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铱星通信（IRDM）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是铱星通信的1.6倍（$343.8M vs $219.1M），铱星通信净利率更高（9.9% vs 0.3%，领先9.6%），铱星通信同比增速更快（1.9% vs -5.2%），过去两年铱星通信的营收复合增速更高（4.4% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
IRDM vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.6倍
$219.1M
营收增速更快
IRDM
高出7.1%
-5.2%
净利率更高
IRDM
高出9.6%
0.3%
两年增速更快
IRDM
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $343.8M |
| 净利润 | $21.6M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 23.2% | 0.2% |
| 净利率 | 9.9% | 0.3% |
| 营收同比 | 1.9% | -5.2% |
| 净利润同比 | — | -82.8% |
| 每股收益（稀释后） | — | $0.05 |
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IRDMJJSF
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $343.8M | ||
| Q3 25 | $226.9M | $410.2M | ||
| Q2 25 | $216.9M | $454.3M | ||
| Q1 25 | $214.9M | $356.1M | ||
| Q4 24 | $213.0M | $362.6M | ||
| Q3 24 | $212.8M | $426.8M | ||
| Q2 24 | $201.1M | $440.0M |
净利润IRDMJJSF
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $883.0K | ||
| Q3 25 | $37.1M | $11.4M | ||
| Q2 25 | $22.0M | $44.2M | ||
| Q1 25 | $30.4M | $4.8M | ||
| Q4 24 | $36.3M | $5.1M | ||
| Q3 24 | $24.4M | $29.6M | ||
| Q2 24 | $32.3M | $36.3M |
毛利率IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 33.6% |
营业利润率IRDMJJSF
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 0.2% | ||
| Q3 25 | 30.9% | 2.8% | ||
| Q2 25 | 23.2% | 13.3% | ||
| Q1 25 | 28.1% | 1.7% | ||
| Q4 24 | 24.5% | 1.7% | ||
| Q3 24 | 25.8% | 9.3% | ||
| Q2 24 | 21.7% | 11.4% |
净利率IRDMJJSF
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 0.3% | ||
| Q3 25 | 16.4% | 2.8% | ||
| Q2 25 | 10.1% | 9.7% | ||
| Q1 25 | 14.2% | 1.4% | ||
| Q4 24 | 17.1% | 1.4% | ||
| Q3 24 | 11.5% | 6.9% | ||
| Q2 24 | 16.1% | 8.3% |
每股收益（稀释后）IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.05 | ||
| Q3 25 | $0.35 | $0.59 | ||
| Q2 25 | $0.20 | $2.26 | ||
| Q1 25 | $0.27 | $0.25 | ||
| Q4 24 | $0.30 | $0.26 | ||
| Q3 24 | $0.21 | $1.52 | ||
| Q2 24 | $0.27 | $1.87 |
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 | — | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $912.9M |
| 总资产 | — | $1.3B |
| 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IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $66.8M | ||
| Q3 25 | $88.5M | $105.9M | ||
| Q2 25 | $79.3M | $77.4M | ||
| Q1 25 | $50.9M | $48.5M | ||
| Q4 24 | $93.5M | $73.6M | ||
| Q3 24 | $159.6M | $73.4M | ||
| Q2 24 | $63.5M | $64.0M |
总债务IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $912.9M | ||
| Q3 25 | $450.5M | $966.7M | ||
| Q2 25 | $473.6M | $969.9M | ||
| Q1 25 | $518.4M | $935.0M | ||
| Q4 24 | $576.6M | $946.8M | ||
| Q3 24 | $663.8M | $957.0M | ||
| Q2 24 | $786.7M | $937.9M |
总资产IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.7B | $1.3B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $2.7B | $1.4B |
负债/权益比IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $36.0M |
| 自由现金流经营现金流 - 资本支出 | — | $17.0M |
| 自由现金流率自由现金流/营收 | — | 4.9% |
| 资本支出强度资本支出/营收 | 13.7% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 40.73× |
| 过去12个月自由现金流最近4个季度 | — | $83.1M |
8季度趋势，按日历期对齐
经营现金流IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $36.0M | ||
| Q3 25 | $100.8M | $66.4M | ||
| Q2 25 | $129.6M | $51.2M | ||
| Q1 25 | $61.1M | $12.3M | ||
| Q4 24 | $104.8M | $35.2M | ||
| Q3 24 | $118.6M | $46.3M | ||
| Q2 24 | $81.1M | $65.0M |
自由现金流IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $17.0M | ||
| Q3 25 | $79.2M | $44.8M | ||
| Q2 25 | $108.9M | $28.5M | ||
| Q1 25 | $36.5M | $-7.2M | ||
| Q4 24 | $80.5M | $16.1M | ||
| Q3 24 | $100.0M | $29.1M | ||
| Q2 24 | $68.7M | $45.3M |
自由现金流率IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 4.9% | ||
| Q3 25 | 34.9% | 10.9% | ||
| Q2 25 | 50.2% | 6.3% | ||
| Q1 25 | 17.0% | -2.0% | ||
| Q4 24 | 37.8% | 4.4% | ||
| Q3 24 | 47.0% | 6.8% | ||
| Q2 24 | 34.2% | 10.3% |
资本支出强度IRDMJJSF
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 5.5% | ||
| Q3 25 | 9.5% | 5.3% | ||
| Q2 25 | 9.5% | 5.0% | ||
| Q1 25 | 11.4% | 5.5% | ||
| Q4 24 | 11.4% | 5.3% | ||
| Q3 24 | 8.7% | 4.0% | ||
| Q2 24 | 6.2% | 4.5% |
现金转化率IRDMJJSF
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 40.73× | ||
| Q3 25 | 2.71× | 5.84× | ||
| Q2 25 | 5.90× | 1.16× | ||
| Q1 25 | 2.01× | 2.55× | ||
| Q4 24 | 2.88× | 6.84× | ||
| Q3 24 | 4.85× | 1.56× | ||
| Q2 24 | 2.51× | 1.79× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
