vs
铱星通信（IRDM）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是铱星通信的1.0倍（$219.9M vs $219.1M），铱星通信净利率更高（9.9% vs -1.0%，领先10.9%），Orthofix Medical Inc.同比增速更快（2.0% vs 1.9%），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
IRDM vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.0倍
$219.1M
营收增速更快
OFIX
高出0.0%
1.9%
净利率更高
IRDM
高出10.9%
-1.0%
两年增速更快
OFIX
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $219.9M |
| 净利润 | $21.6M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 23.2% | 0.2% |
| 净利率 | 9.9% | -1.0% |
| 营收同比 | 1.9% | 2.0% |
| 净利润同比 | — | 92.4% |
| 每股收益（稀释后） | — | $-0.05 |
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IRDMOFIX
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $219.9M | ||
| Q3 25 | $226.9M | $205.6M | ||
| Q2 25 | $216.9M | $203.1M | ||
| Q1 25 | $214.9M | $193.6M | ||
| Q4 24 | $213.0M | $215.7M | ||
| Q3 24 | $212.8M | $196.6M | ||
| Q2 24 | $201.1M | $198.6M |
净利润IRDMOFIX
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $-2.2M | ||
| Q3 25 | $37.1M | $-22.8M | ||
| Q2 25 | $22.0M | $-14.1M | ||
| Q1 25 | $30.4M | $-53.1M | ||
| Q4 24 | $36.3M | $-29.1M | ||
| Q3 24 | $24.4M | $-27.4M | ||
| Q2 24 | $32.3M | $-33.4M |
毛利率IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 71.1% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | — | 69.0% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 67.8% |
营业利润率IRDMOFIX
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 0.2% | ||
| Q3 25 | 30.9% | -8.3% | ||
| Q2 25 | 23.2% | -7.9% | ||
| Q1 25 | 28.1% | -25.2% | ||
| Q4 24 | 24.5% | -5.3% | ||
| Q3 24 | 25.8% | -9.6% | ||
| Q2 24 | 21.7% | -12.5% |
净利率IRDMOFIX
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | -1.0% | ||
| Q3 25 | 16.4% | -11.1% | ||
| Q2 25 | 10.1% | -6.9% | ||
| Q1 25 | 14.2% | -27.4% | ||
| Q4 24 | 17.1% | -13.5% | ||
| Q3 24 | 11.5% | -13.9% | ||
| Q2 24 | 16.1% | -16.8% |
每股收益（稀释后）IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.05 | ||
| Q3 25 | $0.35 | $-0.57 | ||
| Q2 25 | $0.20 | $-0.36 | ||
| Q1 25 | $0.27 | $-1.35 | ||
| Q4 24 | $0.30 | $-0.76 | ||
| Q3 24 | $0.21 | $-0.71 | ||
| Q2 24 | $0.27 | $-0.88 |
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 | — | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $450.0M |
| 总资产 | — | $850.6M |
| 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IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $82.0M | ||
| Q3 25 | $88.5M | $62.9M | ||
| Q2 25 | $79.3M | $65.6M | ||
| Q1 25 | $50.9M | $58.0M | ||
| Q4 24 | $93.5M | $83.2M | ||
| Q3 24 | $159.6M | $30.1M | ||
| Q2 24 | $63.5M | $26.4M |
总债务IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | $1.8B | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M |
股东权益IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $450.0M | ||
| Q3 25 | $450.5M | $442.5M | ||
| Q2 25 | $473.6M | $458.3M | ||
| Q1 25 | $518.4M | $458.3M | ||
| Q4 24 | $576.6M | $503.1M | ||
| Q3 24 | $663.8M | $525.9M | ||
| Q2 24 | $786.7M | $546.0M |
总资产IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $850.6M | ||
| Q3 25 | $2.6B | $832.6M | ||
| Q2 25 | $2.6B | $837.2M | ||
| Q1 25 | $2.6B | $823.1M | ||
| Q4 24 | $2.7B | $893.3M | ||
| Q3 24 | $2.8B | $867.9M | ||
| Q2 24 | $2.7B | $882.0M |
负债/权益比IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | 3.05× | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | 13.7% | 4.9% |
| 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 | — | $-1.3M |
8季度趋势，按日历期对齐
经营现金流IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $27.7M | ||
| Q3 25 | $100.8M | $12.4M | ||
| Q2 25 | $129.6M | $11.6M | ||
| Q1 25 | $61.1M | $-18.4M | ||
| Q4 24 | $104.8M | $23.7M | ||
| Q3 24 | $118.6M | $11.7M | ||
| Q2 24 | $81.1M | $9.0M |
自由现金流IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $16.8M | ||
| Q3 25 | $79.2M | $2.5M | ||
| Q2 25 | $108.9M | $4.5M | ||
| Q1 25 | $36.5M | $-25.1M | ||
| Q4 24 | $80.5M | $15.2M | ||
| Q3 24 | $100.0M | $6.3M | ||
| Q2 24 | $68.7M | $-360.0K |
自由现金流率IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 7.6% | ||
| Q3 25 | 34.9% | 1.2% | ||
| Q2 25 | 50.2% | 2.2% | ||
| Q1 25 | 17.0% | -13.0% | ||
| Q4 24 | 37.8% | 7.0% | ||
| Q3 24 | 47.0% | 3.2% | ||
| Q2 24 | 34.2% | -0.2% |
资本支出强度IRDMOFIX
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 4.9% | ||
| Q3 25 | 9.5% | 4.8% | ||
| Q2 25 | 9.5% | 3.5% | ||
| Q1 25 | 11.4% | 3.5% | ||
| Q4 24 | 11.4% | 4.0% | ||
| Q3 24 | 8.7% | 2.7% | ||
| Q2 24 | 6.2% | 4.7% |
现金转化率IRDMOFIX
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
