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ANTERO RESOURCES Corp（AR）与Iron Mountain（IRM）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是ANTERO RESOURCES Corp的1.3倍（$1.8B vs $1.4B），ANTERO RESOURCES Corp净利率更高（14.4% vs 5.1%，领先9.3%），ANTERO RESOURCES Corp同比增速更快（20.8% vs 16.6%），过去两年ANTERO RESOURCES Corp的营收复合增速更高（12.2% vs 11.7%）
Antero Resources Corporation是一家美国油气勘探企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开展开采作业，深耕北美本土油气资源开发领域。
Iron Mountain是1951年成立的美国企业信息管理服务提供商，总部位于新罕布什尔州朴茨茅斯。核心业务涵盖档案管理、信息销毁、数据备份与恢复，服务覆盖全球六大洲58个国家，为超过22万客户提供专业解决方案。
AR vs IRM — 直观对比
营收规模更大
IRM
是对方的1.3倍
$1.4B
营收增速更快
AR
高出4.2%
16.6%
净利率更高
AR
高出9.3%
5.1%
两年增速更快
AR
近两年复合增速
11.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.8B |
| 净利润 | $202.9M | $93.1M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 18.5% |
| 净利率 | 14.4% | 5.1% |
| 营收同比 | 20.8% | 16.6% |
| 净利润同比 | 27.8% | -11.9% |
| 每股收益（稀释后） | $0.63 | $0.31 |
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ARIRM
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $978.7M | $1.5B | ||
| Q1 24 | $1.1B | $1.5B |
净利润ARIRM
| Q4 25 | $202.9M | $93.1M | ||
| Q3 25 | $85.6M | $86.2M | ||
| Q2 25 | $166.6M | $-43.3M | ||
| Q1 25 | $219.5M | $16.2M | ||
| Q4 24 | $158.8M | $105.7M | ||
| Q3 24 | $-25.2M | $-33.7M | ||
| Q2 24 | $-74.6M | $34.6M | ||
| Q1 24 | $34.7M | $77.0M |
营业利润率ARIRM
| Q4 25 | 20.5% | 18.5% | ||
| Q3 25 | 9.7% | 17.6% | ||
| Q2 25 | 15.8% | 15.2% | ||
| Q1 25 | 20.1% | 16.0% | ||
| Q4 24 | 4.9% | 17.9% | ||
| Q3 24 | -2.4% | 16.1% | ||
| Q2 24 | -8.2% | 15.0% | ||
| Q1 24 | 4.3% | 16.6% |
净利率ARIRM
| Q4 25 | 14.4% | 5.1% | ||
| Q3 25 | 7.1% | 4.9% | ||
| Q2 25 | 12.8% | -2.5% | ||
| Q1 25 | 16.2% | 1.0% | ||
| Q4 24 | 13.6% | 6.7% | ||
| Q3 24 | -2.4% | -2.2% | ||
| Q2 24 | -7.6% | 2.3% | ||
| Q1 24 | 3.1% | 5.2% |
每股收益（稀释后）ARIRM
| Q4 25 | $0.63 | $0.31 | ||
| Q3 25 | $0.24 | $0.28 | ||
| Q2 25 | $0.50 | $-0.15 | ||
| Q1 25 | $0.66 | $0.05 | ||
| Q4 24 | $0.48 | $0.35 | ||
| Q3 24 | $-0.11 | $-0.11 | ||
| Q2 24 | $-0.26 | $0.12 | ||
| Q1 24 | $0.07 | $0.25 |
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 | — | $158.5M |
| 总债务越低越好 | — | $16.2B |
| 股东权益账面价值 | $7.6B | $-981.0M |
| 总资产 | $13.2B | $21.1B |
| 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ARIRM
| Q4 25 | — | $158.5M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $155.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务ARIRM
| Q4 25 | — | $16.2B | ||
| Q3 25 | — | $15.5B | ||
| Q2 25 | — | $14.8B | ||
| Q1 25 | — | $14.2B | ||
