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铱星通信（IRDM）与Natural Grocers by Vitamin Cottage, Inc.（NGVC）财务数据对比。点击上方公司名可切换其他公司
Natural Grocers by Vitamin Cottage, Inc.的季度营收约是铱星通信的1.5倍（$335.6M vs $219.1M），铱星通信净利率更高（9.9% vs 3.4%，领先6.5%），铱星通信同比增速更快（1.9% vs 1.6%），过去两年铱星通信的营收复合增速更高（4.4% 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。
Natural Grocers by Vitamin Cottage, Inc.是美国本土的特色零售连锁企业，主营认证有机食品、膳食补充剂、天然个护及环保家居类产品，面向健康意识较强的消费群体，门店覆盖美国多州，执行严格品控标准，拒绝售卖含人工添加剂的商品。
IRDM vs NGVC — 直观对比
营收规模更大
NGVC
是对方的1.5倍
$219.1M
营收增速更快
IRDM
高出0.3%
1.6%
净利率更高
IRDM
高出6.5%
3.4%
两年增速更快
IRDM
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $335.6M |
| 净利润 | $21.6M | $11.3M |
| 毛利率 | — | 29.5% |
| 营业利润率 | 23.2% | 4.4% |
| 净利率 | 9.9% | 3.4% |
| 营收同比 | 1.9% | 1.6% |
| 净利润同比 | — | 14.0% |
| 每股收益（稀释后） | — | $0.49 |
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IRDMNGVC
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $335.6M | ||
| Q3 25 | $226.9M | $336.1M | ||
| Q2 25 | $216.9M | $328.7M | ||
| Q1 25 | $214.9M | $335.8M | ||
| Q4 24 | $213.0M | $330.2M | ||
| Q3 24 | $212.8M | $322.7M | ||
| Q2 24 | $201.1M | $309.1M |
净利润IRDMNGVC
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $11.3M | ||
| Q3 25 | $37.1M | $11.8M | ||
| Q2 25 | $22.0M | $11.6M | ||
| Q1 25 | $30.4M | $13.1M | ||
| Q4 24 | $36.3M | $9.9M | ||
| Q3 24 | $24.4M | $9.0M | ||
| Q2 24 | $32.3M | $9.2M |
毛利率IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | — | 29.5% | ||
| Q3 25 | — | 29.5% | ||
| Q2 25 | — | 29.9% | ||
| Q1 25 | — | 30.3% | ||
| Q4 24 | — | 29.9% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 29.2% |
营业利润率IRDMNGVC
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 4.4% | ||
| Q3 25 | 30.9% | 4.6% | ||
| Q2 25 | 23.2% | 4.7% | ||
| Q1 25 | 28.1% | 5.2% | ||
| Q4 24 | 24.5% | 4.0% | ||
| Q3 24 | 25.8% | 3.7% | ||
| Q2 24 | 21.7% | 4.2% |
净利率IRDMNGVC
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 3.4% | ||
| Q3 25 | 16.4% | 3.5% | ||
| Q2 25 | 10.1% | 3.5% | ||
| Q1 25 | 14.2% | 3.9% | ||
| Q4 24 | 17.1% | 3.0% | ||
| Q3 24 | 11.5% | 2.8% | ||
| Q2 24 | 16.1% | 3.0% |
每股收益（稀释后）IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.49 | ||
| Q3 25 | $0.35 | $0.51 | ||
| Q2 25 | $0.20 | $0.50 | ||
| Q1 25 | $0.27 | $0.56 | ||
| Q4 24 | $0.30 | $0.43 | ||
| Q3 24 | $0.21 | $0.38 | ||
| Q2 24 | $0.27 | $0.40 |
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 | — | $23.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $220.0M |
| 总资产 | — | $668.6M |
| 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IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $23.2M | ||
| Q3 25 | $88.5M | $17.1M | ||
| Q2 25 | $79.3M | $13.2M | ||
| Q1 25 | $50.9M | $21.2M | ||
| Q4 24 | $93.5M | $6.3M | ||
| Q3 24 | $159.6M | $8.9M | ||
| Q2 24 | $63.5M | $13.9M |
总债务IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $220.0M | ||
| Q3 25 | $450.5M | $212.4M | ||
| Q2 25 | $473.6M | $202.5M | ||
| Q1 25 | $518.4M | $193.0M | ||
| Q4 24 | $576.6M | $181.9M | ||
| Q3 24 | $663.8M | $174.3M | ||
| Q2 24 | $786.7M | $167.8M |
总资产IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $668.6M | ||
| Q3 25 | $2.6B | $670.5M | ||
| Q2 25 | $2.6B | $659.0M | ||
| Q1 25 | $2.6B | $664.6M | ||
| Q4 24 | $2.7B | $648.9M | ||
| Q3 24 | $2.8B | $655.5M | ||
| Q2 24 | $2.7B | $654.4M |
负债/权益比IRDMNGVC
| 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 | — | $21.1M |
| 自由现金流经营现金流 - 资本支出 | — | $11.6M |
| 自由现金流率自由现金流/营收 | — | 3.4% |
| 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 | — | 1.86× |
| 过去12个月自由现金流最近4个季度 | — | $42.6M |
8季度趋势，按日历期对齐
经营现金流IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $21.1M | ||
| Q3 25 | $100.8M | $15.6M | ||
| Q2 25 | $129.6M | $2.9M | ||
| Q1 25 | $61.1M | $34.1M | ||
| Q4 24 | $104.8M | $2.7M | ||
| Q3 24 | $118.6M | $24.5M | ||
| Q2 24 | $81.1M | $12.4M |
自由现金流IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $11.6M | ||
| Q3 25 | $79.2M | $7.5M | ||
| Q2 25 | $108.9M | $-4.2M | ||
| Q1 25 | $36.5M | $27.6M | ||
| Q4 24 | $80.5M | $-6.9M | ||
| Q3 24 | $100.0M | $18.0M | ||
| Q2 24 | $68.7M | $3.6M |
自由现金流率IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 3.4% | ||
| Q3 25 | 34.9% | 2.2% | ||
| Q2 25 | 50.2% | -1.3% | ||
| Q1 25 | 17.0% | 8.2% | ||
| Q4 24 | 37.8% | -2.1% | ||
| Q3 24 | 47.0% | 5.6% | ||
| Q2 24 | 34.2% | 1.2% |
资本支出强度IRDMNGVC
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 2.9% | ||
| Q3 25 | 9.5% | 2.4% | ||
| Q2 25 | 9.5% | 2.2% | ||
| Q1 25 | 11.4% | 1.9% | ||
| Q4 24 | 11.4% | 2.9% | ||
| Q3 24 | 8.7% | 2.0% | ||
| Q2 24 | 6.2% | 2.9% |
现金转化率IRDMNGVC
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 1.86× | ||
| Q3 25 | 2.71× | 1.32× | ||
| Q2 25 | 5.90× | 0.25× | ||
| Q1 25 | 2.01× | 2.60× | ||
| Q4 24 | 2.88× | 0.27× | ||
| Q3 24 | 4.85× | 2.72× | ||
| Q2 24 | 2.51× | 1.35× |
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% |
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
