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铱星通信（IRDM）与JBG SMITH Properties（JBGS）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JBG SMITH Properties的1.7倍（$219.1M vs $127.6M），铱星通信净利率更高（9.9% vs -18.1%，领先27.9%），JBG SMITH Properties同比增速更快（5.7% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs -2.9%）
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。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
IRDM vs JBGS — 直观对比
营收规模更大
IRDM
是对方的1.7倍
$127.6M
营收增速更快
JBGS
高出3.8%
1.9%
净利率更高
IRDM
高出27.9%
-18.1%
两年增速更快
IRDM
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $127.6M |
| 净利润 | $21.6M | $-23.0M |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | — |
| 净利率 | 9.9% | -18.1% |
| 营收同比 | 1.9% | 5.7% |
| 净利润同比 | — | 57.1% |
| 每股收益（稀释后） | — | $-0.32 |
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IRDMJBGS
| Q1 26 | $219.1M | $127.6M | ||
| Q4 25 | $212.9M | $127.6M | ||
| Q3 25 | $226.9M | $123.9M | ||
| Q2 25 | $216.9M | $126.5M | ||
| Q1 25 | $214.9M | $120.7M | ||
| Q4 24 | $213.0M | $130.8M | ||
| Q3 24 | $212.8M | $136.0M | ||
| Q2 24 | $201.1M | $135.3M |
净利润IRDMJBGS
| Q1 26 | $21.6M | $-23.0M | ||
| Q4 25 | $24.9M | $-45.5M | ||
| Q3 25 | $37.1M | $-28.6M | ||
| Q2 25 | $22.0M | $-19.2M | ||
| Q1 25 | $30.4M | $-45.7M | ||
| Q4 24 | $36.3M | $-59.9M | ||
| Q3 24 | $24.4M | $-27.0M | ||
| Q2 24 | $32.3M | $-24.4M |
营业利润率IRDMJBGS
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | -47.5% | ||
| Q3 25 | 30.9% | -27.5% | ||
| Q2 25 | 23.2% | -18.4% | ||
| Q1 25 | 28.1% | -44.7% | ||
| Q4 24 | 24.5% | -53.6% | ||
| Q3 24 | 25.8% | -22.4% | ||
| Q2 24 | 21.7% | -24.3% |
净利率IRDMJBGS
| Q1 26 | 9.9% | -18.1% | ||
| Q4 25 | 11.7% | -35.7% | ||
| Q3 25 | 16.4% | -23.1% | ||
| Q2 25 | 10.1% | -15.2% | ||
| Q1 25 | 14.2% | -37.9% | ||
| Q4 24 | 17.1% | -45.8% | ||
| Q3 24 | 11.5% | -19.8% | ||
| Q2 24 | 16.1% | -18.0% |
每股收益（稀释后）IRDMJBGS
| Q1 26 | — | $-0.32 | ||
| Q4 25 | $0.24 | $-0.76 | ||
| Q3 25 | $0.35 | $-0.48 | ||
| Q2 25 | $0.20 | $-0.29 | ||
| Q1 25 | $0.27 | $-0.56 | ||
| Q4 24 | $0.30 | $-0.70 | ||
| Q3 24 | $0.21 | $-0.32 | ||
| Q2 24 | $0.27 | $-0.27 |
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
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% |
JBGS
| Property rental | $105.9M | 83% |
| Third-party real estate services, including reimbursements | $17.2M | 13% |
| Other revenue | $4.5M | 4% |
