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铱星通信(IRDM)与Limbach Holdings, Inc.(LMB)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Limbach Holdings, Inc.的1.6倍($219.1M vs $138.9M),铱星通信净利率更高(9.9% vs 3.2%,领先6.7%),Limbach Holdings, Inc.同比增速更快(4.3% vs 1.9%),过去两年Limbach Holdings, Inc.的营收复合增速更高(6.6% 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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业,主营航空发动机的研发与制造业务,在航空动力装备领域拥有成熟的生产技术与行业经验。
IRDM vs LMB — 直观对比
营收规模更大
IRDM
是对方的1.6倍
$138.9M
营收增速更快
LMB
高出2.4%
1.9%
净利率更高
IRDM
高出6.7%
3.2%
两年增速更快
LMB
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $219.1M | $138.9M |
| 净利润 | $21.6M | $4.4M |
| 毛利率 | — | 22.4% |
| 营业利润率 | 23.2% | 0.8% |
| 净利率 | 9.9% | 3.2% |
| 营收同比 | 1.9% | 4.3% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | $0.36 |
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
IRDM
LMB
| Q1 26 | $219.1M | $138.9M | ||
| Q4 25 | $212.9M | $186.9M | ||
| Q3 25 | $226.9M | $184.6M | ||
| Q2 25 | $216.9M | $142.2M | ||
| Q1 25 | $214.9M | $133.1M | ||
| Q4 24 | $213.0M | $143.7M | ||
| Q3 24 | $212.8M | $133.9M | ||
| Q2 24 | $201.1M | $122.2M |
净利润
IRDM
LMB
| Q1 26 | $21.6M | $4.4M | ||
| Q4 25 | $24.9M | $12.3M | ||
| Q3 25 | $37.1M | $8.8M | ||
| Q2 25 | $22.0M | $7.8M | ||
| Q1 25 | $30.4M | $10.2M | ||
| Q4 24 | $36.3M | $9.8M | ||
| Q3 24 | $24.4M | $7.5M | ||
| Q2 24 | $32.3M | $6.0M |
毛利率
IRDM
LMB
| Q1 26 | — | 22.4% | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 27.4% |
营业利润率
IRDM
LMB
| Q1 26 | 23.2% | 0.8% | ||
| Q4 25 | 25.9% | 9.4% | ||
| Q3 25 | 30.9% | 7.2% | ||
| Q2 25 | 23.2% | 7.5% | ||
| Q1 25 | 28.1% | 5.9% | ||
| Q4 24 | 24.5% | 9.1% | ||
| Q3 24 | 25.8% | 8.1% | ||
| Q2 24 | 21.7% | 6.7% |
净利率
IRDM
LMB
| Q1 26 | 9.9% | 3.2% | ||
| Q4 25 | 11.7% | 6.6% | ||
| Q3 25 | 16.4% | 4.8% | ||
| Q2 25 | 10.1% | 5.5% | ||
| Q1 25 | 14.2% | 7.7% | ||
| Q4 24 | 17.1% | 6.9% | ||
| Q3 24 | 11.5% | 5.6% | ||
| Q2 24 | 16.1% | 4.9% |
每股收益(稀释后)
IRDM
LMB
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.24 | $1.01 | ||
| Q3 25 | $0.35 | $0.73 | ||
| Q2 25 | $0.20 | $0.64 | ||
| Q1 25 | $0.27 | $0.85 | ||
| Q4 24 | $0.30 | $0.81 | ||
| Q3 24 | $0.21 | $0.62 | ||
| Q2 24 | $0.27 | $0.50 |
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 | — | $15.8M |
| 总债务越低越好 | — | $56.6M |
| 股东权益账面价值 | — | $196.3M |
| 总资产 | — | $377.0M |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势,按日历期对齐
现金及短期投资
IRDM
LMB
| Q1 26 | — | $15.8M | ||
| Q4 25 | $96.5M | $11.3M | ||
| Q3 25 | $88.5M | $9.8M | ||
| Q2 25 | $79.3M | $38.9M | ||
| Q1 25 | $50.9M | $38.1M | ||
| Q4 24 | $93.5M | $44.9M | ||
| Q3 24 | $159.6M | $51.2M | ||
| Q2 24 | $63.5M | $59.5M |
总债务
IRDM
LMB
| Q1 26 | — | $56.6M | ||
| Q4 25 | $1.8B | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | $1.8B | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M |
股东权益
IRDM
LMB
| Q1 26 | — | $196.3M | ||
| Q4 25 | $462.6M | $195.7M | ||
| Q3 25 | $450.5M | $181.6M | ||
| Q2 25 | $473.6M | $170.5M | ||
| Q1 25 | $518.4M | $161.1M | ||
| Q4 24 | $576.6M | $153.5M | ||
| Q3 24 | $663.8M | $142.2M | ||
| Q2 24 | $786.7M | $133.0M |
总资产
IRDM
LMB
| Q1 26 | — | $377.0M | ||
| Q4 25 | $2.5B | $381.1M | ||
| Q3 25 | $2.6B | $409.1M | ||
| Q2 25 | $2.6B | $343.0M | ||
| Q1 25 | $2.6B | $336.4M | ||
| Q4 24 | $2.7B | $352.1M | ||
| Q3 24 | $2.8B | $324.4M | ||
| Q2 24 | $2.7B | $303.9M |
负债/权益比
IRDM
LMB
| Q1 26 | — | 0.29× | ||
| Q4 25 | 3.80× | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | 3.05× | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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% |
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |