vs
Iron Mountain（IRM）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是罗布乐思的1.3倍（$1.8B vs $1.4B），Iron Mountain净利率更高（5.1% vs -22.3%，领先27.4%），罗布乐思同比增速更快（43.2% vs 16.6%），罗布乐思自由现金流更多（$308.6M vs $-16.2M），过去两年罗布乐思的营收复合增速更高（32.9% vs 11.7%）
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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
IRM vs RBLX — 直观对比
营收规模更大
IRM
是对方的1.3倍
$1.4B
营收增速更快
RBLX
高出26.6%
16.6%
净利率更高
IRM
高出27.4%
-22.3%
自由现金流更多
RBLX
多$324.8M
$-16.2M
两年增速更快
RBLX
近两年复合增速
11.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.4B |
| 净利润 | $93.1M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 18.5% | -25.3% |
| 净利率 | 5.1% | -22.3% |
| 营收同比 | 16.6% | 43.2% |
| 净利润同比 | -11.9% | -43.9% |
| 每股收益（稀释后） | $0.31 | $-0.44 |
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IRMRBLX
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.6B | $988.2M | ||
| Q3 24 | $1.6B | $919.0M | ||
| Q2 24 | $1.5B | $893.5M | ||
| Q1 24 | $1.5B | $801.3M |
净利润IRMRBLX
| Q4 25 | $93.1M | $-316.0M | ||
| Q3 25 | $86.2M | $-255.6M | ||
| Q2 25 | $-43.3M | $-278.4M | ||
| Q1 25 | $16.2M | $-215.1M | ||
| Q4 24 | $105.7M | $-219.6M | ||
| Q3 24 | $-33.7M | $-239.3M | ||
| Q2 24 | $34.6M | $-205.9M | ||
| Q1 24 | $77.0M | $-270.6M |
毛利率IRMRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率IRMRBLX
| Q4 25 | 18.5% | -25.3% | ||
| Q3 25 | 17.6% | -21.8% | ||
| Q2 25 | 15.2% | -29.8% | ||
| Q1 25 | 16.0% | -24.6% | ||
| Q4 24 | 17.9% | -24.7% | ||
| Q3 24 | 16.1% | -30.4% | ||
| Q2 24 | 15.0% | -26.6% | ||
| Q1 24 | 16.6% | -37.7% |
净利率IRMRBLX
| Q4 25 | 5.1% | -22.3% | ||
| Q3 25 | 4.9% | -18.8% | ||
| Q2 25 | -2.5% | -25.8% | ||
| Q1 25 | 1.0% | -20.8% | ||
| Q4 24 | 6.7% | -22.2% | ||
| Q3 24 | -2.2% | -26.0% | ||
| Q2 24 | 2.3% | -23.0% | ||
| Q1 24 | 5.2% | -33.8% |
每股收益（稀释后）IRMRBLX
| Q4 25 | $0.31 | $-0.44 | ||
| Q3 25 | $0.28 | $-0.37 | ||
| Q2 25 | $-0.15 | $-0.41 | ||
| Q1 25 | $0.05 | $-0.32 | ||
| Q4 24 | $0.35 | $-0.32 | ||
| Q3 24 | $-0.11 | $-0.37 | ||
| Q2 24 | $0.12 | $-0.32 | ||
| Q1 24 | $0.25 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $16.2B | $1.2B |
| 股东权益账面价值 | $-981.0M | $394.5M |
| 总资产 | $21.1B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资IRMRBLX
| Q4 25 | $158.5M | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $155.7M | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
总债务IRMRBLX
| Q4 25 | $16.2B | $1.2B | ||
| Q3 25 | $15.5B | — | ||
| Q2 25 | $14.8B | — | ||
| Q1 25 | $14.2B | — | ||
| Q4 24 | $13.0B | $1.2B | ||
| Q3 24 | $13.2B | — | ||
| Q2 24 | $12.8B | — | ||
| Q1 24 | $12.6B | — |
股东权益IRMRBLX
| Q4 25 | $-981.0M | $394.5M | ||
| Q3 25 | $-882.0M | $407.6M | ||
| Q2 25 | $-767.4M | $353.2M | ||
| Q1 25 | $-698.5M | $310.7M | ||
| Q4 24 | $-503.1M | $221.4M | ||
| Q3 24 | $-259.0M | $189.9M | ||
| Q2 24 | $-132.9M | $121.5M | ||
| Q1 24 | $18.5M | $71.6M |
总资产IRMRBLX
| Q4 25 | $21.1B | $9.6B | ||
| Q3 25 | $20.6B | $8.6B | ||
| Q2 25 | $20.2B | $7.8B | ||
| Q1 25 | $19.4B | $7.5B | ||
| Q4 24 | $18.7B | $7.2B | ||
| Q3 24 | $18.5B | $6.7B | ||
| Q2 24 | $18.0B | $6.5B | ||
| Q1 24 | $17.8B | $6.3B |
负债/权益比IRMRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 679.18× | — |
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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $-16.2M | $308.6M |
| 自由现金流率自由现金流/营收 | -0.9% | 21.8% |
| 资本支出强度资本支出/营收 | 28.0% | 21.1% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流IRMRBLX
| Q4 25 | $500.0M | $607.0M | ||
| Q3 25 | $267.6M | $546.2M | ||
| Q2 25 | $375.1M | $199.3M | ||
| Q1 25 | $197.3M | $443.9M | ||
| Q4 24 | $431.6M | $184.5M | ||
| Q3 24 | $252.9M | $247.4M | ||
| Q2 24 | $382.2M | $151.4M | ||
| Q1 24 | $130.0M | $238.9M |
自由现金流IRMRBLX
| Q4 25 | $-16.2M | $308.6M | ||
| Q3 25 | $-256.3M | $443.6M | ||
| Q2 25 | $-181.6M | $176.7M | ||
| Q1 25 | $-477.5M | $426.5M | ||
| Q4 24 | $-186.0M | $120.6M | ||
| Q3 24 | $-143.2M | $218.0M | ||
| Q2 24 | $-14.6M | $111.7M | ||
| Q1 24 | $-251.1M | $192.3M |
自由现金流率IRMRBLX
| Q4 25 | -0.9% | 21.8% | ||
| Q3 25 | -14.6% | 32.6% | ||
| Q2 25 | -10.6% | 16.3% | ||
| Q1 25 | -30.0% | 41.2% | ||
| Q4 24 | -11.8% | 12.2% | ||
| Q3 24 | -9.2% | 23.7% | ||
| Q2 24 | -1.0% | 12.5% | ||
| Q1 24 | -17.0% | 24.0% |
资本支出强度IRMRBLX
| Q4 25 | 28.0% | 21.1% | ||
| Q3 25 | 29.9% | 7.5% | ||
| Q2 25 | 32.5% | 2.1% | ||
| Q1 25 | 42.4% | 1.7% | ||
| Q4 24 | 39.1% | 6.5% | ||
| Q3 24 | 25.4% | 3.2% | ||
| Q2 24 | 25.9% | 4.4% | ||
| Q1 24 | 25.8% | 5.8% |
现金转化率IRMRBLX
| Q4 25 | 5.37× | — | ||
| Q3 25 | 3.10× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 12.15× | — | ||
| Q4 24 | 4.08× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 11.04× | — | ||
| Q1 24 | 1.69× | — |
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% |
RBLX
暂无分部数据