| Q4 24 | — | $13.0B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | $12.8B | ||
| Q1 24 | — | $12.6B |
股东权益ARIRM
| Q4 25 | $7.6B | $-981.0M | ||
| Q3 25 | $7.3B | $-882.0M | ||
| Q2 25 | $7.3B | $-767.4M | ||
| Q1 25 | $7.2B | $-698.5M | ||
| Q4 24 | $7.0B | $-503.1M | ||
| Q3 24 | $7.0B | $-259.0M | ||
| Q2 24 | $7.0B | $-132.9M | ||
| Q1 24 | $7.1B | $18.5M |
总资产ARIRM
| Q4 25 | $13.2B | $21.1B | ||
| Q3 25 | $12.9B | $20.6B | ||
| Q2 25 | $12.8B | $20.2B | ||
| Q1 25 | $13.0B | $19.4B | ||
| Q4 24 | $13.0B | $18.7B | ||
| Q3 24 | $13.2B | $18.5B | ||
| Q2 24 | $13.4B | $18.0B | ||
| Q1 24 | $13.5B | $17.8B |
负债/权益比ARIRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 679.18× |
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 | $370.7M | $500.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.2M |
| 自由现金流率自由现金流/营收 | — | -0.9% |
| 资本支出强度资本支出/营收 | — | 28.0% |
| 现金转化率经营现金流/净利润 | 1.83× | 5.37× |
| 过去12个月自由现金流最近4个季度 | — | $-931.6M |
8季度趋势，按日历期对齐
经营现金流ARIRM
| Q4 25 | $370.7M | $500.0M | ||
| Q3 25 | $310.1M | $267.6M | ||
| Q2 25 | $492.4M | $375.1M | ||
| Q1 25 | $457.7M | $197.3M | ||
| Q4 24 | $278.0M | $431.6M | ||
| Q3 24 | $166.2M | $252.9M | ||
| Q2 24 | $143.5M | $382.2M | ||
| Q1 24 | $261.6M | $130.0M |
自由现金流ARIRM
| Q4 25 | — | $-16.2M | ||
| Q3 25 | — | $-256.3M | ||
| Q2 25 | — | $-181.6M | ||
| Q1 25 | — | $-477.5M | ||
| Q4 24 | — | $-186.0M | ||
| Q3 24 | — | $-143.2M | ||
| Q2 24 | — | $-14.6M | ||
| Q1 24 | — | $-251.1M |
自由现金流率ARIRM
| Q4 25 | — | -0.9% | ||
| Q3 25 | — | -14.6% | ||
| Q2 25 | — | -10.6% | ||
| Q1 25 | — | -30.0% | ||
| Q4 24 | — | -11.8% | ||
| Q3 24 | — | -9.2% | ||
| Q2 24 | — | -1.0% | ||
| Q1 24 | — | -17.0% |
资本支出强度ARIRM
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 29.9% | ||
| Q2 25 | — | 32.5% | ||
| Q1 25 | — | 42.4% | ||
| Q4 24 | — | 39.1% | ||
| Q3 24 | — | 25.4% | ||
| Q2 24 | — | 25.9% | ||
| Q1 24 | — | 25.8% |
现金转化率ARIRM
| Q4 25 | 1.83× | 5.37× | ||
| Q3 25 | 3.62× | 3.10× | ||
| Q2 25 | 2.96× | — | ||
| Q1 25 | 2.09× | 12.15× | ||
| Q4 24 | 1.75× | 4.08× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 11.04× | ||
| Q1 24 | 7.55× | 1.69× |
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
AR
| Natural Gas Production | $773.6M | 55% |
| Natural Gas Liquids Sales C3Ngls | $378.1M | 27% |
| Other | $97.3M | 7% |
| Natural Gas Liquids Sales Ethane | $96.1M | 7% |
| Oil And Condensate | $34.8M | 2% |
| Marketings | $31.7M | 2% |
IRM
| Storage Rental | $1.1B | 58% |
| Services | $781.9M | 42% |
