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铱星通信（IRDM）与OFG BANCORP（OFG）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OFG BANCORP的1.2倍（$219.1M vs $184.3M），OFG BANCORP净利率更高（30.3% vs 9.9%，领先20.5%），铱星通信同比增速更快（1.9% vs 0.9%），过去两年铱星通信的营收复合增速更高（4.4% vs 2.8%）
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。
OFG Bancorp成立于1964年，总部位于波多黎各圣胡安，是东方银行的金融控股公司。公司通过东方银行、东方金融服务有限责任公司、东方保险有限责任公司等核心子公司，主要面向波多黎各和美属维尔京群岛市场，提供多元化的零售与商业银行、贷款、财富管理相关产品、服务及技术解决方案。
IRDM vs OFG — 直观对比
营收规模更大
IRDM
是对方的1.2倍
$184.3M
营收增速更快
IRDM
高出1.1%
0.9%
净利率更高
OFG
高出20.5%
9.9%
两年增速更快
IRDM
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $184.3M |
| 净利润 | $21.6M | $55.9M |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | 25.7% |
| 净利率 | 9.9% | 30.3% |
| 营收同比 | 1.9% | 0.9% |
| 净利润同比 | — | 11.0% |
| 每股收益（稀释后） | — | $1.27 |
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IRDMOFG
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $184.3M | ||
| Q3 25 | $226.9M | $186.2M | ||
| Q2 25 | $216.9M | $182.4M | ||
| Q1 25 | $214.9M | $178.6M | ||
| Q4 24 | $213.0M | $182.7M | ||
| Q3 24 | $212.8M | $174.7M | ||
| Q2 24 | $201.1M | $179.8M |
净利润IRDMOFG
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $55.9M | ||
| Q3 25 | $37.1M | $51.8M | ||
| Q2 25 | $22.0M | $51.8M | ||
| Q1 25 | $30.4M | $45.6M | ||
| Q4 24 | $36.3M | $50.3M | ||
| Q3 24 | $24.4M | $47.0M | ||
| Q2 24 | $32.3M | $51.1M |
营业利润率IRDMOFG
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 25.7% | ||
| Q3 25 | 30.9% | 33.0% | ||
| Q2 25 | 23.2% | 36.1% | ||
| Q1 25 | 28.1% | 33.3% | ||
| Q4 24 | 24.5% | 28.9% | ||
| Q3 24 | 25.8% | 35.4% | ||
| Q2 24 | 21.7% | 39.6% |
净利率IRDMOFG
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 30.3% | ||
| Q3 25 | 16.4% | 27.8% | ||
| Q2 25 | 10.1% | 28.4% | ||
| Q1 25 | 14.2% | 25.5% | ||
| Q4 24 | 17.1% | 27.6% | ||
| Q3 24 | 11.5% | 26.9% | ||
| Q2 24 | 16.1% | 28.4% |
每股收益（稀释后）IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $1.27 | ||
| Q3 25 | $0.35 | $1.16 | ||
| Q2 25 | $0.20 | $1.15 | ||
| Q1 25 | $0.27 | $1.00 | ||
| Q4 24 | $0.30 | $1.10 | ||
| Q3 24 | $0.21 | $1.00 | ||
| Q2 24 | $0.27 | $1.08 |
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 | — | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.4B |
| 总资产 | — | $12.5B |
| 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IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $1.0B | ||
| Q3 25 | $88.5M | $740.3M | ||
| Q2 25 | $79.3M | $851.8M | ||
| Q1 25 | $50.9M | $710.6M | ||
| Q4 24 | $93.5M | $591.1M | ||
| Q3 24 | $159.6M | $680.6M | ||
| Q2 24 | $63.5M | $740.4M |
总债务IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $1.4B | ||
| Q3 25 | $450.5M | $1.4B | ||
| Q2 25 | $473.6M | $1.3B | ||
| Q1 25 | $518.4M | $1.3B | ||
| Q4 24 | $576.6M | $1.3B | ||
| Q3 24 | $663.8M | $1.3B | ||
| Q2 24 | $786.7M | $1.2B |
总资产IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $12.5B | ||
| Q3 25 | $2.6B | $12.2B | ||
| Q2 25 | $2.6B | $12.2B | ||
| Q1 25 | $2.6B | $11.7B | ||
| Q4 24 | $2.7B | $11.5B | ||
| Q3 24 | $2.8B | $11.5B | ||
| Q2 24 | $2.7B | $11.3B |
负债/权益比IRDMOFG
| 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 | — | $217.7M |
| 自由现金流经营现金流 - 资本支出 | — | $199.3M |
| 自由现金流率自由现金流/营收 | — | 108.1% |
| 资本支出强度资本支出/营收 | 13.7% | 10.0% |
| 现金转化率经营现金流/净利润 | — | 3.90× |
| 过去12个月自由现金流最近4个季度 | — | $345.4M |
8季度趋势，按日历期对齐
经营现金流IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $217.7M | ||
| Q3 25 | $100.8M | $39.5M | ||
| Q2 25 | $129.6M | $35.9M | ||
| Q1 25 | $61.1M | $83.1M | ||
| Q4 24 | $104.8M | $252.5M | ||
| Q3 24 | $118.6M | $58.1M | ||
| Q2 24 | $81.1M | $95.1M |
自由现金流IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $199.3M | ||
| Q3 25 | $79.2M | $35.5M | ||
| Q2 25 | $108.9M | $31.8M | ||
| Q1 25 | $36.5M | $78.7M | ||
| Q4 24 | $80.5M | $231.2M | ||
| Q3 24 | $100.0M | $51.8M | ||
| Q2 24 | $68.7M | $90.4M |
自由现金流率IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 108.1% | ||
| Q3 25 | 34.9% | 19.1% | ||
| Q2 25 | 50.2% | 17.4% | ||
| Q1 25 | 17.0% | 44.1% | ||
| Q4 24 | 37.8% | 126.5% | ||
| Q3 24 | 47.0% | 29.6% | ||
| Q2 24 | 34.2% | 50.3% |
资本支出强度IRDMOFG
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 10.0% | ||
| Q3 25 | 9.5% | 2.1% | ||
| Q2 25 | 9.5% | 2.3% | ||
| Q1 25 | 11.4% | 2.4% | ||
| Q4 24 | 11.4% | 11.7% | ||
| Q3 24 | 8.7% | 3.6% | ||
| Q2 24 | 6.2% | 2.6% |
现金转化率IRDMOFG
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 3.90× | ||
| Q3 25 | 2.71× | 0.76× | ||
| Q2 25 | 5.90× | 0.69× | ||
| Q1 25 | 2.01× | 1.82× | ||
| Q4 24 | 2.88× | 5.02× | ||
| Q3 24 | 4.85× | 1.24× | ||
| Q2 24 | 2.51× | 1.86× |
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% |
OFG
暂无分部数据
