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Gogo Inc.（GOGO）与Spire Global, Inc.（SPIR）财务数据对比。点击上方公司名可切换其他公司
Gogo Inc.的季度营收约是Spire Global, Inc.的14.6倍（$230.6M vs $15.8M）。Gogo Inc.净利率更高（-4.3% vs -176.6%，领先172.3%）。Gogo Inc.同比增速更快（67.3% vs -26.9%）。Spire Global, Inc.自由现金流更多（$-16.2M vs $-25.4M）。过去两年Gogo Inc.的营收复合增速更高（48.7% vs -32.6%）
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
Spire Global, Inc.是一家天基云数据与分析服务企业，核心业务依托由大量纳米卫星组成的卫星星座，提供覆盖全球的多领域数据集追踪服务，具体包含船舶航运追踪、航空航行监控以及气象模式观测等相关业务，服务覆盖全球范围。
GOGO vs SPIR — 直观对比
营收规模更大
GOGO
是对方的14.6倍
$15.8M
营收增速更快
GOGO
高出94.3%
-26.9%
净利率更高
GOGO
高出172.3%
-176.6%
自由现金流更多
SPIR
多$9.2M
$-25.4M
两年增速更快
GOGO
近两年复合增速
-32.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $230.6M | $15.8M |
| 净利润 | $-10.0M | $-28.0M |
| 毛利率 | — | 40.2% |
| 营业利润率 | 6.2% | -164.1% |
| 净利率 | -4.3% | -176.6% |
| 营收同比 | 67.3% | -26.9% |
| 净利润同比 | 64.6% | 42.7% |
| 每股收益（稀释后） | $-0.08 | $-0.85 |
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GOGOSPIR
| Q4 25 | $230.6M | $15.8M | ||
| Q3 25 | $223.6M | $12.7M | ||
| Q2 25 | $226.0M | $19.2M | ||
| Q1 25 | $230.3M | $23.9M | ||
| Q4 24 | $137.8M | $21.7M | ||
| Q3 24 | $100.5M | $28.6M | ||
| Q2 24 | $102.1M | $25.4M | ||
| Q1 24 | $104.3M | $34.8M |
净利润GOGOSPIR
| Q4 25 | $-10.0M | $-28.0M | ||
| Q3 25 | $-1.9M | $-19.7M | ||
| Q2 25 | $12.8M | $119.6M | ||
| Q1 25 | $12.0M | $-20.7M | ||
| Q4 24 | $-28.2M | $-48.8M | ||
| Q3 24 | $10.6M | $-12.5M | ||
| Q2 24 | $839.0K | $-16.6M | ||
| Q1 24 | $30.5M | $-25.5M |
毛利率GOGOSPIR
| Q4 25 | — | 40.2% | ||
| Q3 25 | — | 36.6% | ||
| Q2 25 | 87.8% | 48.9% | ||
| Q1 25 | 87.3% | 36.8% | ||
| Q4 24 | — | 32.4% | ||
| Q3 24 | — | 44.5% | ||
| Q2 24 | — | 43.0% | ||
| Q1 24 | — | 26.5% |
营业利润率GOGOSPIR
| Q4 25 | 6.2% | -164.1% | ||
| Q3 25 | 12.9% | -166.1% | ||
| Q2 25 | 15.9% | -122.7% | ||
| Q1 25 | 15.3% | -106.5% | ||
| Q4 24 | -17.5% | -144.1% | ||
| Q3 24 | 19.0% | -48.0% | ||
| Q2 24 | 21.2% | -48.6% | ||
| Q1 24 | 33.2% | -34.4% |
净利率GOGOSPIR
| Q4 25 | -4.3% | -176.6% | ||
| Q3 25 | -0.9% | -155.3% | ||
| Q2 25 | 5.7% | 623.4% | ||
| Q1 25 | 5.2% | -86.5% | ||
| Q4 24 | -20.5% | -225.2% | ||
| Q3 24 | 10.6% | -43.7% | ||
| Q2 24 | 0.8% | -65.2% | ||
| Q1 24 | 29.2% | -73.3% |
每股收益（稀释后）GOGOSPIR
| Q4 25 | $-0.08 | $-0.85 | ||
| Q3 25 | $-0.01 | $-0.61 | ||
| Q2 25 | $0.09 | $3.72 | ||
| Q1 25 | $0.09 | $-0.77 | ||
| Q4 24 | $-0.22 | $-1.93 | ||
| Q3 24 | $0.08 | $-0.50 | ||
| Q2 24 | $0.01 | $-0.68 | ||
| Q1 24 | $0.23 | $-1.17 |
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 | $125.2M | $81.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $101.1M | $112.9M |
| 总资产 | $1.3B | $211.0M |
| 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GOGOSPIR
