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铱星通信（IRDM）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.3倍（$219.1M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 9.9%，领先44.9%），铱星通信同比增速更快（1.9% vs -10.3%），过去两年铱星通信的营收复合增速更高（4.4% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
IRDM vs RBBN — 直观对比
营收规模更大
IRDM
是对方的1.3倍
$162.6M
营收增速更快
IRDM
高出12.2%
-10.3%
净利率更高
RBBN
高出44.9%
9.9%
两年增速更快
IRDM
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $162.6M |
| 净利润 | $21.6M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 23.2% | 37.6% |
| 净利率 | 9.9% | 54.8% |
| 营收同比 | 1.9% | -10.3% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $0.50 |
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IRDMRBBN
| Q1 26 | $219.1M | $162.6M | ||
| Q4 25 | $212.9M | $227.3M | ||
| Q3 25 | $226.9M | $215.4M | ||
| Q2 25 | $216.9M | $220.6M | ||
| Q1 25 | $214.9M | $181.3M | ||
| Q4 24 | $213.0M | $251.4M | ||
| Q3 24 | $212.8M | $210.2M | ||
| Q2 24 | $201.1M | $192.6M |
净利润IRDMRBBN
| Q1 26 | $21.6M | $89.1M | ||
| Q4 25 | $24.9M | — | ||
| Q3 25 | $37.1M | $-12.1M | ||
| Q2 25 | $22.0M | $-11.1M | ||
| Q1 25 | $30.4M | $-26.2M | ||
| Q4 24 | $36.3M | — | ||
| Q3 24 | $24.4M | $-13.4M | ||
| Q2 24 | $32.3M | $-16.8M |
毛利率IRDMRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率IRDMRBBN
| Q1 26 | 23.2% | 37.6% | ||
| Q4 25 | 25.9% | 4.1% | ||
| Q3 25 | 30.9% | 1.3% | ||
| Q2 25 | 23.2% | 1.9% | ||
| Q1 25 | 28.1% | -10.8% | ||
| Q4 24 | 24.5% | 13.2% | ||
| Q3 24 | 25.8% | -0.4% | ||
| Q2 24 | 21.7% | -1.0% |
净利率IRDMRBBN
| Q1 26 | 9.9% | 54.8% | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 16.4% | -5.6% | ||
| Q2 25 | 10.1% | -5.0% | ||
| Q1 25 | 14.2% | -14.5% | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 11.5% | -6.4% | ||
| Q2 24 | 16.1% | -8.7% |
每股收益（稀释后）IRDMRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.24 | $0.50 | ||
| Q3 25 | $0.35 | $-0.07 | ||
| Q2 25 | $0.20 | $-0.06 | ||
| Q1 25 | $0.27 | $-0.15 | ||
| Q4 24 | $0.30 | $0.05 | ||
| Q3 24 | $0.21 | $-0.08 | ||
| 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 | — | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $419.1M |
| 总资产 | — | — |
| 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IRDMRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $96.5M | $96.4M | ||
| Q3 25 | $88.5M | $74.8M | ||
| Q2 25 | $79.3M | $60.5M | ||
| Q1 25 | $50.9M | $71.2M | ||
| Q4 24 | $93.5M | $87.8M | ||
| Q3 24 | $159.6M | $37.2M | ||
| Q2 24 | $63.5M | $64.6M |
总债务IRDMRBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | $1.8B | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益IRDMRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $462.6M | $449.0M | ||
| Q3 25 | $450.5M | $360.1M | ||
| Q2 25 | $473.6M | $370.4M | ||
| Q1 25 | $518.4M | $381.8M | ||
| Q4 24 | $576.6M | $404.6M | ||
| Q3 24 | $663.8M | $395.5M | ||
| Q2 24 | $786.7M | $405.0M |
总资产IRDMRBBN
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.2B | ||
| Q3 25 | $2.6B | $1.1B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.7B | $1.2B | ||
| Q3 24 | $2.8B | $1.1B | ||
| Q2 24 | $2.7B | $1.1B |
负债/权益比IRDMRBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | 3.05× | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
