vs
IREN Ltd（IREN）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
IREN Ltd的季度营收约是PREFORMED LINE PRODUCTS CO的1.1倍（$184.7M vs $173.1M），PREFORMED LINE PRODUCTS CO净利率更高（4.9% vs -84.1%，领先89.0%），IREN Ltd同比增速更快（59.0% vs 3.6%），PREFORMED LINE PRODUCTS CO自由现金流更多（$11.8M vs $-468.0M）
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。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
IREN vs PLPC — 直观对比
营收规模更大
IREN
是对方的1.1倍
$173.1M
营收增速更快
IREN
高出55.4%
3.6%
净利率更高
PLPC
高出89.0%
-84.1%
自由现金流更多
PLPC
多$479.8M
$-468.0M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $184.7M | $173.1M |
| 净利润 | $-155.4M | $8.4M |
| 毛利率 | 64.4% | 29.8% |
| 营业利润率 | -63.0% | 6.8% |
| 净利率 | -84.1% | 4.9% |
| 营收同比 | 59.0% | 3.6% |
| 净利润同比 | -610.0% | -19.3% |
| 每股收益（稀释后） | $-0.52 | $1.72 |
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IRENPLPC
| Q4 25 | $184.7M | $173.1M | ||
| Q3 25 | $240.3M | $178.1M | ||
| Q2 25 | — | $169.6M | ||
| Q1 25 | — | $148.5M | ||
| Q4 24 | $116.1M | $167.1M | ||
| Q3 24 | $52.8M | $147.0M | ||
| Q2 24 | — | $138.7M | ||
| Q1 24 | $54.3M | $140.9M |
净利润IRENPLPC
| Q4 25 | $-155.4M | $8.4M | ||
| Q3 25 | $384.6M | $2.6M | ||
| Q2 25 | — | $12.7M | ||
| Q1 25 | — | $11.5M | ||
| Q4 24 | $-21.9M | $10.5M | ||
| Q3 24 | $-51.7M | $7.7M | ||
| Q2 24 | — | $9.4M | ||
| Q1 24 | $8.6M | $9.6M |
毛利率IRENPLPC
| Q4 25 | 64.4% | 29.8% | ||
| Q3 25 | 66.4% | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | 72.2% | 33.3% | ||
| Q3 24 | 39.6% | 31.1% | ||
| Q2 24 | — | 31.9% | ||
| Q1 24 | — | 31.3% |
营业利润率IRENPLPC
| Q4 25 | -63.0% | 6.8% | ||
| Q3 25 | -31.8% | 7.4% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | 14.9% | 10.5% | ||
| Q3 24 | -89.2% | 7.1% | ||
| Q2 24 | — | 8.1% | ||
| Q1 24 | 11.1% | 8.2% |
净利率IRENPLPC
| Q4 25 | -84.1% | 4.9% | ||
| Q3 25 | 160.1% | 1.5% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | 7.8% | ||
| Q4 24 | -18.8% | 6.3% | ||
| Q3 24 | -98.0% | 5.2% | ||
| Q2 24 | — | 6.8% | ||
| Q1 24 | 15.9% | 6.8% |
每股收益（稀释后）IRENPLPC
| Q4 25 | $-0.52 | $1.72 | ||
| Q3 25 | $1.08 | $0.53 | ||
| Q2 25 | — | $2.56 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | $-0.10 | $2.13 | ||
| Q3 24 | $-0.27 | $1.54 | ||
| Q2 24 | — | $1.89 | ||
| Q1 24 | $0.00 | $1.94 |
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 | $3.3B | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $2.5B | $475.5M |
| 总资产 | $7.0B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资IRENPLPC
| Q4 25 | $3.3B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $427.3M | — | ||
| Q3 24 | $98.6M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $259.7M | — |
总债务IRENPLPC
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
股东权益IRENPLPC
| Q4 25 | $2.5B | $475.5M | ||
| Q3 25 | $2.9B | $466.3M | ||
| Q2 25 | — | $460.7M | ||
| Q1 25 | — | $435.8M | ||
| Q4 24 | $1.2B | $422.3M | ||
| Q3 24 | $1.1B | $429.0M | ||
| Q2 24 | — | $416.2M | ||
| Q1 24 | $677.2M | $413.4M |
总资产IRENPLPC
| Q4 25 | $7.0B | $653.6M | ||
| Q3 25 | $4.3B | $644.6M | ||
| Q2 25 | — | $631.5M | ||
| Q1 25 | — | $592.5M | ||
| Q4 24 | $1.9B | $573.9M | ||
| Q3 24 | $1.3B | $592.0M | ||
| Q2 24 | — | $572.6M | ||
| Q1 24 | $723.6M | $586.1M |
负债/权益比IRENPLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $71.7M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $-468.0M | $11.8M |
| 自由现金流率自由现金流/营收 | -253.4% | 6.8% |
| 资本支出强度资本支出/营收 | 292.2% | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | $-701.2M | $33.3M |
8季度趋势，按日历期对齐
经营现金流IRENPLPC
| Q4 25 | $71.7M | $21.9M | ||
| Q3 25 | $142.4M | $18.9M | ||
| Q2 25 | — | $26.9M | ||
| Q1 25 | — | $5.7M | ||
| Q4 24 | $53.6M | $24.1M | ||
| Q3 24 | $-3.9M | $9.4M | ||
| Q2 24 | — | $28.3M | ||
| Q1 24 | $-27.1M | $5.8M |
自由现金流IRENPLPC
| Q4 25 | $-468.0M | $11.8M | ||
| Q3 25 | $-38.0M | $8.3M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $-5.3M | ||
| Q4 24 | $-85.5M | $20.6M | ||
| Q3 24 | $-109.7M | $5.8M | ||
| Q2 24 | — | $24.6M | ||
| Q1 24 | $-108.3M | $1.8M |
自由现金流率IRENPLPC
| Q4 25 | -253.4% | 6.8% | ||
| Q3 25 | -15.8% | 4.7% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | -3.6% | ||
| Q4 24 | -73.6% | 12.3% | ||
| Q3 24 | -208.0% | 3.9% | ||
| Q2 24 | — | 17.7% | ||
| Q1 24 | -199.4% | 1.3% |
资本支出强度IRENPLPC
| Q4 25 | 292.2% | 5.9% | ||
| Q3 25 | 75.0% | 6.0% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | 119.7% | 2.1% | ||
| Q3 24 | 200.6% | 2.4% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | 149.5% | 2.8% |
现金转化率IRENPLPC
| Q4 25 | — | 2.60× | ||
| Q3 25 | 0.37× | 7.21× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 3.02× | ||
| Q1 24 | -3.13× | 0.60× |
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
IREN
| Bitcoin Mining Revenue | $167.4M | 91% |
| AI Cloud Services | $17.3M | 9% |
PLPC
暂无分部数据