| Q4 25 | $125.2M | $81.8M | ||
| Q3 25 | $133.6M | $96.8M | ||
| Q2 25 | $102.1M | $117.6M | ||
| Q1 25 | $70.3M | $35.9M | ||
| Q4 24 | $41.8M | $19.2M | ||
| Q3 24 | $176.7M | $36.6M | ||
| Q2 24 | $161.6M | $45.8M | ||
| Q1 24 | $152.8M | $63.7M |
总债务GOGOSPIR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $103.7M | ||
| Q4 24 | — | $103.1M | ||
| Q3 24 | — | $4.9M | ||
| Q2 24 | — | $4.9M | ||
| Q1 24 | — | $123.1M |
股东权益GOGOSPIR
| Q4 25 | $101.1M | $112.9M | ||
| Q3 25 | $107.0M | $133.1M | ||
| Q2 25 | $102.8M | $149.2M | ||
| Q1 25 | $82.9M | $3.7M | ||
| Q4 24 | $69.3M | $-11.7M | ||
| Q3 24 | $52.7M | $30.8M | ||
| Q2 24 | $52.0M | $40.3M | ||
| Q1 24 | $62.4M | $52.5M |
总资产GOGOSPIR
| Q4 25 | $1.3B | $211.0M | ||
| Q3 25 | $1.3B | $224.3M | ||
| Q2 25 | $1.3B | $239.5M | ||
| Q1 25 | $1.2B | $208.8M | ||
| Q4 24 | $1.2B | $193.6M | ||
| Q3 24 | $810.7M | $224.2M | ||
| Q2 24 | $802.7M | $230.8M | ||
| Q1 24 | $809.0M | $252.3M |
负债/权益比GOGOSPIR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 27.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.12× | ||
| Q1 24 | — | 2.35× |
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 | $8.5M | $-4.3M |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | $-16.2M |
| 自由现金流率自由现金流/营收 | -11.0% | -102.1% |
| 资本支出强度资本支出/营收 | 14.7% | 75.1% |
| 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 | $65.1M | $-92.6M |
8季度趋势，按日历期对齐
经营现金流GOGOSPIR
| Q4 25 | $8.5M | $-4.3M | ||
| Q3 25 | $46.8M | $-12.0M | ||
| Q2 25 | $36.7M | $-35.1M | ||
| Q1 25 | $32.5M | $-8.4M | ||
| Q4 24 | $-38.3M | $-19.2M | ||
| Q3 24 | $25.1M | $14.0M | ||
| Q2 24 | $24.9M | $-4.4M | ||
| Q1 24 | $29.7M | $-8.8M |
自由现金流GOGOSPIR
| Q4 25 | $-25.4M | $-16.2M | ||
| Q3 25 | $27.3M | $-20.4M | ||
| Q2 25 | $33.5M | $-38.7M | ||
| Q1 25 | $29.7M | $-17.3M | ||
| Q4 24 | $-42.6M | $-24.3M | ||
| Q3 24 | $20.7M | $5.1M | ||
| Q2 24 | $21.6M | $-9.9M | ||
| Q1 24 | $28.2M | $-15.9M |
自由现金流率GOGOSPIR
| Q4 25 | -11.0% | -102.1% | ||
| Q3 25 | 12.2% | -161.3% | ||
| Q2 25 | 14.8% | -201.7% | ||
| Q1 25 | 12.9% | -72.6% | ||
| Q4 24 | -30.9% | -112.2% | ||
| Q3 24 | 20.6% | 17.8% | ||
| Q2 24 | 21.1% | -39.0% | ||
| Q1 24 | 27.0% | -45.7% |
资本支出强度GOGOSPIR
| Q4 25 | 14.7% | 75.1% | ||
| Q3 25 | 8.7% | 66.2% | ||
| Q2 25 | 1.4% | 18.8% | ||
| Q1 25 | 1.2% | 37.3% | ||
| Q4 24 | 3.1% | 23.5% | ||
| Q3 24 | 4.4% | 31.2% | ||
| Q2 24 | 3.3% | 21.8% | ||
| Q1 24 | 1.4% | 20.3% |
现金转化率GOGOSPIR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.87× | -0.29× | ||
| Q1 25 | 2.70× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 29.74× | — | ||
| Q1 24 | 0.97× | — |
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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
SPIR
暂无分部数据
