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Iron Mountain（IRM）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是Iron Mountain的1.3倍（$2.4B vs $1.8B），拉夫劳伦净利率更高（15.0% vs 5.1%，领先10.0%），Iron Mountain同比增速更快（16.6% vs 12.2%），拉夫劳伦自由现金流更多（$704.0M vs $-16.2M），过去两年拉夫劳伦的营收复合增速更高（23.9% 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。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
IRM vs RL — 直观对比
营收规模更大
RL
是对方的1.3倍
$1.8B
营收增速更快
IRM
高出4.3%
12.2%
净利率更高
RL
高出10.0%
5.1%
自由现金流更多
RL
多$720.2M
$-16.2M
两年增速更快
RL
近两年复合增速
11.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.4B |
| 净利润 | $93.1M | $361.6M |
| 毛利率 | — | 69.9% |
| 营业利润率 | 18.5% | 19.6% |
| 净利率 | 5.1% | 15.0% |
| 营收同比 | 16.6% | 12.2% |
| 净利润同比 | -11.9% | 21.6% |
| 每股收益（稀释后） | $0.31 | $5.82 |
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IRMRL
| Q4 25 | $1.8B | $2.4B | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.7B | $1.7B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.5B | $1.5B | ||
| Q1 24 | $1.5B | $1.6B |
净利润IRMRL
| Q4 25 | $93.1M | $361.6M | ||
| Q3 25 | $86.2M | $207.5M | ||
| Q2 25 | $-43.3M | $220.4M | ||
| Q1 25 | $16.2M | $129.0M | ||
| Q4 24 | $105.7M | $297.4M | ||
| Q3 24 | $-33.7M | $147.9M | ||
| Q2 24 | $34.6M | $168.6M | ||
| Q1 24 | $77.0M | $90.7M |
毛利率IRMRL
| Q4 25 | — | 69.9% | ||
| Q3 25 | — | 68.0% | ||
| Q2 25 | — | 72.3% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.4% | ||
| Q3 24 | — | 67.0% | ||
| Q2 24 | — | 70.5% | ||
| Q1 24 | — | 66.6% |
营业利润率IRMRL
| Q4 25 | 18.5% | 19.6% | ||
| Q3 25 | 17.6% | 12.2% | ||
| Q2 25 | 15.2% | 15.9% | ||
| Q1 25 | 16.0% | 9.1% | ||
| Q4 24 | 17.9% | 18.2% | ||
| Q3 24 | 16.1% | 10.4% | ||
| Q2 24 | 15.0% | 13.8% | ||
| Q1 24 | 16.6% | 6.9% |
净利率IRMRL
| Q4 25 | 5.1% | 15.0% | ||
| Q3 25 | 4.9% | 10.3% | ||
| Q2 25 | -2.5% | 12.8% | ||
| Q1 25 | 1.0% | 7.6% | ||
| Q4 24 | 6.7% | 13.9% | ||
| Q3 24 | -2.2% | 8.6% | ||
| Q2 24 | 2.3% | 11.1% | ||
| Q1 24 | 5.2% | 5.8% |
每股收益（稀释后）IRMRL
| Q4 25 | $0.31 | $5.82 | ||
| Q3 25 | $0.28 | $3.32 | ||
| Q2 25 | $-0.15 | $3.52 | ||
| Q1 25 | $0.05 | $2.03 | ||
| Q4 24 | $0.35 | $4.66 | ||
| Q3 24 | $-0.11 | $2.31 | ||
| Q2 24 | $0.12 | $2.61 | ||
| Q1 24 | $0.25 | $1.37 |
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 | $2.3B |
| 总债务越低越好 | $16.2B | — |
| 股东权益账面价值 | $-981.0M | $2.9B |
| 总资产 | $21.1B | $7.8B |
| 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IRMRL
