vs
NABORS INDUSTRIES LTD（NBR）与Nutanix, Inc.（NTNX）财务数据对比。点击上方公司名可切换其他公司
NABORS INDUSTRIES LTD的季度营收约是Nutanix, Inc.的1.2倍（$797.5M vs $670.6M），Nutanix, Inc.净利率更高（9.3% vs 1.3%，领先8.0%），Nutanix, Inc.同比增速更快（13.5% vs 9.3%），Nutanix, Inc.自由现金流更多（$174.5M vs $83.8M），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs 4.3%）
纳博斯工业有限公司是总部位于美国得克萨斯州休斯顿的全球油气钻井承包商，在行业内拥有领先规模。公司目前运营着全球第二大的陆地钻井平台船队，总计超过250座钻井平台在全球20个国家开展作业，是油气勘探开发领域重要的服务提供商。
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。
NBR vs NTNX — 直观对比
营收规模更大
NBR
是对方的1.2倍
$670.6M
营收增速更快
NTNX
高出4.2%
9.3%
净利率更高
NTNX
高出8.0%
1.3%
自由现金流更多
NTNX
多$90.7M
$83.8M
两年增速更快
NTNX
近两年复合增速
4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $797.5M | $670.6M |
| 净利润 | $10.3M | $62.1M |
| 毛利率 | — | 87.0% |
| 营业利润率 | 27.4% | 7.4% |
| 净利率 | 1.3% | 9.3% |
| 营收同比 | 9.3% | 13.5% |
| 净利润同比 | 119.3% | 107.5% |
| 每股收益（稀释后） | $1.07 | $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NBRNTNX
| Q4 25 | $797.5M | $670.6M | ||
| Q3 25 | $818.2M | $653.3M | ||
| Q2 25 | $832.8M | $639.0M | ||
| Q1 25 | $736.2M | $654.7M | ||
| Q4 24 | $729.8M | $591.0M | ||
| Q3 24 | $731.8M | $548.0M | ||
| Q2 24 | $734.8M | $524.6M | ||
| Q1 24 | $733.7M | $565.2M |
净利润NBRNTNX
| Q4 25 | $10.3M | $62.1M | ||
| Q3 25 | $274.2M | $38.6M | ||
| Q2 25 | $-30.9M | $63.4M | ||
| Q1 25 | $33.0M | $56.4M | ||
| Q4 24 | $-53.7M | $29.9M | ||
| Q3 24 | $-55.8M | $-126.1M | ||
| Q2 24 | $-32.3M | $-15.6M | ||
| Q1 24 | $-34.3M | $32.8M |
毛利率NBRNTNX
| Q4 25 | — | 87.0% | ||
| Q3 25 | — | 87.2% | ||
| Q2 25 | — | 87.0% | ||
| Q1 25 | — | 87.0% | ||
| Q4 24 | — | 86.0% | ||
| Q3 24 | 41.0% | 85.2% | ||
| Q2 24 | 40.1% | 84.8% | ||
| Q1 24 | 40.4% | 85.6% |
营业利润率NBRNTNX
| Q4 25 | 27.4% | 7.4% | ||
| Q3 25 | 15.6% | 4.8% | ||
| Q2 25 | 8.8% | 7.6% | ||
| Q1 25 | 7.0% | 10.0% | ||
| Q4 24 | 26.0% | 4.6% | ||
| Q3 24 | 14.5% | -2.2% | ||
| Q2 24 | 7.9% | -2.2% | ||
| Q1 24 | 8.6% | 6.6% |
净利率NBRNTNX
| Q4 25 | 1.3% | 9.3% | ||
| Q3 25 | 33.5% | 5.9% | ||
| Q2 25 | -3.7% | 9.9% | ||
| Q1 25 | 4.5% | 8.6% | ||
| Q4 24 | -7.4% | 5.1% | ||
| Q3 24 | -7.6% | -23.0% | ||
| Q2 24 | -4.4% | -3.0% | ||
| Q1 24 | -4.7% | 5.8% |
每股收益（稀释后）NBRNTNX
| Q4 25 | $1.07 | $0.21 | ||
| Q3 25 | $16.85 | $0.14 | ||
| Q2 25 | $-2.71 | $0.22 | ||
| Q1 25 | $2.18 | $0.19 | ||
| Q4 24 | $-6.68 | $0.10 | ||
| Q3 24 | $-6.86 | $-0.50 | ||
| Q2 24 | $-4.29 | $-0.06 | ||
| Q1 24 | $-4.54 | $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 | $940.7M | $780.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.7M | $-668.6M |
