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IMAX（IMAX）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
VERRA MOBILITY Corp的季度营收约是IMAX的1.8倍（$223.6M vs $125.2M），VERRA MOBILITY Corp净利率更高（12.0% vs 0.5%，领先11.5%），IMAX同比增速更快（35.1% vs 0.1%），IMAX自由现金流更多（$28.0M vs $9.6M），过去两年IMAX的营收复合增速更高（25.8% vs 0.3%）
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
IMAX vs VRRM — 直观对比
营收规模更大
VRRM
是对方的1.8倍
$125.2M
营收增速更快
IMAX
高出35.0%
0.1%
净利率更高
VRRM
高出11.5%
0.5%
自由现金流更多
IMAX
多$18.3M
$9.6M
两年增速更快
IMAX
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $125.2M | $223.6M |
| 净利润 | $637.0K | $26.7M |
| 毛利率 | 57.6% | — |
| 营业利润率 | 19.3% | 23.2% |
| 净利率 | 0.5% | 12.0% |
| 营收同比 | 35.1% | 0.1% |
| 净利润同比 | -88.0% | -17.3% |
| 每股收益（稀释后） | $0.02 | $0.17 |
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IMAXVRRM
| Q1 26 | — | $223.6M | ||
| Q4 25 | $125.2M | $257.9M | ||
| Q3 25 | $106.7M | $261.9M | ||
| Q2 25 | $91.7M | $236.0M | ||
| Q1 25 | $86.7M | $223.3M | ||
| Q4 24 | $92.7M | $221.5M | ||
| Q3 24 | $91.5M | $225.6M | ||
| Q2 24 | $89.0M | $222.4M |
净利润IMAXVRRM
| Q1 26 | — | $26.7M | ||
| Q4 25 | $637.0K | $18.9M | ||
| Q3 25 | $20.7M | $46.8M | ||
| Q2 25 | $11.3M | $38.6M | ||
| Q1 25 | $2.3M | $32.3M | ||
| Q4 24 | $5.3M | $-66.7M | ||
| Q3 24 | $13.9M | $34.7M | ||
| Q2 24 | $3.6M | $34.2M |
毛利率IMAXVRRM
| Q1 26 | — | — | ||
| Q4 25 | 57.6% | — | ||
| Q3 25 | 63.1% | — | ||
| Q2 25 | 58.5% | — | ||
| Q1 25 | 61.4% | — | ||
| Q4 24 | 52.2% | — | ||
| Q3 24 | 55.8% | — | ||
| Q2 24 | 49.4% | — |
营业利润率IMAXVRRM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 19.3% | 16.7% | ||
| Q3 25 | 27.2% | 28.6% | ||
| Q2 25 | 15.6% | 26.8% | ||
| Q1 25 | 19.3% | 25.7% | ||
| Q4 24 | 10.3% | -19.6% | ||
| Q3 24 | 21.2% | 28.3% | ||
| Q2 24 | 3.2% | 27.5% |
净利率IMAXVRRM
| Q1 26 | — | 12.0% | ||
| Q4 25 | 0.5% | 7.3% | ||
| Q3 25 | 19.4% | 17.9% | ||
| Q2 25 | 12.3% | 16.3% | ||
| Q1 25 | 2.7% | 14.5% | ||
| Q4 24 | 5.7% | -30.1% | ||
| Q3 24 | 15.2% | 15.4% | ||
| Q2 24 | 4.0% | 15.4% |
每股收益（稀释后）IMAXVRRM
| Q1 26 | — | $0.17 | ||
| Q4 25 | $0.02 | $0.12 | ||
| Q3 25 | $0.37 | $0.29 | ||
| Q2 25 | $0.20 | $0.24 | ||
| Q1 25 | $0.04 | $0.20 | ||
| Q4 24 | $0.09 | $-0.39 | ||
| Q3 24 | $0.26 | $0.21 | ||
| Q2 24 | $0.07 | $0.20 |
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 | $151.2M | $46.9M |
| 总债务越低越好 | — | $34.1M |
| 股东权益账面价值 | $337.9M | $272.0M |
| 总资产 | $894.0M | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资IMAXVRRM
| Q1 26 | — | $46.9M | ||