| Q4 25 | $158.5M | $2.3B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $155.7M | $2.1B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
总债务IRMRL
| Q4 25 | $16.2B | — | ||
| Q3 25 | $15.5B | — | ||
| Q2 25 | $14.8B | — | ||
| Q1 25 | $14.2B | — | ||
| Q4 24 | $13.0B | — | ||
| Q3 24 | $13.2B | — | ||
| Q2 24 | $12.8B | — | ||
| Q1 24 | $12.6B | — |
股东权益IRMRL
| Q4 25 | $-981.0M | $2.9B | ||
| Q3 25 | $-882.0M | $2.6B | ||
| Q2 25 | $-767.4M | $2.5B | ||
| Q1 25 | $-698.5M | $2.6B | ||
| Q4 24 | $-503.1M | $2.5B | ||
| Q3 24 | $-259.0M | $2.4B | ||
| Q2 24 | $-132.9M | $2.4B | ||
| Q1 24 | $18.5M | $2.5B |
总资产IRMRL
| Q4 25 | $21.1B | $7.8B | ||
| Q3 25 | $20.6B | $7.3B | ||
| Q2 25 | $20.2B | $7.8B | ||
| Q1 25 | $19.4B | $7.0B | ||
| Q4 24 | $18.7B | $7.1B | ||
| Q3 24 | $18.5B | $6.8B | ||
| Q2 24 | $18.0B | $6.6B | ||
| Q1 24 | $17.8B | $6.6B |
负债/权益比IRMRL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $779.6M |
| 自由现金流经营现金流 - 资本支出 | $-16.2M | $704.0M |
| 自由现金流率自由现金流/营收 | -0.9% | 29.3% |
| 资本支出强度资本支出/营收 | 28.0% | 3.1% |
| 现金转化率经营现金流/净利润 | 5.37× | 2.16× |
| 过去12个月自由现金流最近4个季度 | $-931.6M | $694.5M |
8季度趋势，按日历期对齐
经营现金流IRMRL
| Q4 25 | $500.0M | $779.6M | ||
| Q3 25 | $267.6M | $53.2M | ||
| Q2 25 | $375.1M | $176.1M | ||
| Q1 25 | $197.3M | $122.2M | ||
| Q4 24 | $431.6M | $738.4M | ||
| Q3 24 | $252.9M | $97.2M | ||
| Q2 24 | $382.2M | $277.3M | ||
| Q1 24 | $130.0M | — |
自由现金流IRMRL
| Q4 25 | $-16.2M | $704.0M | ||
| Q3 25 | $-256.3M | $-40.6M | ||
| Q2 25 | $-181.6M | $-11.2M | ||
| Q1 25 | $-477.5M | $42.3M | ||
| Q4 24 | $-186.0M | $677.2M | ||
| Q3 24 | $-143.2M | $55.5M | ||
| Q2 24 | $-14.6M | $243.9M | ||
| Q1 24 | $-251.1M | — |
自由现金流率IRMRL
| Q4 25 | -0.9% | 29.3% | ||
| Q3 25 | -14.6% | -2.0% | ||
| Q2 25 | -10.6% | -0.7% | ||
| Q1 25 | -30.0% | 2.5% | ||
| Q4 24 | -11.8% | 31.6% | ||
| Q3 24 | -9.2% | 3.2% | ||
| Q2 24 | -1.0% | 16.1% | ||
| Q1 24 | -17.0% | — |
资本支出强度IRMRL
| Q4 25 | 28.0% | 3.1% | ||
| Q3 25 | 29.9% | 4.7% | ||
| Q2 25 | 32.5% | 10.9% | ||
| Q1 25 | 42.4% | 4.7% | ||
| Q4 24 | 39.1% | 2.9% | ||
| Q3 24 | 25.4% | 2.4% | ||
| Q2 24 | 25.9% | 2.2% | ||
| Q1 24 | 25.8% | — |
现金转化率IRMRL
| Q4 25 | 5.37× | 2.16× | ||
| Q3 25 | 3.10× | 0.26× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | 12.15× | 0.95× | ||
| Q4 24 | 4.08× | 2.48× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | 11.04× | 1.64× | ||
| 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% |
RL
暂无分部数据