| 总资产 | $4.8B | $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NBRNTNX
| Q4 25 | $940.7M | $780.4M | ||
| Q3 25 | $428.1M | $769.5M | ||
| Q2 25 | $387.4M | $872.6M | ||
| Q1 25 | $404.1M | $1.1B | ||
| Q4 24 | $397.3M | $716.6M | ||
| Q3 24 | $459.3M | $655.3M | ||
| Q2 24 | $473.6M | $598.0M | ||
| Q1 24 | $425.6M | $679.2M |
股东权益NBRNTNX
| Q4 25 | $590.7M | $-668.6M | ||
| Q3 25 | $579.8M | $-694.5M | ||
| Q2 25 | $308.0M | $-711.4M | ||
| Q1 25 | $342.7M | $-807.7M | ||
| Q4 24 | $135.0M | $-685.3M | ||
| Q3 24 | $191.4M | $-728.1M | ||
| Q2 24 | $250.4M | $-619.5M | ||
| Q1 24 | $286.3M | $-611.7M |
总资产NBRNTNX
| Q4 25 | $4.8B | $3.3B | ||
| Q3 25 | $4.8B | $3.3B | ||
| Q2 25 | $5.0B | $3.1B | ||
| Q1 25 | $5.0B | $3.0B | ||
| Q4 24 | $4.5B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.6B | $2.8B | ||
| Q1 24 | $4.6B | $2.7B |
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 | $245.8M | $196.8M |
| 自由现金流经营现金流 - 资本支出 | $83.8M | $174.5M |
| 自由现金流率自由现金流/营收 | 10.5% | 26.0% |
| 资本支出强度资本支出/营收 | 20.3% | 3.3% |
| 现金转化率经营现金流/净利润 | 23.76× | 3.17× |
| 过去12个月自由现金流最近4个季度 | $-22.7M | $772.8M |
8季度趋势，按日历期对齐
经营现金流NBRNTNX
| Q4 25 | $245.8M | $196.8M | ||
| Q3 25 | $207.9M | $219.5M | ||
| Q2 25 | $151.8M | $218.5M | ||
| Q1 25 | $87.7M | $221.7M | ||
| Q4 24 | $148.9M | $161.8M | ||
| Q3 24 | $143.6M | $244.7M | ||
| Q2 24 | $181.7M | $96.4M | ||
| Q1 24 | $107.2M | $186.4M |
自由现金流NBRNTNX
| Q4 25 | $83.8M | $174.5M | ||
| Q3 25 | $-2.1M | $207.8M | ||
| Q2 25 | $-27.1M | $203.4M | ||
| Q1 25 | $-77.2M | $187.1M | ||
| Q4 24 | $-59.1M | $151.9M | ||
| Q3 24 | $15.7M | $224.3M | ||
| Q2 24 | $54.3M | $78.3M | ||
| Q1 24 | $2.6M | $162.6M |
自由现金流率NBRNTNX
| Q4 25 | 10.5% | 26.0% | ||
| Q3 25 | -0.3% | 31.8% | ||
| Q2 25 | -3.3% | 31.8% | ||
| Q1 25 | -10.5% | 28.6% | ||
| Q4 24 | -8.1% | 25.7% | ||
| Q3 24 | 2.2% | 40.9% | ||
| Q2 24 | 7.4% | 14.9% | ||
| Q1 24 | 0.4% | 28.8% |
资本支出强度NBRNTNX
| Q4 25 | 20.3% | 3.3% | ||
| Q3 25 | 25.7% | 1.8% | ||
| Q2 25 | 21.5% | 2.4% | ||
| Q1 25 | 22.4% | 5.3% | ||
| Q4 24 | 28.5% | 1.7% | ||
| Q3 24 | 17.5% | 3.7% | ||
| Q2 24 | 17.3% | 3.4% | ||
| Q1 24 | 14.3% | 4.2% |
现金转化率NBRNTNX
| Q4 25 | 23.76× | 3.17× | ||
| Q3 25 | 0.76× | 5.68× | ||
| Q2 25 | — | 3.45× | ||
| Q1 25 | 2.66× | 3.93× | ||
| Q4 24 | — | 5.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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
NBR
| International Excluding Canada | $423.8M | 53% |
| Other | $228.1M | 29% |
| Drilling Solutions | $107.9M | 14% |
| Rig Technologies | $37.7M | 5% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
