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网飞（NFLX）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
网飞的季度营收约是帕兰提尔科技的8.7倍（$12.2B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 43.1%，领先0.1%），帕兰提尔科技同比增速更快（70.0% vs 16.2%），网飞自由现金流更多（$5.1B vs $764.0M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 13.2%）
网飞是来自美国的会员制点播流媒体服务平台，主要提供不同品类的原创及引进电影、电视剧内容，业务覆盖全球众多国家和地区，支持多语言服务，致力于为全球用户提供多元优质的视听娱乐体验。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
NFLX vs PLTR — 直观对比
营收规模更大
NFLX
是对方的8.7倍
$1.4B
营收增速更快
PLTR
高出53.8%
16.2%
净利率更高
PLTR
高出0.1%
43.1%
自由现金流更多
NFLX
多$4.3B
$764.0M
两年增速更快
PLTR
近两年复合增速
13.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $12.2B | $1.4B |
| 净利润 | $5.3B | $608.7M |
| 毛利率 | 51.9% | 84.6% |
| 营业利润率 | 32.3% | 40.9% |
| 净利率 | 43.1% | 43.3% |
| 营收同比 | 16.2% | 70.0% |
| 净利润同比 | 82.8% | 670.4% |
| 每股收益（稀释后） | $1.23 | $0.24 |
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NFLXPLTR
| Q1 26 | $12.2B | — | ||
| Q4 25 | $12.1B | $1.4B | ||
| Q3 25 | $11.5B | $1.2B | ||
| Q2 25 | $11.1B | $1.0B | ||
| Q1 25 | $10.5B | $883.9M | ||
| Q4 24 | $10.2B | $827.5M | ||
| Q3 24 | $9.8B | $725.5M | ||
| Q2 24 | $9.6B | $678.1M |
净利润NFLXPLTR
| Q1 26 | $5.3B | — | ||
| Q4 25 | $2.4B | $608.7M | ||
| Q3 25 | $2.5B | $475.6M | ||
| Q2 25 | $3.1B | $326.7M | ||
| Q1 25 | $2.9B | $214.0M | ||
| Q4 24 | $1.9B | $79.0M | ||
| Q3 24 | $2.4B | $143.5M | ||
| Q2 24 | $2.1B | $134.1M |
毛利率NFLXPLTR
| Q1 26 | 51.9% | — | ||
| Q4 25 | 45.9% | 84.6% | ||
| Q3 25 | 46.4% | 82.4% | ||
| Q2 25 | 51.9% | 80.8% | ||
| Q1 25 | 50.1% | 80.4% | ||
| Q4 24 | 43.7% | 78.9% | ||
| Q3 24 | 47.9% | 79.8% | ||
| Q2 24 | 45.9% | 81.0% |
营业利润率NFLXPLTR
| Q1 26 | 32.3% | — | ||
| Q4 25 | 24.5% | 40.9% | ||
| Q3 25 | 28.2% | 33.3% | ||
| Q2 25 | 34.1% | 26.8% | ||
| Q1 25 | 31.7% | 19.9% | ||
| Q4 24 | 22.2% | 1.3% | ||
| Q3 24 | 29.6% | 15.6% | ||
| Q2 24 | 27.2% | 15.5% |
净利率NFLXPLTR
| Q1 26 | 43.1% | — | ||
| Q4 25 | 20.1% | 43.3% | ||
| Q3 25 | 22.1% | 40.3% | ||
| Q2 25 | 28.2% | 32.6% | ||
| Q1 25 | 27.4% | 24.2% | ||
| Q4 24 | 18.2% | 9.5% | ||
| Q3 24 | 24.1% | 19.8% | ||
| Q2 24 | 22.5% | 19.8% |
每股收益（稀释后）NFLXPLTR
| Q1 26 | $1.23 | — | ||
| Q4 25 | $-17.14 | $0.24 | ||
| Q3 25 | $5.87 | $0.18 | ||
| Q2 25 | $7.19 | $0.13 | ||
| Q1 25 | $0.66 | $0.08 | ||
| Q4 24 | $4.27 | $0.03 | ||
| Q3 24 | $5.40 | $0.06 | ||
| Q2 24 | $4.88 | $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 | $12.3B | $7.2B |
| 总债务越低越好 | $13.4B | — |
| 股东权益账面价值 | $31.1B | $7.4B |
| 总资产 | $61.0B | $8.9B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
现金及短期投资NFLXPLTR
| Q1 26 | $12.3B | — | ||
| Q4 25 | $9.1B | $7.2B | ||
| Q3 25 | $9.3B | $6.4B | ||
| Q2 25 | $8.4B | $6.0B | ||
