |
| 净利润 | $6.0M | $21.6M |
| 毛利率 | — | — |
| 营业利润率 | 8.8% | 23.2% |
| 净利率 | 4.0% | 9.9% |
| 营收同比 | 5.2% | 1.9% |
| 净利润同比 | 149.4% | — |
| 每股收益（稀释后） | $0.04 | — |
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EVCMIRDM
| Q1 26 | — | $219.1M | ||
| Q4 25 | $151.2M | $212.9M | ||
| Q3 25 | $147.5M | $226.9M | ||
| Q2 25 | $148.0M | $216.9M | ||
| Q1 25 | $142.3M | $214.9M | ||
| Q4 24 | $143.7M | $213.0M | ||
| Q3 24 | $140.1M | $212.8M | ||
| Q2 24 | $140.5M | $201.1M |
净利润EVCMIRDM
| Q1 26 | — | $21.6M | ||
| Q4 25 | $6.0M | $24.9M | ||
| Q3 25 | $11.1M | $37.1M | ||
| Q2 25 | $8.2M | $22.0M | ||
| Q1 25 | $-7.7M | $30.4M | ||
| Q4 24 | $-12.2M | $36.3M | ||
| Q3 24 | $-9.2M | $24.4M | ||
| Q2 24 | $-3.4M | $32.3M |
营业利润率EVCMIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 8.8% | 25.9% | ||
| Q3 25 | 10.8% | 30.9% | ||
| Q2 25 | 10.7% | 23.2% | ||
| Q1 25 | 10.0% | 28.1% | ||
| Q4 24 | 8.8% | 24.5% | ||
| Q3 24 | 7.2% | 25.8% | ||
| Q2 24 | 5.5% | 21.7% |
净利率EVCMIRDM
| Q1 26 | — | 9.9% | ||
| Q4 25 | 4.0% | 11.7% | ||
| Q3 25 | 7.5% | 16.4% | ||
| Q2 25 | 5.5% | 10.1% | ||
| Q1 25 | -5.4% | 14.2% | ||
| Q4 24 | -8.5% | 17.1% | ||
| Q3 24 | -6.5% | 11.5% | ||
| Q2 24 | -2.4% | 16.1% |
每股收益（稀释后）EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | $0.04 | $0.24 | ||
| Q3 25 | $0.06 | $0.35 | ||
| Q2 25 | $0.04 | $0.20 | ||
| Q1 25 | $-0.04 | $0.27 | ||
| Q4 24 | $-0.06 | $0.30 | ||
| Q3 24 | $-0.05 | $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 | $129.7M | — |
| 总债务越低越好 | $523.4M | — |
| 股东权益账面价值 | $716.9M | — |
| 总资产 | $1.4B | — |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | $129.7M | $96.5M | ||
| Q3 25 | $106.9M | $88.5M | ||
| Q2 25 | $151.1M | $79.3M | ||
| Q1 25 | $148.4M | $50.9M | ||
| Q4 24 | $135.8M | $93.5M | ||
| Q3 24 | $101.6M | $159.6M | ||
| Q2 24 | $86.7M | $63.5M |
总债务EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | $523.4M | $1.8B | ||
| Q3 25 | $524.6M | — | ||
| Q2 25 | $525.8M | — | ||
| Q1 25 | $526.9M | — | ||
| Q4 24 | $527.9M | $1.8B | ||
| Q3 24 | $529.0M | — | ||
| Q2 24 | $530.1M | — |
股东权益EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | $716.9M | $462.6M | ||
| Q3 25 | $728.5M | $450.5M | ||
| Q2 25 | $744.0M | $473.6M | ||
| Q1 25 | $739.6M | $518.4M | ||
| Q4 24 | $750.8M | $576.6M | ||
| Q3 24 | $770.7M | $663.8M | ||
| Q2 24 | $784.1M | $786.7M |
总资产EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.4B | $2.7B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.5B | $2.7B |
负债/权益比EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | 0.73× | 3.80× | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.70× | 3.05× | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.68× | — |
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 | $21.3M | — |
| 自由现金流经营现金流 - 资本支出 | $21.0M | — |
| 自由现金流率自由现金流/营收 | 13.9% | — |
| 资本支出强度资本支出/营收 | 0.2% | 13.7% |
| 现金转化率经营现金流/净利润 | 3.52× | — |
| 过去12个月自由现金流最近4个季度 | $109.2M | — |
8季度趋势，按日历期对齐
经营现金流EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | $21.3M | $108.6M | ||
| Q3 25 | $32.5M | $100.8M | ||
| Q2 25 | $27.0M | $129.6M | ||
| Q1 25 | $30.7M | $61.1M | ||
| Q4 24 | $48.4M | $104.8M | ||
| Q3 24 | $27.5M | $118.6M | ||
| Q2 24 | $23.9M | $81.1M |
自由现金流EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | $21.0M | $75.1M | ||
| Q3 25 | $31.6M | $79.2M | ||
| Q2 25 | $26.5M | $108.9M | ||
| Q1 25 | $30.2M | $36.5M | ||
| Q4 24 | $48.2M | $80.5M | ||
| Q3 24 | $27.4M | $100.0M | ||
| Q2 24 | $23.3M | $68.7M |
自由现金流率EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | 13.9% | 35.3% | ||
| Q3 25 | 21.4% | 34.9% | ||
| Q2 25 | 17.9% | 50.2% | ||
| Q1 25 | 21.2% | 17.0% | ||
| Q4 24 | 33.5% | 37.8% | ||
| Q3 24 | 19.5% | 47.0% | ||
| Q2 24 | 16.6% | 34.2% |
资本支出强度EVCMIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 0.2% | 15.7% | ||
| Q3 25 | 0.6% | 9.5% | ||
| Q2 25 | 0.3% | 9.5% | ||
| Q1 25 | 0.3% | 11.4% | ||
| Q4 24 | 0.2% | 11.4% | ||
| Q3 24 | 0.1% | 8.7% | ||
| Q2 24 | 0.5% | 6.2% |
现金转化率EVCMIRDM
| Q1 26 | — | — | ||
| Q4 25 | 3.52× | 4.37× | ||
| Q3 25 | 2.93× | 2.71× | ||
| Q2 25 | 3.31× | 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
EVCM
| Transferred Over Time | $146.4M | 97% |
| Transferred At Point In Time | $4.8M | 3% |
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% |
