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Iron Mountain（IRM）与惠好（WY）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是惠好的1.2倍（$1.8B vs $1.5B），Iron Mountain净利率更高（5.1% vs 4.8%，领先0.3%），Iron Mountain同比增速更快（16.6% vs -9.8%），Iron Mountain自由现金流更多（$-16.2M vs $-128.0M），过去两年Iron Mountain的营收复合增速更高（11.7% vs -7.4%）
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。
惠好是美国知名林地运营企业，在美国本土持有约1040万英亩林地，同时通过长期许可协议在加拿大管理额外1400万英亩林地。企业拥有逾百年木制品生产历史，目前以房地产投资信托（REIT）模式运营。
IRM vs WY — 直观对比
营收规模更大
IRM
是对方的1.2倍
$1.5B
营收增速更快
IRM
高出26.3%
-9.8%
净利率更高
IRM
高出0.3%
4.8%
自由现金流更多
IRM
多$111.8M
$-128.0M
两年增速更快
IRM
近两年复合增速
-7.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.5B |
| 净利润 | $93.1M | $74.0M |
| 毛利率 | — | 10.4% |
| 营业利润率 | 18.5% | 16.3% |
| 净利率 | 5.1% | 4.8% |
| 营收同比 | 16.6% | -9.8% |
| 净利润同比 | -11.9% | -8.6% |
| 每股收益（稀释后） | $0.31 | $0.11 |
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IRMWY
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | $1.5B | $1.8B |
净利润IRMWY
| Q4 25 | $93.1M | $74.0M | ||
| Q3 25 | $86.2M | $80.0M | ||
| Q2 25 | $-43.3M | $87.0M | ||
| Q1 25 | $16.2M | $83.0M | ||
| Q4 24 | $105.7M | $81.0M | ||
| Q3 24 | $-33.7M | $28.0M | ||
| Q2 24 | $34.6M | $173.0M | ||
| Q1 24 | $77.0M | $114.0M |
毛利率IRMWY
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 17.8% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 20.8% | ||
| Q1 24 | — | 19.8% |
营业利润率IRMWY
| Q4 25 | 18.5% | 16.3% | ||
| Q3 25 | 17.6% | 7.2% | ||
| Q2 25 | 15.2% | 9.4% | ||
| Q1 25 | 16.0% | 10.2% | ||
| Q4 24 | 17.9% | 8.3% | ||
| Q3 24 | 16.1% | 4.6% | ||
| Q2 24 | 15.0% | 13.9% | ||
| Q1 24 | 16.6% | 10.9% |
净利率IRMWY
| Q4 25 | 5.1% | 4.8% | ||
| Q3 25 | 4.9% | 4.7% | ||
| Q2 25 | -2.5% | 4.6% | ||
| Q1 25 | 1.0% | 4.7% | ||
| Q4 24 | 6.7% | 4.7% | ||
| Q3 24 | -2.2% | 1.7% | ||
| Q2 24 | 2.3% | 8.9% | ||
| Q1 24 | 5.2% | 6.3% |
每股收益（稀释后）IRMWY
| Q4 25 | $0.31 | $0.11 | ||
| Q3 25 | $0.28 | $0.11 | ||
| Q2 25 | $-0.15 | $0.12 | ||
| Q1 25 | $0.05 | $0.11 | ||
| Q4 24 | $0.35 | $0.10 | ||
| Q3 24 | $-0.11 | $0.04 | ||
| Q2 24 | $0.12 | $0.24 | ||
| Q1 24 | $0.25 | $0.16 |
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 | $464.0M |
| 总债务越低越好 | $16.2B | $5.6B |
| 股东权益账面价值 | $-981.0M | $9.4B |
| 总资产 | $21.1B | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资IRMWY
| Q4 25 | $158.5M | $464.0M | ||
| Q3 25 | — | $401.0M | ||
| Q2 25 | — | $592.0M | ||
| Q1 25 | — | $560.0M | ||
| Q4 24 | $155.7M | $684.0M | ||
| Q3 24 | — | $877.0M | ||
