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铱星通信（IRDM）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是铱星通信的1.7倍（$382.2M vs $219.1M），铱星通信净利率更高（9.9% vs 3.1%，领先6.8%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 1.9%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 4.4%）
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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
IRDM vs LFST — 直观对比
营收规模更大
LFST
是对方的1.7倍
$219.1M
营收增速更快
LFST
高出15.5%
1.9%
净利率更高
IRDM
高出6.8%
3.1%
两年增速更快
LFST
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $382.2M |
| 净利润 | $21.6M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | 4.7% |
| 净利率 | 9.9% | 3.1% |
| 营收同比 | 1.9% | 17.4% |
| 净利润同比 | — | 264.1% |
| 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IRDMLFST
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $382.2M | ||
| Q3 25 | $226.9M | $363.8M | ||
| Q2 25 | $216.9M | $345.3M | ||
| Q1 25 | $214.9M | $333.0M | ||
| Q4 24 | $213.0M | $325.5M | ||
| Q3 24 | $212.8M | $312.7M | ||
| Q2 24 | $201.1M | $312.3M |
净利润IRDMLFST
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $11.7M | ||
| Q3 25 | $37.1M | $1.1M | ||
| Q2 25 | $22.0M | $-3.8M | ||
| Q1 25 | $30.4M | $709.0K | ||
| Q4 24 | $36.3M | $-7.1M | ||
| Q3 24 | $24.4M | $-6.0M | ||
| Q2 24 | $32.3M | $-23.3M |
营业利润率IRDMLFST
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 4.7% | ||
| Q3 25 | 30.9% | 2.0% | ||
| Q2 25 | 23.2% | -0.9% | ||
| Q1 25 | 28.1% | 0.5% | ||
| Q4 24 | 24.5% | 0.3% | ||
| Q3 24 | 25.8% | 0.0% | ||
| Q2 24 | 21.7% | -5.1% |
净利率IRDMLFST
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 3.1% | ||
| Q3 25 | 16.4% | 0.3% | ||
| Q2 25 | 10.1% | -1.1% | ||
| Q1 25 | 14.2% | 0.2% | ||
| Q4 24 | 17.1% | -2.2% | ||
| Q3 24 | 11.5% | -1.9% | ||
| Q2 24 | 16.1% | -7.5% |
每股收益（稀释后）IRDMLFST
| 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 | — | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | — | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $248.6M | ||
| Q3 25 | $88.5M | $203.9M | ||
| Q2 25 | $79.3M | $188.9M | ||
| Q1 25 | $50.9M | $134.3M | ||
| Q4 24 | $93.5M | $154.6M | ||
| Q3 24 | $159.6M | $102.6M | ||
| Q2 24 | $63.5M | $87.0M |
总债务IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | $1.8B | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M |
股东权益IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $1.5B | ||
| Q3 25 | $450.5M | $1.5B | ||
| Q2 25 | $473.6M | $1.5B | ||
| Q1 25 | $518.4M | $1.5B | ||
| Q4 24 | $576.6M | $1.4B | ||
| Q3 24 | $663.8M | $1.4B | ||
| Q2 24 | $786.7M | $1.4B |
总资产IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.2B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $2.7B | $2.1B |
负债/权益比IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | 3.05× | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $46.6M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | 13.7% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 4.93× |
| 过去12个月自由现金流最近4个季度 | — | $110.0M |
8季度趋势，按日历期对齐
经营现金流IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $57.6M | ||
| Q3 25 | $100.8M | $27.3M | ||
| Q2 25 | $129.6M | $64.4M | ||
| Q1 25 | $61.1M | $-3.1M | ||
| Q4 24 | $104.8M | $62.3M | ||
| Q3 24 | $118.6M | $22.7M | ||
| Q2 24 | $81.1M | $44.1M |
自由现金流IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $46.6M | ||
| Q3 25 | $79.2M | $17.0M | ||
| Q2 25 | $108.9M | $56.6M | ||
| Q1 25 | $36.5M | $-10.3M | ||
| Q4 24 | $80.5M | $56.0M | ||
| Q3 24 | $100.0M | $17.7M | ||
| Q2 24 | $68.7M | $39.0M |
自由现金流率IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 12.2% | ||
| Q3 25 | 34.9% | 4.7% | ||
| Q2 25 | 50.2% | 16.4% | ||
| Q1 25 | 17.0% | -3.1% | ||
| Q4 24 | 37.8% | 17.2% | ||
| Q3 24 | 47.0% | 5.7% | ||
| Q2 24 | 34.2% | 12.5% |
资本支出强度IRDMLFST
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 2.9% | ||
| Q3 25 | 9.5% | 2.8% | ||
| Q2 25 | 9.5% | 2.2% | ||
| Q1 25 | 11.4% | 2.2% | ||
| Q4 24 | 11.4% | 1.9% | ||
| Q3 24 | 8.7% | 1.6% | ||
| Q2 24 | 6.2% | 1.6% |
现金转化率IRDMLFST
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 4.93× | ||
| Q3 25 | 2.71× | 25.34× | ||
| Q2 25 | 5.90× | — | ||
| Q1 25 | 2.01× | -4.36× | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | — | ||
| Q2 24 | 2.51× | — |
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% |
LFST
暂无分部数据
