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铱星通信（IRDM）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
VERRA MOBILITY Corp的季度营收约是铱星通信的1.0倍（$223.6M vs $219.1M），VERRA MOBILITY Corp净利率更高（12.0% vs 9.9%，领先2.1%），铱星通信同比增速更快（1.9% vs 0.1%），过去两年铱星通信的营收复合增速更高（4.4% vs 0.3%）
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
IRDM vs VRRM — 直观对比
营收规模更大
VRRM
是对方的1.0倍
$219.1M
营收增速更快
IRDM
高出1.8%
0.1%
净利率更高
VRRM
高出2.1%
9.9%
两年增速更快
IRDM
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $223.6M |
| 净利润 | $21.6M | $26.7M |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | 23.2% |
| 净利率 | 9.9% | 12.0% |
| 营收同比 | 1.9% | 0.1% |
| 净利润同比 | — | -17.3% |
| 每股收益（稀释后） | — | $0.17 |
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IRDMVRRM
| Q1 26 | $219.1M | $223.6M | ||
| Q4 25 | $212.9M | $257.9M | ||
| Q3 25 | $226.9M | $261.9M | ||
| Q2 25 | $216.9M | $236.0M | ||
| Q1 25 | $214.9M | $223.3M | ||
| Q4 24 | $213.0M | $221.5M | ||
| Q3 24 | $212.8M | $225.6M | ||
| Q2 24 | $201.1M | $222.4M |
净利润IRDMVRRM
| Q1 26 | $21.6M | $26.7M | ||
| Q4 25 | $24.9M | $18.9M | ||
| Q3 25 | $37.1M | $46.8M | ||
| Q2 25 | $22.0M | $38.6M | ||
| Q1 25 | $30.4M | $32.3M | ||
| Q4 24 | $36.3M | $-66.7M | ||
| Q3 24 | $24.4M | $34.7M | ||
| Q2 24 | $32.3M | $34.2M |
营业利润率IRDMVRRM
| Q1 26 | 23.2% | 23.2% | ||
| Q4 25 | 25.9% | 16.7% | ||
| Q3 25 | 30.9% | 28.6% | ||
| Q2 25 | 23.2% | 26.8% | ||
| Q1 25 | 28.1% | 25.7% | ||
| Q4 24 | 24.5% | -19.6% | ||
| Q3 24 | 25.8% | 28.3% | ||
| Q2 24 | 21.7% | 27.5% |
净利率IRDMVRRM
| Q1 26 | 9.9% | 12.0% | ||
| Q4 25 | 11.7% | 7.3% | ||
| Q3 25 | 16.4% | 17.9% | ||
| Q2 25 | 10.1% | 16.3% | ||
| Q1 25 | 14.2% | 14.5% | ||
| Q4 24 | 17.1% | -30.1% | ||
| Q3 24 | 11.5% | 15.4% | ||
| Q2 24 | 16.1% | 15.4% |
每股收益（稀释后）IRDMVRRM
| Q1 26 | — | $0.17 | ||
| Q4 25 | $0.24 | $0.12 | ||
| Q3 25 | $0.35 | $0.29 | ||
| Q2 25 | $0.20 | $0.24 | ||
| Q1 25 | $0.27 | $0.20 | ||
| Q4 24 | $0.30 | $-0.39 | ||
| Q3 24 | $0.21 | $0.21 | ||
| Q2 24 | $0.27 | $0.20 |
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 | — | $46.9M |
| 总债务越低越好 | — | $34.1M |
| 股东权益账面价值 | — | $272.0M |
| 总资产 | — | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资IRDMVRRM
| Q1 26 | — | $46.9M | ||
| Q4 25 | $96.5M | $65.3M | ||
| Q3 25 | $88.5M | $196.1M | ||
| Q2 25 | $79.3M | $147.7M | ||
| Q1 25 | $50.9M | $108.5M | ||
| Q4 24 | $93.5M | $77.6M | ||
| Q3 24 | $159.6M | $206.1M | ||
| Q2 24 | $63.5M | $122.0M |
总债务IRDMVRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | $1.8B | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益IRDMVRRM
| Q1 26 | — | $272.0M | ||
| Q4 25 | $462.6M | $293.0M | ||
| Q3 25 | $450.5M | $403.1M | ||
| Q2 25 | $473.6M | $352.1M | ||
| Q1 25 | $518.4M | $299.6M | ||
| Q4 24 | $576.6M | $265.1M | ||
| Q3 24 | $663.8M | $486.5M | ||
| Q2 24 | $786.7M | $438.6M |
总资产IRDMVRRM
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.7B | $1.8B |
负债/权益比IRDMVRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | 3.80× | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | 3.05× | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× |
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 | — | $40.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.6M |
| 自由现金流率自由现金流/营收 | — | 4.3% |
| 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 | — | 1.53× |
| 过去12个月自由现金流最近4个季度 | — | $104.6M |
8季度趋势，按日历期对齐
经营现金流IRDMVRRM
| Q1 26 | — | $40.8M | ||
| Q4 25 | $108.6M | $40.0M | ||
| Q3 25 | $100.8M | $77.7M | ||
| Q2 25 | $129.6M | $75.1M | ||
| Q1 25 | $61.1M | $63.0M | ||
| Q4 24 | $104.8M | $40.5M | ||
| Q3 24 | $118.6M | $108.8M | ||
| Q2 24 | $81.1M | $40.0M |
自由现金流IRDMVRRM
| Q1 26 | — | $9.6M | ||
| Q4 25 | $75.1M | $5.7M | ||
| Q3 25 | $79.2M | $49.0M | ||
| Q2 25 | $108.9M | $40.3M | ||
| Q1 25 | $36.5M | $41.7M | ||
| Q4 24 | $80.5M | $21.6M | ||
| Q3 24 | $100.0M | $85.1M | ||
| Q2 24 | $68.7M | $26.0M |
自由现金流率IRDMVRRM
| Q1 26 | — | 4.3% | ||
| Q4 25 | 35.3% | 2.2% | ||
| Q3 25 | 34.9% | 18.7% | ||
| Q2 25 | 50.2% | 17.1% | ||
| Q1 25 | 17.0% | 18.7% | ||
| Q4 24 | 37.8% | 9.8% | ||
| Q3 24 | 47.0% | 37.7% | ||
| Q2 24 | 34.2% | 11.7% |
资本支出强度IRDMVRRM
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 13.3% | ||
| Q3 25 | 9.5% | 11.0% | ||
| Q2 25 | 9.5% | 14.8% | ||
| Q1 25 | 11.4% | 9.5% | ||
| Q4 24 | 11.4% | 8.5% | ||
| Q3 24 | 8.7% | 10.5% | ||
| Q2 24 | 6.2% | 6.3% |
现金转化率IRDMVRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | 4.37× | 2.12× | ||
| Q3 25 | 2.71× | 1.66× | ||
| Q2 25 | 5.90× | 1.95× | ||
| Q1 25 | 2.01× | 1.95× | ||
| Q4 24 | 2.88× | — | ||
| Q3 24 | 4.85× | 3.13× | ||
| Q2 24 | 2.51× | 1.17× |
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% |
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