| Q4 25 | $151.2M | $65.3M | ||
| Q3 25 | $143.1M | $196.1M | ||
| Q2 25 | $109.3M | $147.7M | ||
| Q1 25 | $97.1M | $108.5M | ||
| Q4 24 | $100.6M | $77.6M | ||
| Q3 24 | $104.5M | $206.1M | ||
| Q2 24 | $91.6M | $122.0M |
总债务IMAXVRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益IMAXVRRM
| Q1 26 | — | $272.0M | ||
| Q4 25 | $337.9M | $293.0M | ||
| Q3 25 | $349.5M | $403.1M | ||
| Q2 25 | $320.4M | $352.1M | ||
| Q1 25 | $299.5M | $299.6M | ||
| Q4 24 | $299.5M | $265.1M | ||
| Q3 24 | $289.4M | $486.5M | ||
| Q2 24 | $267.2M | $438.6M |
总资产IMAXVRRM
| Q1 26 | — | $1.7B | ||
| Q4 25 | $894.0M | $1.6B | ||
| Q3 25 | $889.6M | $1.8B | ||
| Q2 25 | $868.6M | $1.7B | ||
| Q1 25 | $848.3M | $1.6B | ||
| Q4 24 | $830.4M | $1.6B | ||
| Q3 24 | $847.6M | $1.9B | ||
| Q2 24 | $827.4M | $1.8B |
负债/权益比IMAXVRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× |
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 | $29.4M | $40.8M |
| 自由现金流经营现金流 - 资本支出 | $28.0M | $9.6M |
| 自由现金流率自由现金流/营收 | 22.3% | 4.3% |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 46.11× | 1.53× |
| 过去12个月自由现金流最近4个季度 | $118.9M | $104.6M |
8季度趋势，按日历期对齐
经营现金流IMAXVRRM
| Q1 26 | — | $40.8M | ||
| Q4 25 | $29.4M | $40.0M | ||
| Q3 25 | $67.5M | $77.7M | ||
| Q2 25 | $23.2M | $75.1M | ||
| Q1 25 | $7.0M | $63.0M | ||
| Q4 24 | $11.5M | $40.5M | ||
| Q3 24 | $35.3M | $108.8M | ||
| Q2 24 | $35.0M | $40.0M |
自由现金流IMAXVRRM
| Q1 26 | — | $9.6M | ||
| Q4 25 | $28.0M | $5.7M | ||
| Q3 25 | $64.8M | $49.0M | ||
| Q2 25 | $20.9M | $40.3M | ||
| Q1 25 | $5.3M | $41.7M | ||
| Q4 24 | $6.9M | $21.6M | ||
| Q3 24 | $34.2M | $85.1M | ||
| Q2 24 | $33.5M | $26.0M |
自由现金流率IMAXVRRM
| Q1 26 | — | 4.3% | ||
| Q4 25 | 22.3% | 2.2% | ||
| Q3 25 | 60.7% | 18.7% | ||
| Q2 25 | 22.8% | 17.1% | ||
| Q1 25 | 6.1% | 18.7% | ||
| Q4 24 | 7.4% | 9.8% | ||
| Q3 24 | 37.3% | 37.7% | ||
| Q2 24 | 37.6% | 11.7% |
资本支出强度IMAXVRRM
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 13.3% | ||
| Q3 25 | 2.6% | 11.0% | ||
| Q2 25 | 2.6% | 14.8% | ||
| Q1 25 | 1.9% | 9.5% | ||
| Q4 24 | 5.0% | 8.5% | ||
| Q3 24 | 1.2% | 10.5% | ||
| Q2 24 | 1.8% | 6.3% |
现金转化率IMAXVRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | 46.11× | 2.12× | ||
| Q3 25 | 3.27× | 1.66× | ||
| Q2 25 | 2.06× | 1.95× | ||
| Q1 25 | 2.99× | 1.95× | ||
| Q4 24 | 2.16× | — | ||
| Q3 24 | 2.54× | 3.13× | ||
| Q2 24 | 9.78× | 1.17× |
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
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
