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FOSTER L B CO（FSTR）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FOSTER L B CO的1.4倍（$219.1M vs $160.4M），铱星通信净利率更高（9.9% vs 1.5%，领先8.4%），FOSTER L B CO同比增速更快（25.1% vs 1.9%），过去两年FOSTER L B CO的营收复合增速更高（13.6% vs 4.4%）
Foster L B Co.是一家总部位于美国的专业工业制造企业，主要生产销售工程通道产品、建筑组件及铁路基础设施用品，服务覆盖北美及部分全球地区的商业建筑、交通和工业领域客户。
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。
FSTR vs IRDM — 直观对比
营收规模更大
IRDM
是对方的1.4倍
$160.4M
营收增速更快
FSTR
高出23.2%
1.9%
净利率更高
IRDM
高出8.4%
1.5%
两年增速更快
FSTR
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $160.4M | $219.1M |
| 净利润 | $2.4M | $21.6M |
| 毛利率 | 19.7% | — |
| 营业利润率 | 4.9% | 23.2% |
| 净利率 | 1.5% | 9.9% |
| 营收同比 | 25.1% | 1.9% |
| 净利润同比 | 1098.3% | — |
| 每股收益（稀释后） | $0.22 | — |
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FSTRIRDM
| Q1 26 | — | $219.1M | ||
| Q4 25 | $160.4M | $212.9M | ||
| Q3 25 | $138.3M | $226.9M | ||
| Q2 25 | $143.6M | $216.9M | ||
| Q1 25 | $97.8M | $214.9M | ||
| Q4 24 | $128.2M | $213.0M | ||
| Q3 24 | $137.5M | $212.8M | ||
| Q2 24 | $140.8M | $201.1M |
净利润FSTRIRDM
| Q1 26 | — | $21.6M | ||
| Q4 25 | $2.4M | $24.9M | ||
| Q3 25 | $4.4M | $37.1M | ||
| Q2 25 | $2.9M | $22.0M | ||
| Q1 25 | $-2.1M | $30.4M | ||
| Q4 24 | $-242.0K | $36.3M | ||
| Q3 24 | $35.9M | $24.4M | ||
| Q2 24 | $2.8M | $32.3M |
毛利率FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | 19.7% | — | ||
| Q3 25 | 22.5% | — | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | 21.7% | — |
营业利润率FSTRIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 4.9% | 25.9% | ||
| Q3 25 | 6.0% | 30.9% | ||
| Q2 25 | 5.3% | 23.2% | ||
| Q1 25 | -2.0% | 28.1% | ||
| Q4 24 | 2.4% | 24.5% | ||
| Q3 24 | 5.3% | 25.8% | ||
| Q2 24 | 3.2% | 21.7% |
净利率FSTRIRDM
| Q1 26 | — | 9.9% | ||
| Q4 25 | 1.5% | 11.7% | ||
| Q3 25 | 3.1% | 16.4% | ||
| Q2 25 | 2.0% | 10.1% | ||
| Q1 25 | -2.2% | 14.2% | ||
| Q4 24 | -0.2% | 17.1% | ||
| Q3 24 | 26.1% | 11.5% | ||
| Q2 24 | 2.0% | 16.1% |
每股收益（稀释后）FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | $0.22 | $0.24 | ||
| Q3 25 | $0.40 | $0.35 | ||
| Q2 25 | $0.27 | $0.20 | ||
| Q1 25 | $-0.20 | $0.27 | ||
| Q4 24 | $-0.04 | $0.30 | ||
| Q3 24 | $3.27 | $0.21 | ||
| Q2 24 | $0.26 | $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 | $4.3M | — |
| 总债务越低越好 | $42.6M | — |
| 股东权益账面价值 | $175.3M | — |
| 总资产 | $330.4M | — |
| 负债/权益比越低杠杆越低 | 0.24× | — |
8季度趋势，按日历期对齐
现金及短期投资FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | $4.3M | $96.5M | ||
| Q3 25 | $3.4M | $88.5M | ||
| Q2 25 | $4.2M | $79.3M | ||
| Q1 25 | $2.6M | $50.9M | ||
| Q4 24 | $2.5M | $93.5M | ||
| Q3 24 | $3.1M | $159.6M | ||
| Q2 24 | $4.0M | $63.5M |
总债务FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | $42.6M | $1.8B | ||
