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铱星通信（IRDM）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的1.6倍（$219.1M vs $137.5M），铱星通信净利率更高（9.9% vs 3.6%，领先6.3%），STRATTEC SECURITY CORP同比增速更快（5.9% vs 1.9%），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
IRDM vs STRT — 直观对比
营收规模更大
IRDM
是对方的1.6倍
$137.5M
营收增速更快
STRT
高出3.9%
1.9%
净利率更高
IRDM
高出6.3%
3.6%
两年增速更快
STRT
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $137.5M |
| 净利润 | $21.6M | $4.9M |
| 毛利率 | — | 16.5% |
| 营业利润率 | 23.2% | 3.5% |
| 净利率 | 9.9% | 3.6% |
| 营收同比 | 1.9% | 5.9% |
| 净利润同比 | — | 275.1% |
| 每股收益（稀释后） | — | $1.20 |
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IRDMSTRT
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $137.5M | ||
| Q3 25 | $226.9M | $152.4M | ||
| Q2 25 | $216.9M | $152.0M | ||
| Q1 25 | $214.9M | $144.1M | ||
| Q4 24 | $213.0M | $129.9M | ||
| Q3 24 | $212.8M | $139.1M | ||
| Q2 24 | $201.1M | — |
净利润IRDMSTRT
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $4.9M | ||
| Q3 25 | $37.1M | $8.5M | ||
| Q2 25 | $22.0M | $8.3M | ||
| Q1 25 | $30.4M | $5.4M | ||
| Q4 24 | $36.3M | $1.3M | ||
| Q3 24 | $24.4M | $3.7M | ||
| Q2 24 | $32.3M | — |
毛利率IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | — | 16.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 16.7% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | — |
营业利润率IRDMSTRT
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 3.5% | ||
| Q3 25 | 30.9% | 6.9% | ||
| Q2 25 | 23.2% | 5.6% | ||
| Q1 25 | 28.1% | 4.9% | ||
| Q4 24 | 24.5% | 1.6% | ||
| Q3 24 | 25.8% | 3.6% | ||
| Q2 24 | 21.7% | — |
净利率IRDMSTRT
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 3.6% | ||
| Q3 25 | 16.4% | 5.6% | ||
| Q2 25 | 10.1% | 5.4% | ||
| Q1 25 | 14.2% | 3.7% | ||
| Q4 24 | 17.1% | 1.0% | ||
| Q3 24 | 11.5% | 2.7% | ||
| Q2 24 | 16.1% | — |
每股收益（稀释后）IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $1.20 | ||
| Q3 25 | $0.35 | $2.07 | ||
| Q2 25 | $0.20 | $2.02 | ||
| Q1 25 | $0.27 | $1.32 | ||
| Q4 24 | $0.30 | $0.32 | ||
| Q3 24 | $0.21 | $0.92 | ||
| Q2 24 | $0.27 | — |
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 | — | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $236.8M |
| 总资产 | — | $392.2M |
| 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IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $99.0M | ||
| Q3 25 | $88.5M | $90.5M | ||
| Q2 25 | $79.3M | $84.6M | ||
| Q1 25 | $50.9M | $62.1M | ||
| Q4 24 | $93.5M | $42.6M | ||
| Q3 24 | $159.6M | $34.4M | ||
| Q2 24 | $63.5M | — |
总债务IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $236.8M | ||
| Q3 25 | $450.5M | $230.5M | ||
| Q2 25 | $473.6M | $221.6M | ||
| Q1 25 | $518.4M | $210.7M | ||
| Q4 24 | $576.6M | $204.5M | ||
| Q3 24 | $663.8M | $203.0M | ||
| Q2 24 | $786.7M | — |
总资产IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $392.2M | ||
| Q3 25 | $2.6B | $390.1M | ||
| Q2 25 | $2.6B | $391.5M | ||
| Q1 25 | $2.6B | $387.4M | ||
| Q4 24 | $2.7B | $355.9M | ||
| Q3 24 | $2.8B | $366.9M | ||
| Q2 24 | $2.7B | — |
负债/权益比IRDMSTRT
| 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 | — | $13.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.3M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | 13.7% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $13.9M | ||
| Q3 25 | $100.8M | $11.3M | ||
| Q2 25 | $129.6M | $30.2M | ||
| Q1 25 | $61.1M | $20.7M | ||
| Q4 24 | $104.8M | $9.4M | ||
| Q3 24 | $118.6M | $11.3M | ||
| Q2 24 | $81.1M | — |
自由现金流IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $11.3M | ||
| Q3 25 | $79.2M | $9.8M | ||
| Q2 25 | $108.9M | $27.2M | ||
| Q1 25 | $36.5M | $19.6M | ||
| Q4 24 | $80.5M | $8.5M | ||
| Q3 24 | $100.0M | $9.3M | ||
| Q2 24 | $68.7M | — |
自由现金流率IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 8.2% | ||
| Q3 25 | 34.9% | 6.4% | ||
| Q2 25 | 50.2% | 17.9% | ||
| Q1 25 | 17.0% | 13.6% | ||
| Q4 24 | 37.8% | 6.6% | ||
| Q3 24 | 47.0% | 6.7% | ||
| Q2 24 | 34.2% | — |
资本支出强度IRDMSTRT
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 1.9% | ||
| Q3 25 | 9.5% | 1.0% | ||
| Q2 25 | 9.5% | 2.0% | ||
| Q1 25 | 11.4% | 0.8% | ||
| Q4 24 | 11.4% | 0.7% | ||
| Q3 24 | 8.7% | 1.5% | ||
| Q2 24 | 6.2% | — |
现金转化率IRDMSTRT
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 2.81× | ||
| Q3 25 | 2.71× | 1.33× | ||
| Q2 25 | 5.90× | 3.65× | ||
| Q1 25 | 2.01× | 3.84× | ||
| Q4 24 | 2.88× | 7.16× | ||
| Q3 24 | 4.85× | 3.06× | ||
| 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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
