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Gogo Inc.（GOGO）与Telesat Corp（TSAT）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Telesat Corp的3.1倍（$230.6M vs $73.8M）。Gogo Inc.净利率更高（-4.3% vs -119.8%，领先115.5%）。过去两年Gogo Inc.的营收复合增速更高（48.7% vs -64.0%）
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。
Telesat是加拿大知名卫星通信企业，前身为加拿大通信卫星公司，成立于1969年5月2日，总部位于渥太华，专注于提供卫星通信相关解决方案与服务，在全球卫星通信领域拥有深厚的技术积累与行业经验。
GOGO vs TSAT — 直观对比
营收规模更大
GOGO
是对方的3.1倍
$73.8M
净利率更高
GOGO
高出115.5%
-119.8%
两年增速更快
GOGO
近两年复合增速
-64.0%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $230.6M | $73.8M |
| 净利润 | $-10.0M | $-88.4M |
| 毛利率 | — | 95.3% |
| 营业利润率 | 6.2% | 5.9% |
| 净利率 | -4.3% | -119.8% |
| 营收同比 | 67.3% | — |
| 净利润同比 | 64.6% | — |
| 每股收益（稀释后） | $-0.08 | — |
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GOGOTSAT
| Q4 25 | $230.6M | — | ||
| Q3 25 | $223.6M | $73.8M | ||
| Q2 25 | $226.0M | $77.5M | ||
| Q1 25 | $230.3M | $152.2M | ||
| Q4 24 | $137.8M | — | ||
| Q3 24 | $100.5M | — | ||
| Q2 24 | $102.1M | $363.2M | ||
| Q1 24 | $104.3M | — |
净利润GOGOTSAT
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $-1.9M | $-88.4M | ||
| Q2 25 | $12.8M | $55.1M | ||
| Q1 25 | $12.0M | $-52.3M | ||
| Q4 24 | $-28.2M | — | ||
| Q3 24 | $10.6M | — | ||
| Q2 24 | $839.0K | $547.4M | ||
| Q1 24 | $30.5M | — |
毛利率GOGOTSAT
| Q4 25 | — | — | ||
| Q3 25 | — | 95.3% | ||
| Q2 25 | 87.8% | 95.9% | ||
| Q1 25 | 87.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率GOGOTSAT
| Q4 25 | 6.2% | — | ||
| Q3 25 | 12.9% | 5.9% | ||
| Q2 25 | 15.9% | 16.8% | ||
| Q1 25 | 15.3% | — | ||
| Q4 24 | -17.5% | — | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 21.2% | — | ||
| Q1 24 | 33.2% | — |
净利率GOGOTSAT
| Q4 25 | -4.3% | — | ||
| Q3 25 | -0.9% | -119.8% | ||
| Q2 25 | 5.7% | 71.2% | ||
| Q1 25 | 5.2% | -34.4% | ||
| Q4 24 | -20.5% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 0.8% | 150.7% | ||
| Q1 24 | 29.2% | — |
每股收益（稀释后）GOGOTSAT
| Q4 25 | $-0.08 | — | ||
| Q3 25 | $-0.01 | — | ||
| Q2 25 | $0.09 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $-0.22 | — | ||
| Q3 24 | $0.08 | — | ||
| Q2 24 | $0.01 | — | ||
| Q1 24 | $0.23 | — |
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 | $352.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $101.1M | $1.6B |
| 总资产 | $1.3B | $5.1B |
| 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GOGOTSAT
| Q4 25 | $125.2M | — | ||
| Q3 25 | $133.6M | $352.3M | ||
| Q2 25 | $102.1M | $399.6M | ||
| Q1 25 | $70.3M | $552.1M | ||
| Q4 24 | $41.8M | — | ||
| Q3 24 | $176.7M | — | ||
| Q2 24 | $161.6M | $1.7B | ||
| Q1 24 | $152.8M | — |
股东权益GOGOTSAT
| Q4 25 | $101.1M | — | ||
| Q3 25 | $107.0M | $1.6B | ||
| Q2 25 | $102.8M | $1.7B | ||
| Q1 25 | $82.9M | $2.5B | ||
| Q4 24 | $69.3M | — | ||
| Q3 24 | $52.7M | — | ||
| Q2 24 | $52.0M | $2.4B | ||
| Q1 24 | $62.4M | — |
总资产GOGOTSAT
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $5.1B | ||
| Q2 25 | $1.3B | $4.9B | ||
| Q1 25 | $1.2B | $6.9B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $810.7M | — | ||
| Q2 24 | $802.7M | $6.3B | ||
| Q1 24 | $809.0M | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | — |
| 自由现金流率自由现金流/营收 | -11.0% | — |
| 资本支出强度资本支出/营收 | 14.7% | — |
| 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 | $65.1M | — |
8季度趋势，按日历期对齐
经营现金流GOGOTSAT
| Q4 25 | $8.5M | — | ||
| Q3 25 | $46.8M | — | ||
| Q2 25 | $36.7M | — | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $-38.3M | — | ||
| Q3 24 | $25.1M | — | ||
| Q2 24 | $24.9M | — | ||
| Q1 24 | $29.7M | — |
自由现金流GOGOTSAT
| Q4 25 | $-25.4M | — | ||
| Q3 25 | $27.3M | — | ||
| Q2 25 | $33.5M | — | ||
| Q1 25 | $29.7M | — | ||
| Q4 24 | $-42.6M | — | ||
| Q3 24 | $20.7M | — | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $28.2M | — |
自由现金流率GOGOTSAT
| Q4 25 | -11.0% | — | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 12.9% | — | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | 20.6% | — | ||
| Q2 24 | 21.1% | — | ||
| Q1 24 | 27.0% | — |
资本支出强度GOGOTSAT
| Q4 25 | 14.7% | — | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 3.3% | — | ||
| Q1 24 | 1.4% | — |
现金转化率GOGOTSAT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.87× | — | ||
| 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% |
TSAT
暂无分部数据