| Q3 25 | $58.6M | — | ||
| Q2 25 | $81.4M | — | ||
| Q1 25 | $82.3M | — | ||
| Q4 24 | $46.8M | $1.8B | ||
| Q3 24 | $68.4M | — | ||
| Q2 24 | $87.0M | — |
股东权益FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | $175.3M | $462.6M | ||
| Q3 25 | $174.8M | $450.5M | ||
| Q2 25 | $174.4M | $473.6M | ||
| Q1 25 | $170.8M | $518.4M | ||
| Q4 24 | $178.3M | $576.6M | ||
| Q3 24 | $181.9M | $663.8M | ||
| Q2 24 | $147.1M | $786.7M |
总资产FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | $330.4M | $2.5B | ||
| Q3 25 | $333.9M | $2.6B | ||
| Q2 25 | $349.9M | $2.6B | ||
| Q1 25 | $342.8M | $2.6B | ||
| Q4 24 | $334.6M | $2.7B | ||
| Q3 24 | $344.5M | $2.8B | ||
| Q2 24 | $333.3M | $2.7B |
负债/权益比FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 3.80× | ||
| Q3 25 | 0.33× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.26× | 3.05× | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.59× | — |
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 | $22.2M | — |
| 自由现金流经营现金流 - 资本支出 | $19.8M | — |
| 自由现金流率自由现金流/营收 | 12.3% | — |
| 资本支出强度资本支出/营收 | 1.5% | 13.7% |
| 现金转化率经营现金流/净利润 | 9.18× | — |
| 过去12个月自由现金流最近4个季度 | $25.2M | — |
8季度趋势，按日历期对齐
经营现金流FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | $22.2M | $108.6M | ||
| Q3 25 | $29.2M | $100.8M | ||
| Q2 25 | $10.4M | $129.6M | ||
| Q1 25 | $-26.1M | $61.1M | ||
| Q4 24 | $24.3M | $104.8M | ||
| Q3 24 | $24.7M | $118.6M | ||
| Q2 24 | $-5.0M | $81.1M |
自由现金流FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $75.1M | ||
| Q3 25 | $26.4M | $79.2M | ||
| Q2 25 | $7.7M | $108.9M | ||
| Q1 25 | $-28.7M | $36.5M | ||
| Q4 24 | $22.3M | $80.5M | ||
| Q3 24 | $21.7M | $100.0M | ||
| Q2 24 | $-7.0M | $68.7M |
自由现金流率FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | 35.3% | ||
| Q3 25 | 19.1% | 34.9% | ||
| Q2 25 | 5.4% | 50.2% | ||
| Q1 25 | -29.4% | 17.0% | ||
| Q4 24 | 17.4% | 37.8% | ||
| Q3 24 | 15.8% | 47.0% | ||
| Q2 24 | -5.0% | 34.2% |
资本支出强度FSTRIRDM
| Q1 26 | — | 13.7% | ||
| Q4 25 | 1.5% | 15.7% | ||
| Q3 25 | 2.0% | 9.5% | ||
| Q2 25 | 1.9% | 9.5% | ||
| Q1 25 | 2.6% | 11.4% | ||
| Q4 24 | 1.5% | 11.4% | ||
| Q3 24 | 2.2% | 8.7% | ||
| Q2 24 | 1.5% | 6.2% |
现金转化率FSTRIRDM
| Q1 26 | — | — | ||
| Q4 25 | 9.18× | 4.37× | ||
| Q3 25 | 6.70× | 2.71× | ||
| Q2 25 | 3.61× | 5.90× | ||
| Q1 25 | — | 2.01× | ||
| Q4 24 | — | 2.88× | ||
| Q3 24 | 0.69× | 4.85× | ||
| Q2 24 | -1.74× | 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
FSTR
| Rail Technologies And Services Segment | $98.0M | 61% |
| Over Time Output Method | $26.3M | 16% |
| Services | $19.4M | 12% |
| Rail Technologies Products | $10.0M | 6% |
| Over Time Input Method | $8.3M | 5% |
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% |
