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铱星通信（IRDM）与福尼克斯（PLAB）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福尼克斯的1.0倍（$219.1M vs $210.4M），福尼克斯净利率更高（10.9% vs 9.9%，领先1.0%），铱星通信同比增速更快（1.9% vs -5.5%），过去两年铱星通信的营收复合增速更高（4.4% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
IRDM vs PLAB — 直观对比
营收规模更大
IRDM
是对方的1.0倍
$210.4M
营收增速更快
IRDM
高出7.4%
-5.5%
净利率更高
PLAB
高出1.0%
9.9%
两年增速更快
IRDM
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $210.4M |
| 净利润 | $21.6M | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | 23.2% | 22.9% |
| 净利率 | 9.9% | 10.9% |
| 营收同比 | 1.9% | -5.5% |
| 净利润同比 | — | -32.4% |
| 每股收益（稀释后） | — | $0.39 |
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IRDMPLAB
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | — | ||
| Q3 25 | $226.9M | $210.4M | ||
| Q2 25 | $216.9M | $211.0M | ||
| Q1 25 | $214.9M | $212.1M | ||
| Q4 24 | $213.0M | $222.6M | ||
| Q3 24 | $212.8M | $211.0M | ||
| Q2 24 | $201.1M | $217.0M |
净利润IRDMPLAB
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | — | ||
| Q3 25 | $37.1M | $22.9M | ||
| Q2 25 | $22.0M | $8.9M | ||
| Q1 25 | $30.4M | $42.9M | ||
| Q4 24 | $36.3M | $33.9M | ||
| Q3 24 | $24.4M | $34.4M | ||
| Q2 24 | $32.3M | $36.3M |
毛利率IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% |
营业利润率IRDMPLAB
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | — | ||
| Q3 25 | 30.9% | 22.9% | ||
| Q2 25 | 23.2% | 26.4% | ||
| Q1 25 | 28.1% | 24.6% | ||
| Q4 24 | 24.5% | 25.1% | ||
| Q3 24 | 25.8% | 24.7% | ||
| Q2 24 | 21.7% | 25.8% |
净利率IRDMPLAB
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 16.4% | 10.9% | ||
| Q2 25 | 10.1% | 4.2% | ||
| Q1 25 | 14.2% | 20.2% | ||
| Q4 24 | 17.1% | 15.2% | ||
| Q3 24 | 11.5% | 16.3% | ||
| Q2 24 | 16.1% | 16.7% |
每股收益（稀释后）IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.35 | $0.39 | ||
| Q2 25 | $0.20 | $0.15 | ||
| Q1 25 | $0.27 | $0.68 | ||
| Q4 24 | $0.30 | $0.54 | ||
| Q3 24 | $0.21 | $0.55 | ||
| Q2 24 | $0.27 | $0.58 |
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 | — | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | — | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | — | ||
| Q3 25 | $88.5M | $575.8M | ||
| Q2 25 | $79.3M | $558.4M | ||
| Q1 25 | $50.9M | $642.2M | ||
| Q4 24 | $93.5M | $640.7M | ||
| Q3 24 | $159.6M | $606.4M | ||
| Q2 24 | $63.5M | $559.9M |
总债务IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | $1.8B | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M |
股东权益IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | — | ||
| Q3 25 | $450.5M | $1.1B | ||
| Q2 25 | $473.6M | $1.1B | ||
| Q1 25 | $518.4M | $1.1B | ||
| Q4 24 | $576.6M | $1.1B | ||
| Q3 24 | $663.8M | $1.1B | ||
| Q2 24 | $786.7M | $1.0B |
总资产IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.8B | $1.6B | ||
| Q2 24 | $2.7B | $1.6B |
负债/权益比IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 3.05× | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 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% | 11.8% |
| 现金转化率经营现金流/净利润 | — | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势，按日历期对齐
经营现金流IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | — | ||
| Q3 25 | $100.8M | $50.1M | ||
| Q2 25 | $129.6M | $31.5M | ||
| Q1 25 | $61.1M | $78.5M | ||
| Q4 24 | $104.8M | $68.4M | ||
| Q3 24 | $118.6M | $75.1M | ||
| Q2 24 | $81.1M | $76.5M |
自由现金流IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | — | ||
| Q3 25 | $79.2M | $25.2M | ||
| Q2 25 | $108.9M | $-29.1M | ||
| Q1 25 | $36.5M | $43.3M | ||
| Q4 24 | $80.5M | $25.2M | ||
| Q3 24 | $100.0M | $50.7M | ||
| Q2 24 | $68.7M | $56.5M |
自由现金流率IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | — | ||
| Q3 25 | 34.9% | 12.0% | ||
| Q2 25 | 50.2% | -13.8% | ||
| Q1 25 | 17.0% | 20.4% | ||
| Q4 24 | 37.8% | 11.3% | ||
| Q3 24 | 47.0% | 24.0% | ||
| Q2 24 | 34.2% | 26.0% |
资本支出强度IRDMPLAB
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 9.5% | 11.8% | ||
| Q2 25 | 9.5% | 28.7% | ||
| Q1 25 | 11.4% | 16.6% | ||
| Q4 24 | 11.4% | 19.4% | ||
| Q3 24 | 8.7% | 11.6% | ||
| Q2 24 | 6.2% | 9.2% |
现金转化率IRDMPLAB
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | 2.19× | ||
| Q2 25 | 5.90× | 3.55× | ||
| Q1 25 | 2.01× | 1.83× | ||
| Q4 24 | 2.88× | 2.02× | ||
| Q3 24 | 4.85× | 2.18× | ||
| Q2 24 | 2.51× | 2.11× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
