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Iron Mountain（IRM）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是Iron Mountain的1.2倍（$2.2B vs $1.8B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.1%，领先18.4%），Iron Mountain同比增速更快（16.6% vs -36.8%），过去两年Iron Mountain的营收复合增速更高（11.7% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
IRM vs RNR — 直观对比
营收规模更大
RNR
是对方的1.2倍
$1.8B
营收增速更快
IRM
高出53.3%
-36.8%
净利率更高
RNR
高出18.4%
5.1%
两年增速更快
IRM
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.2B |
| 净利润 | $93.1M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 18.5% | — |
| 净利率 | 5.1% | 23.5% |
| 营收同比 | 16.6% | -36.8% |
| 净利润同比 | -11.9% | 72.6% |
| 每股收益（稀释后） | $0.31 | $6.57 |
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IRMRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.6B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
净利润IRMRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $93.1M | $760.5M | ||
| Q3 25 | $86.2M | $916.5M | ||
| Q2 25 | $-43.3M | $835.4M | ||
| Q1 25 | $16.2M | $170.0M | ||
| Q4 24 | $105.7M | $-189.7M | ||
| Q3 24 | $-33.7M | $1.2B | ||
| Q2 24 | $34.6M | $503.9M |
营业利润率IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | 18.5% | 42.5% | ||
| Q3 25 | 17.6% | 46.3% | ||
| Q2 25 | 15.2% | 41.8% | ||
| Q1 25 | 16.0% | -2.0% | ||
| Q4 24 | 17.9% | -3.6% | ||
| Q3 24 | 16.1% | 43.7% | ||
| Q2 24 | 15.0% | 25.0% |
净利率IRMRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.1% | 25.6% | ||
| Q3 25 | 4.9% | 28.7% | ||
| Q2 25 | -2.5% | 26.1% | ||
| Q1 25 | 1.0% | 4.9% | ||
| Q4 24 | 6.7% | -8.3% | ||
| Q3 24 | -2.2% | 29.8% | ||
| Q2 24 | 2.3% | 17.8% |
每股收益（稀释后）IRMRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.31 | $16.16 | ||
| Q3 25 | $0.28 | $19.40 | ||
| Q2 25 | $-0.15 | $17.20 | ||
| Q1 25 | $0.05 | $3.27 | ||
| Q4 24 | $0.35 | $-3.76 | ||
| Q3 24 | $-0.11 | $22.62 | ||
| Q2 24 | $0.12 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $16.2B | — |
| 股东权益账面价值 | $-981.0M | $4.3B |
| 总资产 | $21.1B | $53.7B |
| 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IRMRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $158.5M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $155.7M | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | $16.2B | $2.3B | ||
| Q3 25 | $15.5B | $2.2B | ||
| Q2 25 | $14.8B | $2.3B | ||
| Q1 25 | $14.2B | $2.8B | ||
| Q4 24 | $13.0B | $1.9B | ||
| Q3 24 | $13.2B | $1.9B | ||
| Q2 24 | $12.8B | $2.0B |
股东权益IRMRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-981.0M | $11.6B | ||
| Q3 25 | $-882.0M | $11.5B | ||
| Q2 25 | $-767.4M | $10.8B | ||
| Q1 25 | $-698.5M | $10.3B | ||
| Q4 24 | $-503.1M | $10.6B | ||
| Q3 24 | $-259.0M | $11.2B | ||
| Q2 24 | $-132.9M | $10.2B |
总资产IRMRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $21.1B | $53.8B | ||
| Q3 25 | $20.6B | $54.5B | ||
| Q2 25 | $20.2B | $54.7B | ||
| Q1 25 | $19.4B | $53.6B | ||
| Q4 24 | $18.7B | $50.7B | ||
| Q3 24 | $18.5B | $52.8B | ||
| Q2 24 | $18.0B | $51.6B |
负债/权益比IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | $500.0M | $483.0M | ||
| Q3 25 | $267.6M | $1.6B | ||
| Q2 25 | $375.1M | $1.5B | ||
| Q1 25 | $197.3M | $157.8M | ||
| Q4 24 | $431.6M | $778.9M | ||
| Q3 24 | $252.9M | $1.5B | ||
| Q2 24 | $382.2M | $1.2B |
自由现金流IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | $-16.2M | — | ||
| Q3 25 | $-256.3M | — | ||
| Q2 25 | $-181.6M | — | ||
| Q1 25 | $-477.5M | — | ||
| Q4 24 | $-186.0M | — | ||
| Q3 24 | $-143.2M | — | ||
| Q2 24 | $-14.6M | — |
自由现金流率IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | -0.9% | — | ||
| Q3 25 | -14.6% | — | ||
| Q2 25 | -10.6% | — | ||
| Q1 25 | -30.0% | — | ||
| Q4 24 | -11.8% | — | ||
| Q3 24 | -9.2% | — | ||
| Q2 24 | -1.0% | — |
资本支出强度IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 29.9% | — | ||
| Q2 25 | 32.5% | — | ||
| Q1 25 | 42.4% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 25.4% | — | ||
| Q2 24 | 25.9% | — |
现金转化率IRMRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.37× | 0.64× | ||
| Q3 25 | 3.10× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | 12.15× | 0.93× | ||
| Q4 24 | 4.08× | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 11.04× | 2.41× |
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% |
RNR
暂无分部数据
