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铱星通信（IRDM）与Penguin Solutions, Inc.（PENG）财务数据对比。点击上方公司名可切换其他公司
Penguin Solutions, Inc.的季度营收约是铱星通信的1.6倍（$343.1M vs $219.1M），铱星通信净利率更高（9.9% vs 1.5%，领先8.3%），铱星通信同比增速更快（1.9% vs 0.6%），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% 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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
IRDM vs PENG — 直观对比
营收规模更大
PENG
是对方的1.6倍
$219.1M
营收增速更快
IRDM
高出1.4%
0.6%
净利率更高
IRDM
高出8.3%
1.5%
两年增速更快
PENG
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $343.1M |
| 净利润 | $21.6M | $5.3M |
| 毛利率 | — | 28.0% |
| 营业利润率 | 23.2% | 5.7% |
| 净利率 | 9.9% | 1.5% |
| 营收同比 | 1.9% | 0.6% |
| 净利润同比 | — | 1.0% |
| 每股收益（稀释后） | — | $0.04 |
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IRDMPENG
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $343.1M | ||
| Q3 25 | $226.9M | $337.9M | ||
| Q2 25 | $216.9M | $324.3M | ||
| Q1 25 | $214.9M | $365.5M | ||
| Q4 24 | $213.0M | $341.1M | ||
| Q3 24 | $212.8M | $284.8M | ||
| Q2 24 | $201.1M | $300.6M |
净利润IRDMPENG
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $5.3M | ||
| Q3 25 | $37.1M | $9.4M | ||
| Q2 25 | $22.0M | $2.7M | ||
| Q1 25 | $30.4M | $8.1M | ||
| Q4 24 | $36.3M | $5.2M | ||
| Q3 24 | $24.4M | — | ||
| Q2 24 | $32.3M | $5.6M |
毛利率IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 28.8% | ||
| Q2 24 | — | 29.6% |
营业利润率IRDMPENG
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 5.7% | ||
| Q3 25 | 30.9% | 3.7% | ||
| Q2 25 | 23.2% | 3.0% | ||
| Q1 25 | 28.1% | 5.1% | ||
| Q4 24 | 24.5% | 5.1% | ||
| Q3 24 | 25.8% | -1.2% | ||
| Q2 24 | 21.7% | 3.8% |
净利率IRDMPENG
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 1.5% | ||
| Q3 25 | 16.4% | 2.8% | ||
| Q2 25 | 10.1% | 0.8% | ||
| Q1 25 | 14.2% | 2.2% | ||
| Q4 24 | 17.1% | 1.5% | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 16.1% | 1.9% |
每股收益（稀释后）IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.04 | ||
| Q3 25 | $0.35 | $0.10 | ||
| Q2 25 | $0.20 | $-0.01 | ||
| Q1 25 | $0.27 | $0.09 | ||
| Q4 24 | $0.30 | $0.10 | ||
| Q3 24 | $0.21 | — | ||
| Q2 24 | $0.27 | $0.10 |
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 | — | $461.5M |
| 总债务越低越好 | — | $462.3M |
| 股东权益账面价值 | — | $389.7M |
| 总资产 | — | $1.6B |
| 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IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $461.5M | ||
| Q3 25 | $88.5M | $453.8M | ||
| Q2 25 | $79.3M | $735.5M | ||
| Q1 25 | $50.9M | $647.0M | ||
| Q4 24 | $93.5M | $393.7M | ||
| Q3 24 | $159.6M | $389.5M | ||
| Q2 24 | $63.5M | $467.5M |
总债务IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $462.3M | ||
| Q3 25 | — | $461.8M | ||
| Q2 25 | — | $659.5M | ||
| Q1 25 | — | $658.8M | ||
| Q4 24 | $1.8B | $658.1M | ||
| Q3 24 | — | $657.3M | ||
| Q2 24 | — | $667.0M |
股东权益IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $389.7M | ||
| Q3 25 | $450.5M | $394.2M | ||
| Q2 25 | $473.6M | $584.8M | ||
| Q1 25 | $518.4M | $602.5M | ||
| Q4 24 | $576.6M | $400.4M | ||
| Q3 24 | $663.8M | $391.4M | ||
| Q2 24 | $786.7M | $423.4M |
总资产IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.8B | $1.5B | ||
| Q2 24 | $2.7B | $1.5B |
负债/权益比IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 1.19× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | 3.05× | 1.64× | ||
| Q3 24 | — | 1.68× | ||
| Q2 24 | — | 1.58× |
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 | — | $31.1M |
| 自由现金流经营现金流 - 资本支出 | — | $28.2M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | 13.7% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 5.89× |
| 过去12个月自由现金流最近4个季度 | — | $116.3M |
8季度趋势，按日历期对齐
经营现金流IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $31.1M | ||
| Q3 25 | $100.8M | $-70.4M | ||
| Q2 25 | $129.6M | $92.8M | ||
| Q1 25 | $61.1M | $72.9M | ||
| Q4 24 | $104.8M | $13.8M | ||
| Q3 24 | $118.6M | — | ||
| Q2 24 | $81.1M | $57.9M |
自由现金流IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $28.2M | ||
| Q3 25 | $79.2M | $-73.4M | ||
| Q2 25 | $108.9M | $90.9M | ||
| Q1 25 | $36.5M | $70.5M | ||
| Q4 24 | $80.5M | $12.0M | ||
| Q3 24 | $100.0M | — | ||
| Q2 24 | $68.7M | $48.9M |
自由现金流率IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 8.2% | ||
| Q3 25 | 34.9% | -21.7% | ||
| Q2 25 | 50.2% | 28.0% | ||
| Q1 25 | 17.0% | 19.3% | ||
| Q4 24 | 37.8% | 3.5% | ||
| Q3 24 | 47.0% | — | ||
| Q2 24 | 34.2% | 16.3% |
资本支出强度IRDMPENG
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 0.8% | ||
| Q3 25 | 9.5% | 0.9% | ||
| Q2 25 | 9.5% | 0.6% | ||
| Q1 25 | 11.4% | 0.6% | ||
| Q4 24 | 11.4% | 0.5% | ||
| Q3 24 | 8.7% | — | ||
| Q2 24 | 6.2% | 3.0% |
现金转化率IRDMPENG
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 5.89× | ||
| Q3 25 | 2.71× | -7.47× | ||
| Q2 25 | 5.90× | 34.88× | ||
| Q1 25 | 2.01× | 9.02× | ||
| Q4 24 | 2.88× | 2.65× | ||
| Q3 24 | 4.85× | — | ||
| Q2 24 | 2.51× | 10.30× |
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% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
