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IAC Inc.（IAC）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IAC Inc.的1.0倍（$670.6M vs $646.0M），Nutanix, Inc.净利率更高（9.3% vs -11.9%，领先21.1%），Nutanix, Inc.同比增速更快（13.5% vs -10.5%），Nutanix, Inc.自由现金流更多（$174.5M vs $31.4M），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs 1.7%）
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
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。
IAC vs NTNX — 直观对比
营收规模更大
NTNX
是对方的1.0倍
$646.0M
营收增速更快
NTNX
高出23.9%
-10.5%
净利率更高
NTNX
高出21.1%
-11.9%
自由现金流更多
NTNX
多$143.1M
$31.4M
两年增速更快
NTNX
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $646.0M | $670.6M |
| 净利润 | $-76.8M | $62.1M |
| 毛利率 | 69.8% | 87.0% |
| 营业利润率 | -17.5% | 7.4% |
| 净利率 | -11.9% | 9.3% |
| 营收同比 | -10.5% | 13.5% |
| 净利润同比 | 61.4% | 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IACNTNX
| Q4 25 | $646.0M | $670.6M | ||
| Q3 25 | $589.8M | $653.3M | ||
| Q2 25 | $586.9M | $639.0M | ||
| Q1 25 | $570.5M | $654.7M | ||
| Q4 24 | $721.4M | $591.0M | ||
| Q3 24 | $642.0M | $548.0M | ||
| Q2 24 | $634.4M | $524.6M | ||
| Q1 24 | $624.3M | $565.2M |
净利润IACNTNX
| Q4 25 | $-76.8M | $62.1M | ||
| Q3 25 | $-21.9M | $38.6M | ||
| Q2 25 | $211.5M | $63.4M | ||
| Q1 25 | $-216.8M | $56.4M | ||
| Q4 24 | $-199.0M | $29.9M | ||
| Q3 24 | $-243.7M | $-126.1M | ||
| Q2 24 | $-142.2M | $-15.6M | ||
| Q1 24 | $45.0M | $32.8M |
毛利率IACNTNX
| Q4 25 | 69.8% | 87.0% | ||
| Q3 25 | 64.8% | 87.2% | ||
| Q2 25 | 65.6% | 87.0% | ||
| Q1 25 | 64.0% | 87.0% | ||
| Q4 24 | 65.8% | 86.0% | ||
| Q3 24 | 62.1% | 85.2% | ||
| Q2 24 | 60.1% | 84.8% | ||
| Q1 24 | 58.4% | 85.6% |
营业利润率IACNTNX
| Q4 25 | -17.5% | 7.4% | ||
| Q3 25 | -3.5% | 4.8% | ||
| Q2 25 | 0.1% | 7.6% | ||
| Q1 25 | 6.3% | 10.0% | ||
| Q4 24 | 6.7% | 4.6% | ||
| Q3 24 | 1.3% | -2.2% | ||
| Q2 24 | -3.4% | -2.2% | ||
| Q1 24 | -10.2% | 6.6% |
净利率IACNTNX
| Q4 25 | -11.9% | 9.3% | ||
| Q3 25 | -3.7% | 5.9% | ||
| Q2 25 | 36.0% | 9.9% | ||
| Q1 25 | -38.0% | 8.6% | ||
| Q4 24 | -27.6% | 5.1% | ||
| Q3 24 | -38.0% | -23.0% | ||
| Q2 24 | -22.4% | -3.0% | ||
| Q1 24 | 7.2% | 5.8% |
每股收益（稀释后）IACNTNX
| Q4 25 | $-0.96 | $0.21 | ||
| Q3 25 | $-0.27 | $0.14 | ||
| Q2 25 | $2.57 | $0.22 | ||
| Q1 25 | $-2.64 | $0.19 | ||
| Q4 24 | $-2.36 | $0.10 | ||
| Q3 24 | $-2.93 | $-0.50 | ||
| Q2 24 | $-1.71 | $-0.06 | ||
| Q1 24 | $0.51 | $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 | $960.2M | $780.4M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $4.7B | $-668.6M |
| 总资产 | $7.1B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资IACNTNX
| Q4 25 | $960.2M | $780.4M | ||
| Q3 25 | $1.0B | $769.5M | ||
