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FactSet（FDS）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FactSet的1.1倍（$670.6M vs $607.6M），FactSet净利率更高（25.1% vs 9.3%，领先15.9%），Nutanix, Inc.同比增速更快（13.5% vs 6.9%），Nutanix, Inc.自由现金流更多（$174.5M vs $90.4M），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs 5.5%）
FactSet是总部位于美国康涅狄格州诺沃克的金融数据与软件企业，为客户提供一体化数据及软件解决方案。2024财年，公司年度订阅价值与专业服务营收合计22亿美元，当前总市值约170亿美元。
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。
FDS vs NTNX — 直观对比
营收规模更大
NTNX
是对方的1.1倍
$607.6M
营收增速更快
NTNX
高出6.6%
6.9%
净利率更高
FDS
高出15.9%
9.3%
自由现金流更多
NTNX
多$84.1M
$90.4M
两年增速更快
NTNX
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $607.6M | $670.6M |
| 净利润 | $152.6M | $62.1M |
| 毛利率 | 52.6% | 87.0% |
| 营业利润率 | 31.6% | 7.4% |
| 净利率 | 25.1% | 9.3% |
| 营收同比 | 6.9% | 13.5% |
| 净利润同比 | 1.7% | 107.5% |
| 每股收益（稀释后） | $4.06 | $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FDSNTNX
| Q4 25 | $607.6M | $670.6M | ||
| Q3 25 | $596.9M | $653.3M | ||
| Q2 25 | $585.5M | $639.0M | ||
| Q1 25 | $570.7M | $654.7M | ||
| Q4 24 | $568.7M | $591.0M | ||
| Q3 24 | $562.2M | $548.0M | ||
| Q2 24 | $552.7M | $524.6M | ||
| Q1 24 | $545.9M | $565.2M |
净利润FDSNTNX
| Q4 25 | $152.6M | $62.1M | ||
| Q3 25 | $153.6M | $38.6M | ||
| Q2 25 | $148.5M | $63.4M | ||
| Q1 25 | $144.9M | $56.4M | ||
| Q4 24 | $150.0M | $29.9M | ||
| Q3 24 | $89.5M | $-126.1M | ||
| Q2 24 | $158.1M | $-15.6M | ||
| Q1 24 | $140.9M | $32.8M |
毛利率FDSNTNX
| Q4 25 | 52.6% | 87.0% | ||
| Q3 25 | 51.6% | 87.2% | ||
| Q2 25 | 52.1% | 87.0% | ||
| Q1 25 | 52.8% | 87.0% | ||
| Q4 24 | 54.5% | 86.0% | ||
| Q3 24 | 54.1% | 85.2% | ||
| Q2 24 | 55.3% | 84.8% | ||
| Q1 24 | 53.3% | 85.6% |
营业利润率FDSNTNX
| Q4 25 | 31.6% | 7.4% | ||
| Q3 25 | 29.7% | 4.8% | ||
| Q2 25 | 33.2% | 7.6% | ||
| Q1 25 | 32.5% | 10.0% | ||
| Q4 24 | 33.6% | 4.6% | ||
| Q3 24 | 22.7% | -2.2% | ||
| Q2 24 | 36.6% | -2.2% | ||
| Q1 24 | 33.3% | 6.6% |
净利率FDSNTNX
| Q4 25 | 25.1% | 9.3% | ||
| Q3 25 | 25.7% | 5.9% | ||
| Q2 25 | 25.4% | 9.9% | ||
| Q1 25 | 25.4% | 8.6% | ||
| Q4 24 | 26.4% | 5.1% | ||
| Q3 24 | 15.9% | -23.0% | ||
| Q2 24 | 28.6% | -3.0% | ||
| Q1 24 | 25.8% | 5.8% |
每股收益（稀释后）FDSNTNX
| Q4 25 | $4.06 | $0.21 | ||
| Q3 25 | $4.03 | $0.14 | ||
| Q2 25 | $3.87 | $0.22 | ||
| Q1 25 | $3.76 | $0.19 | ||
| Q4 24 | $3.89 | $0.10 | ||
| Q3 24 | $2.33 | $-0.50 | ||
| Q2 24 | $4.09 | $-0.06 | ||
| Q1 24 | $3.65 | $0.12 |
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 | $292.7M | $780.4M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.2B | $-668.6M |
| 总资产 | $4.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资FDSNTNX
| Q4 25 | $292.7M | $780.4M | ||