| Q1 25 | $8.4B | $5.4B | ||
| Q4 24 | $9.6B | $5.2B | ||
| Q3 24 | $9.2B | $4.6B | ||
| Q2 24 | $6.7B | $4.0B |
总债务NFLXPLTR
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.5B | — | ||
| Q3 25 | $14.5B | — | ||
| Q2 25 | $14.5B | — | ||
| Q1 25 | $14.0B | — | ||
| Q4 24 | $13.8B | — | ||
| Q3 24 | $14.2B | — | ||
| Q2 24 | $12.2B | — |
股东权益NFLXPLTR
| Q1 26 | $31.1B | — | ||
| Q4 25 | $26.6B | $7.4B | ||
| Q3 25 | $26.0B | $6.6B | ||
| Q2 25 | $25.0B | $5.9B | ||
| Q1 25 | $24.0B | $5.4B | ||
| Q4 24 | $24.7B | $5.0B | ||
| Q3 24 | $22.7B | $4.5B | ||
| Q2 24 | $22.1B | $4.1B |
总资产NFLXPLTR
| Q1 26 | $61.0B | — | ||
| Q4 25 | $55.6B | $8.9B | ||
| Q3 25 | $54.9B | $8.1B | ||
| Q2 25 | $53.1B | $7.4B | ||
| Q1 25 | $52.1B | $6.7B | ||
| Q4 24 | $53.6B | $6.3B | ||
| Q3 24 | $52.3B | $5.8B | ||
| Q2 24 | $49.1B | $5.2B |
负债/权益比NFLXPLTR
| Q1 26 | 0.43× | — | ||
| Q4 25 | 0.51× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 0.58× | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.55× | — |
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 | $5.3B | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $5.1B | $764.0M |
| 自由现金流率自由现金流/营收 | 41.6% | 54.3% |
| 资本支出强度资本支出/营收 | 1.6% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.00× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $11.9B | $2.1B |
8季度趋势，按日历期对齐
经营现金流NFLXPLTR
| Q1 26 | $5.3B | — | ||
| Q4 25 | $2.1B | $777.3M | ||
| Q3 25 | $2.8B | $507.7M | ||
| Q2 25 | $2.4B | $539.3M | ||
| Q1 25 | $2.8B | $310.3M | ||
| Q4 24 | $1.5B | $460.3M | ||
| Q3 24 | $2.3B | $419.8M | ||
| Q2 24 | $1.3B | $144.2M |
自由现金流NFLXPLTR
| Q1 26 | $5.1B | — | ||
| Q4 25 | $1.9B | $764.0M | ||
| Q3 25 | $2.7B | $500.9M | ||
| Q2 25 | $2.3B | $531.6M | ||
| Q1 25 | $2.7B | $304.1M | ||
| Q4 24 | $1.4B | $457.2M | ||
| Q3 24 | $2.2B | $415.8M | ||
| Q2 24 | $1.2B | $141.3M |
自由现金流率NFLXPLTR
| Q1 26 | 41.6% | — | ||
| Q4 25 | 15.5% | 54.3% | ||
| Q3 25 | 23.1% | 42.4% | ||
| Q2 25 | 20.5% | 53.0% | ||
| Q1 25 | 25.2% | 34.4% | ||
| Q4 24 | 13.5% | 55.3% | ||
| Q3 24 | 22.3% | 57.3% | ||
| Q2 24 | 12.7% | 20.8% |
资本支出强度NFLXPLTR
| Q1 26 | 1.6% | — | ||
| Q4 25 | 2.0% | 0.9% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | 1.4% | 0.8% | ||
| Q1 25 | 1.2% | 0.7% | ||
| Q4 24 | 1.5% | 0.4% | ||
| Q3 24 | 1.3% | 0.5% | ||
| Q2 24 | 0.8% | 0.4% |
现金转化率NFLXPLTR
| Q1 26 | 1.00× | — | ||
| Q4 25 | 0.87× | 1.28× | ||
| Q3 25 | 1.11× | 1.07× | ||
| Q2 25 | 0.78× | 1.65× | ||
| Q1 25 | 0.97× | 1.45× | ||
| Q4 24 | 0.82× | 5.83× | ||
| Q3 24 | 0.98× | 2.92× | ||
| Q2 24 | 0.60× | 1.08× |
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
NFLX
暂无分部数据
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
