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铱星通信（IRDM）与Tecnoglass Inc.（TGLS）财务数据对比。点击上方公司名可切换其他公司
Tecnoglass Inc.的季度营收约是铱星通信的1.1倍（$245.3M vs $219.1M），Tecnoglass Inc.净利率更高（10.6% vs 9.9%，领先0.8%），Tecnoglass Inc.同比增速更快（2.4% vs 1.9%），过去两年Tecnoglass Inc.的营收复合增速更高（12.8% 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。
Tecnoglass Inc.是一家领先的建筑玻璃、铝制门窗及相关建材生产商，主要服务北美及拉美地区的住宅和商业建筑领域，为新建及翻新项目提供定制化、高能效的建筑解决方案。
IRDM vs TGLS — 直观对比
营收规模更大
TGLS
是对方的1.1倍
$219.1M
营收增速更快
TGLS
高出0.4%
1.9%
净利率更高
TGLS
高出0.8%
9.9%
两年增速更快
TGLS
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $245.3M |
| 净利润 | $21.6M | $26.1M |
| 毛利率 | — | 40.0% |
| 营业利润率 | 23.2% | 18.3% |
| 净利率 | 9.9% | 10.6% |
| 营收同比 | 1.9% | 2.4% |
| 净利润同比 | — | -44.5% |
| 每股收益（稀释后） | — | $0.57 |
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IRDMTGLS
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $245.3M | ||
| Q3 25 | $226.9M | $260.5M | ||
| Q2 25 | $216.9M | $255.5M | ||
| Q1 25 | $214.9M | $222.3M | ||
| Q4 24 | $213.0M | $239.6M | ||
| Q3 24 | $212.8M | $238.3M | ||
| Q2 24 | $201.1M | $219.7M |
净利润IRDMTGLS
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $26.1M | ||
| Q3 25 | $37.1M | $47.2M | ||
| Q2 25 | $22.0M | $44.1M | ||
| Q1 25 | $30.4M | $42.2M | ||
| Q4 24 | $36.3M | $47.0M | ||
| Q3 24 | $24.4M | $49.5M | ||
| Q2 24 | $32.3M | $35.0M |
毛利率IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | — | 40.0% | ||
| Q3 25 | — | 42.7% | ||
| Q2 25 | — | 44.7% | ||
| Q1 25 | — | 43.9% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | 45.8% | ||
| Q2 24 | — | 40.8% |
营业利润率IRDMTGLS
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 18.3% | ||
| Q3 25 | 30.9% | 25.1% | ||
| Q2 25 | 23.2% | 24.0% | ||
| Q1 25 | 28.1% | 26.7% | ||
| Q4 24 | 24.5% | 28.0% | ||
| Q3 24 | 25.8% | 28.4% | ||
| Q2 24 | 21.7% | 23.3% |
净利率IRDMTGLS
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 10.6% | ||
| Q3 25 | 16.4% | 18.1% | ||
| Q2 25 | 10.1% | 17.3% | ||
| Q1 25 | 14.2% | 19.0% | ||
| Q4 24 | 17.1% | 19.6% | ||
| Q3 24 | 11.5% | 20.8% | ||
| Q2 24 | 16.1% | 15.9% |
每股收益（稀释后）IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.57 | ||
| Q3 25 | $0.35 | $1.01 | ||
| Q2 25 | $0.20 | $0.94 | ||
| Q1 25 | $0.27 | $0.90 | ||
| Q4 24 | $0.30 | $1.00 | ||
| Q3 24 | $0.21 | $1.05 | ||
| Q2 24 | $0.27 | $0.75 |
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 | — | $104.1M |
| 总债务越低越好 | — | $174.4M |
| 股东权益账面价值 | — | $713.1M |
| 总资产 | — | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $104.1M | ||
| Q3 25 | $88.5M | $127.1M | ||
| Q2 25 | $79.3M | $140.9M | ||
| Q1 25 | $50.9M | $160.2M | ||
| Q4 24 | $93.5M | $137.5M | ||
| Q3 24 | $159.6M | $124.8M | ||
| Q2 24 | $63.5M | $129.5M |
总债务IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | — | $110.6M | ||
| Q4 24 | $1.8B | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M |
股东权益IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $713.1M | ||
| Q3 25 | $450.5M | $764.0M | ||
| Q2 25 | $473.6M | $736.0M | ||
| Q1 25 | $518.4M | $685.1M | ||
| Q4 24 | $576.6M | $631.2M | ||
| Q3 24 | $663.8M | $613.3M | ||
| Q2 24 | $786.7M | $574.8M |
总资产IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $2.6B | $1.2B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.7B | $1.0B | ||
| Q3 24 | $2.8B | $996.3M | ||
| Q2 24 | $2.7B | $942.5M |
负债/权益比IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | 3.05× | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× |
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 | — | $31.0M |
| 自由现金流经营现金流 - 资本支出 | — | $11.4M |
| 自由现金流率自由现金流/营收 | — | 4.7% |
| 资本支出强度资本支出/营收 | 13.7% | 8.0% |
| 现金转化率经营现金流/净利润 | — | 1.19× |
| 过去12个月自由现金流最近4个季度 | — | $34.5M |
8季度趋势，按日历期对齐
经营现金流IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $31.0M | ||
| Q3 25 | $100.8M | $40.0M | ||
| Q2 25 | $129.6M | $17.9M | ||
| Q1 25 | $61.1M | $46.9M | ||
| Q4 24 | $104.8M | $61.1M | ||
| Q3 24 | $118.6M | $41.5M | ||
| Q2 24 | $81.1M | $34.5M |
自由现金流IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $11.4M | ||
| Q3 25 | $79.2M | $21.2M | ||
| Q2 25 | $108.9M | $-14.7M | ||
| Q1 25 | $36.5M | $16.5M | ||
| Q4 24 | $80.5M | $35.4M | ||
| Q3 24 | $100.0M | $17.8M | ||
| Q2 24 | $68.7M | $14.2M |
自由现金流率IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 4.7% | ||
| Q3 25 | 34.9% | 8.2% | ||
| Q2 25 | 50.2% | -5.7% | ||
| Q1 25 | 17.0% | 7.4% | ||
| Q4 24 | 37.8% | 14.8% | ||
| Q3 24 | 47.0% | 7.5% | ||
| Q2 24 | 34.2% | 6.5% |
资本支出强度IRDMTGLS
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 8.0% | ||
| Q3 25 | 9.5% | 7.2% | ||
| Q2 25 | 9.5% | 12.7% | ||
| Q1 25 | 11.4% | 13.7% | ||
| Q4 24 | 11.4% | 10.7% | ||
| Q3 24 | 8.7% | 9.9% | ||
| Q2 24 | 6.2% | 9.2% |
现金转化率IRDMTGLS
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 1.19× | ||
| Q3 25 | 2.71× | 0.85× | ||
| Q2 25 | 5.90× | 0.41× | ||
| Q1 25 | 2.01× | 1.11× | ||
| Q4 24 | 2.88× | 1.30× | ||
| Q3 24 | 4.85× | 0.84× | ||
| Q2 24 | 2.51× | 0.98× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
