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Iron Mountain（IRM）与J.B. Hunt（JBHT）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是Iron Mountain的1.7倍（$3.1B vs $1.8B），Iron Mountain净利率更高（5.1% vs 4.6%，领先0.4%），Iron Mountain同比增速更快（16.6% vs 4.6%），过去两年Iron Mountain的营收复合增速更高（11.7% vs 2.2%）
Iron Mountain是1951年成立的美国企业信息管理服务提供商，总部位于新罕布什尔州朴茨茅斯。核心业务涵盖档案管理、信息销毁、数据备份与恢复，服务覆盖全球六大洲58个国家，为超过22万客户提供专业解决方案。
J.B.亨特运输服务公司是总部位于美国阿肯色州洛厄尔的运输物流企业，1961年8月10日由约翰尼·布莱恩·亨特与乔内尔·亨特在阿肯色州创立。截至1983年，公司已成为美国第80大卡车运输企业，营收达6.2347亿美元，当时运营550台牵引车、1049辆挂车，拥有约1050名员工。
IRM vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.7倍
$1.8B
营收增速更快
IRM
高出11.9%
4.6%
净利率更高
IRM
高出0.4%
4.6%
两年增速更快
IRM
近两年复合增速
2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $3.1B |
| 净利润 | $93.1M | $141.6M |
| 毛利率 | — | — |
| 营业利润率 | 18.5% | 6.8% |
| 净利率 | 5.1% | 4.6% |
| 营收同比 | 16.6% | 4.6% |
| 净利润同比 | -11.9% | 20.2% |
| 每股收益（稀释后） | $0.31 | $1.49 |
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IRMJBHT
| Q1 26 | — | $3.1B | ||
| Q4 25 | $1.8B | $3.1B | ||
| Q3 25 | $1.8B | $3.1B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.6B | $2.9B | ||
| Q4 24 | $1.6B | $3.1B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.5B | $2.9B |
净利润IRMJBHT
| Q1 26 | — | $141.6M | ||
| Q4 25 | $93.1M | $181.1M | ||
| Q3 25 | $86.2M | $170.8M | ||
| Q2 25 | $-43.3M | $128.6M | ||
| Q1 25 | $16.2M | $117.7M | ||
| Q4 24 | $105.7M | $155.5M | ||
| Q3 24 | $-33.7M | $152.1M | ||
| Q2 24 | $34.6M | $135.9M |
营业利润率IRMJBHT
| Q1 26 | — | 6.8% | ||
| Q4 25 | 18.5% | 8.0% | ||
| Q3 25 | 17.6% | 7.9% | ||
| Q2 25 | 15.2% | 6.7% | ||
| Q1 25 | 16.0% | 6.1% | ||
| Q4 24 | 17.9% | 6.6% | ||
| Q3 24 | 16.1% | 7.3% | ||
| Q2 24 | 15.0% | 7.0% |
净利率IRMJBHT
| Q1 26 | — | 4.6% | ||
| Q4 25 | 5.1% | 5.8% | ||
| Q3 25 | 4.9% | 5.6% | ||
| Q2 25 | -2.5% | 4.4% | ||
| Q1 25 | 1.0% | 4.0% | ||
| Q4 24 | 6.7% | 4.9% | ||
| Q3 24 | -2.2% | 5.0% | ||
| Q2 24 | 2.3% | 4.6% |
每股收益（稀释后）IRMJBHT
| Q1 26 | — | $1.49 | ||
| Q4 25 | $0.31 | $1.88 | ||
| Q3 25 | $0.28 | $1.76 | ||
| Q2 25 | $-0.15 | $1.31 | ||
| Q1 25 | $0.05 | $1.17 | ||
| Q4 24 | $0.35 | $1.53 | ||
| Q3 24 | $-0.11 | $1.49 | ||
| Q2 24 | $0.12 | $1.32 |
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 | $158.5M | $4.6M |
| 总债务越低越好 | $16.2B | $1.3B |
| 股东权益账面价值 | $-981.0M | $3.6B |
| 总资产 | $21.1B | — |
| 负债/权益比越低杠杆越低 | — | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资IRMJBHT
| Q1 26 | — | $4.6M | ||
| Q4 25 | $158.5M | $17.3M | ||
| Q3 25 | — | $52.3M | ||
| Q2 25 | — | $50.9M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $155.7M | $47.0M | ||
