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铱星通信（IRDM）与PROCORE TECHNOLOGIES, INC.（PCOR）财务数据对比。点击上方公司名可切换其他公司
PROCORE TECHNOLOGIES, INC.的季度营收约是铱星通信的1.6倍（$349.1M vs $219.1M），铱星通信净利率更高（9.9% vs -10.8%，领先20.6%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.6% vs 1.9%），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（13.8% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
IRDM vs PCOR — 直观对比
营收规模更大
PCOR
是对方的1.6倍
$219.1M
营收增速更快
PCOR
高出13.6%
1.9%
净利率更高
IRDM
高出20.6%
-10.8%
两年增速更快
PCOR
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $349.1M |
| 净利润 | $21.6M | $-37.6M |
| 毛利率 | — | 80.1% |
| 营业利润率 | 23.2% | -12.3% |
| 净利率 | 9.9% | -10.8% |
| 营收同比 | 1.9% | 15.6% |
| 净利润同比 | — | 39.6% |
| 每股收益（稀释后） | — | $-0.25 |
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IRDMPCOR
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $349.1M | ||
| Q3 25 | $226.9M | $338.9M | ||
| Q2 25 | $216.9M | $323.9M | ||
| Q1 25 | $214.9M | $310.6M | ||
| Q4 24 | $213.0M | $302.0M | ||
| Q3 24 | $212.8M | $295.9M | ||
| Q2 24 | $201.1M | $284.3M |
净利润IRDMPCOR
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $-37.6M | ||
| Q3 25 | $37.1M | $-9.1M | ||
| Q2 25 | $22.0M | $-21.1M | ||
| Q1 25 | $30.4M | $-33.0M | ||
| Q4 24 | $36.3M | $-62.3M | ||
| Q3 24 | $24.4M | $-26.4M | ||
| Q2 24 | $32.3M | $-6.3M |
毛利率IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | — | 80.1% | ||
| Q3 25 | — | 79.7% | ||
| Q2 25 | — | 79.1% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 81.2% | ||
| Q3 24 | — | 81.4% | ||
| Q2 24 | — | 83.1% |
营业利润率IRDMPCOR
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | -12.3% | ||
| Q3 25 | 30.9% | -4.4% | ||
| Q2 25 | 23.2% | -9.3% | ||
| Q1 25 | 28.1% | -11.7% | ||
| Q4 24 | 24.5% | -21.9% | ||
| Q3 24 | 25.8% | -12.3% | ||
| Q2 24 | 21.7% | -5.2% |
净利率IRDMPCOR
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | -10.8% | ||
| Q3 25 | 16.4% | -2.7% | ||
| Q2 25 | 10.1% | -6.5% | ||
| Q1 25 | 14.2% | -10.6% | ||
| Q4 24 | 17.1% | -20.6% | ||
| Q3 24 | 11.5% | -8.9% | ||
| Q2 24 | 16.1% | -2.2% |
每股收益（稀释后）IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.25 | ||
| Q3 25 | $0.35 | $-0.06 | ||
| Q2 25 | $0.20 | $-0.14 | ||
| Q1 25 | $0.27 | $-0.22 | ||
| Q4 24 | $0.30 | $-0.42 | ||
| Q3 24 | $0.21 | $-0.18 | ||
| Q2 24 | $0.27 | $-0.04 |
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 | — | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.3B |
| 总资产 | — | $2.2B |
| 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IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $768.5M | ||
| Q3 25 | $88.5M | $684.0M | ||
| Q2 25 | $79.3M | $620.9M | ||
| Q1 25 | $50.9M | $566.7M | ||
| Q4 24 | $93.5M | $775.4M | ||
| Q3 24 | $159.6M | $756.9M | ||
| Q2 24 | $63.5M | $735.4M |
总债务IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $1.3B | ||
| Q3 25 | $450.5M | $1.2B | ||
| Q2 25 | $473.6M | $1.2B | ||
| Q1 25 | $518.4M | $1.2B | ||
| Q4 24 | $576.6M | $1.3B | ||
| Q3 24 | $663.8M | $1.3B | ||
| Q2 24 | $786.7M | $1.3B |
总资产IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.2B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.7B | $2.0B |
负债/权益比IRDMPCOR
| 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 | — | $114.9M |
| 自由现金流经营现金流 - 资本支出 | — | $109.2M |
| 自由现金流率自由现金流/营收 | — | 31.3% |
| 资本支出强度资本支出/营收 | 13.7% | 1.6% |
| 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 | — | $282.2M |
8季度趋势，按日历期对齐
经营现金流IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $114.9M | ||
| Q3 25 | $100.8M | $88.5M | ||
| Q2 25 | $129.6M | $30.8M | ||
| Q1 25 | $61.1M | $66.0M | ||
| Q4 24 | $104.8M | $29.1M | ||
| Q3 24 | $118.6M | $39.3M | ||
| Q2 24 | $81.1M | $58.7M |
自由现金流IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $109.2M | ||
| Q3 25 | $79.2M | $83.1M | ||
| Q2 25 | $108.9M | $27.9M | ||
| Q1 25 | $36.5M | $62.0M | ||
| Q4 24 | $80.5M | $17.4M | ||
| Q3 24 | $100.0M | $35.7M | ||
| Q2 24 | $68.7M | $56.8M |
自由现金流率IRDMPCOR
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 31.3% | ||
| Q3 25 | 34.9% | 24.5% | ||
| Q2 25 | 50.2% | 8.6% | ||
| Q1 25 | 17.0% | 20.0% | ||
| Q4 24 | 37.8% | 5.8% | ||
| Q3 24 | 47.0% | 12.1% | ||
| Q2 24 | 34.2% | 20.0% |
资本支出强度IRDMPCOR
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 1.6% | ||
| Q3 25 | 9.5% | 1.6% | ||
| Q2 25 | 9.5% | 0.9% | ||
| Q1 25 | 11.4% | 1.3% | ||
| Q4 24 | 11.4% | 3.9% | ||
| Q3 24 | 8.7% | 1.2% | ||
| Q2 24 | 6.2% | 0.7% |
现金转化率IRDMPCOR
| 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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
