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IREN Ltd（IREN）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.3倍（$184.7M vs $142.2M），Ranger Energy Services, Inc.净利率更高（2.3% vs -84.1%，领先86.4%），IREN Ltd同比增速更快（59.0% vs -0.6%），Ranger Energy Services, Inc.自由现金流更多（$17.1M 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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
IREN vs RNGR — 直观对比
营收规模更大
IREN
是对方的1.3倍
$142.2M
营收增速更快
IREN
高出59.6%
-0.6%
净利率更高
RNGR
高出86.4%
-84.1%
自由现金流更多
RNGR
多$485.1M
$-468.0M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $184.7M | $142.2M |
| 净利润 | $-155.4M | $3.2M |
| 毛利率 | 64.4% | — |
| 营业利润率 | -63.0% | 2.3% |
| 净利率 | -84.1% | 2.3% |
| 营收同比 | 59.0% | -0.6% |
| 净利润同比 | -610.0% | -44.8% |
| 每股收益（稀释后） | $-0.52 | $0.14 |
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IRENRNGR
| Q4 25 | $184.7M | $142.2M | ||
| Q3 25 | $240.3M | $128.9M | ||
| Q2 25 | — | $140.6M | ||
| Q1 25 | — | $135.2M | ||
| Q4 24 | $116.1M | $143.1M | ||
| Q3 24 | $52.8M | $153.0M | ||
| Q2 24 | — | $138.1M | ||
| Q1 24 | $54.3M | $136.9M |
净利润IRENRNGR
| Q4 25 | $-155.4M | $3.2M | ||
| Q3 25 | $384.6M | $1.2M | ||
| Q2 25 | — | $7.3M | ||
| Q1 25 | — | $600.0K | ||
| Q4 24 | $-21.9M | $5.8M | ||
| Q3 24 | $-51.7M | $8.7M | ||
| Q2 24 | — | $4.7M | ||
| Q1 24 | $8.6M | $-800.0K |
毛利率IRENRNGR
| Q4 25 | 64.4% | — | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 72.2% | — | ||
| Q3 24 | 39.6% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率IRENRNGR
| Q4 25 | -63.0% | 2.3% | ||
| Q3 25 | -31.8% | 2.0% | ||
| Q2 25 | — | 6.1% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | 14.9% | 6.2% | ||
| Q3 24 | -89.2% | 8.4% | ||
| Q2 24 | — | 5.3% | ||
| Q1 24 | 11.1% | -0.4% |
净利率IRENRNGR
| Q4 25 | -84.1% | 2.3% | ||
| Q3 25 | 160.1% | 0.9% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | -18.8% | 4.1% | ||
| Q3 24 | -98.0% | 5.7% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | 15.9% | -0.6% |
每股收益（稀释后）IRENRNGR
| Q4 25 | $-0.52 | $0.14 | ||
| Q3 25 | $1.08 | $0.05 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | $-0.10 | $0.24 | ||
| Q3 24 | $-0.27 | $0.39 | ||
| Q2 24 | — | $0.21 | ||
| Q1 24 | $0.00 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $300.1M |
| 总资产 | $7.0B | $419.3M |
| 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IRENRNGR
| Q4 25 | $3.3B | $10.3M | ||
| Q3 25 | $1.0B | $45.2M | ||
| Q2 25 | — | $48.9M | ||
| Q1 25 | — | $40.3M | ||
| Q4 24 | $427.3M | $40.9M | ||
| Q3 24 | $98.6M | $14.8M | ||
| Q2 24 | — | $8.7M | ||
| Q1 24 | $259.7M | $11.1M |
总债务IRENRNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益IRENRNGR
| Q4 25 | $2.5B | $300.1M | ||
| Q3 25 | $2.9B | $270.0M | ||
| Q2 25 | — | $276.9M | ||
| Q1 25 | — | $272.6M | ||
| Q4 24 | $1.2B | $273.8M | ||
| Q3 24 | $1.1B | $267.6M | ||
| Q2 24 | — | $260.5M | ||
| Q1 24 | $677.2M | $261.7M |
总资产IRENRNGR
| Q4 25 | $7.0B | $419.3M | ||
| Q3 25 | $4.3B | $372.8M | ||
| Q2 25 | — | $381.7M | ||
| Q1 25 | — | $376.5M | ||
| Q4 24 | $1.9B | $381.6M | ||
| Q3 24 | $1.3B | $373.9M | ||
| Q2 24 | — | $359.6M | ||
| Q1 24 | $723.6M | $355.5M |
负债/权益比IRENRNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $-468.0M | $17.1M |
| 自由现金流率自由现金流/营收 | -253.4% | 12.0% |
| 资本支出强度资本支出/营收 | 292.2% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $-701.2M | $42.9M |
8季度趋势，按日历期对齐
经营现金流IRENRNGR
| Q4 25 | $71.7M | $24.1M | ||
| Q3 25 | $142.4M | $13.6M | ||
| Q2 25 | — | $20.7M | ||
| Q1 25 | — | $10.6M | ||
| Q4 24 | $53.6M | $32.7M | ||
| Q3 24 | $-3.9M | $17.7M | ||
| Q2 24 | — | $22.1M | ||
| Q1 24 | $-27.1M | $12.0M |
自由现金流IRENRNGR
| Q4 25 | $-468.0M | $17.1M | ||
| Q3 25 | $-38.0M | $8.0M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | — | $3.4M | ||
| Q4 24 | $-85.5M | $27.3M | ||
| Q3 24 | $-109.7M | $10.8M | ||
| Q2 24 | — | $6.8M | ||
| Q1 24 | $-108.3M | $5.5M |
自由现金流率IRENRNGR
| Q4 25 | -253.4% | 12.0% | ||
| Q3 25 | -15.8% | 6.2% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | -73.6% | 19.1% | ||
| Q3 24 | -208.0% | 7.1% | ||
| Q2 24 | — | 4.9% | ||
| Q1 24 | -199.4% | 4.0% |
资本支出强度IRENRNGR
| Q4 25 | 292.2% | 4.9% | ||
| Q3 25 | 75.0% | 4.3% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | 119.7% | 3.8% | ||
| Q3 24 | 200.6% | 4.5% | ||
| Q2 24 | — | 11.1% | ||
| Q1 24 | 149.5% | 4.7% |
现金转化率IRENRNGR
| Q4 25 | — | 7.53× | ||
| Q3 25 | 0.37× | 11.33× | ||
| Q2 25 | — | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 4.70× | ||
| Q1 24 | -3.13× | — |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
