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铱星通信（IRDM）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是铱星通信的1.0倍（$225.0M vs $219.1M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
IRDM vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.0倍
$219.1M
营收增速更快
ROCK
高出23.0%
1.9%
两年增速更快
IRDM
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $225.0M |
| 净利润 | $21.6M | — |
| 毛利率 | — | 25.3% |
| 营业利润率 | 23.2% | 7.9% |
| 净利率 | 9.9% | — |
| 营收同比 | 1.9% | 24.9% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | — |
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IRDMROCK
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $225.0M | ||
| Q3 25 | $226.9M | $310.9M | ||
| Q2 25 | $216.9M | $309.5M | ||
| Q1 25 | $214.9M | $290.0M | ||
| Q4 24 | $213.0M | $180.1M | ||
| Q3 24 | $212.8M | $277.1M | ||
| Q2 24 | $201.1M | $273.6M |
净利润IRDMROCK
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | — | ||
| Q3 25 | $37.1M | $-89.1M | ||
| Q2 25 | $22.0M | $26.0M | ||
| Q1 25 | $30.4M | $21.1M | ||
| Q4 24 | $36.3M | — | ||
| Q3 24 | $24.4M | $34.0M | ||
| Q2 24 | $32.3M | $32.2M |
毛利率IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 28.4% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.4% | ||
| Q2 24 | — | 30.5% |
营业利润率IRDMROCK
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 7.9% | ||
| Q3 25 | 30.9% | 12.8% | ||
| Q2 25 | 23.2% | 12.8% | ||
| Q1 25 | 28.1% | 8.8% | ||
| Q4 24 | 24.5% | 13.3% | ||
| Q3 24 | 25.8% | 15.6% | ||
| Q2 24 | 21.7% | 14.9% |
净利率IRDMROCK
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 16.4% | -28.6% | ||
| Q2 25 | 10.1% | 8.4% | ||
| Q1 25 | 14.2% | 7.3% | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 11.5% | 12.3% | ||
| Q2 24 | 16.1% | 11.8% |
每股收益（稀释后）IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.35 | $-2.98 | ||
| Q2 25 | $0.20 | $0.87 | ||
| Q1 25 | $0.27 | — | ||
| Q4 24 | $0.30 | — | ||
| Q3 24 | $0.21 | $1.11 | ||
| Q2 24 | $0.27 | $1.05 |
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 | — | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $950.4M |
| 总资产 | — | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $115.7M | ||
| Q3 25 | $88.5M | $89.4M | ||
| Q2 25 | $79.3M | $43.3M | ||
| Q1 25 | $50.9M | $25.1M | ||
| Q4 24 | $93.5M | $269.5M | ||
| Q3 24 | $159.6M | $228.9M | ||
| Q2 24 | $63.5M | $179.1M |
总债务IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $1.8B | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $950.4M | ||
| Q3 25 | $450.5M | $951.8M | ||
| Q2 25 | $473.6M | $1.0B | ||
| Q1 25 | $518.4M | $1.0B | ||
| Q4 24 | $576.6M | $1.0B | ||
| Q3 24 | $663.8M | $1.0B | ||
| Q2 24 | $786.7M | $975.7M |
总资产IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.7B | $1.4B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $2.7B | $1.4B |
负债/权益比IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| 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 | — | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $120.6M |
8季度趋势，按日历期对齐
经营现金流IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $35.5M | ||
| Q3 25 | $100.8M | $73.0M | ||
| Q2 25 | $129.6M | $44.9M | ||
| Q1 25 | $61.1M | $13.7M | ||
| Q4 24 | $104.8M | $19.9M | ||
| Q3 24 | $118.6M | $64.7M | ||
| Q2 24 | $81.1M | $36.5M |
自由现金流IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $26.2M | ||
| Q3 25 | $79.2M | $64.8M | ||
| Q2 25 | $108.9M | $27.3M | ||
| Q1 25 | $36.5M | $2.3M | ||
| Q4 24 | $80.5M | $14.1M | ||
| Q3 24 | $100.0M | $60.5M | ||
| Q2 24 | $68.7M | $33.5M |
自由现金流率IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 11.7% | ||
| Q3 25 | 34.9% | 20.8% | ||
| Q2 25 | 50.2% | 8.8% | ||
| Q1 25 | 17.0% | 0.8% | ||
| Q4 24 | 37.8% | 7.8% | ||
| Q3 24 | 47.0% | 21.8% | ||
| Q2 24 | 34.2% | 12.2% |
资本支出强度IRDMROCK
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 4.1% | ||
| Q3 25 | 9.5% | 2.6% | ||
| Q2 25 | 9.5% | 5.7% | ||
| Q1 25 | 11.4% | 3.9% | ||
| Q4 24 | 11.4% | 3.3% | ||
| Q3 24 | 8.7% | 1.5% | ||
| Q2 24 | 6.2% | 1.1% |
现金转化率IRDMROCK
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 5.90× | 1.73× | ||
| Q1 25 | 2.01× | 0.65× | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | 1.90× | ||
| Q2 24 | 2.51× | 1.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
