vs
铱星通信（IRDM）与JOHNSON OUTDOORS INC（JOUT）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JOHNSON OUTDOORS INC的1.6倍（$219.1M vs $140.9M），铱星通信净利率更高（9.9% vs -2.3%，领先12.2%），JOHNSON OUTDOORS INC同比增速更快（30.9% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs -10.5%）
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。
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
IRDM vs JOUT — 直观对比
营收规模更大
IRDM
是对方的1.6倍
$140.9M
营收增速更快
JOUT
高出29.0%
1.9%
净利率更高
IRDM
高出12.2%
-2.3%
两年增速更快
IRDM
近两年复合增速
-10.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $140.9M |
| 净利润 | $21.6M | $-3.3M |
| 毛利率 | — | 36.6% |
| 营业利润率 | 23.2% | -2.1% |
| 净利率 | 9.9% | -2.3% |
| 营收同比 | 1.9% | 30.9% |
| 净利润同比 | — | 78.4% |
| 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IRDMJOUT
| Q1 26 | $219.1M | $140.9M | ||
| Q4 25 | $212.9M | $135.8M | ||
| Q3 25 | $226.9M | — | ||
| Q2 25 | $216.9M | $180.7M | ||
| Q1 25 | $214.9M | $168.3M | ||
| Q4 24 | $213.0M | $107.6M | ||
| Q3 24 | $212.8M | $105.9M | ||
| Q2 24 | $201.1M | $172.5M |
净利润IRDMJOUT
| Q1 26 | $21.6M | $-3.3M | ||
| Q4 25 | $24.9M | $-29.1M | ||
| Q3 25 | $37.1M | — | ||
| Q2 25 | $22.0M | $7.7M | ||
| Q1 25 | $30.4M | $2.3M | ||
| Q4 24 | $36.3M | $-15.3M | ||
| Q3 24 | $24.4M | $-34.3M | ||
| Q2 24 | $32.3M | $1.6M |
毛利率IRDMJOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | — | 36.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.0% | ||
| Q4 24 | — | 29.9% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | — | 35.8% |
营业利润率IRDMJOUT
| Q1 26 | 23.2% | -2.1% | ||
| Q4 25 | 25.9% | -6.0% | ||
| Q3 25 | 30.9% | — | ||
| Q2 25 | 23.2% | 4.1% | ||
| Q1 25 | 28.1% | 2.9% | ||
| Q4 24 | 24.5% | -18.8% | ||
| Q3 24 | 25.8% | -40.4% | ||
| Q2 24 | 21.7% | -0.3% |
净利率IRDMJOUT
| Q1 26 | 9.9% | -2.3% | ||
| Q4 25 | 11.7% | -21.4% | ||
| Q3 25 | 16.4% | — | ||
| Q2 25 | 10.1% | 4.3% | ||
| Q1 25 | 14.2% | 1.4% | ||
| Q4 24 | 17.1% | -14.2% | ||
| Q3 24 | 11.5% | -32.4% | ||
| Q2 24 | 16.1% | 0.9% |
每股收益（稀释后）IRDMJOUT
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.35 | — | ||
| Q2 25 | $0.20 | — | ||
| Q1 25 | $0.27 | — | ||
| Q4 24 | $0.30 | — | ||
| Q3 24 | $0.21 | — | ||
| Q2 24 | $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 | — | $130.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $413.5M |
| 总资产 | — | $600.1M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资IRDMJOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | $96.5M | $176.4M | ||
| Q3 25 | $88.5M | — | ||
| Q2 25 | $79.3M | $161.0M | ||
| Q1 25 | $50.9M | $94.0M | ||
| Q4 24 | $93.5M | $101.6M | ||
| Q3 24 | $159.6M | $162.0M | ||
| Q2 24 | $63.5M | $148.4M |
总债务IRDMJOUT
| Q1 26 | — | $0 | ||
| Q4 25 | $1.8B | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $1.8B | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益IRDMJOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | $462.6M | $418.4M | ||
| Q3 25 | $450.5M | — | ||
| Q2 25 | $473.6M | $450.5M | ||
| Q1 25 | $518.4M | $441.1M | ||
| Q4 24 | $576.6M | $440.3M | ||
| Q3 24 | $663.8M | $463.4M | ||
| Q2 24 | $786.7M | $498.7M |
总资产IRDMJOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | $2.5B | $604.1M | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | $634.5M | ||
| Q1 25 | $2.6B | $624.5M | ||
| Q4 24 | $2.7B | $612.9M | ||
| Q3 24 | $2.8B | $635.2M | ||
| Q2 24 | $2.7B | $679.8M |
负债/权益比IRDMJOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 3.80× | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 3.05× | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-42.7M |
| 自由现金流率自由现金流/营收 | — | -30.3% |
| 资本支出强度资本支出/营收 | 13.7% | 3.0% |
| 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 | — | $38.5M |
8季度趋势，按日历期对齐
经营现金流IRDMJOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $108.6M | $23.4M | ||
| Q3 25 | $100.8M | — | ||
| Q2 25 | $129.6M | $71.4M | ||
| Q1 25 | $61.1M | $-1.7M | ||
| Q4 24 | $104.8M | $-36.9M | ||
| Q3 24 | $118.6M | $19.1M | ||
| Q2 24 | $81.1M | $73.7M |
自由现金流IRDMJOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | $75.1M | $19.2M | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $108.9M | $66.9M | ||
| Q1 25 | $36.5M | $-5.0M | ||
| Q4 24 | $80.5M | $-41.0M | ||
| Q3 24 | $100.0M | $13.5M | ||
| Q2 24 | $68.7M | $67.4M |
自由现金流率IRDMJOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | 35.3% | 14.2% | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 50.2% | 37.0% | ||
| Q1 25 | 17.0% | -2.9% | ||
| Q4 24 | 37.8% | -38.1% | ||
| Q3 24 | 47.0% | 12.8% | ||
| Q2 24 | 34.2% | 39.1% |
资本支出强度IRDMJOUT
| Q1 26 | 13.7% | 3.0% | ||
| Q4 25 | 15.7% | 3.1% | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 9.5% | 2.5% | ||
| Q1 25 | 11.4% | 2.0% | ||
| Q4 24 | 11.4% | 3.8% | ||
| Q3 24 | 8.7% | 5.3% | ||
| Q2 24 | 6.2% | 3.6% |
现金转化率IRDMJOUT
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 5.90× | 9.22× | ||
| Q1 25 | 2.01× | -0.72× | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | — | ||
| Q2 24 | 2.51× | 45.41× |
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% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
