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Iron Mountain（IRM）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是瑞思迈的1.3倍（$1.8B vs $1.4B），瑞思迈净利率更高（27.6% vs 5.1%，领先22.5%），Iron Mountain同比增速更快（16.6% vs 11.0%），过去两年Iron Mountain的营收复合增速更高（11.7% vs 7.8%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
IRM vs RMD — 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
IRM
高出5.6%
11.0%
净利率更高
RMD
高出22.5%
5.1%
两年增速更快
IRM
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.4B |
| 净利润 | $93.1M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 18.5% | 34.6% |
| 净利率 | 5.1% | 27.6% |
| 营收同比 | 16.6% | 11.0% |
| 净利润同比 | -11.9% | 13.9% |
| 每股收益（稀释后） | $0.31 | $2.68 |
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IRMRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B |
净利润IRMRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $93.1M | $392.6M | ||
| Q3 25 | $86.2M | $348.5M | ||
| Q2 25 | $-43.3M | $379.7M | ||
| Q1 25 | $16.2M | $365.0M | ||
| Q4 24 | $105.7M | $344.6M | ||
| Q3 24 | $-33.7M | $311.4M |
毛利率IRMRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率IRMRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 18.5% | 34.6% | ||
| Q3 25 | 17.6% | 33.4% | ||
| Q2 25 | 15.2% | 33.7% | ||
| Q1 25 | 16.0% | 33.0% | ||
| Q4 24 | 17.9% | 32.5% | ||
| Q3 24 | 16.1% | 31.6% |
净利率IRMRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 5.1% | 27.6% | ||
| Q3 25 | 4.9% | 26.1% | ||
| Q2 25 | -2.5% | 28.2% | ||
| Q1 25 | 1.0% | 28.3% | ||
| Q4 24 | 6.7% | 26.9% | ||
| Q3 24 | -2.2% | 25.4% |
每股收益（稀释后）IRMRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.31 | $2.68 | ||
| Q3 25 | $0.28 | $2.37 | ||
| Q2 25 | $-0.15 | $2.58 | ||
| Q1 25 | $0.05 | $2.48 | ||
| Q4 24 | $0.35 | $2.34 | ||
| Q3 24 | $-0.11 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | $16.2B | $663.8M |
| 股东权益账面价值 | $-981.0M | $6.3B |
| 总资产 | $21.1B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资IRMRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $158.5M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | $155.7M | $521.9M | ||
| Q3 24 | — | $426.4M |
总债务IRMRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $16.2B | $403.9M | ||
| Q3 25 | $15.5B | $408.7M | ||
| Q2 25 | $14.8B | $658.4M | ||
| Q1 25 | $14.2B | $663.1M | ||
| Q4 24 | $13.0B | $662.9M | ||
| Q3 24 | $13.2B | $667.6M |
股东权益IRMRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $-981.0M | $6.3B | ||
| Q3 25 | $-882.0M | $6.1B | ||
| Q2 25 | $-767.4M | $6.0B | ||
| Q1 25 | $-698.5M | $5.5B | ||
| Q4 24 | $-503.1M | $5.3B | ||
| Q3 24 | $-259.0M | $5.2B |
总资产IRMRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $21.1B | $8.5B | ||
| Q3 25 | $20.6B | $8.3B | ||
| Q2 25 | $20.2B | $8.2B | ||
| Q1 25 | $19.4B | $7.6B | ||
| Q4 24 | $18.7B | $7.1B | ||
| Q3 24 | $18.5B | $7.2B |
负债/权益比IRMRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
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IRMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $500.0M | $339.7M | ||
| Q3 25 | $267.6M | $457.3M | ||
| Q2 25 | $375.1M | $538.8M | ||
| Q1 25 | $197.3M | $578.7M | ||
| Q4 24 | $431.6M | $308.6M | ||
| Q3 24 | $252.9M | $325.5M |
自由现金流IRMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-16.2M | $311.2M | ||
| Q3 25 | $-256.3M | $414.4M | ||
| Q2 25 | $-181.6M | $508.2M | ||
| Q1 25 | $-477.5M | $557.9M | ||
| Q4 24 | $-186.0M | $288.0M | ||
| Q3 24 | $-143.2M | $307.7M |
自由现金流率IRMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -0.9% | 21.9% | ||
| Q3 25 | -14.6% | 31.0% | ||
| Q2 25 | -10.6% | 37.7% | ||
| Q1 25 | -30.0% | 43.2% | ||
| Q4 24 | -11.8% | 22.5% | ||
| Q3 24 | -9.2% | 25.1% |
资本支出强度IRMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 28.0% | 2.0% | ||
| Q3 25 | 29.9% | 3.2% | ||
| Q2 25 | 32.5% | 2.3% | ||
| Q1 25 | 42.4% | 1.6% | ||
| Q4 24 | 39.1% | 1.6% | ||
| Q3 24 | 25.4% | 1.5% |
现金转化率IRMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.37× | 0.87× | ||
| Q3 25 | 3.10× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | 12.15× | 1.59× | ||
| Q4 24 | 4.08× | 0.90× | ||
| Q3 24 | — | 1.05× |
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% |
RMD
暂无分部数据