| Q2 25 | $1.1B | $872.6M | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.4B | $716.6M | ||
| Q3 24 | $1.3B | $655.3M | ||
| Q2 24 | $1.3B | $598.0M | ||
| Q1 24 | $1.3B | $679.2M |
总债务IACNTNX
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IACNTNX
| Q4 25 | $4.7B | $-668.6M | ||
| Q3 25 | $4.8B | $-694.5M | ||
| Q2 25 | $4.9B | $-711.4M | ||
| Q1 25 | $4.7B | $-807.7M | ||
| Q4 24 | $5.6B | $-685.3M | ||
| Q3 24 | $5.8B | $-728.1M | ||
| Q2 24 | $6.0B | $-619.5M | ||
| Q1 24 | $6.1B | $-611.7M |
总资产IACNTNX
| Q4 25 | $7.1B | $3.3B | ||
| Q3 25 | $7.2B | $3.3B | ||
| Q2 25 | $7.4B | $3.1B | ||
| Q1 25 | $7.2B | $3.0B | ||
| Q4 24 | $9.7B | $2.2B | ||
| Q3 24 | $9.8B | $2.1B | ||
| Q2 24 | $10.2B | $2.8B | ||
| Q1 24 | $10.4B | $2.7B |
负债/权益比IACNTNX
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $36.6M | $196.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $174.5M |
| 自由现金流率自由现金流/营收 | 4.9% | 26.0% |
| 资本支出强度资本支出/营收 | 0.8% | 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 | $44.8M | $772.8M |
8季度趋势，按日历期对齐
经营现金流IACNTNX
| Q4 25 | $36.6M | $196.8M | ||
| Q3 25 | $30.1M | $219.5M | ||
| Q2 25 | $-2.8M | $218.5M | ||
| Q1 25 | $63.0K | $221.7M | ||
| Q4 24 | $110.1M | $161.8M | ||
| Q3 24 | $95.3M | $244.7M | ||
| Q2 24 | $85.0M | $96.4M | ||
| Q1 24 | $64.1M | $186.4M |
自由现金流IACNTNX
| Q4 25 | $31.4M | $174.5M | ||
| Q3 25 | $25.3M | $207.8M | ||
| Q2 25 | $-7.2M | $203.4M | ||
| Q1 25 | $-4.6M | $187.1M | ||
| Q4 24 | $104.8M | $151.9M | ||
| Q3 24 | $92.0M | $224.3M | ||
| Q2 24 | $81.6M | $78.3M | ||
| Q1 24 | $61.1M | $162.6M |
自由现金流率IACNTNX
| Q4 25 | 4.9% | 26.0% | ||
| Q3 25 | 4.3% | 31.8% | ||
| Q2 25 | -1.2% | 31.8% | ||
| Q1 25 | -0.8% | 28.6% | ||
| Q4 24 | 14.5% | 25.7% | ||
| Q3 24 | 14.3% | 40.9% | ||
| Q2 24 | 12.9% | 14.9% | ||
| Q1 24 | 9.8% | 28.8% |
资本支出强度IACNTNX
| Q4 25 | 0.8% | 3.3% | ||
| Q3 25 | 0.8% | 1.8% | ||
| Q2 25 | 0.8% | 2.4% | ||
| Q1 25 | 0.8% | 5.3% | ||
| Q4 24 | 0.7% | 1.7% | ||
| Q3 24 | 0.5% | 3.7% | ||
| Q2 24 | 0.5% | 3.4% | ||
| Q1 24 | 0.5% | 4.2% |
现金转化率IACNTNX
| Q4 25 | — | 3.17× | ||
| Q3 25 | — | 5.68× | ||
| Q2 25 | -0.01× | 3.45× | ||
| Q1 25 | — | 3.93× | ||
| Q4 24 | — | 5.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.42× | 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
IAC
| $168.5M | 26% | |
| Performance Marketing | $101.2M | 16% |
| Care.com | $85.7M | 13% |
| Subscription | $69.5M | 11% |
| Licensing And Other | $43.8M | 7% |
| Consumer Revenue | $43.2M | 7% |
| Advertising | $35.9M | 6% |
| Project And Other Print | $33.6M | 5% |
| Advertising Google | $28.9M | 4% |
| Newsstand | $22.4M | 3% |
| Emerging Other | $19.6M | 3% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
