vs
Iron Mountain（IRM）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是思佳讯的1.8倍（$1.8B vs $1.0B），思佳讯净利率更高（7.6% vs 5.1%，领先2.6%），Iron Mountain同比增速更快（16.6% vs 8.6%），思佳讯自由现金流更多（$339.0M vs $-16.2M），过去两年Iron Mountain的营收复合增速更高（11.7% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
IRM vs SWKS — 直观对比
营收规模更大
IRM
是对方的1.8倍
$1.0B
营收增速更快
IRM
高出7.9%
8.6%
净利率更高
SWKS
高出2.6%
5.1%
自由现金流更多
SWKS
多$355.2M
$-16.2M
两年增速更快
IRM
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.0B |
| 净利润 | $93.1M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 18.5% | 10.0% |
| 净利率 | 5.1% | 7.6% |
| 营收同比 | 16.6% | 8.6% |
| 净利润同比 | -11.9% | 15.3% |
| 每股收益（稀释后） | $0.31 | $0.53 |
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IRMSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.7B | $965.0M | ||
| Q1 25 | $1.6B | $953.2M | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.5B | $905.5M |
净利润IRMSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $93.1M | $141.4M | ||
| Q3 25 | $86.2M | — | ||
| Q2 25 | $-43.3M | $105.0M | ||
| Q1 25 | $16.2M | $68.7M | ||
| Q4 24 | $105.7M | $162.0M | ||
| Q3 24 | $-33.7M | $60.5M | ||
| Q2 24 | $34.6M | $120.9M |
毛利率IRMSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率IRMSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 18.5% | 10.1% | ||
| Q3 25 | 17.6% | — | ||
| Q2 25 | 15.2% | 11.5% | ||
| Q1 25 | 16.0% | 10.2% | ||
| Q4 24 | 17.9% | 16.9% | ||
| Q3 24 | 16.1% | 5.8% | ||
| Q2 24 | 15.0% | 14.4% |
净利率IRMSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 5.1% | 12.9% | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | -2.5% | 10.9% | ||
| Q1 25 | 1.0% | 7.2% | ||
| Q4 24 | 6.7% | 15.2% | ||
| Q3 24 | -2.2% | 5.9% | ||
| Q2 24 | 2.3% | 13.4% |
每股收益（稀释后）IRMSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.31 | $0.95 | ||
| Q3 25 | $0.28 | — | ||
| Q2 25 | $-0.15 | $0.70 | ||
| Q1 25 | $0.05 | $0.43 | ||
| Q4 24 | $0.35 | $1.00 | ||
| Q3 24 | $-0.11 | $0.36 | ||
| Q2 24 | $0.12 | $0.75 |
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 | $496.6M |
| 股东权益账面价值 | $-981.0M | $5.8B |
| 总资产 | $21.1B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资IRMSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $158.5M | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $155.7M | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.3B |
总债务IRMSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $16.2B | $496.4M | ||
| Q3 25 | $15.5B | — | ||
| Q2 25 | $14.8B | $496.2M | ||
| Q1 25 | $14.2B | $995.1M | ||
| Q4 24 | $13.0B | $994.7M | ||
| Q3 24 | $13.2B | $994.3M | ||
| Q2 24 | $12.8B | $994.0M |
股东权益IRMSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $-981.0M | $5.8B | ||
| Q3 25 | $-882.0M | — | ||
| Q2 25 | $-767.4M | $5.7B | ||
| Q1 25 | $-698.5M | $5.9B | ||
| Q4 24 | $-503.1M | $6.4B | ||
| Q3 24 | $-259.0M | $6.3B | ||
| Q2 24 | $-132.9M | $6.3B |
总资产IRMSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $21.1B | $7.9B | ||
| Q3 25 | $20.6B | — | ||
| Q2 25 | $20.2B | $7.7B | ||
| Q1 25 | $19.4B | $7.9B | ||
| Q4 24 | $18.7B | $8.3B | ||
| Q3 24 | $18.5B | $8.3B | ||
| Q2 24 | $18.0B | $8.2B |
负债/权益比IRMSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $-16.2M | $339.0M |
| 自由现金流率自由现金流/营收 | -0.9% | 32.7% |
| 资本支出强度资本支出/营收 | 28.0% | 5.5% |
| 现金转化率经营现金流/净利润 | 5.37× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $-931.6M | $1.1B |
8季度趋势，按日历期对齐
经营现金流IRMSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $500.0M | $200.0M | ||
| Q3 25 | $267.6M | — | ||
| Q2 25 | $375.1M | $314.2M | ||
| Q1 25 | $197.3M | $409.4M | ||
| Q4 24 | $431.6M | $377.2M | ||
| Q3 24 | $252.9M | $476.1M | ||
| Q2 24 | $382.2M | $273.4M |
自由现金流IRMSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-16.2M | $144.0M | ||
| Q3 25 | $-256.3M | — | ||
| Q2 25 | $-181.6M | $252.7M | ||
| Q1 25 | $-477.5M | $370.9M | ||
| Q4 24 | $-186.0M | $338.2M | ||
| Q3 24 | $-143.2M | $393.3M | ||
| Q2 24 | $-14.6M | $249.0M |
自由现金流率IRMSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | -0.9% | 13.1% | ||
| Q3 25 | -14.6% | — | ||
| Q2 25 | -10.6% | 26.2% | ||
| Q1 25 | -30.0% | 38.9% | ||
| Q4 24 | -11.8% | 31.7% | ||
| Q3 24 | -9.2% | 38.4% | ||
| Q2 24 | -1.0% | 27.5% |
资本支出强度IRMSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 28.0% | 5.1% | ||
| Q3 25 | 29.9% | — | ||
| Q2 25 | 32.5% | 6.4% | ||
| Q1 25 | 42.4% | 4.0% | ||
| Q4 24 | 39.1% | 3.6% | ||
| Q3 24 | 25.4% | 8.1% | ||
| Q2 24 | 25.9% | 2.7% |
现金转化率IRMSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 5.37× | 1.41× | ||
| Q3 25 | 3.10× | — | ||
| Q2 25 | — | 2.99× | ||
| Q1 25 | 12.15× | 5.96× | ||
| Q4 24 | 4.08× | 2.33× | ||
| Q3 24 | — | 7.87× | ||
| Q2 24 | 11.04× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
