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铱星通信(IRDM)与LiveRamp Holdings, Inc.(RAMP)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LiveRamp Holdings, Inc.的1.0倍($219.1M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 9.9%,领先8.9%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs 1.9%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
IRDM vs RAMP — 直观对比
营收规模更大
IRDM
是对方的1.0倍
$212.2M
营收增速更快
RAMP
高出6.6%
1.9%
净利率更高
RAMP
高出8.9%
9.9%
两年增速更快
RAMP
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $219.1M | $212.2M |
| 净利润 | $21.6M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 23.2% | 18.6% |
| 净利率 | 9.9% | 18.8% |
| 营收同比 | 1.9% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益(稀释后) | — | $0.62 |
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
IRDM
RAMP
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $212.2M | ||
| Q3 25 | $226.9M | $199.8M | ||
| Q2 25 | $216.9M | $194.8M | ||
| Q1 25 | $214.9M | $188.7M | ||
| Q4 24 | $213.0M | $195.4M | ||
| Q3 24 | $212.8M | $185.5M | ||
| Q2 24 | $201.1M | $176.0M |
净利润
IRDM
RAMP
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $39.9M | ||
| Q3 25 | $37.1M | $27.4M | ||
| Q2 25 | $22.0M | $7.7M | ||
| Q1 25 | $30.4M | $-6.3M | ||
| Q4 24 | $36.3M | $11.2M | ||
| Q3 24 | $24.4M | $1.7M | ||
| Q2 24 | $32.3M | $-7.5M |
毛利率
IRDM
RAMP
| Q1 26 | — | — | ||
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% |
营业利润率
IRDM
RAMP
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 18.6% | ||
| Q3 25 | 30.9% | 10.7% | ||
| Q2 25 | 23.2% | 3.7% | ||
| Q1 25 | 28.1% | -6.1% | ||
| Q4 24 | 24.5% | 7.5% | ||
| Q3 24 | 25.8% | 4.0% | ||
| Q2 24 | 21.7% | -3.0% |
净利率
IRDM
RAMP
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 18.8% | ||
| Q3 25 | 16.4% | 13.7% | ||
| Q2 25 | 10.1% | 4.0% | ||
| Q1 25 | 14.2% | -3.3% | ||
| Q4 24 | 17.1% | 5.7% | ||
| Q3 24 | 11.5% | 0.9% | ||
| Q2 24 | 16.1% | -4.3% |
每股收益(稀释后)
IRDM
RAMP
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.62 | ||
| Q3 25 | $0.35 | $0.42 | ||
| Q2 25 | $0.20 | $0.12 | ||
| Q1 25 | $0.27 | $-0.10 | ||
| Q4 24 | $0.30 | $0.17 | ||
| Q3 24 | $0.21 | $0.03 | ||
| Q2 24 | $0.27 | $-0.11 |
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 | — | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $962.3M |
| 总资产 | — | $1.3B |
| 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
IRDM
RAMP
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $403.4M | ||
| Q3 25 | $88.5M | $376.9M | ||
| Q2 25 | $79.3M | $371.1M | ||
| Q1 25 | $50.9M | $420.8M | ||
| Q4 24 | $93.5M | $384.3M | ||
| Q3 24 | $159.6M | $348.4M | ||
| Q2 24 | $63.5M | $342.7M |
总债务
IRDM
RAMP
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
IRDM
RAMP
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $962.3M | ||
| Q3 25 | $450.5M | $943.8M | ||
| Q2 25 | $473.6M | $947.8M | ||
| Q1 25 | $518.4M | $948.9M | ||
| Q4 24 | $576.6M | $957.7M | ||
| Q3 24 | $663.8M | $932.1M | ||
| Q2 24 | $786.7M | $951.9M |
总资产
IRDM
RAMP
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $2.6B | $1.2B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.7B | $1.3B | ||
| Q3 24 | $2.8B | $1.2B | ||
| Q2 24 | $2.7B | $1.2B |
负债/权益比
IRDM
RAMP
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
RAMP
暂无分部数据