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铱星通信（IRDM）与Telesat Corp（TSAT）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Telesat Corp的3.0倍（$219.1M vs $73.8M）。铱星通信净利率更高（9.9% vs -119.8%，领先129.7%）。过去两年铱星通信的营收复合增速更高（4.4% vs -64.0%）
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。
Telesat是加拿大知名卫星通信企业，前身为加拿大通信卫星公司，成立于1969年5月2日，总部位于渥太华，专注于提供卫星通信相关解决方案与服务，在全球卫星通信领域拥有深厚的技术积累与行业经验。
IRDM vs TSAT — 直观对比
营收规模更大
IRDM
是对方的3.0倍
$73.8M
净利率更高
IRDM
高出129.7%
-119.8%
两年增速更快
IRDM
近两年复合增速
-64.0%
损益表 — Q1 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $73.8M |
| 净利润 | $21.6M | $-88.4M |
| 毛利率 | — | 95.3% |
| 营业利润率 | 23.2% | 5.9% |
| 净利率 | 9.9% | -119.8% |
| 营收同比 | 1.9% | — |
| 净利润同比 | -29.0% | — |
| 每股收益（稀释后） | — | — |
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IRDMTSAT
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | — | ||
| Q3 25 | $226.9M | $73.8M | ||
| Q2 25 | $216.9M | $77.5M | ||
| Q1 25 | $214.9M | $152.2M | ||
| Q4 24 | $213.0M | — | ||
| Q3 24 | $212.8M | — | ||
| Q2 24 | $201.1M | $363.2M |
净利润IRDMTSAT
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | — | ||
| Q3 25 | $37.1M | $-88.4M | ||
| Q2 25 | $22.0M | $55.1M | ||
| Q1 25 | $30.4M | $-52.3M | ||
| Q4 24 | $36.3M | — | ||
| Q3 24 | $24.4M | — | ||
| Q2 24 | $32.3M | $547.4M |
毛利率IRDMTSAT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 95.3% | ||
| Q2 25 | — | 95.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率IRDMTSAT
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | — | ||
| Q3 25 | 30.9% | 5.9% | ||
| Q2 25 | 23.2% | 16.8% | ||
| Q1 25 | 28.1% | — | ||
| Q4 24 | 24.5% | — | ||
| Q3 24 | 25.8% | — | ||
| Q2 24 | 21.7% | — |
净利率IRDMTSAT
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 16.4% | -119.8% | ||
| Q2 25 | 10.1% | 71.2% | ||
| Q1 25 | 14.2% | -34.4% | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 16.1% | 150.7% |
每股收益（稀释后）IRDMTSAT
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.35 | — | ||
| Q2 25 | $0.20 | — | ||
| Q1 25 | $0.27 | — | ||
| Q4 24 | $0.30 | — | ||
| Q3 24 | $0.21 | — | ||
| 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 | — | $352.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.6B |
| 总资产 | — | $5.1B |
| 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IRDMTSAT
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | — | ||
| Q3 25 | $88.5M | $352.3M | ||
| Q2 25 | $79.3M | $399.6M | ||
| Q1 25 | $50.9M | $552.1M | ||
| Q4 24 | $93.5M | — | ||
| Q3 24 | $159.6M | — | ||
| Q2 24 | $63.5M | $1.7B |
总债务IRDMTSAT
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMTSAT
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | — | ||
| Q3 25 | $450.5M | $1.6B | ||
| Q2 25 | $473.6M | $1.7B | ||
| Q1 25 | $518.4M | $2.5B | ||
| Q4 24 | $576.6M | — | ||
| Q3 24 | $663.8M | — | ||
| Q2 24 | $786.7M | $2.4B |
总资产IRDMTSAT
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | $5.1B | ||
| Q2 25 | $2.6B | $4.9B | ||
| Q1 25 | $2.6B | $6.9B | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | $6.3B |
负债/权益比IRDMTSAT
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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) | $43.9M | 20% |
| Government | $35.8M | 16% |
| Government service revenue (5) | $26.8M | 12% |
| Subscriber equipment | $23.1M | 11% |
| Hosted payload and other data service (4) | $14.9M | 7% |
| Broadband (3) | $12.9M | 6% |
| Commercial | $1.6M | 1% |
TSAT
暂无分部数据
