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铱星通信（IRDM）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.5倍（$219.1M vs $142.2M），铱星通信净利率更高（9.9% vs 2.3%，领先7.6%），铱星通信同比增速更快（1.9% vs -0.6%），过去两年铱星通信的营收复合增速更高（4.4% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
IRDM vs RNGR — 直观对比
营收规模更大
IRDM
是对方的1.5倍
$142.2M
营收增速更快
IRDM
高出2.6%
-0.6%
净利率更高
IRDM
高出7.6%
2.3%
两年增速更快
IRDM
近两年复合增速
1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $142.2M |
| 净利润 | $21.6M | $3.2M |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | 2.3% |
| 净利率 | 9.9% | 2.3% |
| 营收同比 | 1.9% | -0.6% |
| 净利润同比 | — | -44.8% |
| 每股收益（稀释后） | — | $0.14 |
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IRDMRNGR
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $142.2M | ||
| Q3 25 | $226.9M | $128.9M | ||
| Q2 25 | $216.9M | $140.6M | ||
| Q1 25 | $214.9M | $135.2M | ||
| Q4 24 | $213.0M | $143.1M | ||
| Q3 24 | $212.8M | $153.0M | ||
| Q2 24 | $201.1M | $138.1M |
净利润IRDMRNGR
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $3.2M | ||
| Q3 25 | $37.1M | $1.2M | ||
| Q2 25 | $22.0M | $7.3M | ||
| Q1 25 | $30.4M | $600.0K | ||
| Q4 24 | $36.3M | $5.8M | ||
| Q3 24 | $24.4M | $8.7M | ||
| Q2 24 | $32.3M | $4.7M |
营业利润率IRDMRNGR
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 2.3% | ||
| Q3 25 | 30.9% | 2.0% | ||
| Q2 25 | 23.2% | 6.1% | ||
| Q1 25 | 28.1% | 0.7% | ||
| Q4 24 | 24.5% | 6.2% | ||
| Q3 24 | 25.8% | 8.4% | ||
| Q2 24 | 21.7% | 5.3% |
净利率IRDMRNGR
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 2.3% | ||
| Q3 25 | 16.4% | 0.9% | ||
| Q2 25 | 10.1% | 5.2% | ||
| Q1 25 | 14.2% | 0.4% | ||
| Q4 24 | 17.1% | 4.1% | ||
| Q3 24 | 11.5% | 5.7% | ||
| Q2 24 | 16.1% | 3.4% |
每股收益（稀释后）IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.14 | ||
| Q3 25 | $0.35 | $0.05 | ||
| Q2 25 | $0.20 | $0.32 | ||
| Q1 25 | $0.27 | $0.03 | ||
| Q4 24 | $0.30 | $0.24 | ||
| Q3 24 | $0.21 | $0.39 | ||
| Q2 24 | $0.27 | $0.21 |
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 | — | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $300.1M |
| 总资产 | — | $419.3M |
| 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IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $10.3M | ||
| Q3 25 | $88.5M | $45.2M | ||
| Q2 25 | $79.3M | $48.9M | ||
| Q1 25 | $50.9M | $40.3M | ||
| Q4 24 | $93.5M | $40.9M | ||
| Q3 24 | $159.6M | $14.8M | ||
| Q2 24 | $63.5M | $8.7M |
总债务IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $300.1M | ||
| Q3 25 | $450.5M | $270.0M | ||
| Q2 25 | $473.6M | $276.9M | ||
| Q1 25 | $518.4M | $272.6M | ||
| Q4 24 | $576.6M | $273.8M | ||
| Q3 24 | $663.8M | $267.6M | ||
| Q2 24 | $786.7M | $260.5M |
总资产IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $419.3M | ||
| Q3 25 | $2.6B | $372.8M | ||
| Q2 25 | $2.6B | $381.7M | ||
| Q1 25 | $2.6B | $376.5M | ||
| Q4 24 | $2.7B | $381.6M | ||
| Q3 24 | $2.8B | $373.9M | ||
| Q2 24 | $2.7B | $359.6M |
负债/权益比IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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 | — | $24.1M |
| 自由现金流经营现金流 - 资本支出 | — | $17.1M |
| 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% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | — | $42.9M |
8季度趋势，按日历期对齐
经营现金流IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $24.1M | ||
| Q3 25 | $100.8M | $13.6M | ||
| Q2 25 | $129.6M | $20.7M | ||
| Q1 25 | $61.1M | $10.6M | ||
| Q4 24 | $104.8M | $32.7M | ||
| Q3 24 | $118.6M | $17.7M | ||
| Q2 24 | $81.1M | $22.1M |
自由现金流IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $17.1M | ||
| Q3 25 | $79.2M | $8.0M | ||
| Q2 25 | $108.9M | $14.4M | ||
| Q1 25 | $36.5M | $3.4M | ||
| Q4 24 | $80.5M | $27.3M | ||
| Q3 24 | $100.0M | $10.8M | ||
| Q2 24 | $68.7M | $6.8M |
自由现金流率IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 12.0% | ||
| Q3 25 | 34.9% | 6.2% | ||
| Q2 25 | 50.2% | 10.2% | ||
| Q1 25 | 17.0% | 2.5% | ||
| Q4 24 | 37.8% | 19.1% | ||
| Q3 24 | 47.0% | 7.1% | ||
| Q2 24 | 34.2% | 4.9% |
资本支出强度IRDMRNGR
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 4.9% | ||
| Q3 25 | 9.5% | 4.3% | ||
| Q2 25 | 9.5% | 4.5% | ||
| Q1 25 | 11.4% | 5.3% | ||
| Q4 24 | 11.4% | 3.8% | ||
| Q3 24 | 8.7% | 4.5% | ||
| Q2 24 | 6.2% | 11.1% |
现金转化率IRDMRNGR
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 7.53× | ||
| Q3 25 | 2.71× | 11.33× | ||
| Q2 25 | 5.90× | 2.84× | ||
| Q1 25 | 2.01× | 17.67× | ||
| Q4 24 | 2.88× | 5.64× | ||
| Q3 24 | 4.85× | 2.03× | ||
| Q2 24 | 2.51× | 4.70× |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
