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IES Holdings, Inc.（IESC）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是Royalty Pharma plc的1.4倍（$871.0M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 10.5%，领先23.9%），IES Holdings, Inc.同比增速更快（16.2% vs 4.8%），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% vs 4.6%）
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
IESC vs RPRX — 直观对比
营收规模更大
IESC
是对方的1.4倍
$622.0M
营收增速更快
IESC
高出11.4%
4.8%
净利率更高
RPRX
高出23.9%
10.5%
两年增速更快
IESC
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $871.0M | $622.0M |
| 净利润 | $91.8M | $214.2M |
| 毛利率 | 25.3% | — |
| 营业利润率 | 11.2% | 62.4% |
| 净利率 | 10.5% | 34.4% |
| 营收同比 | 16.2% | 4.8% |
| 净利润同比 | 59.1% | 2.9% |
| 每股收益（稀释后） | $4.51 | $0.49 |
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IESCRPRX
| Q4 25 | $871.0M | $622.0M | ||
| Q3 25 | $897.8M | $609.3M | ||
| Q2 25 | $890.2M | $578.7M | ||
| Q1 25 | $834.0M | $568.2M | ||
| Q4 24 | $749.5M | $593.6M | ||
| Q3 24 | $775.8M | $564.7M | ||
| Q2 24 | $768.4M | $537.3M | ||
| Q1 24 | $705.7M | $568.0M |
净利润IESCRPRX
| Q4 25 | $91.8M | $214.2M | ||
| Q3 25 | $102.3M | $288.2M | ||
| Q2 25 | $79.3M | $30.2M | ||
| Q1 25 | $72.6M | $238.3M | ||
| Q4 24 | $57.7M | $208.2M | ||
| Q3 24 | $65.5M | $544.0M | ||
| Q2 24 | $66.6M | $102.0M | ||
| Q1 24 | $56.8M | $4.8M |
毛利率IESCRPRX
| Q4 25 | 25.3% | — | ||
| Q3 25 | 26.0% | — | ||
| Q2 25 | 26.9% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — | ||
| Q1 24 | 24.3% | — |
营业利润率IESCRPRX
| Q4 25 | 11.2% | 62.4% | ||
| Q3 25 | 11.6% | 70.1% | ||
| Q2 25 | 12.6% | 36.3% | ||
| Q1 25 | 11.1% | 94.0% | ||
| Q4 24 | 10.0% | 60.9% | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 11.7% | 50.2% | ||
| Q1 24 | 11.0% | -13.0% |
净利率IESCRPRX
| Q4 25 | 10.5% | 34.4% | ||
| Q3 25 | 11.4% | 47.3% | ||
| Q2 25 | 8.9% | 5.2% | ||
| Q1 25 | 8.7% | 41.9% | ||
| Q4 24 | 7.7% | 35.1% | ||
| Q3 24 | 8.4% | 96.3% | ||
| Q2 24 | 8.7% | 19.0% | ||
| Q1 24 | 8.0% | 0.8% |
每股收益（稀释后）IESCRPRX
| Q4 25 | $4.51 | $0.49 | ||
| Q3 25 | $4.99 | $0.67 | ||
| Q2 25 | $3.81 | $0.07 | ||
| Q1 25 | $3.50 | $0.55 | ||
| Q4 24 | $2.72 | $0.46 | ||
| Q3 24 | $3.06 | $1.21 | ||
| Q2 24 | $2.67 | $0.23 | ||
| Q1 24 | $2.29 | $0.01 |
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 | $258.7M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $961.1M | $9.7B |
| 总资产 | $1.7B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资IESCRPRX
| Q4 25 | $258.7M | $618.7M | ||
| Q3 25 | $231.8M | $938.9M | ||
| Q2 25 | $168.3M | $631.9M | ||
| Q1 25 | $88.3M | $1.1B | ||
| Q4 24 | $112.0M | $929.0M | ||
| Q3 24 | $135.8M | $950.1M | ||
| Q2 24 | $44.9M | $1.8B | ||
| Q1 24 | $106.0M | $843.0M |
总债务IESCRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益IESCRPRX
| Q4 25 | $961.1M | $9.7B | ||
| Q3 25 | $884.0M | $9.6B | ||
| Q2 25 | $781.4M | $9.5B | ||
| Q1 25 | $705.8M | $9.8B | ||
| Q4 24 | $652.4M | $10.3B | ||
| Q3 24 | $611.1M | $10.3B | ||
| Q2 24 | $567.5M | $9.8B | ||
| Q1 24 | $534.8M | $9.9B |
总资产IESCRPRX
| Q4 25 | $1.7B | $19.6B | ||
| Q3 25 | $1.6B | $19.3B | ||
| Q2 25 | $1.5B | $18.3B | ||
| Q1 25 | $1.4B | $17.6B | ||
| Q4 24 | $1.3B | $18.2B | ||
| Q3 24 | $1.2B | $18.0B | ||
| Q2 24 | $1.2B | $17.7B | ||
| Q1 24 | $1.1B | $16.1B |
负债/权益比IESCRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $27.7M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $-18.9M | — |
| 自由现金流率自由现金流/营收 | -2.2% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 现金转化率经营现金流/净利润 | 0.30× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $175.9M | — |
8季度趋势，按日历期对齐
经营现金流IESCRPRX
| Q4 25 | $27.7M | $827.1M | ||
| Q3 25 | $132.0M | $702.6M | ||
| Q2 25 | $92.0M | $364.0M | ||
| Q1 25 | $24.8M | $596.1M | ||
| Q4 24 | $37.3M | $742.5M | ||
| Q3 24 | $92.8M | $703.6M | ||
| Q2 24 | $82.9M | $658.2M | ||
| Q1 24 | $33.7M | $664.6M |
自由现金流IESCRPRX
| Q4 25 | $-18.9M | — | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $7.9M | — | ||
| Q4 24 | $24.1M | — | ||
| Q3 24 | $78.5M | — | ||
| Q2 24 | $65.4M | — | ||
| Q1 24 | $26.9M | — |
自由现金流率IESCRPRX
| Q4 25 | -2.2% | — | ||
| Q3 25 | 12.5% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 8.5% | — | ||
| Q1 24 | 3.8% | — |
资本支出强度IESCRPRX
| Q4 25 | 5.3% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 2.3% | — | ||
| Q1 24 | 1.0% | — |
现金转化率IESCRPRX
| Q4 25 | 0.30× | 3.86× | ||
| Q3 25 | 1.29× | 2.44× | ||
| Q2 25 | 1.16× | 12.06× | ||
| Q1 25 | 0.34× | 2.50× | ||
| Q4 24 | 0.65× | 3.57× | ||
| Q3 24 | 1.42× | 1.29× | ||
| Q2 24 | 1.24× | 6.45× | ||
| Q1 24 | 0.59× | 139.10× |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
