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铱星通信（IRDM）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是铱星通信的1.6倍（$342.1M vs $219.1M），铱星通信净利率更高（9.9% vs -1.9%，领先11.7%），Stitch Fix, Inc.同比增速更快（7.3% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
IRDM vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.6倍
$219.1M
营收增速更快
SFIX
高出5.4%
1.9%
净利率更高
IRDM
高出11.7%
-1.9%
两年增速更快
IRDM
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $342.1M |
| 净利润 | $21.6M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 23.2% | -2.5% |
| 净利率 | 9.9% | -1.9% |
| 营收同比 | 1.9% | 7.3% |
| 净利润同比 | — | -1.7% |
| 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IRDMSFIX
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $342.1M | ||
| Q3 25 | $226.9M | $311.2M | ||
| Q2 25 | $216.9M | $325.0M | ||
| Q1 25 | $214.9M | $312.1M | ||
| Q4 24 | $213.0M | $318.8M | ||
| Q3 24 | $212.8M | $319.6M | ||
| Q2 24 | $201.1M | $322.7M |
净利润IRDMSFIX
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $-6.4M | ||
| Q3 25 | $37.1M | $-8.6M | ||
| Q2 25 | $22.0M | $-7.4M | ||
| Q1 25 | $30.4M | $-6.5M | ||
| Q4 24 | $36.3M | $-6.3M | ||
| Q3 24 | $24.4M | $-36.5M | ||
| Q2 24 | $32.3M | $-21.3M |
毛利率IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% |
营业利润率IRDMSFIX
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | -2.5% | ||
| Q3 25 | 30.9% | -3.6% | ||
| Q2 25 | 23.2% | -3.0% | ||
| Q1 25 | 28.1% | -2.9% | ||
| Q4 24 | 24.5% | -2.8% | ||
| Q3 24 | 25.8% | -13.1% | ||
| Q2 24 | 21.7% | -7.7% |
净利率IRDMSFIX
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | -1.9% | ||
| Q3 25 | 16.4% | -2.8% | ||
| Q2 25 | 10.1% | -2.3% | ||
| Q1 25 | 14.2% | -2.1% | ||
| Q4 24 | 17.1% | -2.0% | ||
| Q3 24 | 11.5% | -11.4% | ||
| Q2 24 | 16.1% | -6.6% |
每股收益（稀释后）IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.05 | ||
| Q3 25 | $0.35 | $-0.06 | ||
| Q2 25 | $0.20 | $-0.06 | ||
| Q1 25 | $0.27 | $-0.05 | ||
| Q4 24 | $0.30 | $-0.05 | ||
| Q3 24 | $0.21 | $-0.29 | ||
| Q2 24 | $0.27 | $-0.18 |
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 | — | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $204.1M |
| 总资产 | — | $530.7M |
| 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IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $244.2M | ||
| Q3 25 | $88.5M | $234.9M | ||
| Q2 25 | $79.3M | $234.2M | ||
| Q1 25 | $50.9M | $219.1M | ||
| Q4 24 | $93.5M | $253.3M | ||
| Q3 24 | $159.6M | $247.0M | ||
| Q2 24 | $63.5M | $244.5M |
总债务IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $204.1M | ||
| Q3 25 | $450.5M | $203.0M | ||
| Q2 25 | $473.6M | $200.4M | ||
| Q1 25 | $518.4M | $197.8M | ||
| Q4 24 | $576.6M | $190.5M | ||
| Q3 24 | $663.8M | $187.0M | ||
| Q2 24 | $786.7M | $208.9M |
总资产IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $530.7M | ||
| Q3 25 | $2.6B | $480.6M | ||
| Q2 25 | $2.6B | $484.7M | ||
| Q1 25 | $2.6B | $472.6M | ||
| Q4 24 | $2.7B | $507.1M | ||
| Q3 24 | $2.8B | $486.9M | ||
| Q2 24 | $2.7B | $537.0M |
负债/权益比IRDMSFIX
| 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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | 13.7% | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $10.9M | ||
| Q3 25 | $100.8M | $7.0M | ||
| Q2 25 | $129.6M | $20.5M | ||
| Q1 25 | $61.1M | $-16.2M | ||
| Q4 24 | $104.8M | $14.3M | ||
| Q3 24 | $118.6M | $8.2M | ||
| Q2 24 | $81.1M | $21.7M |
自由现金流IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $5.6M | ||
| Q3 25 | $79.2M | $2.8M | ||
| Q2 25 | $108.9M | $16.0M | ||
| Q1 25 | $36.5M | $-19.4M | ||
| Q4 24 | $80.5M | $9.9M | ||
| Q3 24 | $100.0M | $4.5M | ||
| Q2 24 | $68.7M | $18.9M |
自由现金流率IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 1.6% | ||
| Q3 25 | 34.9% | 0.9% | ||
| Q2 25 | 50.2% | 4.9% | ||
| Q1 25 | 17.0% | -6.2% | ||
| Q4 24 | 37.8% | 3.1% | ||
| Q3 24 | 47.0% | 1.4% | ||
| Q2 24 | 34.2% | 5.9% |
资本支出强度IRDMSFIX
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 1.6% | ||
| Q3 25 | 9.5% | 1.4% | ||
| Q2 25 | 9.5% | 1.4% | ||
| Q1 25 | 11.4% | 1.0% | ||
| Q4 24 | 11.4% | 1.4% | ||
| Q3 24 | 8.7% | 1.2% | ||
| Q2 24 | 6.2% | 0.9% |
现金转化率IRDMSFIX
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 5.90× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | — | ||
| Q2 24 | 2.51× | — |
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% |
SFIX
暂无分部数据
