vs
铱星通信（IRDM）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是铱星通信的1.3倍（$294.6M vs $219.1M），铱星通信同比增速更快（1.9% vs -25.9%），过去两年铱星通信的营收复合增速更高（4.4% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
IRDM vs KOS — 直观对比
营收规模更大
KOS
是对方的1.3倍
$219.1M
营收增速更快
IRDM
高出27.8%
-25.9%
两年增速更快
IRDM
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $294.6M |
| 净利润 | $21.6M | — |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | -125.7% |
| 净利率 | 9.9% | — |
| 营收同比 | 1.9% | -25.9% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $-0.80 |
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IRDMKOS
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $294.6M | ||
| Q3 25 | $226.9M | $311.0M | ||
| Q2 25 | $216.9M | $392.6M | ||
| Q1 25 | $214.9M | $290.1M | ||
| Q4 24 | $213.0M | $397.6M | ||
| Q3 24 | $212.8M | $407.8M | ||
| Q2 24 | $201.1M | $447.8M |
净利润IRDMKOS
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | — | ||
| Q3 25 | $37.1M | $-124.3M | ||
| Q2 25 | $22.0M | $-87.7M | ||
| Q1 25 | $30.4M | $-110.6M | ||
| Q4 24 | $36.3M | — | ||
| Q3 24 | $24.4M | $45.0M | ||
| Q2 24 | $32.3M | $59.8M |
营业利润率IRDMKOS
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | -125.7% | ||
| Q3 25 | 30.9% | -34.2% | ||
| Q2 25 | 23.2% | -16.2% | ||
| Q1 25 | 28.1% | -32.4% | ||
| Q4 24 | 24.5% | -8.5% | ||
| Q3 24 | 25.8% | 26.1% | ||
| Q2 24 | 21.7% | 30.2% |
净利率IRDMKOS
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 16.4% | -40.0% | ||
| Q2 25 | 10.1% | -22.3% | ||
| Q1 25 | 14.2% | -38.1% | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 11.5% | 11.0% | ||
| Q2 24 | 16.1% | 13.3% |
每股收益（稀释后）IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.80 | ||
| Q3 25 | $0.35 | $-0.26 | ||
| Q2 25 | $0.20 | $-0.18 | ||
| Q1 25 | $0.27 | $-0.23 | ||
| Q4 24 | $0.30 | $0.00 | ||
| Q3 24 | $0.21 | $0.09 | ||
| Q2 24 | $0.27 | $0.12 |
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 | — | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | — | $528.6M |
| 总资产 | — | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $91.5M | ||
| Q3 25 | $88.5M | $64.0M | ||
| Q2 25 | $79.3M | $51.7M | ||
| Q1 25 | $50.9M | $49.8M | ||
| Q4 24 | $93.5M | $85.0M | ||
| Q3 24 | $159.6M | $51.6M | ||
| Q2 24 | $63.5M | $173.8M |
总债务IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $528.6M | ||
| Q3 25 | $450.5M | $898.8M | ||
| Q2 25 | $473.6M | $1.0B | ||
| Q1 25 | $518.4M | $1.1B | ||
| Q4 24 | $576.6M | $1.2B | ||
| Q3 24 | $663.8M | $1.2B | ||
| Q2 24 | $786.7M | $1.1B |
总资产IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $4.7B | ||
| Q3 25 | $2.6B | $5.1B | ||
| Q2 25 | $2.6B | $5.2B | ||
| Q1 25 | $2.6B | $5.3B | ||
| Q4 24 | $2.7B | $5.3B | ||
| Q3 24 | $2.8B | $5.5B | ||
| Q2 24 | $2.7B | $5.4B |
负债/权益比IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | 2.29× | ||
| 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 | — | $35.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 13.7% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $35.3M | ||
| Q3 25 | $100.8M | $-27.6M | ||
| Q2 25 | $129.6M | $127.2M | ||
| Q1 25 | $61.1M | $-888.0K | ||
| Q4 24 | $104.8M | $175.7M | ||
| Q3 24 | $118.6M | $6.3M | ||
| Q2 24 | $81.1M | $223.7M |
自由现金流IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $108.9M | — | ||
| Q1 25 | $36.5M | — | ||
| Q4 24 | $80.5M | — | ||
| Q3 24 | $100.0M | — | ||
| Q2 24 | $68.7M | — |
自由现金流率IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 50.2% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 37.8% | — | ||
| Q3 24 | 47.0% | — | ||
| Q2 24 | 34.2% | — |
资本支出强度IRDMKOS
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 8.7% | — | ||
| Q2 24 | 6.2% | — |
现金转化率IRDMKOS
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 5.90× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | 0.14× | ||
| Q2 24 | 2.51× | 3.74× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
