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铱星通信（IRDM）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是铱星通信的1.6倍（$340.0M vs $219.1M），铱星通信净利率更高（9.9% vs -12.9%，领先22.8%），铱星通信同比增速更快（1.9% vs -0.4%），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
IRDM vs WD — 直观对比
营收规模更大
WD
是对方的1.6倍
$219.1M
营收增速更快
IRDM
高出2.4%
-0.4%
净利率更高
IRDM
高出22.8%
-12.9%
两年增速更快
WD
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $340.0M |
| 净利润 | $21.6M | $-13.9M |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | -17.2% |
| 净利率 | 9.9% | -12.9% |
| 营收同比 | 1.9% | -0.4% |
| 净利润同比 | -29.0% | -131.0% |
| 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IRDMWD
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $340.0M | ||
| Q3 25 | $226.9M | $337.7M | ||
| Q2 25 | $216.9M | $319.2M | ||
| Q1 25 | $214.9M | $237.4M | ||
| Q4 24 | $213.0M | $341.5M | ||
| Q3 24 | $212.8M | $292.3M | ||
| Q2 24 | $201.1M | $270.7M |
净利润IRDMWD
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $-13.9M | ||
| Q3 25 | $37.1M | $33.5M | ||
| Q2 25 | $22.0M | $34.0M | ||
| Q1 25 | $30.4M | $2.8M | ||
| Q4 24 | $36.3M | $44.8M | ||
| Q3 24 | $24.4M | $28.8M | ||
| Q2 24 | $32.3M | $22.7M |
营业利润率IRDMWD
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | -17.2% | ||
| Q3 25 | 30.9% | 13.6% | ||
| Q2 25 | 23.2% | 14.5% | ||
| Q1 25 | 28.1% | 2.2% | ||
| Q4 24 | 24.5% | 15.3% | ||
| Q3 24 | 25.8% | 12.8% | ||
| Q2 24 | 21.7% | 10.4% |
净利率IRDMWD
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | -12.9% | ||
| Q3 25 | 16.4% | 9.9% | ||
| Q2 25 | 10.1% | 10.6% | ||
| Q1 25 | 14.2% | 1.2% | ||
| Q4 24 | 17.1% | 13.1% | ||
| Q3 24 | 11.5% | 9.9% | ||
| Q2 24 | 16.1% | 8.4% |
每股收益（稀释后）IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.41 | ||
| Q3 25 | $0.35 | $0.98 | ||
| Q2 25 | $0.20 | $0.99 | ||
| Q1 25 | $0.27 | $0.08 | ||
| Q4 24 | $0.30 | $1.32 | ||
| Q3 24 | $0.21 | $0.85 | ||
| Q2 24 | $0.27 | $0.67 |
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 | — | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.7B |
| 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IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $299.3M | ||
| Q3 25 | $88.5M | $274.8M | ||
| Q2 25 | $79.3M | $233.7M | ||
| Q1 25 | $50.9M | $181.0M | ||
| Q4 24 | $93.5M | $279.3M | ||
| Q3 24 | $159.6M | $179.8M | ||
| Q2 24 | $63.5M | $208.1M |
总债务IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $1.7B | ||
| Q3 25 | $450.5M | $1.8B | ||
| Q2 25 | $473.6M | $1.8B | ||
| Q1 25 | $518.4M | $1.7B | ||
| Q4 24 | $576.6M | $1.7B | ||
| Q3 24 | $663.8M | $1.7B | ||
| Q2 24 | $786.7M | $1.7B |
总资产IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $5.1B | ||
| Q3 25 | $2.6B | $5.8B | ||
| Q2 25 | $2.6B | $4.7B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.7B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.7B | $4.2B |
负债/权益比IRDMWD
| 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 | — | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-680.1M |
| 自由现金流率自由现金流/营收 | — | -200.0% |
| 资本支出强度资本支出/营收 | 13.7% | 4.6% |
| 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 | — | $-2.2B |
8季度趋势，按日历期对齐
经营现金流IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $-664.3M | ||
| Q3 25 | $100.8M | $-948.1M | ||
| Q2 25 | $129.6M | $-238.5M | ||
| Q1 25 | $61.1M | $-281.1M | ||
| Q4 24 | $104.8M | $129.4M | ||
| Q3 24 | $118.6M | $-202.0M | ||
| Q2 24 | $81.1M | $-237.8M |
自由现金流IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $-680.1M | ||
| Q3 25 | $79.2M | $-950.4M | ||
| Q2 25 | $108.9M | $-241.0M | ||
| Q1 25 | $36.5M | $-284.7M | ||
| Q4 24 | $80.5M | $116.4M | ||
| Q3 24 | $100.0M | $-204.0M | ||
| Q2 24 | $68.7M | $-241.7M |
自由现金流率IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | -200.0% | ||
| Q3 25 | 34.9% | -281.5% | ||
| Q2 25 | 50.2% | -75.5% | ||
| Q1 25 | 17.0% | -120.0% | ||
| Q4 24 | 37.8% | 34.1% | ||
| Q3 24 | 47.0% | -69.8% | ||
| Q2 24 | 34.2% | -89.3% |
资本支出强度IRDMWD
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 4.6% | ||
| Q3 25 | 9.5% | 0.7% | ||
| Q2 25 | 9.5% | 0.8% | ||
| Q1 25 | 11.4% | 1.5% | ||
| Q4 24 | 11.4% | 3.8% | ||
| Q3 24 | 8.7% | 0.7% | ||
| Q2 24 | 6.2% | 1.4% |
现金转化率IRDMWD
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | — | ||
| Q3 25 | 2.71× | -28.34× | ||
| Q2 25 | 5.90× | -7.02× | ||
| Q1 25 | 2.01× | -102.07× | ||
| Q4 24 | 2.88× | 2.89× | ||
| Q3 24 | 4.85× | -7.01× | ||
| Q2 24 | 2.51× | -10.49× |
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% |
WD
暂无分部数据
