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铱星通信（IRDM）与REPLIGEN CORP（RGEN）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REPLIGEN CORP的1.1倍（$219.1M vs $197.9M），铱星通信净利率更高（9.9% vs 6.7%，领先3.1%），REPLIGEN CORP同比增速更快（13.6% vs 1.9%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% 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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
IRDM vs RGEN — 直观对比
营收规模更大
IRDM
是对方的1.1倍
$197.9M
营收增速更快
RGEN
高出11.7%
1.9%
净利率更高
IRDM
高出3.1%
6.7%
两年增速更快
RGEN
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $197.9M |
| 净利润 | $21.6M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 23.2% | 9.0% |
| 净利率 | 9.9% | 6.7% |
| 营收同比 | 1.9% | 13.6% |
| 净利润同比 | — | 143.9% |
| 每股收益（稀释后） | — | $0.24 |
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IRDMRGEN
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $197.9M | ||
| Q3 25 | $226.9M | $188.8M | ||
| Q2 25 | $216.9M | $182.4M | ||
| Q1 25 | $214.9M | $169.2M | ||
| Q4 24 | $213.0M | $174.1M | ||
| Q3 24 | $212.8M | $154.9M | ||
| Q2 24 | $201.1M | $154.1M |
净利润IRDMRGEN
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $13.3M | ||
| Q3 25 | $37.1M | $14.9M | ||
| Q2 25 | $22.0M | $14.9M | ||
| Q1 25 | $30.4M | $5.8M | ||
| Q4 24 | $36.3M | $-30.3M | ||
| Q3 24 | $24.4M | $-654.0K | ||
| Q2 24 | $32.3M | $3.3M |
毛利率IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% |
营业利润率IRDMRGEN
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 9.0% | ||
| Q3 25 | 30.9% | 8.9% | ||
| Q2 25 | 23.2% | 7.6% | ||
| Q1 25 | 28.1% | 3.9% | ||
| Q4 24 | 24.5% | -17.7% | ||
| Q3 24 | 25.8% | -5.1% | ||
| Q2 24 | 21.7% | 1.0% |
净利率IRDMRGEN
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 6.7% | ||
| Q3 25 | 16.4% | 7.9% | ||
| Q2 25 | 10.1% | 8.2% | ||
| Q1 25 | 14.2% | 3.4% | ||
| Q4 24 | 17.1% | -17.4% | ||
| Q3 24 | 11.5% | -0.4% | ||
| Q2 24 | 16.1% | 2.2% |
每股收益（稀释后）IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.24 | ||
| Q3 25 | $0.35 | $0.26 | ||
| Q2 25 | $0.20 | $0.26 | ||
| Q1 25 | $0.27 | $0.10 | ||
| Q4 24 | $0.30 | $-0.55 | ||
| Q3 24 | $0.21 | $-0.01 | ||
| Q2 24 | $0.27 | $0.06 |
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 | — | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | — | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $767.6M | ||
| Q3 25 | $88.5M | $748.7M | ||
| Q2 25 | $79.3M | $708.9M | ||
| Q1 25 | $50.9M | $697.2M | ||
| Q4 24 | $93.5M | $757.4M | ||
| Q3 24 | $159.6M | $784.0M | ||
| Q2 24 | $63.5M | $809.1M |
总债务IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $2.1B | ||
| Q3 25 | $450.5M | $2.1B | ||
| Q2 25 | $473.6M | $2.1B | ||
| Q1 25 | $518.4M | $2.0B | ||
| Q4 24 | $576.6M | $2.0B | ||
| Q3 24 | $663.8M | $2.0B | ||
| Q2 24 | $786.7M | $2.0B |
总资产IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.9B | ||
| Q3 25 | $2.6B | $2.9B | ||
| Q2 25 | $2.6B | $2.9B | ||
| Q1 25 | $2.6B | $2.9B | ||
| Q4 24 | $2.7B | $2.8B | ||
| Q3 24 | $2.8B | $2.8B | ||
| Q2 24 | $2.7B | $2.9B |
负债/权益比IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | 0.27× | ||
| 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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | 13.7% | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $25.7M | ||
| Q3 25 | $100.8M | $48.1M | ||
| Q2 25 | $129.6M | $28.6M | ||
| Q1 25 | $61.1M | $15.0M | ||
| Q4 24 | $104.8M | $39.2M | ||
| Q3 24 | $118.6M | $49.3M | ||
| Q2 24 | $81.1M | $42.2M |
自由现金流IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $17.6M | ||
| Q3 25 | $79.2M | $43.4M | ||
| Q2 25 | $108.9M | $21.5M | ||
| Q1 25 | $36.5M | $11.4M | ||
| Q4 24 | $80.5M | $33.6M | ||
| Q3 24 | $100.0M | $42.3M | ||
| Q2 24 | $68.7M | $37.4M |
自由现金流率IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 8.9% | ||
| Q3 25 | 34.9% | 23.0% | ||
| Q2 25 | 50.2% | 11.8% | ||
| Q1 25 | 17.0% | 6.8% | ||
| Q4 24 | 37.8% | 19.3% | ||
| Q3 24 | 47.0% | 27.3% | ||
| Q2 24 | 34.2% | 24.3% |
资本支出强度IRDMRGEN
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 4.1% | ||
| Q3 25 | 9.5% | 2.5% | ||
| Q2 25 | 9.5% | 3.9% | ||
| Q1 25 | 11.4% | 2.1% | ||
| Q4 24 | 11.4% | 3.2% | ||
| Q3 24 | 8.7% | 4.5% | ||
| Q2 24 | 6.2% | 3.1% |
现金转化率IRDMRGEN
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 1.93× | ||
| Q3 25 | 2.71× | 3.23× | ||
| Q2 25 | 5.90× | 1.92× | ||
| Q1 25 | 2.01× | 2.57× | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | — | ||
| Q2 24 | 2.51× | 12.70× |
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% |
RGEN
暂无分部数据
