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铱星通信（IRDM）与MEDICAL PROPERTIES TRUST INC（MPW）财务数据对比。点击上方公司名可切换其他公司
MEDICAL PROPERTIES TRUST INC的季度营收约是铱星通信的1.2倍（$270.3M vs $219.1M），铱星通信净利率更高（9.9% vs 6.5%，领先3.3%），MEDICAL PROPERTIES TRUST INC同比增速更快（16.6% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs -0.2%）
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。
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
IRDM vs MPW — 直观对比
营收规模更大
MPW
是对方的1.2倍
$219.1M
营收增速更快
MPW
高出14.7%
1.9%
净利率更高
IRDM
高出3.3%
6.5%
两年增速更快
IRDM
近两年复合增速
-0.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $270.3M |
| 净利润 | $21.6M | $17.6M |
| 毛利率 | — | 95.8% |
| 营业利润率 | 23.2% | 9.7% |
| 净利率 | 9.9% | 6.5% |
| 营收同比 | 1.9% | 16.6% |
| 净利润同比 | — | 104.3% |
| 每股收益（稀释后） | — | $0.03 |
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IRDMMPW
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $270.3M | ||
| Q3 25 | $226.9M | $237.5M | ||
| Q2 25 | $216.9M | $240.4M | ||
| Q1 25 | $214.9M | $223.8M | ||
| Q4 24 | $213.0M | $231.8M | ||
| Q3 24 | $212.8M | $225.8M | ||
| Q2 24 | $201.1M | $266.6M |
净利润IRDMMPW
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $17.6M | ||
| Q3 25 | $37.1M | $-77.7M | ||
| Q2 25 | $22.0M | $-98.4M | ||
| Q1 25 | $30.4M | $-118.3M | ||
| Q4 24 | $36.3M | $-412.3M | ||
| Q3 24 | $24.4M | $-801.2M | ||
| Q2 24 | $32.3M | $-320.6M |
毛利率IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | — | 95.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 91.8% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 90.9% | ||
| Q3 24 | — | 96.5% | ||
| Q2 24 | — | 98.4% |
营业利润率IRDMMPW
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 9.7% | ||
| Q3 25 | 30.9% | -28.0% | ||
| Q2 25 | 23.2% | -36.7% | ||
| Q1 25 | 28.1% | -48.5% | ||
| Q4 24 | 24.5% | -173.7% | ||
| Q3 24 | 25.8% | -350.7% | ||
| Q2 24 | 21.7% | -114.5% |
净利率IRDMMPW
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 6.5% | ||
| Q3 25 | 16.4% | -32.7% | ||
| Q2 25 | 10.1% | -40.9% | ||
| Q1 25 | 14.2% | -52.8% | ||
| Q4 24 | 17.1% | -177.8% | ||
| Q3 24 | 11.5% | -354.8% | ||
| Q2 24 | 16.1% | -120.3% |
每股收益（稀释后）IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.03 | ||
| Q3 25 | $0.35 | $-0.13 | ||
| Q2 25 | $0.20 | $-0.16 | ||
| Q1 25 | $0.27 | $-0.20 | ||
| Q4 24 | $0.30 | $-0.68 | ||
| Q3 24 | $0.21 | $-1.34 | ||
| Q2 24 | $0.27 | $-0.54 |
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 | — | $540.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | — | $4.6B |
| 总资产 | — | $15.0B |
| 负债/权益比越低杠杆越低 | — | 2.11× |
8季度趋势，按日历期对齐
现金及短期投资IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $540.9M | ||
| Q3 25 | $88.5M | $396.6M | ||
| Q2 25 | $79.3M | $509.8M | ||
| Q1 25 | $50.9M | $673.5M | ||
| Q4 24 | $93.5M | $332.3M | ||
| Q3 24 | $159.6M | $275.6M | ||
| Q2 24 | $63.5M | $606.5M |
总债务IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $9.7B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | — | $9.6B | ||
| Q1 25 | — | $9.5B | ||
| Q4 24 | $1.8B | $8.8B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | — | $9.4B |
股东权益IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $4.6B | ||
| Q3 25 | $450.5M | $4.7B | ||
| Q2 25 | $473.6M | $4.8B | ||
| Q1 25 | $518.4M | $4.8B | ||
| Q4 24 | $576.6M | $4.8B | ||
| Q3 24 | $663.8M | $5.4B | ||
| Q2 24 | $786.7M | $6.2B |
总资产IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $15.0B | ||
| Q3 25 | $2.6B | $14.9B | ||
| Q2 25 | $2.6B | $15.2B | ||
| Q1 25 | $2.6B | $14.9B | ||
| Q4 24 | $2.7B | $14.3B | ||
| Q3 24 | $2.8B | $15.2B | ||
| Q2 24 | $2.7B | $16.2B |
负债/权益比IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 2.11× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | 2.00× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | 3.05× | 1.83× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.51× |
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 | — | $230.8M |
| 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 | — | 13.11× |
| 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IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $230.8M | ||
| Q3 25 | $100.8M | $18.6M | ||
| Q2 25 | $129.6M | $51.7M | ||
| Q1 25 | $61.1M | $384.0K | ||
| Q4 24 | $104.8M | $245.5M | ||
| Q3 24 | $118.6M | $59.2M | ||
| Q2 24 | $81.1M | $35.3M |
自由现金流IRDMMPW
| 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IRDMMPW
| 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IRDMMPW
| 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IRDMMPW
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 13.11× | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 5.90× | — | ||
| Q1 25 | 2.01× | — | ||
| 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% |
MPW
暂无分部数据
