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Iron Mountain（IRM）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是Iron Mountain的1.1倍（$2.1B vs $1.8B），Roper Technologies净利率更高（15.8% vs 5.1%，领先10.7%），Iron Mountain同比增速更快（16.6% vs 11.3%），Roper Technologies自由现金流更多（$507.0M vs $-16.2M），过去两年Iron Mountain的营收复合增速更高（11.7% vs 10.5%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
IRM vs ROP — 直观对比
营收规模更大
ROP
是对方的1.1倍
$1.8B
营收增速更快
IRM
高出5.3%
11.3%
净利率更高
ROP
高出10.7%
5.1%
自由现金流更多
ROP
多$523.2M
$-16.2M
两年增速更快
IRM
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.1B |
| 净利润 | $93.1M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 18.5% | 27.2% |
| 净利率 | 5.1% | 15.8% |
| 营收同比 | 16.6% | 11.3% |
| 净利润同比 | -11.9% | 53.7% |
| 每股收益（稀释后） | $0.31 | $4.87 |
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IRMROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.8B | $2.1B | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
净利润IRMROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $93.1M | $428.4M | ||
| Q3 25 | $86.2M | $398.5M | ||
| Q2 25 | $-43.3M | $378.3M | ||
| Q1 25 | $16.2M | $331.1M | ||
| Q4 24 | $105.7M | $462.3M | ||
| Q3 24 | $-33.7M | $367.9M | ||
| Q2 24 | $34.6M | $337.1M |
毛利率IRMROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率IRMROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 18.5% | 28.6% | ||
| Q3 25 | 17.6% | 28.4% | ||
| Q2 25 | 15.2% | 28.2% | ||
| Q1 25 | 16.0% | 27.9% | ||
| Q4 24 | 17.9% | 28.0% | ||
| Q3 24 | 16.1% | 28.1% | ||
| Q2 24 | 15.0% | 28.8% |
净利率IRMROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 5.1% | 20.8% | ||
| Q3 25 | 4.9% | 19.8% | ||
| Q2 25 | -2.5% | 19.5% | ||
| Q1 25 | 1.0% | 17.6% | ||
| Q4 24 | 6.7% | 24.6% | ||
| Q3 24 | -2.2% | 20.8% | ||
| Q2 24 | 2.3% | 19.6% |
每股收益（稀释后）IRMROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.31 | $3.97 | ||
| Q3 25 | $0.28 | $3.68 | ||
| Q2 25 | $-0.15 | $3.49 | ||
| Q1 25 | $0.05 | $3.06 | ||
| Q4 24 | $0.35 | $4.29 | ||
| Q3 24 | $-0.11 | $3.40 | ||
| Q2 24 | $0.12 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $16.2B | $9.7B |
| 股东权益账面价值 | $-981.0M | $18.8B |
| 总资产 | $21.1B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资IRMROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $158.5M | $297.4M | ||
| Q3 25 | — | $320.0M | ||
| Q2 25 | — | $242.4M | ||
| Q1 25 | — | $372.8M | ||
| Q4 24 | $155.7M | $188.2M | ||
| Q3 24 | — | $269.6M | ||
| Q2 24 | — | $251.5M |
总债务IRMROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $16.2B | $9.3B | ||
| Q3 25 | $15.5B | — | ||
| Q2 25 | $14.8B | — | ||
| Q1 25 | $14.2B | — | ||
| Q4 24 | $13.0B | $7.6B | ||
| Q3 24 | $13.2B | — | ||
| Q2 24 | $12.8B | — |
股东权益IRMROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $-981.0M | $19.9B | ||
| Q3 25 | $-882.0M | $20.0B | ||
| Q2 25 | $-767.4M | $19.6B | ||
| Q1 25 | $-698.5M | $19.2B | ||
| Q4 24 | $-503.1M | $18.9B | ||
| Q3 24 | $-259.0M | $18.5B | ||
| Q2 24 | $-132.9M | $18.1B |
总资产IRMROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $21.1B | $34.6B | ||
| Q3 25 | $20.6B | $34.6B | ||
| Q2 25 | $20.2B | $33.2B | ||
| Q1 25 | $19.4B | $31.4B | ||
| Q4 24 | $18.7B | $31.3B | ||
| Q3 24 | $18.5B | $31.6B | ||
| Q2 24 | $18.0B | $29.8B |
负债/权益比IRMROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| 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 | $507.0M |
| 自由现金流率自由现金流/营收 | -0.9% | 24.2% |
| 资本支出强度资本支出/营收 | 28.0% | 0.5% |
| 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IRMROP
| Q1 26 | — | — | ||
| Q4 25 | $500.0M | $738.0M | ||
| Q3 25 | $267.6M | $869.5M | ||
| Q2 25 | $375.1M | $404.1M | ||
| Q1 25 | $197.3M | $528.7M | ||
| Q4 24 | $431.6M | $722.2M | ||
| Q3 24 | $252.9M | $755.4M | ||
| Q2 24 | $382.2M | $384.1M |
自由现金流IRMROP
| Q1 26 | — | $507.0M | ||
| 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IRMROP
| Q1 26 | — | 24.2% | ||
| 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IRMROP
| Q1 26 | — | 0.5% | ||
| 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IRMROP
| Q1 26 | — | — | ||
| Q4 25 | 5.37× | 1.72× | ||
| Q3 25 | 3.10× | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | 12.15× | 1.60× | ||
| Q4 24 | 4.08× | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | 11.04× | 1.14× |
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% |
ROP
暂无分部数据
