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GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.5倍（$219.1M vs $150.6M），铱星通信净利率更高（9.9% vs 6.2%，领先3.6%），GLAUKOS Corp同比增速更快（41.2% vs 1.9%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 4.4%）
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
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。
GKOS vs IRDM — 直观对比
营收规模更大
IRDM
是对方的1.5倍
$150.6M
营收增速更快
GKOS
高出39.2%
1.9%
净利率更高
IRDM
高出3.6%
6.2%
两年增速更快
GKOS
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $219.1M |
| 净利润 | $9.4M | $21.6M |
| 毛利率 | 77.9% | — |
| 营业利润率 | 9.0% | 23.2% |
| 净利率 | 6.2% | 9.9% |
| 营收同比 | 41.2% | 1.9% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | — |
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GKOSIRDM
| Q1 26 | $150.6M | $219.1M | ||
| Q4 25 | $143.1M | $212.9M | ||
| Q3 25 | $133.5M | $226.9M | ||
| Q2 25 | $124.1M | $216.9M | ||
| Q1 25 | $106.7M | $214.9M | ||
| Q4 24 | $105.5M | $213.0M | ||
| Q3 24 | $96.7M | $212.8M | ||
| Q2 24 | $95.7M | $201.1M |
净利润GKOSIRDM
| Q1 26 | $9.4M | $21.6M | ||
| Q4 25 | $-133.7M | $24.9M | ||
| Q3 25 | $-16.2M | $37.1M | ||
| Q2 25 | $-19.7M | $22.0M | ||
| Q1 25 | $-18.1M | $30.4M | ||
| Q4 24 | $-33.6M | $36.3M | ||
| Q3 24 | $-21.4M | $24.4M | ||
| Q2 24 | $-50.5M | $32.3M |
毛利率GKOSIRDM
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | — | ||
| Q3 25 | 78.4% | — | ||
| Q2 25 | 78.3% | — | ||
| Q1 25 | 77.2% | — | ||
| Q4 24 | 72.9% | — | ||
| Q3 24 | 76.6% | — | ||
| Q2 24 | 76.4% | — |
营业利润率GKOSIRDM
| Q1 26 | 9.0% | 23.2% | ||
| Q4 25 | -97.7% | 25.9% | ||
| Q3 25 | -12.3% | 30.9% | ||
| Q2 25 | -18.3% | 23.2% | ||
| Q1 25 | -19.4% | 28.1% | ||
| Q4 24 | -27.2% | 24.5% | ||
| Q3 24 | -25.5% | 25.8% | ||
| Q2 24 | -31.3% | 21.7% |
净利率GKOSIRDM
| Q1 26 | 6.2% | 9.9% | ||
| Q4 25 | -93.4% | 11.7% | ||
| Q3 25 | -12.2% | 16.4% | ||
| Q2 25 | -15.8% | 10.1% | ||
| Q1 25 | -17.0% | 14.2% | ||
| Q4 24 | -31.8% | 17.1% | ||
| Q3 24 | -22.1% | 11.5% | ||
| Q2 24 | -52.8% | 16.1% |
每股收益（稀释后）GKOSIRDM
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $0.24 | ||
| Q3 25 | $-0.28 | $0.35 | ||
| Q2 25 | $-0.34 | $0.20 | ||
| Q1 25 | $-0.32 | $0.27 | ||
| Q4 24 | $-0.56 | $0.30 | ||
| Q3 24 | $-0.39 | $0.21 | ||
| Q2 24 | $-1.00 | $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 | $276.7M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | — |
| 总资产 | $893.3M | — |
| 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GKOSIRDM
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $96.5M | ||
| Q3 25 | $98.2M | $88.5M | ||
| Q2 25 | $100.8M | $79.3M | ||
| Q1 25 | $114.3M | $50.9M | ||
| Q4 24 | $169.6M | $93.5M | ||
| Q3 24 | $100.1M | $159.6M | ||
| Q2 24 | $68.1M | $63.5M |
总债务GKOSIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GKOSIRDM
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $462.6M | ||
| Q3 25 | $769.5M | $450.5M | ||
| Q2 25 | $765.1M | $473.6M | ||
| Q1 25 | $764.0M | $518.4M | ||
| Q4 24 | $766.9M | $576.6M | ||
| Q3 24 | $668.5M | $663.8M | ||
| Q2 24 | $665.2M | $786.7M |
总资产GKOSIRDM
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $2.5B | ||
| Q3 25 | $999.4M | $2.6B | ||
| Q2 25 | $987.0M | $2.6B | ||
| Q1 25 | $966.2M | $2.6B | ||
| Q4 24 | $974.8M | $2.7B | ||
| Q3 24 | $926.5M | $2.8B | ||
| Q2 24 | $919.7M | $2.7B |
负债/权益比GKOSIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.05× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
GKOS
暂无分部数据
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% |
