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铱星通信（IRDM）与null（SWIM）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null的1.9倍（$219.1M vs $117.3M），铱星通信净利率更高（9.9% vs -7.3%，领先17.1%），null同比增速更快（5.3% vs 1.9%），过去两年铱星通信的营收复合增速更高（4.4% vs -14.4%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
IRDM vs SWIM — 直观对比
营收规模更大
IRDM
是对方的1.9倍
$117.3M
营收增速更快
SWIM
高出3.3%
1.9%
净利率更高
IRDM
高出17.1%
-7.3%
两年增速更快
IRDM
近两年复合增速
-14.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $117.3M |
| 净利润 | $21.6M | $-8.5M |
| 毛利率 | — | 31.7% |
| 营业利润率 | 23.2% | — |
| 净利率 | 9.9% | -7.3% |
| 营收同比 | 1.9% | 5.3% |
| 净利润同比 | — | -43.1% |
| 每股收益（稀释后） | — | $-0.07 |
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IRDMSWIM
| Q1 26 | $219.1M | $117.3M | ||
| Q4 25 | $212.9M | $100.0M | ||
| Q3 25 | $226.9M | $161.9M | ||
| Q2 25 | $216.9M | $172.6M | ||
| Q1 25 | $214.9M | $111.4M | ||
| Q4 24 | $213.0M | $87.3M | ||
| Q3 24 | $212.8M | $150.5M | ||
| Q2 24 | $201.1M | $160.1M |
净利润IRDMSWIM
| Q1 26 | $21.6M | $-8.5M | ||
| Q4 25 | $24.9M | $-7.0M | ||
| Q3 25 | $37.1M | $8.1M | ||
| Q2 25 | $22.0M | $16.0M | ||
| Q1 25 | $30.4M | $-6.0M | ||
| Q4 24 | $36.3M | $-29.2M | ||
| Q3 24 | $24.4M | $5.9M | ||
| Q2 24 | $32.3M | $13.3M |
毛利率IRDMSWIM
| Q1 26 | — | 31.7% | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 37.1% | ||
| Q1 25 | — | 29.5% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 32.4% | ||
| Q2 24 | — | 33.1% |
营业利润率IRDMSWIM
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | -10.7% | ||
| Q3 25 | 30.9% | 13.3% | ||
| Q2 25 | 23.2% | 14.3% | ||
| Q1 25 | 28.1% | -4.4% | ||
| Q4 24 | 24.5% | -14.9% | ||
| Q3 24 | 25.8% | 8.9% | ||
| Q2 24 | 21.7% | 12.5% |
净利率IRDMSWIM
| Q1 26 | 9.9% | -7.3% | ||
| Q4 25 | 11.7% | -7.0% | ||
| Q3 25 | 16.4% | 5.0% | ||
| Q2 25 | 10.1% | 9.3% | ||
| Q1 25 | 14.2% | -5.4% | ||
| Q4 24 | 17.1% | -33.4% | ||
| Q3 24 | 11.5% | 3.9% | ||
| Q2 24 | 16.1% | 8.3% |
每股收益（稀释后）IRDMSWIM
| Q1 26 | — | $-0.07 | ||
| Q4 25 | $0.24 | $-0.06 | ||
| Q3 25 | $0.35 | $0.07 | ||
| Q2 25 | $0.20 | $0.13 | ||
| Q1 25 | $0.27 | $-0.05 | ||
| Q4 24 | $0.30 | $-0.24 | ||
| Q3 24 | $0.21 | $0.05 | ||
| Q2 24 | $0.27 | $0.11 |
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 | — | $3.3M |
| 股东权益账面价值 | — | $396.7M |
| 总资产 | — | $856.4M |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资IRDMSWIM
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | — | ||
| Q3 25 | $88.5M | — | ||
| Q2 25 | $79.3M | — | ||
| Q1 25 | $50.9M | — | ||
| Q4 24 | $93.5M | — | ||
| Q3 24 | $159.6M | — | ||
| Q2 24 | $63.5M | — |
总债务IRDMSWIM
| Q1 26 | — | $3.3M | ||
| Q4 25 | $1.8B | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | $1.8B | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | — | $282.4M |
股东权益IRDMSWIM
| Q1 26 | — | $396.7M | ||
| Q4 25 | $462.6M | $405.9M | ||
| Q3 25 | $450.5M | $408.4M | ||
| Q2 25 | $473.6M | $398.4M | ||
| Q1 25 | $518.4M | $381.1M | ||
| Q4 24 | $576.6M | $387.2M | ||
| Q3 24 | $663.8M | $416.6M | ||
| Q2 24 | $786.7M | $408.1M |
总资产IRDMSWIM
| Q1 26 | — | $856.4M | ||
| Q4 25 | $2.5B | $823.2M | ||
| Q3 25 | $2.6B | $844.4M | ||
| Q2 25 | $2.6B | $822.1M | ||
| Q1 25 | $2.6B | $824.6M | ||
| Q4 24 | $2.7B | $794.2M | ||
| Q3 24 | $2.8B | $853.4M | ||
| Q2 24 | $2.7B | $830.0M |
负债/权益比IRDMSWIM
| Q1 26 | — | 0.01× | ||
| Q4 25 | 3.80× | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | 3.05× | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.69× |
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 | — | $-47.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 13.7% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流IRDMSWIM
| Q1 26 | — | $-47.7M | ||
| Q4 25 | $108.6M | $23.3M | ||
| Q3 25 | $100.8M | $51.0M | ||
| Q2 25 | $129.6M | $36.0M | ||
| Q1 25 | $61.1M | $-46.9M | ||
| Q4 24 | $104.8M | $6.2M | ||
| Q3 24 | $118.6M | $37.2M | ||
| Q2 24 | $81.1M | $52.4M |
自由现金流IRDMSWIM
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $14.1M | ||
| Q3 25 | $79.2M | $45.2M | ||
| Q2 25 | $108.9M | $29.1M | ||
| Q1 25 | $36.5M | $-50.3M | ||
| Q4 24 | $80.5M | $-98.0K | ||
| Q3 24 | $100.0M | $33.2M | ||
| Q2 24 | $68.7M | $47.9M |
自由现金流率IRDMSWIM
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 14.1% | ||
| Q3 25 | 34.9% | 27.9% | ||
| Q2 25 | 50.2% | 16.8% | ||
| Q1 25 | 17.0% | -45.2% | ||
| Q4 24 | 37.8% | -0.1% | ||
| Q3 24 | 47.0% | 22.1% | ||
| Q2 24 | 34.2% | 29.9% |
资本支出强度IRDMSWIM
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 9.2% | ||
| Q3 25 | 9.5% | 3.6% | ||
| Q2 25 | 9.5% | 4.0% | ||
| Q1 25 | 11.4% | 3.1% | ||
| Q4 24 | 11.4% | 7.2% | ||
| Q3 24 | 8.7% | 2.7% | ||
| Q2 24 | 6.2% | 2.8% |
现金转化率IRDMSWIM
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | 6.29× | ||
| Q2 25 | 5.90× | 2.25× | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | 6.32× | ||
| Q2 24 | 2.51× | 3.95× |
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% |
SWIM
暂无分部数据
