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COMMERCE BANCSHARES INC（CBSH）与Nutanix, Inc.（NTNX）财务数据对比。点击上方公司名可切换其他公司
Nutanix, Inc.的季度营收约是COMMERCE BANCSHARES INC的1.4倍（$670.6M vs $475.7M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 9.3%，领先20.5%），Nutanix, Inc.同比增速更快（13.5% vs 11.1%），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs 7.1%）
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
Nutanix是美国云计算企业，专注于提供数据中心、混合多云部署相关的软件产品，覆盖虚拟化、Kubernetes容器、数据库即服务、软件定义网络、安全以及文件、对象、块级软件定义存储等领域，助力企业高效搭建与运维云基础设施。
CBSH vs NTNX — 直观对比
营收规模更大
NTNX
是对方的1.4倍
$475.7M
营收增速更快
NTNX
高出2.3%
11.1%
净利率更高
CBSH
高出20.5%
9.3%
两年增速更快
NTNX
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $475.7M | $670.6M |
| 净利润 | $141.6M | $62.1M |
| 毛利率 | — | 87.0% |
| 营业利润率 | — | 7.4% |
| 净利率 | 29.8% | 9.3% |
| 营收同比 | 11.1% | 13.5% |
| 净利润同比 | 0.7% | 107.5% |
| 每股收益（稀释后） | $0.96 | $0.21 |
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CBSHNTNX
| Q1 26 | $475.7M | — | ||
| Q4 25 | $449.4M | $670.6M | ||
| Q3 25 | $441.0M | $653.3M | ||
| Q2 25 | $445.8M | $639.0M | ||
| Q1 25 | $428.1M | $654.7M | ||
| Q4 24 | $422.1M | $591.0M | ||
| Q3 24 | $421.4M | $548.0M | ||
| Q2 24 | $414.5M | $524.6M |
净利润CBSHNTNX
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $62.1M | ||
| Q3 25 | $141.5M | $38.6M | ||
| Q2 25 | $152.5M | $63.4M | ||
| Q1 25 | $131.6M | $56.4M | ||
| Q4 24 | $136.1M | $29.9M | ||
| Q3 24 | $138.0M | $-126.1M | ||
| Q2 24 | $139.6M | $-15.6M |
毛利率CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | — | 87.0% | ||
| Q3 25 | — | 87.2% | ||
| Q2 25 | — | 87.0% | ||
| Q1 25 | — | 87.0% | ||
| Q4 24 | — | 86.0% | ||
| Q3 24 | — | 85.2% | ||
| Q2 24 | — | 84.8% |
营业利润率CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 7.4% | ||
| Q3 25 | 41.9% | 4.8% | ||
| Q2 25 | 44.0% | 7.6% | ||
| Q1 25 | 39.2% | 10.0% | ||
| Q4 24 | 41.2% | 4.6% | ||
| Q3 24 | 42.4% | -2.2% | ||
| Q2 24 | 43.4% | -2.2% |
净利率CBSHNTNX
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 9.3% | ||
| Q3 25 | 32.1% | 5.9% | ||
| Q2 25 | 34.2% | 9.9% | ||
| Q1 25 | 30.7% | 8.6% | ||
| Q4 24 | 32.2% | 5.1% | ||
| Q3 24 | 32.8% | -23.0% | ||
| Q2 24 | 33.7% | -3.0% |
每股收益（稀释后）CBSHNTNX
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $0.21 | ||
| Q3 25 | $1.06 | $0.14 | ||
| Q2 25 | $1.14 | $0.22 | ||
| Q1 25 | $0.98 | $0.19 | ||
| Q4 24 | $0.83 | $0.10 | ||
| Q3 24 | $1.01 | $-0.50 | ||
| Q2 24 | $1.03 | $-0.06 |
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 | — | $780.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $-668.6M |
| 总资产 | $35.7B | $3.3B |
| 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CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | — | $780.4M | ||
| Q3 25 | — | $769.5M | ||
| Q2 25 | — | $872.6M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $716.6M | ||
| Q3 24 | — | $655.3M | ||
| Q2 24 | — | $598.0M |
股东权益CBSHNTNX
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $-668.6M | ||
| Q3 25 | $3.8B | $-694.5M | ||
| Q2 25 | $3.6B | $-711.4M | ||
| Q1 25 | $3.5B | $-807.7M | ||
| Q4 24 | $3.3B | $-685.3M | ||
| Q3 24 | $3.4B | $-728.1M | ||
| Q2 24 | $3.1B | $-619.5M |
总资产CBSHNTNX
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $3.3B | ||
| Q3 25 | $32.3B | $3.3B | ||
| Q2 25 | $32.3B | $3.1B | ||
| Q1 25 | $32.4B | $3.0B | ||
| Q4 24 | $32.0B | $2.2B | ||
| Q3 24 | $31.5B | $2.1B | ||
| Q2 24 | $30.6B | $2.8B |
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 | — | $196.8M |
| 自由现金流经营现金流 - 资本支出 | — | $174.5M |
| 自由现金流率自由现金流/营收 | — | 26.0% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | — | 3.17× |
| 过去12个月自由现金流最近4个季度 | — | $772.8M |
8季度趋势，按日历期对齐
经营现金流CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $196.8M | ||
| Q3 25 | $129.0M | $219.5M | ||
| Q2 25 | $111.2M | $218.5M | ||
| Q1 25 | $138.6M | $221.7M | ||
| Q4 24 | $577.9M | $161.8M | ||
| Q3 24 | $431.7M | $244.7M | ||
| Q2 24 | $147.4M | $96.4M |
自由现金流CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $174.5M | ||
| Q3 25 | $113.3M | $207.8M | ||
| Q2 25 | $100.5M | $203.4M | ||
| Q1 25 | $126.0M | $187.1M | ||
| Q4 24 | $531.7M | $151.9M | ||
| Q3 24 | $419.1M | $224.3M | ||
| Q2 24 | $138.9M | $78.3M |
自由现金流率CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 26.0% | ||
| Q3 25 | 25.7% | 31.8% | ||
| Q2 25 | 22.5% | 31.8% | ||
| Q1 25 | 29.4% | 28.6% | ||
| Q4 24 | 126.0% | 25.7% | ||
| Q3 24 | 99.5% | 40.9% | ||
| Q2 24 | 33.5% | 14.9% |
资本支出强度CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 3.3% | ||
| Q3 25 | 3.6% | 1.8% | ||
| Q2 25 | 2.4% | 2.4% | ||
| Q1 25 | 2.9% | 5.3% | ||
| Q4 24 | 10.9% | 1.7% | ||
| Q3 24 | 3.0% | 3.7% | ||
| Q2 24 | 2.1% | 3.4% |
现金转化率CBSHNTNX
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 3.17× | ||
| Q3 25 | 0.91× | 5.68× | ||
| Q2 25 | 0.73× | 3.45× | ||
| Q1 25 | 1.05× | 3.93× | ||
| Q4 24 | 4.25× | 5.41× | ||
| Q3 24 | 3.13× | — | ||
| Q2 24 | 1.06× | — |
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
CBSH
暂无分部数据
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
