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IREN Ltd（IREN）与RESOURCES CONNECTION, INC.（RGP）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RESOURCES CONNECTION, INC.的1.6倍（$184.7M vs $117.7M），RESOURCES CONNECTION, INC.净利率更高（-10.8% vs -84.1%，领先73.4%），IREN Ltd同比增速更快（59.0% vs -19.2%），RESOURCES CONNECTION, INC.自由现金流更多（$15.6M 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。
RGP原名 Resources Global Professionals，是 Resources Connection, Inc. 的核心运营主体，面向全球客户提供多领域专业咨询服务，覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
IREN vs RGP — 直观对比
营收规模更大
IREN
是对方的1.6倍
$117.7M
营收增速更快
IREN
高出78.2%
-19.2%
净利率更高
RGP
高出73.4%
-84.1%
自由现金流更多
RGP
多$483.6M
$-468.0M
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $184.7M | $117.7M |
| 净利润 | $-155.4M | $-12.7M |
| 毛利率 | 64.4% | 37.1% |
| 营业利润率 | -63.0% | -10.3% |
| 净利率 | -84.1% | -10.8% |
| 营收同比 | 59.0% | -19.2% |
| 净利润同比 | -610.0% | 81.6% |
| 每股收益（稀释后） | $-0.52 | $-0.38 |
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IRENRGP
| Q4 25 | $184.7M | $117.7M | ||
| Q3 25 | $240.3M | $120.2M | ||
| Q2 25 | — | $139.3M | ||
| Q1 25 | — | $129.4M | ||
| Q4 24 | $116.1M | $145.6M | ||
| Q3 24 | $52.8M | $136.9M | ||
| Q2 24 | — | $148.2M | ||
| Q1 24 | $54.3M | $151.3M |
净利润IRENRGP
| Q4 25 | $-155.4M | $-12.7M | ||
| Q3 25 | $384.6M | $-2.4M | ||
| Q2 25 | — | $-73.3M | ||
| Q1 25 | — | $-44.1M | ||
| Q4 24 | $-21.9M | $-68.7M | ||
| Q3 24 | $-51.7M | $-5.7M | ||
| Q2 24 | — | $10.5M | ||
| Q1 24 | $8.6M | $2.5M |
毛利率IRENRGP
| Q4 25 | 64.4% | 37.1% | ||
| Q3 25 | 66.4% | 39.5% | ||
| Q2 25 | — | 40.2% | ||
| Q1 25 | — | 35.1% | ||
| Q4 24 | 72.2% | 38.5% | ||
| Q3 24 | 39.6% | 36.5% | ||
| Q2 24 | — | 40.2% | ||
| Q1 24 | — | 37.0% |
营业利润率IRENRGP
| Q4 25 | -63.0% | -10.3% | ||
| Q3 25 | -31.8% | -1.7% | ||
| Q2 25 | — | -47.0% | ||
| Q1 25 | — | -38.4% | ||
| Q4 24 | 14.9% | -52.7% | ||
| Q3 24 | -89.2% | -3.5% | ||
| Q2 24 | — | 7.6% | ||
| Q1 24 | 11.1% | 2.8% |
净利率IRENRGP
| Q4 25 | -84.1% | -10.8% | ||
| Q3 25 | 160.1% | -2.0% | ||
| Q2 25 | — | -52.6% | ||
| Q1 25 | — | -34.0% | ||
| Q4 24 | -18.8% | -47.2% | ||
| Q3 24 | -98.0% | -4.2% | ||
| Q2 24 | — | 7.1% | ||
| Q1 24 | 15.9% | 1.7% |
每股收益（稀释后）IRENRGP
| Q4 25 | $-0.52 | $-0.38 | ||
| Q3 25 | $1.08 | $-0.07 | ||
| Q2 25 | — | $-2.21 | ||
| Q1 25 | — | $-1.34 | ||
| Q4 24 | $-0.10 | $-2.08 | ||
| Q3 24 | $-0.27 | $-0.17 | ||
| Q2 24 | — | $0.31 | ||
| Q1 24 | $0.00 | $0.08 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $194.6M |
| 总资产 | $7.0B | $289.3M |
| 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IRENRGP
| Q4 25 | $3.3B | $89.8M | ||
| Q3 25 | $1.0B | $77.5M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $72.5M | ||
| Q4 24 | $427.3M | $78.2M | ||
| Q3 24 | $98.6M | $89.6M | ||
| Q2 24 | — | $108.9M | ||
| Q1 24 | $259.7M | $113.8M |
股东权益IRENRGP
| Q4 25 | $2.5B | $194.6M | ||
| Q3 25 | $2.9B | $206.4M | ||
| Q2 25 | — | $207.1M | ||
| Q1 25 | — | $277.8M | ||
| Q4 24 | $1.2B | $325.7M | ||
| Q3 24 | $1.1B | $407.2M | ||
| Q2 24 | — | $418.8M | ||
| Q1 24 | $677.2M | $414.9M |
总资产IRENRGP
| Q4 25 | $7.0B | $289.3M | ||
| Q3 25 | $4.3B | $287.2M | ||
| Q2 25 | — | $304.7M | ||
| Q1 25 | — | $375.6M | ||
| Q4 24 | $1.9B | $424.9M | ||
| Q3 24 | $1.3B | $512.9M | ||
| Q2 24 | — | $510.9M | ||
| Q1 24 | $723.6M | $523.2M |
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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $-468.0M | $15.6M |
| 自由现金流率自由现金流/营收 | -253.4% | 13.2% |
| 资本支出强度资本支出/营收 | 292.2% | 0.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-701.2M | $24.3M |
8季度趋势，按日历期对齐
经营现金流IRENRGP
| Q4 25 | $71.7M | $15.9M | ||
| Q3 25 | $142.4M | $-7.8M | ||
| Q2 25 | — | $16.8M | ||
| Q1 25 | — | $659.0K | ||
| Q4 24 | $53.6M | $1.8M | ||
| Q3 24 | $-3.9M | $-309.0K | ||
| Q2 24 | — | $3.2M | ||
| Q1 24 | $-27.1M | $20.5M |
自由现金流IRENRGP
| Q4 25 | $-468.0M | $15.6M | ||
| Q3 25 | $-38.0M | $-8.0M | ||
| Q2 25 | — | $16.5M | ||
| Q1 25 | — | $238.0K | ||
| Q4 24 | $-85.5M | $61.0K | ||
| Q3 24 | $-109.7M | $-575.0K | ||
| Q2 24 | — | $3.0M | ||
| Q1 24 | $-108.3M | $20.4M |
自由现金流率IRENRGP
| Q4 25 | -253.4% | 13.2% | ||
| Q3 25 | -15.8% | -6.6% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | -73.6% | 0.0% | ||
| Q3 24 | -208.0% | -0.4% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | -199.4% | 13.5% |
资本支出强度IRENRGP
| Q4 25 | 292.2% | 0.3% | ||
| Q3 25 | 75.0% | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | 119.7% | 1.2% | ||
| Q3 24 | 200.6% | 0.2% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | 149.5% | 0.1% |
现金转化率IRENRGP
| Q4 25 | — | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | -3.13× | 8.04× |
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% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |
