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IDACORP INC（IDA）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IDACORP INC的1.9倍（$670.6M vs $360.1M），IDACORP INC净利率更高（12.1% vs 9.3%，领先2.8%），Nutanix, Inc.同比增速更快（13.5% vs -4.2%），Nutanix, Inc.自由现金流更多（$174.5M vs $-216.2M），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs -7.2%）
IDACORP Inc是注册于美国爱达荷州、总部设在博伊西的电力控股企业，成立于1998年10月1日，旗下拥有爱达荷电力公司、IDACORP金融公司及Ida-West能源公司，业务覆盖电力供应、能源服务及相关配套金融服务领域。
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。
IDA vs NTNX — 直观对比
营收规模更大
NTNX
是对方的1.9倍
$360.1M
营收增速更快
NTNX
高出17.7%
-4.2%
净利率更高
IDA
高出2.8%
9.3%
自由现金流更多
NTNX
多$390.7M
$-216.2M
两年增速更快
NTNX
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $360.1M | $670.6M |
| 净利润 | $43.6M | $62.1M |
| 毛利率 | — | 87.0% |
| 营业利润率 | 14.9% | 7.4% |
| 净利率 | 12.1% | 9.3% |
| 营收同比 | -4.2% | 13.5% |
| 净利润同比 | 15.1% | 107.5% |
| 每股收益（稀释后） | $0.78 | $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IDANTNX
| Q4 25 | $360.1M | $670.6M | ||
| Q3 25 | $526.4M | $653.3M | ||
| Q2 25 | $449.3M | $639.0M | ||
| Q1 25 | $411.1M | $654.7M | ||
| Q4 24 | $375.9M | $591.0M | ||
| Q3 24 | $532.5M | $548.0M | ||
| Q2 24 | $442.6M | $524.6M | ||
| Q1 24 | $417.9M | $565.2M |
净利润IDANTNX
| Q4 25 | $43.6M | $62.1M | ||
| Q3 25 | $124.4M | $38.6M | ||
| Q2 25 | $95.8M | $63.4M | ||
| Q1 25 | $59.6M | $56.4M | ||
| Q4 24 | $37.9M | $29.9M | ||
| Q3 24 | $113.6M | $-126.1M | ||
| Q2 24 | $89.5M | $-15.6M | ||
| Q1 24 | $48.2M | $32.8M |
毛利率IDANTNX
| 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% | ||
| Q1 24 | — | 85.6% |
营业利润率IDANTNX
| Q4 25 | 14.9% | 7.4% | ||
| Q3 25 | 27.5% | 4.8% | ||
| Q2 25 | 22.4% | 7.6% | ||
| Q1 25 | 13.4% | 10.0% | ||
| Q4 24 | 11.0% | 4.6% | ||
| Q3 24 | 25.1% | -2.2% | ||
| Q2 24 | 23.3% | -2.2% | ||
| Q1 24 | 11.9% | 6.6% |
净利率IDANTNX
| Q4 25 | 12.1% | 9.3% | ||
| Q3 25 | 23.6% | 5.9% | ||
| Q2 25 | 21.3% | 9.9% | ||
| Q1 25 | 14.5% | 8.6% | ||
| Q4 24 | 10.1% | 5.1% | ||
| Q3 24 | 21.3% | -23.0% | ||
| Q2 24 | 20.2% | -3.0% | ||
| Q1 24 | 11.5% | 5.8% |
每股收益（稀释后）IDANTNX
| Q4 25 | $0.78 | $0.21 | ||
| Q3 25 | $2.26 | $0.14 | ||
| Q2 25 | $1.76 | $0.22 | ||
| Q1 25 | $1.10 | $0.19 | ||
| Q4 24 | $0.72 | $0.10 | ||
| Q3 24 | $2.12 | $-0.50 | ||
| Q2 24 | $1.71 | $-0.06 | ||
| Q1 24 | $0.95 | $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 | $215.7M | $780.4M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $3.6B | $-668.6M |
| 总资产 | $10.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.93× | — |
8季度趋势，按日历期对齐
现金及短期投资IDANTNX
| Q4 25 | $215.7M | $780.4M | ||
| Q3 25 | $333.2M | $769.5M | ||
| Q2 25 | $474.5M | $872.6M | ||
| Q1 25 | $634.5M | $1.1B | ||
| Q4 24 | $368.9M | $716.6M | ||
| Q3 24 | $427.9M | $655.3M | ||
| Q2 24 | $169.6M | $598.0M | ||
| Q1 24 | $157.6M | $679.2M |
总债务IDANTNX
| Q4 25 | $3.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IDANTNX
| Q4 25 | $3.6B | $-668.6M | ||
| Q3 25 | $3.5B | $-694.5M | ||
| Q2 25 | $3.4B | $-711.4M | ||
| Q1 25 | $3.3B | $-807.7M | ||
| Q4 24 | $3.3B | $-685.3M | ||
| Q3 24 | $3.3B | $-728.1M | ||
| Q2 24 | $3.2B | $-619.5M | ||
| Q1 24 | $2.9B | $-611.7M |
总资产IDANTNX
| Q4 25 | $10.2B | $3.3B | ||
| Q3 25 | $10.1B | $3.3B | ||
| Q2 25 | $9.9B | $3.1B | ||
| Q1 25 | $9.6B | $3.0B | ||
| Q4 24 | $9.2B | $2.2B | ||
| Q3 24 | $9.1B | $2.1B | ||
| Q2 24 | $8.7B | $2.8B | ||
| Q1 24 | $8.3B | $2.7B |
负债/权益比IDANTNX
| Q4 25 | 0.93× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.92× | — | ||
| 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 | $137.8M | $196.8M |
| 自由现金流经营现金流 - 资本支出 | $-216.2M | $174.5M |
| 自由现金流率自由现金流/营收 | -60.0% | 26.0% |
| 资本支出强度资本支出/营收 | 98.3% | 3.3% |
| 现金转化率经营现金流/净利润 | 3.16× | 3.17× |
| 过去12个月自由现金流最近4个季度 | $-577.5M | $772.8M |
8季度趋势，按日历期对齐
经营现金流IDANTNX
| Q4 25 | $137.8M | $196.8M | ||
| Q3 25 | $162.8M | $219.5M | ||
| Q2 25 | $176.9M | $218.5M | ||
| Q1 25 | $124.3M | $221.7M | ||
| Q4 24 | $136.4M | $161.8M | ||
| Q3 24 | $201.9M | $244.7M | ||
| Q2 24 | $146.4M | $96.4M | ||
| Q1 24 | $109.7M | $186.4M |
自由现金流IDANTNX
| Q4 25 | $-216.2M | $174.5M | ||
| Q3 25 | $-127.9M | $207.8M | ||
| Q2 25 | $-156.4M | $203.4M | ||
| Q1 25 | $-77.0M | $187.1M | ||
| Q4 24 | $-48.9M | $151.9M | ||
| Q3 24 | $-16.1M | $224.3M | ||
| Q2 24 | $-199.6M | $78.3M | ||
| Q1 24 | $-150.3M | $162.6M |
自由现金流率IDANTNX
| Q4 25 | -60.0% | 26.0% | ||
| Q3 25 | -24.3% | 31.8% | ||
| Q2 25 | -34.8% | 31.8% | ||
| Q1 25 | -18.7% | 28.6% | ||
| Q4 24 | -13.0% | 25.7% | ||
| Q3 24 | -3.0% | 40.9% | ||
| Q2 24 | -45.1% | 14.9% | ||
| Q1 24 | -36.0% | 28.8% |
资本支出强度IDANTNX
| Q4 25 | 98.3% | 3.3% | ||
| Q3 25 | 55.2% | 1.8% | ||
| Q2 25 | 74.2% | 2.4% | ||
| Q1 25 | 49.0% | 5.3% | ||
| Q4 24 | 49.3% | 1.7% | ||
| Q3 24 | 41.0% | 3.7% | ||
| Q2 24 | 78.2% | 3.4% | ||
| Q1 24 | 62.2% | 4.2% |
现金转化率IDANTNX
| Q4 25 | 3.16× | 3.17× | ||
| Q3 25 | 1.31× | 5.68× | ||
| Q2 25 | 1.85× | 3.45× | ||
| Q1 25 | 2.08× | 3.93× | ||
| Q4 24 | 3.60× | 5.41× | ||
| Q3 24 | 1.78× | — | ||
| Q2 24 | 1.63× | — | ||
| Q1 24 | 2.28× | 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
IDA
| Retailrevenues | $323.0M | 90% |
| Transmissionserviceswheeling | $18.6M | 5% |
| Energyefficiencyprogramrevenues | $11.7M | 3% |
| Wholesaleenergysales | $10.5M | 3% |
| Otherrevenues | $9.5M | 3% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