| Q3 25 | $355.1M | $769.5M | ||
| Q2 25 | $364.0M | $872.6M | ||
| Q1 25 | $287.0M | $1.1B | ||
| Q4 24 | $358.8M | $716.6M | ||
| Q3 24 | $492.6M | $655.3M | ||
| Q2 24 | $522.0M | $598.0M | ||
| Q1 24 | $450.2M | $679.2M |
总债务FDSNTNX
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
股东权益FDSNTNX
| Q4 25 | $2.2B | $-668.6M | ||
| Q3 25 | $2.2B | $-694.5M | ||
| Q2 25 | $2.2B | $-711.4M | ||
| Q1 25 | $2.1B | $-807.7M | ||
| Q4 24 | $2.0B | $-685.3M | ||
| Q3 24 | $1.9B | $-728.1M | ||
| Q2 24 | $1.9B | $-619.5M | ||
| Q1 24 | $1.8B | $-611.7M |
总资产FDSNTNX
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.3B | $3.3B | ||
| Q2 25 | $4.3B | $3.1B | ||
| Q1 25 | $4.2B | $3.0B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $4.0B | $2.8B | ||
| Q1 24 | $4.0B | $2.7B |
负债/权益比FDSNTNX
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.71× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.83× | — |
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 | $121.3M | $196.8M |
| 自由现金流经营现金流 - 资本支出 | $90.4M | $174.5M |
| 自由现金流率自由现金流/营收 | 14.9% | 26.0% |
| 资本支出强度资本支出/营收 | 5.1% | 3.3% |
| 现金转化率经营现金流/净利润 | 0.79× | 3.17× |
| 过去12个月自由现金流最近4个季度 | $647.4M | $772.8M |
8季度趋势，按日历期对齐
经营现金流FDSNTNX
| Q4 25 | $121.3M | $196.8M | ||
| Q3 25 | $212.1M | $219.5M | ||
| Q2 25 | $253.8M | $218.5M | ||
| Q1 25 | $174.0M | $221.7M | ||
| Q4 24 | $86.4M | $161.8M | ||
| Q3 24 | $163.2M | $244.7M | ||
| Q2 24 | $238.2M | $96.4M | ||
| Q1 24 | $143.8M | $186.4M |
自由现金流FDSNTNX
| Q4 25 | $90.4M | $174.5M | ||
| Q3 25 | $178.1M | $207.8M | ||
| Q2 25 | $228.6M | $203.4M | ||
| Q1 25 | $150.2M | $187.1M | ||
| Q4 24 | $60.5M | $151.9M | ||
| Q3 24 | $137.2M | $224.3M | ||
| Q2 24 | $216.9M | $78.3M | ||
| Q1 24 | $121.9M | $162.6M |
自由现金流率FDSNTNX
| Q4 25 | 14.9% | 26.0% | ||
| Q3 25 | 29.8% | 31.8% | ||
| Q2 25 | 39.0% | 31.8% | ||
| Q1 25 | 26.3% | 28.6% | ||
| Q4 24 | 10.6% | 25.7% | ||
| Q3 24 | 24.4% | 40.9% | ||
| Q2 24 | 39.2% | 14.9% | ||
| Q1 24 | 22.3% | 28.8% |
资本支出强度FDSNTNX
| Q4 25 | 5.1% | 3.3% | ||
| Q3 25 | 5.7% | 1.8% | ||
| Q2 25 | 4.3% | 2.4% | ||
| Q1 25 | 4.2% | 5.3% | ||
| Q4 24 | 4.5% | 1.7% | ||
| Q3 24 | 4.6% | 3.7% | ||
| Q2 24 | 3.9% | 3.4% | ||
| Q1 24 | 4.0% | 4.2% |
现金转化率FDSNTNX
| Q4 25 | 0.79× | 3.17× | ||
| Q3 25 | 1.38× | 5.68× | ||
| Q2 25 | 1.71× | 3.45× | ||
| Q1 25 | 1.20× | 3.93× | ||
| Q4 24 | 0.58× | 5.41× | ||
| Q3 24 | 1.82× | — | ||
| Q2 24 | 1.51× | — | ||
| Q1 24 | 1.02× | 5.68× |
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
FDS
| Americas Segment | $399.7M | 66% |
| EMEA Segment | $149.1M | 25% |
| Asia Pacific Segment | $62.2M | 10% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
