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好事达（ALL）与IREN Ltd（IREN）财务数据对比。点击上方公司名可切换其他公司
好事达的季度营收约是IREN Ltd的93.9倍（$17.3B vs $184.7M），好事达净利率更高（22.1% vs -84.1%，领先106.2%），IREN Ltd同比增速更快（59.0% vs 5.1%），好事达自由现金流更多（$2.9B vs $-468.0M）
好事达集团是面向美国、加拿大市场的综合性保险服务商，提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块，主营私人乘用车险、房屋保险，亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
IREN Ltd是一家垂直整合的数据中心企业，依托可再生能源为比特币、人工智能等前沿领域发展提供算力支撑，旗下设施策略性布局于美国及加拿大境内可再生能源丰富、光纤网络完善的区域。
ALL vs IREN — 直观对比
营收规模更大
ALL
是对方的93.9倍
$184.7M
营收增速更快
IREN
高出53.9%
5.1%
净利率更高
ALL
高出106.2%
-84.1%
自由现金流更多
ALL
多$3.4B
$-468.0M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.3B | $184.7M |
| 净利润 | $3.8B | $-155.4M |
| 毛利率 | — | 64.4% |
| 营业利润率 | — | -63.0% |
| 净利率 | 22.1% | -84.1% |
| 营收同比 | 5.1% | 59.0% |
| 净利润同比 | 98.8% | -610.0% |
| 每股收益（稀释后） | $14.24 | $-0.52 |
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ALLIREN
| Q4 25 | $17.3B | $184.7M | ||
| Q3 25 | $17.3B | $240.3M | ||
| Q2 25 | $16.6B | — | ||
| Q1 25 | $16.5B | — | ||
| Q4 24 | $16.5B | $116.1M | ||
| Q3 24 | $16.6B | $52.8M | ||
| Q2 24 | $15.7B | — | ||
| Q1 24 | $15.3B | $54.3M |
净利润ALLIREN
| Q4 25 | $3.8B | $-155.4M | ||
| Q3 25 | $3.7B | $384.6M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $595.0M | — | ||
| Q4 24 | $1.9B | $-21.9M | ||
| Q3 24 | $1.2B | $-51.7M | ||
| Q2 24 | $331.0M | — | ||
| Q1 24 | $1.2B | $8.6M |
毛利率ALLIREN
| Q4 25 | — | 64.4% | ||
| Q3 25 | — | 66.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 72.2% | ||
| Q3 24 | — | 39.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率ALLIREN
| Q4 25 | — | -63.0% | ||
| Q3 25 | — | -31.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | -89.2% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 11.1% |
净利率ALLIREN
| Q4 25 | 22.1% | -84.1% | ||
| Q3 25 | 21.7% | 160.1% | ||
| Q2 25 | 12.7% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 11.7% | -18.8% | ||
| Q3 24 | 7.2% | -98.0% | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 8.0% | 15.9% |
每股收益（稀释后）ALLIREN
| Q4 25 | $14.24 | $-0.52 | ||
| Q3 25 | $13.95 | $1.08 | ||
| Q2 25 | $7.76 | — | ||
| Q1 25 | $2.11 | — | ||
| Q4 24 | $7.07 | $-0.10 | ||
| Q3 24 | $4.33 | $-0.27 | ||
| Q2 24 | $1.13 | — | ||
| Q1 24 | $4.46 | $0.00 |
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 | $4.9B | $3.3B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $30.6B | $2.5B |
| 总资产 | $119.8B | $7.0B |
| 负债/权益比越低杠杆越低 | 0.24× | — |
8季度趋势，按日历期对齐
现金及短期投资ALLIREN
| Q4 25 | $4.9B | $3.3B | ||
| Q3 25 | $8.7B | $1.0B | ||
| Q2 25 | $9.6B | — | ||
| Q1 25 | $6.5B | — | ||
| Q4 24 | $4.5B | $427.3M | ||
| Q3 24 | $7.0B | $98.6M | ||
| Q2 24 | $5.3B | — | ||
| Q1 24 | $4.3B | $259.7M |
总债务ALLIREN
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — | ||
| Q1 24 | $7.9B | — |
股东权益ALLIREN
| Q4 25 | $30.6B | $2.5B | ||
| Q3 25 | $27.5B | $2.9B | ||
| Q2 25 | $24.0B | — | ||
| Q1 25 | $22.1B | — | ||
| Q4 24 | $21.4B | $1.2B | ||
| Q3 24 | $20.9B | $1.1B | ||
| Q2 24 | $18.6B | — | ||
| Q1 24 | $18.6B | $677.2M |
总资产ALLIREN
| Q4 25 | $119.8B | $7.0B | ||
| Q3 25 | $120.4B | $4.3B | ||
| Q2 25 | $115.9B | — | ||
| Q1 25 | $115.2B | — | ||
| Q4 24 | $111.6B | $1.9B | ||
| Q3 24 | $113.7B | $1.3B | ||
| Q2 24 | $108.4B | — | ||
| Q1 24 | $105.2B | $723.6M |
负债/权益比ALLIREN
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.43× | — |
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 | $3.0B | $71.7M |
| 自由现金流经营现金流 - 资本支出 | $2.9B | $-468.0M |
| 自由现金流率自由现金流/营收 | 16.7% | -253.4% |
| 资本支出强度资本支出/营收 | 0.5% | 292.2% |
| 现金转化率经营现金流/净利润 | 0.78× | — |
| 过去12个月自由现金流最近4个季度 | $9.9B | $-701.2M |
8季度趋势，按日历期对齐
经营现金流ALLIREN
| Q4 25 | $3.0B | $71.7M | ||
| Q3 25 | $3.3B | $142.4M | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.7B | $53.6M | ||
| Q3 24 | $3.2B | $-3.9M | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $1.7B | $-27.1M |
自由现金流ALLIREN
| Q4 25 | $2.9B | $-468.0M | ||
| Q3 25 | $3.2B | $-38.0M | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.7B | $-85.5M | ||
| Q3 24 | $3.1B | $-109.7M | ||
| Q2 24 | $2.3B | — | ||
| Q1 24 | $1.6B | $-108.3M |
自由现金流率ALLIREN
| Q4 25 | 16.7% | -253.4% | ||
| Q3 25 | 18.8% | -15.8% | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 10.0% | -73.6% | ||
| Q3 24 | 18.9% | -208.0% | ||
| Q2 24 | 14.7% | — | ||
| Q1 24 | 10.6% | -199.4% |
资本支出强度ALLIREN
| Q4 25 | 0.5% | 292.2% | ||
| Q3 25 | 0.3% | 75.0% | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.3% | 119.7% | ||
| Q3 24 | 0.4% | 200.6% | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.3% | 149.5% |
现金转化率ALLIREN
| Q4 25 | 0.78× | — | ||
| Q3 25 | 0.88× | 0.37× | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 3.30× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | — | ||
| Q2 24 | 7.13× | — | ||
| Q1 24 | 1.37× | -3.13× |
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
ALL
暂无分部数据
IREN
| Bitcoin Mining Revenue | $167.4M | 91% |
| AI Cloud Services | $17.3M | 9% |