| Q2 24 | — | $997.0M | ||
| Q1 24 | — | $871.0M |
总债务IRMWY
| Q4 25 | $16.2B | $5.6B | ||
| Q3 25 | $15.5B | — | ||
| Q2 25 | $14.8B | — | ||
| Q1 25 | $14.2B | — | ||
| Q4 24 | $13.0B | $5.1B | ||
| Q3 24 | $13.2B | — | ||
| Q2 24 | $12.8B | — | ||
| Q1 24 | $12.6B | — |
股东权益IRMWY
| Q4 25 | $-981.0M | $9.4B | ||
| Q3 25 | $-882.0M | $9.4B | ||
| Q2 25 | $-767.4M | $9.5B | ||
| Q1 25 | $-698.5M | $9.6B | ||
| Q4 24 | $-503.1M | $9.7B | ||
| Q3 24 | $-259.0M | $9.9B | ||
| Q2 24 | $-132.9M | $10.0B | ||
| Q1 24 | $18.5M | $10.1B |
总资产IRMWY
| Q4 25 | $21.1B | $16.6B | ||
| Q3 25 | $20.6B | $16.7B | ||
| Q2 25 | $20.2B | $16.5B | ||
| Q1 25 | $19.4B | $16.5B | ||
| Q4 24 | $18.7B | $16.5B | ||
| Q3 24 | $18.5B | $16.7B | ||
| Q2 24 | $18.0B | $16.8B | ||
| Q1 24 | $17.8B | $16.8B |
负债/权益比IRMWY
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 679.18× | — |
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 | $-114.0M |
| 自由现金流经营现金流 - 资本支出 | $-16.2M | $-128.0M |
| 自由现金流率自由现金流/营收 | -0.9% | -8.3% |
| 资本支出强度资本支出/营收 | 28.0% | 0.9% |
| 现金转化率经营现金流/净利润 | 5.37× | -1.54× |
| 过去12个月自由现金流最近4个季度 | $-931.6M | $511.0M |
8季度趋势，按日历期对齐
经营现金流IRMWY
| Q4 25 | $500.0M | $-114.0M | ||
| Q3 25 | $267.6M | $210.0M | ||
| Q2 25 | $375.1M | $396.0M | ||
| Q1 25 | $197.3M | $70.0M | ||
| Q4 24 | $431.6M | $218.0M | ||
| Q3 24 | $252.9M | $234.0M | ||
| Q2 24 | $382.2M | $432.0M | ||
| Q1 24 | $130.0M | $124.0M |
自由现金流IRMWY
| Q4 25 | $-16.2M | $-128.0M | ||
| Q3 25 | $-256.3M | $203.0M | ||
| Q2 25 | $-181.6M | $388.0M | ||
| Q1 25 | $-477.5M | $48.0M | ||
| Q4 24 | $-186.0M | $205.0M | ||
| Q3 24 | $-143.2M | $226.0M | ||
| Q2 24 | $-14.6M | $423.0M | ||
| Q1 24 | $-251.1M | $102.0M |
自由现金流率IRMWY
| Q4 25 | -0.9% | -8.3% | ||
| Q3 25 | -14.6% | 11.8% | ||
| Q2 25 | -10.6% | 20.6% | ||
| Q1 25 | -30.0% | 2.7% | ||
| Q4 24 | -11.8% | 12.0% | ||
| Q3 24 | -9.2% | 13.4% | ||
| Q2 24 | -1.0% | 21.8% | ||
| Q1 24 | -17.0% | 5.7% |
资本支出强度IRMWY
| Q4 25 | 28.0% | 0.9% | ||
| Q3 25 | 29.9% | 0.4% | ||
| Q2 25 | 32.5% | 0.4% | ||
| Q1 25 | 42.4% | 1.2% | ||
| Q4 24 | 39.1% | 0.8% | ||
| Q3 24 | 25.4% | 0.5% | ||
| Q2 24 | 25.9% | 0.5% | ||
| Q1 24 | 25.8% | 1.2% |
现金转化率IRMWY
| Q4 25 | 5.37× | -1.54× | ||
| Q3 25 | 3.10× | 2.63× | ||
| Q2 25 | — | 4.55× | ||
| Q1 25 | 12.15× | 0.84× | ||
| Q4 24 | 4.08× | 2.69× | ||
| Q3 24 | — | 8.36× | ||
| Q2 24 | 11.04× | 2.50× | ||
| Q1 24 | 1.69× | 1.09× |
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% |
WY
暂无分部数据
