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铱星通信（IRDM）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.0倍（$219.1M vs $217.4M），铱星通信净利率更高（9.9% vs 1.4%，领先8.4%），铱星通信同比增速更快（1.9% vs 0.5%），过去两年铱星通信的营收复合增速更高（4.4% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
IRDM vs RPD — 直观对比
营收规模更大
IRDM
是对方的1.0倍
$217.4M
营收增速更快
IRDM
高出1.4%
0.5%
净利率更高
IRDM
高出8.4%
1.4%
两年增速更快
IRDM
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $217.4M |
| 净利润 | $21.6M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | 23.2% | 1.0% |
| 净利率 | 9.9% | 1.4% |
| 营收同比 | 1.9% | 0.5% |
| 净利润同比 | — | 44.1% |
| 每股收益（稀释后） | — | $0.05 |
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IRDMRPD
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $217.4M | ||
| Q3 25 | $226.9M | $218.0M | ||
| Q2 25 | $216.9M | $214.2M | ||
| Q1 25 | $214.9M | $210.3M | ||
| Q4 24 | $213.0M | $216.3M | ||
| Q3 24 | $212.8M | $214.7M | ||
| Q2 24 | $201.1M | $208.0M |
净利润IRDMRPD
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $3.1M | ||
| Q3 25 | $37.1M | $9.8M | ||
| Q2 25 | $22.0M | $8.3M | ||
| Q1 25 | $30.4M | $2.1M | ||
| Q4 24 | $36.3M | $2.2M | ||
| Q3 24 | $24.4M | $15.4M | ||
| Q2 24 | $32.3M | $6.5M |
毛利率IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% |
营业利润率IRDMRPD
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 1.0% | ||
| Q3 25 | 30.9% | 2.7% | ||
| Q2 25 | 23.2% | 1.6% | ||
| Q1 25 | 28.1% | -0.0% | ||
| Q4 24 | 24.5% | 3.4% | ||
| Q3 24 | 25.8% | 6.0% | ||
| Q2 24 | 21.7% | 2.5% |
净利率IRDMRPD
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 1.4% | ||
| Q3 25 | 16.4% | 4.5% | ||
| Q2 25 | 10.1% | 3.9% | ||
| Q1 25 | 14.2% | 1.0% | ||
| Q4 24 | 17.1% | 1.0% | ||
| Q3 24 | 11.5% | 7.2% | ||
| Q2 24 | 16.1% | 3.1% |
每股收益（稀释后）IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.05 | ||
| Q3 25 | $0.35 | $0.15 | ||
| Q2 25 | $0.20 | $0.13 | ||
| Q1 25 | $0.27 | $0.03 | ||
| Q4 24 | $0.30 | $0.08 | ||
| Q3 24 | $0.21 | $0.21 | ||
| Q2 24 | $0.27 | $0.09 |
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 | — | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $154.7M |
| 总资产 | — | $1.7B |
| 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IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $474.7M | ||
| Q3 25 | $88.5M | $407.1M | ||
| Q2 25 | $79.3M | $511.7M | ||
| Q1 25 | $50.9M | $493.5M | ||
| Q4 24 | $93.5M | $521.7M | ||
| Q3 24 | $159.6M | $443.7M | ||
| Q2 24 | $63.5M | $442.6M |
总债务IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $154.7M | ||
| Q3 25 | $450.5M | $127.2M | ||
| Q2 25 | $473.6M | $90.4M | ||
| Q1 25 | $518.4M | $52.7M | ||
| Q4 24 | $576.6M | $17.7M | ||
| Q3 24 | $663.8M | $-5.1M | ||
| Q2 24 | $786.7M | $-52.6M |
总资产IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.8B | $1.6B | ||
| Q2 24 | $2.7B | $1.5B |
负债/权益比IRDMRPD
| 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 | — | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 资本支出强度资本支出/营收 | 13.7% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $37.6M | ||
| Q3 25 | $100.8M | $39.0M | ||
| Q2 25 | $129.6M | $47.5M | ||
| Q1 25 | $61.1M | $29.8M | ||
| Q4 24 | $104.8M | $63.8M | ||
| Q3 24 | $118.6M | $44.0M | ||
| Q2 24 | $81.1M | $32.9M |
自由现金流IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $36.4M | ||
| Q3 25 | $79.2M | $34.8M | ||
| Q2 25 | $108.9M | $46.6M | ||
| Q1 25 | $36.5M | $28.4M | ||
| Q4 24 | $80.5M | $62.6M | ||
| Q3 24 | $100.0M | $42.6M | ||
| Q2 24 | $68.7M | $32.6M |
自由现金流率IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 16.8% | ||
| Q3 25 | 34.9% | 16.0% | ||
| Q2 25 | 50.2% | 21.8% | ||
| Q1 25 | 17.0% | 13.5% | ||
| Q4 24 | 37.8% | 28.9% | ||
| Q3 24 | 47.0% | 19.9% | ||
| Q2 24 | 34.2% | 15.7% |
资本支出强度IRDMRPD
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 0.5% | ||
| Q3 25 | 9.5% | 1.9% | ||
| Q2 25 | 9.5% | 0.4% | ||
| Q1 25 | 11.4% | 0.6% | ||
| Q4 24 | 11.4% | 0.5% | ||
| Q3 24 | 8.7% | 0.6% | ||
| Q2 24 | 6.2% | 0.1% |
现金转化率IRDMRPD
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 12.01× | ||
| Q3 25 | 2.71× | 3.97× | ||
| Q2 25 | 5.90× | 5.70× | ||
| Q1 25 | 2.01× | 14.14× | ||
| Q4 24 | 2.88× | 29.36× | ||
| Q3 24 | 4.85× | 2.85× | ||
| Q2 24 | 2.51× | 5.03× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
