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铱星通信（IRDM）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是铱星通信的1.5倍（$324.4M vs $219.1M），铱星通信净利率更高（9.9% vs 5.7%，领先4.1%），Revolve Group, Inc.同比增速更快（10.4% vs 1.9%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
IRDM vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.5倍
$219.1M
营收增速更快
RVLV
高出8.5%
1.9%
净利率更高
IRDM
高出4.1%
5.7%
两年增速更快
RVLV
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $324.4M |
| 净利润 | $21.6M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 23.2% | 6.3% |
| 净利率 | 9.9% | 5.7% |
| 营收同比 | 1.9% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | — | $0.27 |
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IRDMRVLV
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $324.4M | ||
| Q3 25 | $226.9M | $295.6M | ||
| Q2 25 | $216.9M | $309.0M | ||
| Q1 25 | $214.9M | $296.7M | ||
| Q4 24 | $213.0M | $293.7M | ||
| Q3 24 | $212.8M | $283.1M | ||
| Q2 24 | $201.1M | $282.5M |
净利润IRDMRVLV
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $18.6M | ||
| Q3 25 | $37.1M | $21.2M | ||
| Q2 25 | $22.0M | $10.2M | ||
| Q1 25 | $30.4M | $11.8M | ||
| Q4 24 | $36.3M | $12.3M | ||
| Q3 24 | $24.4M | $11.0M | ||
| Q2 24 | $32.3M | $15.4M |
毛利率IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
营业利润率IRDMRVLV
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 6.3% | ||
| Q3 25 | 30.9% | 7.1% | ||
| Q2 25 | 23.2% | 5.8% | ||
| Q1 25 | 28.1% | 5.0% | ||
| Q4 24 | 24.5% | 3.9% | ||
| Q3 24 | 25.8% | 5.0% | ||
| Q2 24 | 21.7% | 5.8% |
净利率IRDMRVLV
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 5.7% | ||
| Q3 25 | 16.4% | 7.2% | ||
| Q2 25 | 10.1% | 3.3% | ||
| Q1 25 | 14.2% | 4.0% | ||
| Q4 24 | 17.1% | 4.2% | ||
| Q3 24 | 11.5% | 3.9% | ||
| Q2 24 | 16.1% | 5.4% |
每股收益（稀释后）IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.27 | ||
| Q3 25 | $0.35 | $0.29 | ||
| Q2 25 | $0.20 | $0.14 | ||
| Q1 25 | $0.27 | $0.16 | ||
| Q4 24 | $0.30 | $0.18 | ||
| Q3 24 | $0.21 | $0.15 | ||
| 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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | — | $765.0M |
| 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IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $292.3M | ||
| Q3 25 | $88.5M | $315.4M | ||
| Q2 25 | $79.3M | $310.7M | ||
| Q1 25 | $50.9M | $300.8M | ||
| Q4 24 | $93.5M | $256.6M | ||
| Q3 24 | $159.6M | $252.8M | ||
| Q2 24 | $63.5M | $244.7M |
总债务IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $512.5M | ||
| Q3 25 | $450.5M | $490.2M | ||
| Q2 25 | $473.6M | $468.6M | ||
| Q1 25 | $518.4M | $453.4M | ||
| Q4 24 | $576.6M | $437.8M | ||
| Q3 24 | $663.8M | $420.8M | ||
| Q2 24 | $786.7M | $405.8M |
总资产IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $765.0M | ||
| Q3 25 | $2.6B | $751.3M | ||
| Q2 25 | $2.6B | $722.9M | ||
| Q1 25 | $2.6B | $713.9M | ||
| Q4 24 | $2.7B | $665.5M | ||
| Q3 24 | $2.8B | $670.9M | ||
| Q2 24 | $2.7B | $657.8M |
负债/权益比IRDMRVLV
| 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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | 13.7% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $-10.2M | ||
| Q3 25 | $100.8M | $11.8M | ||
| Q2 25 | $129.6M | $12.6M | ||
| Q1 25 | $61.1M | $45.1M | ||
| Q4 24 | $104.8M | $3.9M | ||
| Q3 24 | $118.6M | $9.1M | ||
| Q2 24 | $81.1M | $-24.7M |
自由现金流IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $-13.3M | ||
| Q3 25 | $79.2M | $7.5M | ||
| Q2 25 | $108.9M | $10.4M | ||
| Q1 25 | $36.5M | $43.4M | ||
| Q4 24 | $80.5M | $2.1M | ||
| Q3 24 | $100.0M | $8.0M | ||
| Q2 24 | $68.7M | $-25.7M |
自由现金流率IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | -4.1% | ||
| Q3 25 | 34.9% | 2.5% | ||
| Q2 25 | 50.2% | 3.4% | ||
| Q1 25 | 17.0% | 14.6% | ||
| Q4 24 | 37.8% | 0.7% | ||
| Q3 24 | 47.0% | 2.8% | ||
| Q2 24 | 34.2% | -9.1% |
资本支出强度IRDMRVLV
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 1.0% | ||
| Q3 25 | 9.5% | 1.5% | ||
| Q2 25 | 9.5% | 0.7% | ||
| Q1 25 | 11.4% | 0.6% | ||
| Q4 24 | 11.4% | 0.6% | ||
| Q3 24 | 8.7% | 0.4% | ||
| Q2 24 | 6.2% | 0.4% |
现金转化率IRDMRVLV
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | -0.55× | ||
| Q3 25 | 2.71× | 0.56× | ||
| Q2 25 | 5.90× | 1.24× | ||
| Q1 25 | 2.01× | 3.82× | ||
| Q4 24 | 2.88× | 0.32× | ||
| Q3 24 | 4.85× | 0.83× | ||
| Q2 24 | 2.51× | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
