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铱星通信（IRDM）与OSI SYSTEMS INC（OSIS）财务数据对比。点击上方公司名可切换其他公司
OSI SYSTEMS INC的季度营收约是铱星通信的2.1倍（$464.1M vs $219.1M），铱星通信净利率更高（9.9% vs 8.3%，领先1.5%），OSI SYSTEMS INC同比增速更快（10.5% vs 1.9%），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% 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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
IRDM vs OSIS — 直观对比
营收规模更大
OSIS
是对方的2.1倍
$219.1M
营收增速更快
OSIS
高出8.6%
1.9%
净利率更高
IRDM
高出1.5%
8.3%
两年增速更快
OSIS
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $464.1M |
| 净利润 | $21.6M | $38.7M |
| 毛利率 | — | 32.7% |
| 营业利润率 | 23.2% | 12.7% |
| 净利率 | 9.9% | 8.3% |
| 营收同比 | 1.9% | 10.5% |
| 净利润同比 | — | 2.3% |
| 每股收益（稀释后） | — | $2.22 |
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IRDMOSIS
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $464.1M | ||
| Q3 25 | $226.9M | $384.6M | ||
| Q2 25 | $216.9M | $505.0M | ||
| Q1 25 | $214.9M | $444.4M | ||
| Q4 24 | $213.0M | $419.8M | ||
| Q3 24 | $212.8M | $344.0M | ||
| Q2 24 | $201.1M | $480.9M |
净利润IRDMOSIS
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $38.7M | ||
| Q3 25 | $37.1M | $20.6M | ||
| Q2 25 | $22.0M | $52.7M | ||
| Q1 25 | $30.4M | $41.1M | ||
| Q4 24 | $36.3M | $37.8M | ||
| Q3 24 | $24.4M | $17.9M | ||
| Q2 24 | $32.3M | $44.7M |
毛利率IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 32.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 33.8% | ||
| Q4 24 | — | 35.1% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 32.1% |
营业利润率IRDMOSIS
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 12.7% | ||
| Q3 25 | 30.9% | 8.6% | ||
| Q2 25 | 23.2% | 14.5% | ||
| Q1 25 | 28.1% | 12.7% | ||
| Q4 24 | 24.5% | 13.8% | ||
| Q3 24 | 25.8% | 8.8% | ||
| Q2 24 | 21.7% | 13.1% |
净利率IRDMOSIS
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 8.3% | ||
| Q3 25 | 16.4% | 5.3% | ||
| Q2 25 | 10.1% | 10.4% | ||
| Q1 25 | 14.2% | 9.3% | ||
| Q4 24 | 17.1% | 9.0% | ||
| Q3 24 | 11.5% | 5.2% | ||
| Q2 24 | 16.1% | 9.3% |
每股收益（稀释后）IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $2.22 | ||
| Q3 25 | $0.35 | $1.18 | ||
| Q2 25 | $0.20 | $3.04 | ||
| Q1 25 | $0.27 | $2.40 | ||
| Q4 24 | $0.30 | $2.22 | ||
| Q3 24 | $0.21 | $1.05 | ||
| Q2 24 | $0.27 | $2.57 |
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 | — | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | — | $845.5M |
| 总资产 | — | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $336.7M | ||
| Q3 25 | $88.5M | $124.4M | ||
| Q2 25 | $79.3M | $106.4M | ||
| Q1 25 | $50.9M | $95.8M | ||
| Q4 24 | $93.5M | $101.6M | ||
| Q3 24 | $159.6M | $85.1M | ||
| Q2 24 | $63.5M | $95.4M |
总债务IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | $1.8B | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M |
股东权益IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $845.5M | ||
| Q3 25 | $450.5M | $946.0M | ||
| Q2 25 | $473.6M | $951.1M | ||
| Q1 25 | $518.4M | $879.3M | ||
| Q4 24 | $576.6M | $825.8M | ||
| Q3 24 | $663.8M | $786.5M | ||
| Q2 24 | $786.7M | $863.5M |
总资产IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.5B | ||
| Q3 25 | $2.6B | $2.3B | ||
| Q2 25 | $2.6B | $2.2B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $2.7B | $1.9B |
负债/权益比IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | 3.05× | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× |
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 | — | $62.2M |
| 自由现金流经营现金流 - 资本支出 | — | $55.5M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | 13.7% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.61× |
| 过去12个月自由现金流最近4个季度 | — | $137.2M |
8季度趋势，按日历期对齐
经营现金流IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $62.2M | ||
| Q3 25 | $100.8M | $17.1M | ||
| Q2 25 | $129.6M | $562.0K | ||
| Q1 25 | $61.1M | $81.6M | ||
| Q4 24 | $104.8M | $52.5M | ||
| Q3 24 | $118.6M | $-37.2M | ||
| Q2 24 | $81.1M | $-29.0M |
自由现金流IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $55.5M | ||
| Q3 25 | $79.2M | $10.1M | ||
| Q2 25 | $108.9M | $-5.6M | ||
| Q1 25 | $36.5M | $77.1M | ||
| Q4 24 | $80.5M | $47.1M | ||
| Q3 24 | $100.0M | $-44.9M | ||
| Q2 24 | $68.7M | $-37.5M |
自由现金流率IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 12.0% | ||
| Q3 25 | 34.9% | 2.6% | ||
| Q2 25 | 50.2% | -1.1% | ||
| Q1 25 | 17.0% | 17.4% | ||
| Q4 24 | 37.8% | 11.2% | ||
| Q3 24 | 47.0% | -13.0% | ||
| Q2 24 | 34.2% | -7.8% |
资本支出强度IRDMOSIS
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 1.4% | ||
| Q3 25 | 9.5% | 1.8% | ||
| Q2 25 | 9.5% | 1.2% | ||
| Q1 25 | 11.4% | 1.0% | ||
| Q4 24 | 11.4% | 1.3% | ||
| Q3 24 | 8.7% | 2.2% | ||
| Q2 24 | 6.2% | 1.8% |
现金转化率IRDMOSIS
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 1.61× | ||
| Q3 25 | 2.71× | 0.83× | ||
| Q2 25 | 5.90× | 0.01× | ||
| Q1 25 | 2.01× | 1.98× | ||
| Q4 24 | 2.88× | 1.39× | ||
| Q3 24 | 4.85× | -2.07× | ||
| Q2 24 | 2.51× | -0.65× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
