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铱星通信（IRDM）与ROGERS CORP（ROG）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ROGERS CORP的1.1倍（$219.1M vs $200.5M），铱星通信净利率更高（9.9% vs 2.2%，领先7.6%），ROGERS CORP同比增速更快（5.2% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
IRDM vs ROG — 直观对比
营收规模更大
IRDM
是对方的1.1倍
$200.5M
营收增速更快
ROG
高出3.3%
1.9%
净利率更高
IRDM
高出7.6%
2.2%
两年增速更快
IRDM
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $200.5M |
| 净利润 | $21.6M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 23.2% | — |
| 净利率 | 9.9% | 2.2% |
| 营收同比 | 1.9% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | — | $0.25 |
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IRDMROG
| Q1 26 | $219.1M | $200.5M | ||
| Q4 25 | $212.9M | $201.5M | ||
| Q3 25 | $226.9M | $216.0M | ||
| Q2 25 | $216.9M | $202.8M | ||
| Q1 25 | $214.9M | $190.5M | ||
| Q4 24 | $213.0M | $192.2M | ||
| Q3 24 | $212.8M | $210.3M | ||
| Q2 24 | $201.1M | $214.2M |
净利润IRDMROG
| Q1 26 | $21.6M | $4.5M | ||
| Q4 25 | $24.9M | $4.6M | ||
| Q3 25 | $37.1M | $8.6M | ||
| Q2 25 | $22.0M | $-73.6M | ||
| Q1 25 | $30.4M | $-1.4M | ||
| Q4 24 | $36.3M | $-500.0K | ||
| Q3 24 | $24.4M | $10.7M | ||
| Q2 24 | $32.3M | $8.1M |
毛利率IRDMROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率IRDMROG
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 3.5% | ||
| Q3 25 | 30.9% | 7.3% | ||
| Q2 25 | 23.2% | -33.3% | ||
| Q1 25 | 28.1% | -0.2% | ||
| Q4 24 | 24.5% | -6.6% | ||
| Q3 24 | 25.8% | 6.9% | ||
| Q2 24 | 21.7% | 5.3% |
净利率IRDMROG
| Q1 26 | 9.9% | 2.2% | ||
| Q4 25 | 11.7% | 2.3% | ||
| Q3 25 | 16.4% | 4.0% | ||
| Q2 25 | 10.1% | -36.3% | ||
| Q1 25 | 14.2% | -0.7% | ||
| Q4 24 | 17.1% | -0.3% | ||
| Q3 24 | 11.5% | 5.1% | ||
| Q2 24 | 16.1% | 3.8% |
每股收益（稀释后）IRDMROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.24 | $0.20 | ||
| Q3 25 | $0.35 | $0.48 | ||
| Q2 25 | $0.20 | $-4.00 | ||
| Q1 25 | $0.27 | $-0.08 | ||
| Q4 24 | $0.30 | $-0.04 | ||
| Q3 24 | $0.21 | $0.58 | ||
| Q2 24 | $0.27 | $0.44 |
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 | — | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | — | $1.4B |
| 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IRDMROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $96.5M | $197.0M | ||
| Q3 25 | $88.5M | $167.8M | ||
| Q2 25 | $79.3M | $157.2M | ||
| Q1 25 | $50.9M | $175.6M | ||
| Q4 24 | $93.5M | $159.8M | ||
| Q3 24 | $159.6M | $146.4M | ||
| Q2 24 | $63.5M | $119.9M |
总债务IRDMROG
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $462.6M | $1.2B | ||
| Q3 25 | $450.5M | $1.2B | ||
| Q2 25 | $473.6M | $1.2B | ||
| Q1 25 | $518.4M | $1.3B | ||
| Q4 24 | $576.6M | $1.3B | ||
| Q3 24 | $663.8M | $1.3B | ||
| Q2 24 | $786.7M | $1.3B |
总资产IRDMROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.7B | $1.5B | ||
| Q3 24 | $2.8B | $1.5B | ||
| Q2 24 | $2.7B | $1.5B |
负债/权益比IRDMROG
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | — | ||
| 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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | 13.7% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流IRDMROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $108.6M | $46.9M | ||
| Q3 25 | $100.8M | $28.9M | ||
| Q2 25 | $129.6M | $13.7M | ||
| Q1 25 | $61.1M | $11.7M | ||
| Q4 24 | $104.8M | $33.7M | ||
| Q3 24 | $118.6M | $42.4M | ||
| Q2 24 | $81.1M | $22.9M |
自由现金流IRDMROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $75.1M | $42.2M | ||
| Q3 25 | $79.2M | $21.2M | ||
| Q2 25 | $108.9M | $5.6M | ||
| Q1 25 | $36.5M | $2.1M | ||
| Q4 24 | $80.5M | $18.3M | ||
| Q3 24 | $100.0M | $25.2M | ||
| Q2 24 | $68.7M | $8.8M |
自由现金流率IRDMROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 35.3% | 20.9% | ||
| Q3 25 | 34.9% | 9.8% | ||
| Q2 25 | 50.2% | 2.8% | ||
| Q1 25 | 17.0% | 1.1% | ||
| Q4 24 | 37.8% | 9.5% | ||
| Q3 24 | 47.0% | 12.0% | ||
| Q2 24 | 34.2% | 4.1% |
资本支出强度IRDMROG
| Q1 26 | 13.7% | 2.3% | ||
| Q4 25 | 15.7% | 2.3% | ||
| Q3 25 | 9.5% | 3.6% | ||
| Q2 25 | 9.5% | 4.0% | ||
| Q1 25 | 11.4% | 5.0% | ||
| Q4 24 | 11.4% | 8.0% | ||
| Q3 24 | 8.7% | 8.2% | ||
| Q2 24 | 6.2% | 6.6% |
现金转化率IRDMROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 4.37× | 10.20× | ||
| Q3 25 | 2.71× | 3.36× | ||
| Q2 25 | 5.90× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | 3.96× | ||
| Q2 24 | 2.51× | 2.83× |
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% |
ROG
暂无分部数据
