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铱星通信（IRDM）与PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.8倍（$219.1M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 9.9%，领先119.9%），PagerDuty, Inc.同比增速更快（4.7% vs 1.9%），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% 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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
IRDM vs PD — 直观对比
营收规模更大
IRDM
是对方的1.8倍
$124.5M
营收增速更快
PD
高出2.8%
1.9%
净利率更高
PD
高出119.9%
9.9%
两年增速更快
PD
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $124.5M |
| 净利润 | $21.6M | $161.6M |
| 毛利率 | — | 85.3% |
| 营业利润率 | 23.2% | 6.5% |
| 净利率 | 9.9% | 129.7% |
| 营收同比 | 1.9% | 4.7% |
| 净利润同比 | — | 2827.7% |
| 每股收益（稀释后） | — | $1.69 |
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IRDMPD
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $124.5M | ||
| Q3 25 | $226.9M | $123.4M | ||
| Q2 25 | $216.9M | $119.8M | ||
| Q1 25 | $214.9M | $121.4M | ||
| Q4 24 | $213.0M | $118.9M | ||
| Q3 24 | $212.8M | $115.9M | ||
| Q2 24 | $201.1M | $111.2M |
净利润IRDMPD
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $161.6M | ||
| Q3 25 | $37.1M | $9.6M | ||
| Q2 25 | $22.0M | $-7.2M | ||
| Q1 25 | $30.4M | $-8.8M | ||
| Q4 24 | $36.3M | $-5.9M | ||
| Q3 24 | $24.4M | $-10.9M | ||
| Q2 24 | $32.3M | $-17.1M |
毛利率IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | — | 85.3% | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | 84.0% | ||
| Q1 25 | — | 83.6% | ||
| Q4 24 | — | 83.0% | ||
| Q3 24 | — | 82.7% | ||
| Q2 24 | — | 82.6% |
营业利润率IRDMPD
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 6.5% | ||
| Q3 25 | 30.9% | 2.9% | ||
| Q2 25 | 23.2% | -8.6% | ||
| Q1 25 | 28.1% | -9.6% | ||
| Q4 24 | 24.5% | -8.7% | ||
| Q3 24 | 25.8% | -13.8% | ||
| Q2 24 | 21.7% | -19.5% |
净利率IRDMPD
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 129.7% | ||
| Q3 25 | 16.4% | 7.8% | ||
| Q2 25 | 10.1% | -6.0% | ||
| Q1 25 | 14.2% | -7.2% | ||
| Q4 24 | 17.1% | -5.0% | ||
| Q3 24 | 11.5% | -9.4% | ||
| Q2 24 | 16.1% | -15.4% |
每股收益（稀释后）IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $1.69 | ||
| Q3 25 | $0.35 | $0.10 | ||
| Q2 25 | $0.20 | $-0.07 | ||
| Q1 25 | $0.27 | $-0.12 | ||
| Q4 24 | $0.30 | $-0.07 | ||
| Q3 24 | $0.21 | $-0.14 | ||
| Q2 24 | $0.27 | $-0.26 |
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 | — | $547.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $320.5M |
| 总资产 | — | $1.0B |
| 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IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $547.8M | ||
| Q3 25 | $88.5M | $567.9M | ||
| Q2 25 | $79.3M | $597.1M | ||
| Q1 25 | $50.9M | $570.8M | ||
| Q4 24 | $93.5M | $542.2M | ||
| Q3 24 | $159.6M | $599.3M | ||
| Q2 24 | $63.5M | $592.8M |
总债务IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $320.5M | ||
| Q3 25 | $450.5M | $180.7M | ||
| Q2 25 | $473.6M | $145.7M | ||
| Q1 25 | $518.4M | $129.8M | ||
| Q4 24 | $576.6M | $111.6M | ||
| Q3 24 | $663.8M | $164.7M | ||
| Q2 24 | $786.7M | $174.0M |
总资产IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.0B | ||
| Q3 25 | $2.6B | $891.5M | ||
| Q2 25 | $2.6B | $926.8M | ||
| Q1 25 | $2.6B | $927.3M | ||
| Q4 24 | $2.7B | $866.8M | ||
| Q3 24 | $2.8B | $916.0M | ||
| Q2 24 | $2.7B | $924.0M |
负债/权益比IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| 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 | — | $24.8M |
| 自由现金流经营现金流 - 资本支出 | — | $24.1M |
| 自由现金流率自由现金流/营收 | — | 19.3% |
| 资本支出强度资本支出/营收 | 13.7% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | — | $117.6M |
8季度趋势，按日历期对齐
经营现金流IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $24.8M | ||
| Q3 25 | $100.8M | $34.0M | ||
| Q2 25 | $129.6M | $30.7M | ||
| Q1 25 | $61.1M | $31.4M | ||
| Q4 24 | $104.8M | $22.1M | ||
| Q3 24 | $118.6M | $35.8M | ||
| Q2 24 | $81.1M | $28.6M |
自由现金流IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $24.1M | ||
| Q3 25 | $79.2M | $33.1M | ||
| Q2 25 | $108.9M | $30.2M | ||
| Q1 25 | $36.5M | $30.3M | ||
| Q4 24 | $80.5M | $21.5M | ||
| Q3 24 | $100.0M | $35.1M | ||
| Q2 24 | $68.7M | $28.2M |
自由现金流率IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 19.3% | ||
| Q3 25 | 34.9% | 26.8% | ||
| Q2 25 | 50.2% | 25.2% | ||
| Q1 25 | 17.0% | 24.9% | ||
| Q4 24 | 37.8% | 18.1% | ||
| Q3 24 | 47.0% | 30.3% | ||
| Q2 24 | 34.2% | 25.4% |
资本支出强度IRDMPD
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 0.6% | ||
| Q3 25 | 9.5% | 0.7% | ||
| Q2 25 | 9.5% | 0.4% | ||
| Q1 25 | 11.4% | 0.9% | ||
| Q4 24 | 11.4% | 0.5% | ||
| Q3 24 | 8.7% | 0.5% | ||
| Q2 24 | 6.2% | 0.4% |
现金转化率IRDMPD
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 0.15× | ||
| Q3 25 | 2.71× | 3.55× | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
