vs
Iron Mountain（IRM）与Packaging Corporation of America（PKG）财务数据对比。点击上方公司名可切换其他公司
Packaging Corporation of America的季度营收约是Iron Mountain的1.3倍（$2.4B vs $1.8B），Packaging Corporation of America净利率更高（7.2% vs 5.1%，领先2.2%），Iron Mountain同比增速更快（16.6% vs 10.6%），过去两年Iron Mountain的营收复合增速更高（11.7% vs 6.8%）
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。
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业，业务主要布局于美国本土，当前拥有约15500名员工，首席执行官为Mark W. Kowlzan。
IRM vs PKG — 直观对比
营收规模更大
PKG
是对方的1.3倍
$1.8B
营收增速更快
IRM
高出6.0%
10.6%
净利率更高
PKG
高出2.2%
5.1%
两年增速更快
IRM
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.4B |
| 净利润 | $93.1M | $170.9M |
| 毛利率 | — | 19.1% |
| 营业利润率 | 18.5% | 10.6% |
| 净利率 | 5.1% | 7.2% |
| 营收同比 | 16.6% | 10.6% |
| 净利润同比 | -11.9% | -16.1% |
| 每股收益（稀释后） | $0.31 | $1.91 |
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IRMPKG
| Q1 26 | — | $2.4B | ||
| Q4 25 | $1.8B | $2.4B | ||
| Q3 25 | $1.8B | $2.3B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.5B | $2.1B |
净利润IRMPKG
| Q1 26 | — | $170.9M | ||
| Q4 25 | $93.1M | $101.9M | ||
| Q3 25 | $86.2M | $226.9M | ||
| Q2 25 | $-43.3M | $241.5M | ||
| Q1 25 | $16.2M | $203.8M | ||
| Q4 24 | $105.7M | $221.2M | ||
| Q3 24 | $-33.7M | $238.1M | ||
| Q2 24 | $34.6M | $198.9M |
毛利率IRMPKG
| Q1 26 | — | 19.1% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 21.9% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 21.1% |
营业利润率IRMPKG
| Q1 26 | — | 10.6% | ||
| Q4 25 | 18.5% | 7.1% | ||
| Q3 25 | 17.6% | 14.0% | ||
| Q2 25 | 15.2% | 15.4% | ||
| Q1 25 | 16.0% | 13.1% | ||
| Q4 24 | 17.9% | 14.1% | ||
| Q3 24 | 16.1% | 15.0% | ||
| Q2 24 | 15.0% | 13.3% |
净利率IRMPKG
| Q1 26 | — | 7.2% | ||
| Q4 25 | 5.1% | 4.3% | ||
| Q3 25 | 4.9% | 9.8% | ||
| Q2 25 | -2.5% | 11.1% | ||
| Q1 25 | 1.0% | 9.5% | ||
| Q4 24 | 6.7% | 10.3% | ||
| Q3 24 | -2.2% | 10.9% | ||
| Q2 24 | 2.3% | 9.6% |
每股收益（稀释后）IRMPKG
| Q1 26 | — | $1.91 | ||
| Q4 25 | $0.31 | $1.14 | ||
| Q3 25 | $0.28 | $2.51 | ||
| Q2 25 | $-0.15 | $2.67 | ||
| Q1 25 | $0.05 | $2.26 | ||
| Q4 24 | $0.35 | $2.45 | ||
| Q3 24 | $-0.11 | $2.64 | ||
| Q2 24 | $0.12 | $2.21 |
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 | — |
| 股东权益账面价值 | $-981.0M | — |
| 总资产 | $21.1B | — |
| 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IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | $158.5M | $529.0M | ||
| Q3 25 | — | $634.0M | ||
| Q2 25 | — | $787.9M | ||
| Q1 25 | — | $751.7M | ||
| Q4 24 | $155.7M | $685.0M | ||
| Q3 24 | — | $676.6M | ||
| Q2 24 | — | $613.6M |
总债务IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | $16.2B | $4.0B | ||
| Q3 25 | $15.5B | $4.0B | ||
| Q2 25 | $14.8B | — | ||
| Q1 25 | $14.2B | — | ||
| Q4 24 | $13.0B | $2.5B | ||
| Q3 24 | $13.2B | $2.5B | ||
| Q2 24 | $12.8B | — |
股东权益IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | $-981.0M | $4.6B | ||
| Q3 25 | $-882.0M | $4.8B | ||
| Q2 25 | $-767.4M | $4.6B | ||
| Q1 25 | $-698.5M | $4.5B | ||
| Q4 24 | $-503.1M | $4.4B | ||
| Q3 24 | $-259.0M | $4.3B | ||
| Q2 24 | $-132.9M | $4.1B |
总资产IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | $21.1B | $10.7B | ||
| Q3 25 | $20.6B | $11.0B | ||
| Q2 25 | $20.2B | $9.0B | ||
| Q1 25 | $19.4B | $9.0B | ||
| Q4 24 | $18.7B | $8.8B | ||
| Q3 24 | $18.5B | $8.8B | ||
| Q2 24 | $18.0B | $9.0B |
负债/权益比IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.58× | ||
| 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% | — |
| 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IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | $500.0M | $446.6M | ||
| Q3 25 | $267.6M | $472.2M | ||
| Q2 25 | $375.1M | $299.6M | ||
| Q1 25 | $197.3M | $339.1M | ||
| Q4 24 | $431.6M | $325.4M | ||
| Q3 24 | $252.9M | $327.1M | ||
| Q2 24 | $382.2M | $278.3M |
自由现金流IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | $-16.2M | $127.6M | ||
| Q3 25 | $-256.3M | $280.1M | ||
| Q2 25 | $-181.6M | $129.9M | ||
| Q1 25 | $-477.5M | $191.0M | ||
| Q4 24 | $-186.0M | $124.1M | ||
| Q3 24 | $-143.2M | $180.4M | ||
| Q2 24 | $-14.6M | $33.3M |
自由现金流率IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | -0.9% | 5.4% | ||
| Q3 25 | -14.6% | 12.1% | ||
| Q2 25 | -10.6% | 6.0% | ||
| Q1 25 | -30.0% | 8.9% | ||
| Q4 24 | -11.8% | 5.8% | ||
| Q3 24 | -9.2% | 8.3% | ||
| Q2 24 | -1.0% | 1.6% |
资本支出强度IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | 28.0% | 13.5% | ||
| Q3 25 | 29.9% | 8.3% | ||
| Q2 25 | 32.5% | 7.8% | ||
| Q1 25 | 42.4% | 6.9% | ||
| Q4 24 | 39.1% | 9.4% | ||
| Q3 24 | 25.4% | 6.7% | ||
| Q2 24 | 25.9% | 11.8% |
现金转化率IRMPKG
| Q1 26 | — | — | ||
| Q4 25 | 5.37× | 4.38× | ||
| Q3 25 | 3.10× | 2.08× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | 12.15× | 1.66× | ||
| Q4 24 | 4.08× | 1.47× | ||
| Q3 24 | — | 1.37× | ||
| Q2 24 | 11.04× | 1.40× |
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% |
PKG
暂无分部数据
