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Iron Mountain（IRM）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Iron Mountain的1.0倍（$1.9B vs $1.8B），Masco净利率更高（11.9% vs 5.1%，领先6.8%），Iron Mountain同比增速更快（16.6% vs 6.5%），过去两年Iron Mountain的营收复合增速更高（11.7% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
IRM vs MAS — 直观对比
营收规模更大
MAS
是对方的1.0倍
$1.8B
营收增速更快
IRM
高出10.1%
6.5%
净利率更高
MAS
高出6.8%
5.1%
两年增速更快
IRM
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.9B |
| 净利润 | $93.1M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 18.5% | 16.5% |
| 净利率 | 5.1% | 11.9% |
| 营收同比 | 16.6% | 6.5% |
| 净利润同比 | -11.9% | 14.5% |
| 每股收益（稀释后） | $0.31 | — |
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IRMMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.8B | $1.8B | ||
| Q3 25 | $1.8B | $1.9B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.5B | $2.1B |
净利润IRMMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $93.1M | $165.0M | ||
| Q3 25 | $86.2M | $189.0M | ||
| Q2 25 | $-43.3M | $270.0M | ||
| Q1 25 | $16.2M | $186.0M | ||
| Q4 24 | $105.7M | $182.0M | ||
| Q3 24 | $-33.7M | $167.0M | ||
| Q2 24 | $34.6M | $258.0M |
毛利率IRMMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率IRMMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 18.5% | 13.8% | ||
| Q3 25 | 17.6% | 15.8% | ||
| Q2 25 | 15.2% | 20.1% | ||
| Q1 25 | 16.0% | 15.9% | ||
| Q4 24 | 17.9% | 15.9% | ||
| Q3 24 | 16.1% | 18.0% | ||
| Q2 24 | 15.0% | 19.0% |
净利率IRMMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 5.1% | 9.2% | ||
| Q3 25 | 4.9% | 9.9% | ||
| Q2 25 | -2.5% | 13.2% | ||
| Q1 25 | 1.0% | 10.3% | ||
| Q4 24 | 6.7% | 10.0% | ||
| Q3 24 | -2.2% | 8.4% | ||
| Q2 24 | 2.3% | 12.3% |
每股收益（稀释后）IRMMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.31 | $0.81 | ||
| Q3 25 | $0.28 | $0.90 | ||
| Q2 25 | $-0.15 | $1.28 | ||
| Q1 25 | $0.05 | $0.87 | ||
| Q4 24 | $0.35 | $0.85 | ||
| Q3 24 | $-0.11 | $0.77 | ||
| Q2 24 | $0.12 | $1.17 |
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 | — |
| 总债务越低越好 | $16.2B | $2.9B |
| 股东权益账面价值 | $-981.0M | $27.0M |
| 总资产 | $21.1B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资IRMMAS
| Q1 26 | — | — | ||
| Q4 25 | $158.5M | $647.0M | ||
| Q3 25 | — | $559.0M | ||
| Q2 25 | — | $390.0M | ||
| Q1 25 | — | $377.0M | ||
| Q4 24 | $155.7M | $634.0M | ||
| Q3 24 | — | $646.0M | ||
| Q2 24 | — | $398.0M |
总债务IRMMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $16.2B | $2.9B | ||
| Q3 25 | $15.5B | — | ||
| Q2 25 | $14.8B | — | ||
| Q1 25 | $14.2B | — | ||
| Q4 24 | $13.0B | $2.9B | ||
| Q3 24 | $13.2B | — | ||
| Q2 24 | $12.8B | — |
股东权益IRMMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $-981.0M | $-185.0M | ||
| Q3 25 | $-882.0M | $-78.0M | ||
| Q2 25 | $-767.4M | $-84.0M | ||
| Q1 25 | $-698.5M | $-254.0M | ||
| Q4 24 | $-503.1M | $-279.0M | ||
| Q3 24 | $-259.0M | $-88.0M | ||
| Q2 24 | $-132.9M | $-26.0M |
总资产IRMMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $21.1B | $5.2B | ||
| Q3 25 | $20.6B | $5.3B | ||
| Q2 25 | $20.2B | $5.3B | ||
| Q1 25 | $19.4B | $5.1B | ||
| Q4 24 | $18.7B | $5.0B | ||
| Q3 24 | $18.5B | $5.3B | ||
| Q2 24 | $18.0B | $5.4B |
负债/权益比IRMMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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% | 1.8% |
| 现金转化率经营现金流/净利润 | 5.37× | — |
| 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IRMMAS
| Q1 26 | — | — | ||
| Q4 25 | $500.0M | $418.0M | ||
| Q3 25 | $267.6M | $456.0M | ||
| Q2 25 | $375.1M | $306.0M | ||
| Q1 25 | $197.3M | $-158.0M | ||
| Q4 24 | $431.6M | $407.0M | ||
| Q3 24 | $252.9M | $416.0M | ||
| Q2 24 | $382.2M | $346.0M |
自由现金流IRMMAS
| Q1 26 | — | — | ||
| Q4 25 | $-16.2M | $371.0M | ||
| Q3 25 | $-256.3M | $415.0M | ||
| Q2 25 | $-181.6M | $270.0M | ||
| Q1 25 | $-477.5M | $-190.0M | ||
| Q4 24 | $-186.0M | $351.0M | ||
| Q3 24 | $-143.2M | $378.0M | ||
| Q2 24 | $-14.6M | $303.0M |
自由现金流率IRMMAS
| Q1 26 | — | — | ||
| Q4 25 | -0.9% | 20.7% | ||
| Q3 25 | -14.6% | 21.6% | ||
| Q2 25 | -10.6% | 13.2% | ||
| Q1 25 | -30.0% | -10.5% | ||
| Q4 24 | -11.8% | 19.2% | ||
| Q3 24 | -9.2% | 19.1% | ||
| Q2 24 | -1.0% | 14.5% |
资本支出强度IRMMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 28.0% | 2.6% | ||
| Q3 25 | 29.9% | 2.1% | ||
| Q2 25 | 32.5% | 1.8% | ||
| Q1 25 | 42.4% | 1.8% | ||
| Q4 24 | 39.1% | 3.1% | ||
| Q3 24 | 25.4% | 1.9% | ||
| Q2 24 | 25.9% | 2.1% |
现金转化率IRMMAS
| Q1 26 | — | — | ||
| Q4 25 | 5.37× | 2.53× | ||
| Q3 25 | 3.10× | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | 12.15× | -0.85× | ||
| Q4 24 | 4.08× | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | 11.04× | 1.34× |
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% |
MAS
暂无分部数据
