vs
铱星通信（IRDM）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是铱星通信的1.8倍（$385.1M vs $219.1M），铱星通信净利率更高（9.9% vs 2.0%，领先7.8%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 1.9%），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
IRDM vs SMP — 直观对比
营收规模更大
SMP
是对方的1.8倍
$219.1M
营收增速更快
SMP
高出10.2%
1.9%
净利率更高
IRDM
高出7.8%
2.0%
两年增速更快
SMP
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $385.1M |
| 净利润 | $21.6M | $7.9M |
| 毛利率 | — | 31.7% |
| 营业利润率 | 23.2% | 5.6% |
| 净利率 | 9.9% | 2.0% |
| 营收同比 | 1.9% | 12.2% |
| 净利润同比 | — | 457.9% |
| 每股收益（稀释后） | — | $0.34 |
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IRDMSMP
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $385.1M | ||
| Q3 25 | $226.9M | $498.8M | ||
| Q2 25 | $216.9M | $493.9M | ||
| Q1 25 | $214.9M | $413.4M | ||
| Q4 24 | $213.0M | $343.4M | ||
| Q3 24 | $212.8M | $399.3M | ||
| Q2 24 | $201.1M | $389.8M |
净利润IRDMSMP
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $7.9M | ||
| Q3 25 | $37.1M | $-4.3M | ||
| Q2 25 | $22.0M | $25.2M | ||
| Q1 25 | $30.4M | $12.6M | ||
| Q4 24 | $36.3M | $-2.2M | ||
| Q3 24 | $24.4M | $3.8M | ||
| Q2 24 | $32.3M | $17.1M |
毛利率IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | — | 31.7% | ||
| Q3 25 | — | 32.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.2% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 28.6% |
营业利润率IRDMSMP
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 5.6% | ||
| Q3 25 | 30.9% | 9.5% | ||
| Q2 25 | 23.2% | 8.7% | ||
| Q1 25 | 28.1% | 5.9% | ||
| Q4 24 | 24.5% | 1.1% | ||
| Q3 24 | 25.8% | 9.3% | ||
| Q2 24 | 21.7% | 6.4% |
净利率IRDMSMP
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 2.0% | ||
| Q3 25 | 16.4% | -0.9% | ||
| Q2 25 | 10.1% | 5.1% | ||
| Q1 25 | 14.2% | 3.0% | ||
| Q4 24 | 17.1% | -0.6% | ||
| Q3 24 | 11.5% | 1.0% | ||
| Q2 24 | 16.1% | 4.4% |
每股收益（稀释后）IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.34 | ||
| Q3 25 | $0.35 | $-0.19 | ||
| Q2 25 | $0.20 | $1.13 | ||
| Q1 25 | $0.27 | $0.56 | ||
| Q4 24 | $0.30 | $-0.09 | ||
| Q3 24 | $0.21 | $0.17 | ||
| Q2 24 | $0.27 | $0.77 |
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 | — | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | — | $683.7M |
| 总资产 | — | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | — | ||
| Q3 25 | $88.5M | $87.2M | ||
| Q2 25 | $79.3M | $58.8M | ||
| Q1 25 | $50.9M | $50.3M | ||
| Q4 24 | $93.5M | $44.4M | ||
| Q3 24 | $159.6M | $26.3M | ||
| Q2 24 | $63.5M | $26.2M |
总债务IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | $1.8B | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M |
股东权益IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $683.7M | ||
| Q3 25 | $450.5M | $677.4M | ||
| Q2 25 | $473.6M | $688.6M | ||
| Q1 25 | $518.4M | $638.0M | ||
| Q4 24 | $576.6M | $615.7M | ||
| Q3 24 | $663.8M | $638.8M | ||
| Q2 24 | $786.7M | $640.0M |
总资产IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.0B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $2.7B | $1.4B |
负债/权益比IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | 3.05× | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× |
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 | — | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-37.6M |
| 自由现金流率自由现金流/营收 | — | -9.8% |
| 资本支出强度资本支出/营收 | 13.7% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势，按日历期对齐
经营现金流IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $-28.2M | ||
| Q3 25 | $100.8M | $91.6M | ||
| Q2 25 | $129.6M | $54.3M | ||
| Q1 25 | $61.1M | $-60.2M | ||
| Q4 24 | $104.8M | $-1.5M | ||
| Q3 24 | $118.6M | $88.3M | ||
| Q2 24 | $81.1M | $35.6M |
自由现金流IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $-37.6M | ||
| Q3 25 | $79.2M | $81.5M | ||
| Q2 25 | $108.9M | $44.2M | ||
| Q1 25 | $36.5M | $-69.4M | ||
| Q4 24 | $80.5M | $-11.4M | ||
| Q3 24 | $100.0M | $77.1M | ||
| Q2 24 | $68.7M | $22.7M |
自由现金流率IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | -9.8% | ||
| Q3 25 | 34.9% | 16.3% | ||
| Q2 25 | 50.2% | 8.9% | ||
| Q1 25 | 17.0% | -16.8% | ||
| Q4 24 | 37.8% | -3.3% | ||
| Q3 24 | 47.0% | 19.3% | ||
| Q2 24 | 34.2% | 5.8% |
资本支出强度IRDMSMP
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 2.4% | ||
| Q3 25 | 9.5% | 2.0% | ||
| Q2 25 | 9.5% | 2.1% | ||
| Q1 25 | 11.4% | 2.2% | ||
| Q4 24 | 11.4% | 2.9% | ||
| Q3 24 | 8.7% | 2.8% | ||
| Q2 24 | 6.2% | 3.3% |
现金转化率IRDMSMP
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | -3.59× | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 5.90× | 2.15× | ||
| Q1 25 | 2.01× | -4.79× | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | 23.19× | ||
| Q2 24 | 2.51× | 2.09× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