| Q3 24 | — | $120.0M | ||
| Q2 24 | — | $53.5M |
总债务IRMJBHT
| Q1 26 | — | $1.3B | ||
| Q4 25 | $16.2B | — | ||
| Q3 25 | $15.5B | — | ||
| Q2 25 | $14.8B | — | ||
| Q1 25 | $14.2B | — | ||
| Q4 24 | $13.0B | $977.7M | ||
| Q3 24 | $13.2B | $1.0B | ||
| Q2 24 | $12.8B | $1.5B |
股东权益IRMJBHT
| Q1 26 | — | $3.6B | ||
| Q4 25 | $-981.0M | $3.6B | ||
| Q3 25 | $-882.0M | $3.6B | ||
| Q2 25 | $-767.4M | $3.7B | ||
| Q1 25 | $-698.5M | $3.9B | ||
| Q4 24 | $-503.1M | $4.0B | ||
| Q3 24 | $-259.0M | $4.0B | ||
| Q2 24 | $-132.9M | $4.1B |
总资产IRMJBHT
| Q1 26 | — | — | ||
| Q4 25 | $21.1B | $7.9B | ||
| Q3 25 | $20.6B | $8.1B | ||
| Q2 25 | $20.2B | $8.2B | ||
| Q1 25 | $19.4B | $8.3B | ||
| Q4 24 | $18.7B | $8.3B | ||
| Q3 24 | $18.5B | $8.3B | ||
| Q2 24 | $18.0B | $8.4B |
负债/权益比IRMJBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× |
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 | $500.0M | $353.0M |
| 自由现金流经营现金流 - 资本支出 | $-16.2M | — |
| 自由现金流率自由现金流/营收 | -0.9% | — |
| 资本支出强度资本支出/营收 | 28.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 5.37× | 2.49× |
| 过去12个月自由现金流最近4个季度 | $-931.6M | — |
8季度趋势，按日历期对齐
经营现金流IRMJBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $500.0M | $385.6M | ||
| Q3 25 | $267.6M | $486.4M | ||
| Q2 25 | $375.1M | $402.1M | ||
| Q1 25 | $197.3M | $404.2M | ||
| Q4 24 | $431.6M | $317.6M | ||
| Q3 24 | $252.9M | $338.5M | ||
| Q2 24 | $382.2M | $360.6M |
自由现金流IRMJBHT
| Q1 26 | — | — | ||
| Q4 25 | $-16.2M | $251.3M | ||
| Q3 25 | $-256.3M | $352.4M | ||
| Q2 25 | $-181.6M | $185.6M | ||
| Q1 25 | $-477.5M | $158.4M | ||
| Q4 24 | $-186.0M | $93.3M | ||
| Q3 24 | $-143.2M | $163.1M | ||
| Q2 24 | $-14.6M | $98.2M |
自由现金流率IRMJBHT
| Q1 26 | — | — | ||
| Q4 25 | -0.9% | 8.1% | ||
| Q3 25 | -14.6% | 11.5% | ||
| Q2 25 | -10.6% | 6.3% | ||
| Q1 25 | -30.0% | 5.4% | ||
| Q4 24 | -11.8% | 3.0% | ||
| Q3 24 | -9.2% | 5.3% | ||
| Q2 24 | -1.0% | 3.4% |
资本支出强度IRMJBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | 28.0% | 4.3% | ||
| Q3 25 | 29.9% | 4.4% | ||
| Q2 25 | 32.5% | 7.4% | ||
| Q1 25 | 42.4% | 8.4% | ||
| Q4 24 | 39.1% | 7.1% | ||
| Q3 24 | 25.4% | 5.7% | ||
| Q2 24 | 25.9% | 9.0% |
现金转化率IRMJBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | 5.37× | 2.13× | ||
| Q3 25 | 3.10× | 2.85× | ||
| Q2 25 | — | 3.13× | ||
| Q1 25 | 12.15× | 3.43× | ||
| Q4 24 | 4.08× | 2.04× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | 11.04× | 2.65× |
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
IRM
| Storage Rental | $1.1B | 58% |
| Services | $781.9M | 42% |
JBHT
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
