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铱星通信（IRDM）与莱迪思半导体（LSCC）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莱迪思半导体的1.5倍（$219.1M vs $145.8M），铱星通信净利率更高（9.9% vs -5.2%，领先15.1%），莱迪思半导体同比增速更快（9.3% vs 1.9%），过去两年莱迪思半导体的营收复合增速更高（8.4% 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。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
IRDM vs LSCC — 直观对比
营收规模更大
IRDM
是对方的1.5倍
$145.8M
营收增速更快
LSCC
高出7.4%
1.9%
净利率更高
IRDM
高出15.1%
-5.2%
两年增速更快
LSCC
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $145.8M |
| 净利润 | $21.6M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | 23.2% | 30.7% |
| 净利率 | 9.9% | -5.2% |
| 营收同比 | 1.9% | 9.3% |
| 净利润同比 | — | 14.6% |
| 每股收益（稀释后） | — | $-0.06 |
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IRDMLSCC
| Q1 26 | $219.1M | $145.8M | ||
| Q4 25 | $212.9M | — | ||
| Q3 25 | $226.9M | $133.3M | ||
| Q2 25 | $216.9M | $124.0M | ||
| Q1 25 | $214.9M | $120.2M | ||
| Q4 24 | $213.0M | $117.4M | ||
| Q3 24 | $212.8M | $127.1M | ||
| Q2 24 | $201.1M | $124.1M |
净利润IRDMLSCC
| Q1 26 | $21.6M | $-7.6M | ||
| Q4 25 | $24.9M | — | ||
| Q3 25 | $37.1M | $2.8M | ||
| Q2 25 | $22.0M | $2.9M | ||
| Q1 25 | $30.4M | $5.0M | ||
| Q4 24 | $36.3M | $16.5M | ||
| Q3 24 | $24.4M | $7.2M | ||
| Q2 24 | $32.3M | $22.6M |
毛利率IRDMLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 68.4% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 61.1% | ||
| Q3 24 | — | 69.0% | ||
| Q2 24 | — | 68.3% |
营业利润率IRDMLSCC
| Q1 26 | 23.2% | 0.7% | ||
| Q4 25 | 25.9% | — | ||
| Q3 25 | 30.9% | -1.2% | ||
| Q2 25 | 23.2% | 3.8% | ||
| Q1 25 | 28.1% | 5.8% | ||
| Q4 24 | 24.5% | -10.4% | ||
| Q3 24 | 25.8% | 5.9% | ||
| Q2 24 | 21.7% | 18.2% |
净利率IRDMLSCC
| Q1 26 | 9.9% | -5.2% | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 16.4% | 2.1% | ||
| Q2 25 | 10.1% | 2.3% | ||
| Q1 25 | 14.2% | 4.2% | ||
| Q4 24 | 17.1% | 14.1% | ||
| Q3 24 | 11.5% | 5.7% | ||
| Q2 24 | 16.1% | 18.2% |
每股收益（稀释后）IRDMLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.35 | $0.02 | ||
| Q2 25 | $0.20 | $0.02 | ||
| Q1 25 | $0.27 | $0.04 | ||
| Q4 24 | $0.30 | $0.12 | ||
| Q3 24 | $0.21 | $0.05 | ||
| Q2 24 | $0.27 | $0.16 |
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 | — | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $714.1M |
| 总资产 | — | — |
| 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IRDMLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $96.5M | — | ||
| Q3 25 | $88.5M | $117.9M | ||
| Q2 25 | $79.3M | $107.2M | ||
| Q1 25 | $50.9M | $127.6M | ||
| Q4 24 | $93.5M | $136.3M | ||
| Q3 24 | $159.6M | $124.3M | ||
| Q2 24 | $63.5M | $109.2M |
总债务IRDMLSCC
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $462.6M | — | ||
| Q3 25 | $450.5M | $706.4M | ||
| Q2 25 | $473.6M | $687.0M | ||
| Q1 25 | $518.4M | $707.9M | ||
| Q4 24 | $576.6M | $710.9M | ||
| Q3 24 | $663.8M | $703.5M | ||
| Q2 24 | $786.7M | $698.8M |
总资产IRDMLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | $844.4M | ||
| Q2 25 | $2.6B | $808.6M | ||
| Q1 25 | $2.6B | $823.6M | ||
| Q4 24 | $2.7B | $843.9M | ||
| Q3 24 | $2.8B | $853.7M | ||
| Q2 24 | $2.7B | $827.5M |
负债/权益比IRDMLSCC
| 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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 30.2% |
| 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 | — | $153.3M |
8季度趋势，按日历期对齐
经营现金流IRDMLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $108.6M | — | ||
| Q3 25 | $100.8M | $47.1M | ||
| Q2 25 | $129.6M | $38.5M | ||
| Q1 25 | $61.1M | $31.9M | ||
| Q4 24 | $104.8M | $45.4M | ||
| Q3 24 | $118.6M | $44.0M | ||
| Q2 24 | $81.1M | $21.9M |
自由现金流IRDMLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $75.1M | — | ||
| Q3 25 | $79.2M | $34.0M | ||
| Q2 25 | $108.9M | $31.3M | ||
| Q1 25 | $36.5M | $23.3M | ||
| Q4 24 | $80.5M | $39.7M | ||
| Q3 24 | $100.0M | $39.4M | ||
| Q2 24 | $68.7M | $14.8M |
自由现金流率IRDMLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 35.3% | — | ||
| Q3 25 | 34.9% | 25.5% | ||
| Q2 25 | 50.2% | 25.2% | ||
| Q1 25 | 17.0% | 19.4% | ||
| Q4 24 | 37.8% | 33.8% | ||
| Q3 24 | 47.0% | 31.0% | ||
| Q2 24 | 34.2% | 11.9% |
资本支出强度IRDMLSCC
| Q1 26 | 13.7% | 9.3% | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 9.5% | 9.8% | ||
| Q2 25 | 9.5% | 5.8% | ||
| Q1 25 | 11.4% | 7.2% | ||
| Q4 24 | 11.4% | 4.9% | ||
| Q3 24 | 8.7% | 3.7% | ||
| Q2 24 | 6.2% | 5.8% |
现金转化率IRDMLSCC
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | 16.86× | ||
| Q2 25 | 5.90× | 13.23× | ||
| Q1 25 | 2.01× | 6.35× | ||
| Q4 24 | 2.88× | 2.75× | ||
| Q3 24 | 4.85× | 6.12× | ||
| Q2 24 | 2.51× | 0.97× |
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% |
LSCC
暂无分部数据
