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铱星通信(IRDM)与VIRTUS INVESTMENT PARTNERS, INC.(VRTS)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VIRTUS INVESTMENT PARTNERS, INC.的1.1倍($219.1M vs $199.5M),铱星通信净利率更高(9.9% vs 3.6%,领先6.3%),铱星通信同比增速更快(1.9% vs -4.1%),过去两年铱星通信的营收复合增速更高(4.4% vs -5.7%)
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。
Virtus Investment Partners是一家美国多管理人资产管理企业,旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人,同时也提供非关联子投资顾问服务,为客户提供多元化的资产管理解决方案。
IRDM vs VRTS — 直观对比
营收规模更大
IRDM
是对方的1.1倍
$199.5M
营收增速更快
IRDM
高出6.0%
-4.1%
净利率更高
IRDM
高出6.3%
3.6%
两年增速更快
IRDM
近两年复合增速
-5.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $219.1M | $199.5M |
| 净利润 | $21.6M | $7.1M |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | 7.7% |
| 净利率 | 9.9% | 3.6% |
| 营收同比 | 1.9% | -4.1% |
| 净利润同比 | — | -78.1% |
| 每股收益(稀释后) | — | $1.05 |
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
IRDM
VRTS
| Q1 26 | $219.1M | $199.5M | ||
| Q4 25 | $212.9M | $208.0M | ||
| Q3 25 | $226.9M | $216.4M | ||
| Q2 25 | $216.9M | $210.5M | ||
| Q1 25 | $214.9M | $217.9M | ||
| Q4 24 | $213.0M | $233.5M | ||
| Q3 24 | $212.8M | $227.0M | ||
| Q2 24 | $201.1M | $224.4M |
净利润
IRDM
VRTS
| Q1 26 | $21.6M | $7.1M | ||
| Q4 25 | $24.9M | $33.9M | ||
| Q3 25 | $37.1M | $31.3M | ||
| Q2 25 | $22.0M | $42.7M | ||
| Q1 25 | $30.4M | $28.1M | ||
| Q4 24 | $36.3M | $39.5M | ||
| Q3 24 | $24.4M | $49.1M | ||
| Q2 24 | $32.3M | $26.0M |
营业利润率
IRDM
VRTS
| Q1 26 | 23.2% | 7.7% | ||
| Q4 25 | 25.9% | 19.1% | ||
| Q3 25 | 30.9% | 21.7% | ||
| Q2 25 | 23.2% | 21.5% | ||
| Q1 25 | 28.1% | 16.8% | ||
| Q4 24 | 24.5% | 21.7% | ||
| Q3 24 | 25.8% | 24.3% | ||
| Q2 24 | 21.7% | 19.7% |
净利率
IRDM
VRTS
| Q1 26 | 9.9% | 3.6% | ||
| Q4 25 | 11.7% | 16.3% | ||
| Q3 25 | 16.4% | 14.5% | ||
| Q2 25 | 10.1% | 20.3% | ||
| Q1 25 | 14.2% | 12.9% | ||
| Q4 24 | 17.1% | 16.9% | ||
| Q3 24 | 11.5% | 21.6% | ||
| Q2 24 | 16.1% | 11.6% |
每股收益(稀释后)
IRDM
VRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.24 | $5.15 | ||
| Q3 25 | $0.35 | $4.65 | ||
| Q2 25 | $0.20 | $6.12 | ||
| Q1 25 | $0.27 | $4.05 | ||
| Q4 24 | $0.30 | $4.65 | ||
| Q3 24 | $0.21 | $5.71 | ||
| Q2 24 | $0.27 | $2.43 |
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 | — | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $93.6B |
| 总资产 | — | — |
| 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
IRDM
VRTS
| Q1 26 | — | $136.6M | ||
| 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
IRDM
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | $1.8B | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益
IRDM
VRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $462.6M | $934.0M | ||
| Q3 25 | $450.5M | $918.7M | ||
| Q2 25 | $473.6M | $896.4M | ||
| Q1 25 | $518.4M | $893.7M | ||
| Q4 24 | $576.6M | $897.5M | ||
| Q3 24 | $663.8M | $889.0M | ||
| Q2 24 | $786.7M | $868.7M |
总资产
IRDM
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $4.3B | ||
| Q3 25 | $2.6B | $3.9B | ||
| Q2 25 | $2.6B | $3.7B | ||
| Q1 25 | $2.6B | $3.7B | ||
| Q4 24 | $2.7B | $4.0B | ||
| Q3 24 | $2.8B | $3.6B | ||
| Q2 24 | $2.7B | $3.6B |
负债/权益比
IRDM
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | 3.05× | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |