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铱星通信（IRDM）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Childrens Place, Inc.的季度营收约是铱星通信的1.5倍（$339.5M vs $219.1M），铱星通信净利率更高（9.9% vs -1.3%，领先11.1%），铱星通信同比增速更快（1.9% vs -13.0%），过去两年铱星通信的营收复合增速更高（4.4% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
IRDM vs PLCE — 直观对比
营收规模更大
PLCE
是对方的1.5倍
$219.1M
营收增速更快
IRDM
高出14.9%
-13.0%
净利率更高
IRDM
高出11.1%
-1.3%
两年增速更快
IRDM
近两年复合增速
-13.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $339.5M |
| 净利润 | $21.6M | $-4.3M |
| 毛利率 | — | 33.1% |
| 营业利润率 | 23.2% | 1.1% |
| 净利率 | 9.9% | -1.3% |
| 营收同比 | 1.9% | -13.0% |
| 净利润同比 | — | -121.5% |
| 每股收益（稀释后） | — | $-0.19 |
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IRDMPLCE
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $339.5M | ||
| Q3 25 | $226.9M | $298.0M | ||
| Q2 25 | $216.9M | $242.1M | ||
| Q1 25 | $214.9M | $408.6M | ||
| Q4 24 | $213.0M | $390.2M | ||
| Q3 24 | $212.8M | $319.7M | ||
| Q2 24 | $201.1M | $267.9M |
净利润IRDMPLCE
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $-4.3M | ||
| Q3 25 | $37.1M | $-5.4M | ||
| Q2 25 | $22.0M | $-34.0M | ||
| Q1 25 | $30.4M | $-8.0M | ||
| Q4 24 | $36.3M | $20.1M | ||
| Q3 24 | $24.4M | $-32.1M | ||
| Q2 24 | $32.3M | $-37.8M |
毛利率IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | 33.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 29.2% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 34.6% |
营业利润率IRDMPLCE
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 1.1% | ||
| Q3 25 | 30.9% | 1.4% | ||
| Q2 25 | 23.2% | -10.0% | ||
| Q1 25 | 28.1% | 1.7% | ||
| Q4 24 | 24.5% | 7.5% | ||
| Q3 24 | 25.8% | -6.8% | ||
| Q2 24 | 21.7% | -10.4% |
净利率IRDMPLCE
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | -1.3% | ||
| Q3 25 | 16.4% | -1.8% | ||
| Q2 25 | 10.1% | -14.1% | ||
| Q1 25 | 14.2% | -2.0% | ||
| Q4 24 | 17.1% | 5.1% | ||
| Q3 24 | 11.5% | -10.0% | ||
| Q2 24 | 16.1% | -14.1% |
每股收益（稀释后）IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.19 | ||
| Q3 25 | $0.35 | $-0.24 | ||
| Q2 25 | $0.20 | $-1.57 | ||
| Q1 25 | $0.27 | $-0.60 | ||
| Q4 24 | $0.30 | $1.57 | ||
| Q3 24 | $0.21 | $-2.51 | ||
| Q2 24 | $0.27 | $-2.98 |
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 | — | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | — | $-8.6M |
| 总资产 | — | $762.5M |
| 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IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $7.3M | ||
| Q3 25 | $88.5M | $7.8M | ||
| Q2 25 | $79.3M | $5.7M | ||
| Q1 25 | $50.9M | $5.3M | ||
| Q4 24 | $93.5M | $5.7M | ||
| Q3 24 | $159.6M | $9.6M | ||
| Q2 24 | $63.5M | $13.0M |
总债务IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | $1.8B | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M |
股东权益IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $-8.6M | ||
| Q3 25 | $450.5M | $-4.9M | ||
| Q2 25 | $473.6M | $1.4M | ||
| Q1 25 | $518.4M | $-59.4M | ||
| Q4 24 | $576.6M | $-49.6M | ||
| Q3 24 | $663.8M | $-68.9M | ||
| Q2 24 | $786.7M | $-34.9M |
总资产IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $762.5M | ||
| Q3 25 | $2.6B | $805.1M | ||
| Q2 25 | $2.6B | $779.6M | ||
| Q1 25 | $2.6B | $747.6M | ||
| Q4 24 | $2.7B | $888.8M | ||
| Q3 24 | $2.8B | $921.4M | ||
| Q2 24 | $2.7B | $848.3M |
负债/权益比IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| 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 | — | $6.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-3.4M |
| 自由现金流率自由现金流/营收 | — | -1.0% |
| 资本支出强度资本支出/营收 | 13.7% | 2.8% |
| 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 | — | $39.5M |
8季度趋势，按日历期对齐
经营现金流IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $6.2M | ||
| Q3 25 | $100.8M | $-30.5M | ||
| Q2 25 | $129.6M | $-43.0M | ||
| Q1 25 | $61.1M | $121.3M | ||
| Q4 24 | $104.8M | $-44.2M | ||
| Q3 24 | $118.6M | $-83.9M | ||
| Q2 24 | $81.1M | $-110.8M |
自由现金流IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $-3.4M | ||
| Q3 25 | $79.2M | $-31.9M | ||
| Q2 25 | $108.9M | $-46.4M | ||
| Q1 25 | $36.5M | $121.2M | ||
| Q4 24 | $80.5M | $-47.7M | ||
| Q3 24 | $100.0M | $-91.7M | ||
| Q2 24 | $68.7M | $-115.5M |
自由现金流率IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | -1.0% | ||
| Q3 25 | 34.9% | -10.7% | ||
| Q2 25 | 50.2% | -19.2% | ||
| Q1 25 | 17.0% | 29.7% | ||
| Q4 24 | 37.8% | -12.2% | ||
| Q3 24 | 47.0% | -28.7% | ||
| Q2 24 | 34.2% | -43.1% |
资本支出强度IRDMPLCE
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 2.8% | ||
| Q3 25 | 9.5% | 0.5% | ||
| Q2 25 | 9.5% | 1.4% | ||
| Q1 25 | 11.4% | 0.0% | ||
| Q4 24 | 11.4% | 0.9% | ||
| Q3 24 | 8.7% | 2.4% | ||
| Q2 24 | 6.2% | 1.8% |
现金转化率IRDMPLCE
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 5.90× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 2.88× | -2.20× | ||
| 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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
