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Satellogic Inc.（SATL）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Satellogic Inc.的130.4倍（$814.9M vs $6.2M）。Satellogic Inc.净利率更高（488.0% vs 28.7%，领先459.3%）。Ubiquiti Inc.自由现金流更多（$260.3M vs $-12.8M）
Satellogic Inc.是一家专注于对地观测卫星领域的企业，由埃米利亚诺·卡吉曼和杰拉多·里查特于2010年创立，核心业务围绕地球观测卫星的研发与应用展开，为各类行业需求提供卫星遥感相关的数据与解决方案。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
SATL vs UI — 直观对比
营收规模更大
UI
是对方的130.4倍
$6.2M
净利率更高
SATL
高出459.3%
28.7%
自由现金流更多
UI
多$273.1M
$-12.8M
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $6.2M | $814.9M |
| 净利润 | $30.5M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | -114.2% | 35.9% |
| 净利率 | 488.0% | 28.7% |
| 营收同比 | — | 35.8% |
| 净利润同比 | — | 70.8% |
| 每股收益（稀释后） | $0.24 | $3.86 |
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SATLUI
| Q4 25 | $6.2M | $814.9M | ||
| Q3 25 | $3.6M | $733.8M | ||
| Q2 25 | $4.4M | $759.2M | ||
| Q1 25 | $3.4M | $664.2M | ||
| Q4 24 | — | $599.9M | ||
| Q3 24 | — | $550.3M | ||
| Q2 24 | $3.5M | $507.5M | ||
| Q1 24 | — | $493.0M |
净利润SATLUI
| Q4 25 | $30.5M | $233.6M | ||
| Q3 25 | $4.0M | $207.9M | ||
| Q2 25 | $-6.7M | $266.7M | ||
| Q1 25 | $-32.6M | $180.4M | ||
| Q4 24 | — | $136.8M | ||
| Q3 24 | — | $128.0M | ||
| Q2 24 | $-18.1M | $103.8M | ||
| Q1 24 | — | $76.3M |
毛利率SATLUI
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% | ||
| Q1 24 | — | 35.3% |
营业利润率SATLUI
| Q4 25 | -114.2% | 35.9% | ||
| Q3 25 | -222.5% | 35.7% | ||
| Q2 25 | -141.6% | 34.4% | ||
| Q1 25 | -280.9% | 34.2% | ||
| Q4 24 | — | 29.8% | ||
| Q3 24 | — | 30.7% | ||
| Q2 24 | -419.2% | 27.3% | ||
| Q1 24 | — | 22.6% |
净利率SATLUI
| Q4 25 | 488.0% | 28.7% | ||
| Q3 25 | 109.2% | 28.3% | ||
| Q2 25 | -149.8% | 35.1% | ||
| Q1 25 | -961.9% | 27.2% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | 23.3% | ||
| Q2 24 | -517.0% | 20.5% | ||
| Q1 24 | — | 15.5% |
每股收益（稀释后）SATLUI
| Q4 25 | $0.24 | $3.86 | ||
| Q3 25 | $-0.02 | $3.43 | ||
| Q2 25 | $-0.06 | $4.40 | ||
| Q1 25 | $-0.34 | $2.98 | ||
| Q4 24 | — | $2.26 | ||
| Q3 24 | — | $2.12 | ||
| Q2 24 | $-0.20 | $1.72 | ||
| Q1 24 | — | $1.26 |
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 | $94.4M | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $60.5M | $1.0B |
| 总资产 | $151.3M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资SATLUI
| Q4 25 | $94.4M | $302.8M | ||
| Q3 25 | $28.3M | $177.2M | ||
| Q2 25 | $32.6M | $149.7M | ||
| Q1 25 | $17.7M | $151.0M | ||
| Q4 24 | — | $133.1M | ||
| Q3 24 | — | $165.2M | ||
| Q2 24 | $25.6M | $126.3M | ||
| Q1 24 | — | $102.5M |
总债务SATLUI
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M | ||
| Q1 24 | — | $877.5M |
股东权益SATLUI
| Q4 25 | $60.5M | $1.0B | ||
| Q3 25 | $-56.9M | $828.4M | ||
| Q2 25 | $-68.1M | $668.3M | ||
| Q1 25 | $-83.1M | $436.1M | ||
| Q4 24 | — | $290.4M | ||
| Q3 24 | — | $188.1M | ||
| Q2 24 | $19.1M | $95.1M | ||
| Q1 24 | — | $25.9M |
总资产SATLUI
| Q4 25 | $151.3M | $1.6B | ||
| Q3 25 | $70.9M | $1.5B | ||
| Q2 25 | $73.8M | $1.5B | ||
| Q1 25 | $61.4M | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $76.6M | $1.2B | ||
| Q1 24 | — | $1.2B |
负债/权益比SATLUI
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× | ||
| Q1 24 | — | 33.92× |
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 | $-9.5M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $-12.8M | $260.3M |
| 自由现金流率自由现金流/营收 | -204.9% | 31.9% |
| 资本支出强度资本支出/营收 | 53.6% | 0.4% |
| 现金转化率经营现金流/净利润 | -0.31× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $-34.3M | $699.5M |
8季度趋势，按日历期对齐
经营现金流SATLUI
| Q4 25 | $-9.5M | $263.9M | ||
| Q3 25 | $-8.4M | $198.5M | ||
| Q2 25 | $-4.3M | $130.4M | ||
| Q1 25 | $-4.7M | $123.6M | ||
| Q4 24 | — | $152.4M | ||
| Q3 24 | — | $233.7M | ||
| Q2 24 | — | $231.4M | ||
| Q1 24 | — | $163.9M |
自由现金流SATLUI
| Q4 25 | $-12.8M | $260.3M | ||
| Q3 25 | $-9.7M | $193.3M | ||
| Q2 25 | $-5.1M | $125.2M | ||
| Q1 25 | $-6.6M | $120.7M | ||
| Q4 24 | — | $150.4M | ||
| Q3 24 | — | $231.1M | ||
| Q2 24 | — | $229.5M | ||
| Q1 24 | — | $160.6M |
自由现金流率SATLUI
| Q4 25 | -204.9% | 31.9% | ||
| Q3 25 | -267.2% | 26.3% | ||
| Q2 25 | -115.3% | 16.5% | ||
| Q1 25 | -195.9% | 18.2% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | — | 42.0% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 32.6% |
资本支出强度SATLUI
| Q4 25 | 53.6% | 0.4% | ||
| Q3 25 | 36.8% | 0.7% | ||
| Q2 25 | 17.5% | 0.7% | ||
| Q1 25 | 56.5% | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.7% |
现金转化率SATLUI
| Q4 25 | -0.31× | 1.13× | ||
| Q3 25 | -2.11× | 0.95× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.68× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | 2.15× |
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
SATL
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
