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铱星通信（IRDM）与WD 40 CO（WDFC）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WD 40 CO的1.4倍（$219.1M vs $154.4M），WD 40 CO净利率更高（11.3% vs 9.9%，领先1.4%），铱星通信同比增速更快（1.9% vs 0.6%），过去两年WD 40 CO的营收复合增速更高（5.4% 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。
WD-40公司是全球知名的消费及工业维护用品生产商，核心产品为同名多功能防锈润滑剂，同时布局清洁剂、除油剂、特殊润滑产品等品类，业务覆盖全球170余个国家和地区，服务零售、工业、汽车后市场等多个领域。
IRDM vs WDFC — 直观对比
营收规模更大
IRDM
是对方的1.4倍
$154.4M
营收增速更快
IRDM
高出1.3%
0.6%
净利率更高
WDFC
高出1.4%
9.9%
两年增速更快
WDFC
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.1M | $154.4M |
| 净利润 | $21.6M | $17.5M |
| 毛利率 | — | 56.2% |
| 营业利润率 | 23.2% | 15.1% |
| 净利率 | 9.9% | 11.3% |
| 营收同比 | 1.9% | 0.6% |
| 净利润同比 | — | -7.8% |
| 每股收益（稀释后） | — | $1.28 |
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IRDMWDFC
| Q1 26 | $219.1M | — | ||
| Q4 25 | $212.9M | $154.4M | ||
| Q3 25 | $226.9M | $163.5M | ||
| Q2 25 | $216.9M | $156.9M | ||
| Q1 25 | $214.9M | $146.1M | ||
| Q4 24 | $213.0M | $153.5M | ||
| Q3 24 | $212.8M | $156.0M | ||
| Q2 24 | $201.1M | $155.0M |
净利润IRDMWDFC
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.9M | $17.5M | ||
| Q3 25 | $37.1M | $21.2M | ||
| Q2 25 | $22.0M | $21.0M | ||
| Q1 25 | $30.4M | $29.9M | ||
| Q4 24 | $36.3M | $18.9M | ||
| Q3 24 | $24.4M | $16.8M | ||
| Q2 24 | $32.3M | $19.8M |
毛利率IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | — | 56.2% | ||
| Q3 25 | — | 54.7% | ||
| Q2 25 | — | 56.2% | ||
| Q1 25 | — | 54.6% | ||
| Q4 24 | — | 54.8% | ||
| Q3 24 | — | 54.1% | ||
| Q2 24 | — | 53.1% |
营业利润率IRDMWDFC
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.9% | 15.1% | ||
| Q3 25 | 30.9% | 17.1% | ||
| Q2 25 | 23.2% | 17.4% | ||
| Q1 25 | 28.1% | 15.9% | ||
| Q4 24 | 24.5% | 16.4% | ||
| Q3 24 | 25.8% | 15.4% | ||
| Q2 24 | 21.7% | 17.5% |
净利率IRDMWDFC
| Q1 26 | 9.9% | — | ||
| Q4 25 | 11.7% | 11.3% | ||
| Q3 25 | 16.4% | 13.0% | ||
| Q2 25 | 10.1% | 13.4% | ||
| Q1 25 | 14.2% | 20.4% | ||
| Q4 24 | 17.1% | 12.3% | ||
| Q3 24 | 11.5% | 10.8% | ||
| Q2 24 | 16.1% | 12.8% |
每股收益（稀释后）IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $1.28 | ||
| Q3 25 | $0.35 | $1.57 | ||
| Q2 25 | $0.20 | $1.54 | ||
| Q1 25 | $0.27 | $2.19 | ||
| Q4 24 | $0.30 | $1.39 | ||
| Q3 24 | $0.21 | $1.23 | ||
| Q2 24 | $0.27 | $1.46 |
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 | — | $48.6M |
| 总债务越低越好 | — | $85.7M |
| 股东权益账面价值 | — | $264.1M |
| 总资产 | — | $459.7M |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | $96.5M | $48.6M | ||
| Q3 25 | $88.5M | $58.1M | ||
| Q2 25 | $79.3M | $51.7M | ||
| Q1 25 | $50.9M | $53.0M | ||
| Q4 24 | $93.5M | $54.9M | ||
| Q3 24 | $159.6M | $46.7M | ||
| Q2 24 | $63.5M | $45.3M |
总债务IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | $1.8B | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M |
股东权益IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | $462.6M | $264.1M | ||
| Q3 25 | $450.5M | $268.2M | ||
| Q2 25 | $473.6M | $257.1M | ||
| Q1 25 | $518.4M | $242.1M | ||
| Q4 24 | $576.6M | $226.3M | ||
| Q3 24 | $663.8M | $230.5M | ||
| Q2 24 | $786.7M | $222.2M |
总资产IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $459.7M | ||
| Q3 25 | $2.6B | $475.8M | ||
| Q2 25 | $2.6B | $456.0M | ||
| Q1 25 | $2.6B | $458.3M | ||
| Q4 24 | $2.7B | $447.3M | ||
| Q3 24 | $2.8B | $449.0M | ||
| Q2 24 | $2.7B | $443.6M |
负债/权益比IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | 3.80× | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | 3.05× | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× |
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 | — | $10.0M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 5.9% |
| 资本支出强度资本支出/营收 | 13.7% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.57× |
| 过去12个月自由现金流最近4个季度 | — | $78.2M |
8季度趋势，按日历期对齐
经营现金流IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | $108.6M | $10.0M | ||
| Q3 25 | $100.8M | $29.9M | ||
| Q2 25 | $129.6M | $35.1M | ||
| Q1 25 | $61.1M | $8.0M | ||
| Q4 24 | $104.8M | $14.9M | ||
| Q3 24 | $118.6M | $27.2M | ||
| Q2 24 | $81.1M | $19.9M |
自由现金流IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $9.1M | ||
| Q3 25 | $79.2M | $28.6M | ||
| Q2 25 | $108.9M | $34.0M | ||
| Q1 25 | $36.5M | $6.6M | ||
| Q4 24 | $80.5M | $14.2M | ||
| Q3 24 | $100.0M | $26.4M | ||
| Q2 24 | $68.7M | $18.7M |
自由现金流率IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 5.9% | ||
| Q3 25 | 34.9% | 17.5% | ||
| Q2 25 | 50.2% | 21.6% | ||
| Q1 25 | 17.0% | 4.5% | ||
| Q4 24 | 37.8% | 9.3% | ||
| Q3 24 | 47.0% | 16.9% | ||
| Q2 24 | 34.2% | 12.0% |
资本支出强度IRDMWDFC
| Q1 26 | 13.7% | — | ||
| Q4 25 | 15.7% | 0.6% | ||
| Q3 25 | 9.5% | 0.8% | ||
| Q2 25 | 9.5% | 0.7% | ||
| Q1 25 | 11.4% | 0.9% | ||
| Q4 24 | 11.4% | 0.5% | ||
| Q3 24 | 8.7% | 0.5% | ||
| Q2 24 | 6.2% | 0.8% |
现金转化率IRDMWDFC
| Q1 26 | — | — | ||
| Q4 25 | 4.37× | 0.57× | ||
| Q3 25 | 2.71× | 1.41× | ||
| Q2 25 | 5.90× | 1.67× | ||
| Q1 25 | 2.01× | 0.27× | ||
| Q4 24 | 2.88× | 0.79× | ||
| Q3 24 | 4.85× | 1.62× | ||
| Q2 24 | 2.51× | 1.00× |
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% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
