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Iron Mountain(IRM)与WESTERN ALLIANCE BANCORPORATION(WAL)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WESTERN ALLIANCE BANCORPORATION的1.8倍($1.8B vs $1.0B),WESTERN ALLIANCE BANCORPORATION净利率更高(18.6% vs 5.1%,领先13.5%),WESTERN ALLIANCE BANCORPORATION同比增速更快(31.0% vs 16.6%),过去两年WESTERN ALLIANCE BANCORPORATION的营收复合增速更高(14.9% 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。
Western Alliance Bancorporation是总部位于美国菲尼克斯的区域性银行控股公司,长期深耕美国本土区域金融服务市场,目前已跻身美国最大银行行列,在福布斯发布的美国最佳银行榜单中排名第97位。
IRM vs WAL — 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
WAL
高出14.4%
16.6%
净利率更高
WAL
高出13.5%
5.1%
两年增速更快
WAL
近两年复合增速
11.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $1.0B |
| 净利润 | $93.1M | $189.2M |
| 毛利率 | — | — |
| 营业利润率 | 18.5% | — |
| 净利率 | 5.1% | 18.6% |
| 营收同比 | 16.6% | 31.0% |
| 净利润同比 | -11.9% | -5.0% |
| 每股收益(稀释后) | $0.31 | $1.65 |
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
IRM
WAL
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.8B | $980.9M | ||
| Q3 25 | $1.8B | $938.2M | ||
| Q2 25 | $1.7B | $845.9M | ||
| Q1 25 | $1.6B | $778.0M | ||
| Q4 24 | $1.6B | $838.4M | ||
| Q3 24 | $1.6B | $823.1M | ||
| Q2 24 | $1.5B | $771.8M |
净利润
IRM
WAL
| Q1 26 | — | $189.2M | ||
| Q4 25 | $93.1M | $286.1M | ||
| Q3 25 | $86.2M | $253.4M | ||
| Q2 25 | $-43.3M | $230.4M | ||
| Q1 25 | $16.2M | $199.1M | ||
| Q4 24 | $105.7M | $216.9M | ||
| Q3 24 | $-33.7M | $199.8M | ||
| Q2 24 | $34.6M | $193.6M |
营业利润率
IRM
WAL
| Q1 26 | — | — | ||
| Q4 25 | 18.5% | 36.3% | ||
| Q3 25 | 17.6% | 33.4% | ||
| Q2 25 | 15.2% | 34.4% | ||
| Q1 25 | 16.0% | 31.7% | ||
| Q4 24 | 17.9% | 30.9% | ||
| Q3 24 | 16.1% | 30.6% | ||
| Q2 24 | 15.0% | 32.1% |
净利率
IRM
WAL
| Q1 26 | — | 18.6% | ||
| Q4 25 | 5.1% | 29.2% | ||
| Q3 25 | 4.9% | 27.0% | ||
| Q2 25 | -2.5% | 27.2% | ||
| Q1 25 | 1.0% | 25.6% | ||
| Q4 24 | 6.7% | 25.9% | ||
| Q3 24 | -2.2% | 24.3% | ||
| Q2 24 | 2.3% | 25.1% |
每股收益(稀释后)
IRM
WAL
| Q1 26 | — | $1.65 | ||
| Q4 25 | $0.31 | $2.59 | ||
| Q3 25 | $0.28 | $2.28 | ||
| Q2 25 | $-0.15 | $2.07 | ||
| Q1 25 | $0.05 | $1.79 | ||
| Q4 24 | $0.35 | $1.94 | ||
| Q3 24 | $-0.11 | $1.80 | ||
| Q2 24 | $0.12 | $1.75 |
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 | — |
| 总债务越低越好 | $16.2B | $4.3B |
| 股东权益账面价值 | $-981.0M | $7.9B |
| 总资产 | $21.1B | $98.9B |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势,按日历期对齐
现金及短期投资
IRM
WAL
| Q1 26 | — | — | ||
| Q4 25 | $158.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $155.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务
IRM
WAL
| Q1 26 | — | $4.3B | ||
| Q4 25 | $16.2B | $1.4B | ||
| Q3 25 | $15.5B | $2.9B | ||
| Q2 25 | $14.8B | $2.9B | ||
| Q1 25 | $14.2B | $1.6B | ||
| Q4 24 | $13.0B | $2.4B | ||
| Q3 24 | $13.2B | $1.4B | ||
| Q2 24 | $12.8B | $436.0M |
股东权益
IRM
WAL
| Q1 26 | — | $7.9B | ||
| Q4 25 | $-981.0M | $7.7B | ||
| Q3 25 | $-882.0M | $7.4B | ||
| Q2 25 | $-767.4M | $7.1B | ||
| Q1 25 | $-698.5M | $6.9B | ||
| Q4 24 | $-503.1M | $6.7B | ||
| Q3 24 | $-259.0M | $6.7B | ||
| Q2 24 | $-132.9M | $6.3B |
总资产
IRM
WAL
| Q1 26 | — | $98.9B | ||
| Q4 25 | $21.1B | $92.8B | ||
| Q3 25 | $20.6B | $91.0B | ||
| Q2 25 | $20.2B | $86.7B | ||
| Q1 25 | $19.4B | $83.0B | ||
| Q4 24 | $18.7B | $80.9B | ||
| Q3 24 | $18.5B | $80.1B | ||
| Q2 24 | $18.0B | $80.6B |
负债/权益比
IRM
WAL
| Q1 26 | — | 0.54× | ||
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 0.23× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.07× |
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
IRM
WAL
| Q1 26 | — | — | ||
| Q4 25 | $500.0M | $-2.7B | ||
| Q3 25 | $267.6M | $-597.4M | ||
| Q2 25 | $375.1M | $-357.7M | ||
| Q1 25 | $197.3M | $-1.7B | ||
| Q4 24 | $431.6M | $-2.7B | ||
| Q3 24 | $252.9M | $-1.1B | ||
| Q2 24 | $382.2M | $-745.8M |
自由现金流
IRM
WAL
| 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
IRM
WAL
| 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
IRM
WAL
| 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
IRM
WAL
| Q1 26 | — | — | ||
| Q4 25 | 5.37× | -9.36× | ||
| Q3 25 | 3.10× | -2.36× | ||
| Q2 25 | — | -1.55× | ||
| Q1 25 | 12.15× | -8.31× | ||
| Q4 24 | 4.08× | -12.64× | ||
| Q3 24 | — | -5.35× | ||
| Q2 24 | 11.04× | -3.85× |
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% |
WAL
暂无分部数据