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铱星通信（IRDM）与Tilray Brands, Inc.（TLRY）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Tilray Brands, Inc.的1.0倍（$219.1M vs $217.5M），铱星通信净利率更高（9.9% vs -20.7%，领先30.5%），Tilray Brands, Inc.同比增速更快（3.1% vs 1.9%），过去两年Tilray Brands, Inc.的营收复合增速更高（7.5% 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。
Tilray Brands, Inc.是一家美国企业，主营医药、大麻生活方式产品以及包装消费品业务，公司注册于美国，总部坐落于纽约。该公司在加拿大、澳大利亚、新西兰、拉美地区均开展业务，同时在德国和葡萄牙拥有大麻种植基地。
IRDM vs TLRY — 直观对比
营收规模更大
IRDM
是对方的1.0倍
$217.5M
营收增速更快
TLRY
高出1.2%
1.9%
净利率更高
IRDM
高出30.5%
-20.7%
两年增速更快
TLRY
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $217.5M |
| 净利润 | $21.6M | $-44.9M |
| 毛利率 | — | 26.4% |
| 营业利润率 | 23.2% | -10.2% |
| 净利率 | 9.9% | -20.7% |
| 营收同比 | 1.9% | 3.1% |
| 净利润同比 | — | 47.4% |
| 每股收益（稀释后） | — | $-0.41 |
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IRDMTLRY
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $217.5M | ||
| Q3 25 | $226.9M | $209.5M | ||
| Q2 25 | $216.9M | $224.5M | ||
| Q1 25 | $214.9M | $185.8M | ||
| Q4 24 | $213.0M | $210.9M | ||
| Q3 24 | $212.8M | $200.0M | ||
| Q2 24 | $201.1M | $229.9M |
净利润IRDMTLRY
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $-44.9M | ||
| Q3 25 | $37.1M | $-322.0K | ||
| Q2 25 | $22.0M | $-1.3B | ||
| Q1 25 | $30.4M | $-789.4M | ||
| Q4 24 | $36.3M | $-85.3M | ||
| Q3 24 | $24.4M | $-39.2M | ||
| Q2 24 | $32.3M | $-31.7M |
毛利率IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | — | 26.4% | ||
| Q3 25 | — | 27.4% | ||
| Q2 25 | — | 30.1% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 35.8% |
营业利润率IRDMTLRY
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | -10.2% | ||
| Q3 25 | 30.9% | 1.0% | ||
| Q2 25 | 23.2% | -643.1% | ||
| Q1 25 | 28.1% | -409.0% | ||
| Q4 24 | 24.5% | -20.0% | ||
| Q3 24 | 25.8% | -18.3% | ||
| Q2 24 | 21.7% | -7.2% |
净利率IRDMTLRY
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | -20.7% | ||
| Q3 25 | 16.4% | -0.2% | ||
| Q2 25 | 10.1% | -566.9% | ||
| Q1 25 | 14.2% | -424.9% | ||
| Q4 24 | 17.1% | -40.5% | ||
| Q3 24 | 11.5% | -19.6% | ||
| Q2 24 | 16.1% | -13.8% |
每股收益（稀释后）IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.41 | ||
| Q3 25 | $0.35 | $0.00 | ||
| Q2 25 | $0.20 | $7.26 | ||
| Q1 25 | $0.27 | $-8.69 | ||
| Q4 24 | $0.30 | $-0.99 | ||
| Q3 24 | $0.21 | $-0.04 | ||
| Q2 24 | $0.27 | $-0.04 |
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 | — | $291.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.6B |
| 总资产 | — | $2.1B |
| 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IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $291.6M | ||
| Q3 25 | $88.5M | $264.8M | ||
| Q2 25 | $79.3M | $256.4M | ||
| Q1 25 | $50.9M | — | ||
| Q4 24 | $93.5M | $252.2M | ||
| Q3 24 | $159.6M | $280.1M | ||
| Q2 24 | $63.5M | $260.5M |
总债务IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $1.6B | ||
| Q3 25 | $450.5M | $1.5B | ||
| Q2 25 | $473.6M | $1.5B | ||
| Q1 25 | $518.4M | $2.7B | ||
| Q4 24 | $576.6M | $3.5B | ||
| Q3 24 | $663.8M | $3.5B | ||
| Q2 24 | $786.7M | $3.4B |
总资产IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.1B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.7B | $4.2B | ||
| Q3 24 | $2.8B | $4.3B | ||
| Q2 24 | $2.7B | $4.2B |
负债/权益比IRDMTLRY
| 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 | — | $-8.5M |
| 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IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $-8.5M | ||
| Q3 25 | $100.8M | $-1.3M | ||
| Q2 25 | $129.6M | $-12.8M | ||
| Q1 25 | $61.1M | $-5.8M | ||
| Q4 24 | $104.8M | $-40.7M | ||
| Q3 24 | $118.6M | $-35.3M | ||
| Q2 24 | $81.1M | $30.7M |
自由现金流IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | — | ||
| Q3 25 | $79.2M | — | ||
| Q2 25 | $108.9M | $-19.1M | ||
| Q1 25 | $36.5M | $-20.2M | ||
| Q4 24 | $80.5M | $-46.2M | ||
| Q3 24 | $100.0M | $-42.0M | ||
| Q2 24 | $68.7M | $21.0M |
自由现金流率IRDMTLRY
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 50.2% | -8.5% | ||
| Q1 25 | 17.0% | -10.9% | ||
| Q4 24 | 37.8% | -21.9% | ||
| Q3 24 | 47.0% | -21.0% | ||
| Q2 24 | 34.2% | 9.1% |
资本支出强度IRDMTLRY
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 9.5% | 2.8% | ||
| Q1 25 | 11.4% | 7.8% | ||
| Q4 24 | 11.4% | 2.6% | ||
| Q3 24 | 8.7% | 3.4% | ||
| Q2 24 | 6.2% | 4.2% |
现金转化率IRDMTLRY
| 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% |
TLRY
| Adultuse Cannabis Products | $62.4M | 29% |
| Other | $59.2M | 27% |
| Beverage Alcohol Business | $53.6M | 25% |
| International Cannabis Products | $20.2M | 9% |
| Wellness Business | $14.6M | 7% |
| Medical Cannabis Products | $6.2M | 3% |
| Wholesale Cannabis Products | $1.3M | 1% |
