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NetApp（NTAP）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
NetApp的季度营收约是Rivian Automotive, Inc.的1.3倍（$1.7B vs $1.3B），NetApp净利率更高（17.9% vs -63.1%，领先81.0%），NetApp同比增速更快（2.8% vs -25.8%），NetApp自由现金流更多（$78.0M vs $-1.1B），过去两年Rivian Automotive, Inc.的营收复合增速更高（3.3% vs 3.0%）
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
NTAP vs RIVN — 直观对比
营收规模更大
NTAP
是对方的1.3倍
$1.3B
营收增速更快
NTAP
高出28.7%
-25.8%
净利率更高
NTAP
高出81.0%
-63.1%
自由现金流更多
NTAP
多$1.2B
$-1.1B
两年增速更快
RIVN
近两年复合增速
3.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $305.0M | $-811.0M |
| 毛利率 | 72.0% | 9.3% |
| 营业利润率 | 23.4% | -64.8% |
| 净利率 | 17.9% | -63.1% |
| 营收同比 | 2.8% | -25.8% |
| 净利润同比 | 2.0% | -9.0% |
| 每股收益（稀释后） | $1.51 | $-0.66 |
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NTAPRIVN
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.5B | $874.0M | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
净利润NTAPRIVN
| Q4 25 | $305.0M | $-811.0M | ||
| Q3 25 | $233.0M | $-1.2B | ||
| Q2 25 | $340.0M | $-1.1B | ||
| Q1 25 | $299.0M | $-545.0M | ||
| Q4 24 | $299.0M | $-744.0M | ||
| Q3 24 | $248.0M | $-1.1B | ||
| Q2 24 | $291.0M | $-1.5B | ||
| Q1 24 | $313.0M | $-1.4B |
毛利率NTAPRIVN
| Q4 25 | 72.0% | 9.3% | ||
| Q3 25 | 70.4% | 1.5% | ||
| Q2 25 | 68.9% | -15.8% | ||
| Q1 25 | 69.8% | 16.6% | ||
| Q4 24 | 71.0% | 9.8% | ||
| Q3 24 | 71.3% | -44.9% | ||
| Q2 24 | 70.5% | -38.9% | ||
| Q1 24 | 71.7% | -43.8% |
营业利润率NTAPRIVN
| Q4 25 | 23.4% | -64.8% | ||
| Q3 25 | 19.8% | -63.1% | ||
| Q2 25 | 20.1% | -85.5% | ||
| Q1 25 | 22.1% | -52.8% | ||
| Q4 24 | 20.8% | -38.1% | ||
| Q3 24 | 18.3% | -133.8% | ||
| Q2 24 | 21.9% | -118.7% | ||
| Q1 24 | 22.8% | -123.3% |
净利率NTAPRIVN
| Q4 25 | 17.9% | -63.1% | ||
| Q3 25 | 14.9% | -75.3% | ||
| Q2 25 | 19.6% | -85.7% | ||
| Q1 25 | 18.2% | -44.0% | ||
| Q4 24 | 18.0% | -42.9% | ||
| Q3 24 | 16.1% | -125.9% | ||
| Q2 24 | 17.4% | -125.8% | ||
| Q1 24 | 19.5% | -120.1% |
每股收益（稀释后）NTAPRIVN
| Q4 25 | $1.51 | $-0.66 | ||
| Q3 25 | $1.15 | $-0.96 | ||
| Q2 25 | $1.64 | $-0.97 | ||
| Q1 25 | $1.44 | $-0.48 | ||
| Q4 24 | $1.42 | $-0.67 | ||
| Q3 24 | $1.17 | $-1.08 | ||
| Q2 24 | $1.36 | $-1.46 | ||
| Q1 24 | $1.48 | $-1.48 |
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 | $3.0B | $6.1B |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $986.0M | $4.6B |
| 总资产 | $9.6B | $14.9B |
| 负债/权益比越低杠杆越低 | 2.52× | — |
8季度趋势，按日历期对齐
现金及短期投资NTAPRIVN
| Q4 25 | $3.0B | $6.1B | ||
| Q3 25 | $3.3B | $7.1B | ||
| Q2 25 | $3.8B | $7.5B | ||
| Q1 25 | $2.3B | $7.2B | ||
| Q4 24 | $2.2B | $7.7B | ||
| Q3 24 | $3.0B | $6.7B | ||
| Q2 24 | $3.3B | $7.9B | ||
| Q1 24 | $2.9B | $7.9B |
总债务NTAPRIVN
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | $5.5B | ||
| Q1 24 | $2.4B | $4.4B |
股东权益NTAPRIVN
| Q4 25 | $986.0M | $4.6B | ||
| Q3 25 | $975.0M | $5.1B | ||
| Q2 25 | $1.0B | $6.1B | ||
| Q1 25 | $995.0M | $6.2B | ||
| Q4 24 | $892.0M | $6.6B | ||
| Q3 24 | $929.0M | $5.9B | ||
| Q2 24 | $1.1B | $6.8B | ||
| Q1 24 | $994.0M | $8.1B |
总资产NTAPRIVN
| Q4 25 | $9.6B | $14.9B | ||
| Q3 25 | $9.7B | $15.2B | ||
| Q2 25 | $10.8B | $15.6B | ||
| Q1 25 | $9.0B | $15.5B | ||
| Q4 24 | $9.0B | $15.4B | ||
| Q3 24 | $9.3B | $14.3B | ||
| Q2 24 | $9.9B | $15.4B | ||
| Q1 24 | $9.4B | $15.7B |
负债/权益比NTAPRIVN
| Q4 25 | 2.52× | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | 3.11× | — | ||
| Q1 25 | 2.00× | — | ||
| Q4 24 | 2.23× | — | ||
| Q3 24 | 2.58× | — | ||
| Q2 24 | 2.09× | 0.81× | ||
| Q1 24 | 2.41× | 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 | $127.0M | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $78.0M | $-1.1B |
| 自由现金流率自由现金流/营收 | 4.6% | -89.0% |
| 资本支出强度资本支出/营收 | 2.9% | 36.0% |
| 现金转化率经营现金流/净利润 | 0.42× | — |
| 过去12个月自由现金流最近4个季度 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流NTAPRIVN
| Q4 25 | $127.0M | $-681.0M | ||
| Q3 25 | $673.0M | $26.0M | ||
| Q2 25 | — | $64.0M | ||
| Q1 25 | $385.0M | $-188.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $341.0M | $-876.0M | ||
| Q2 24 | $613.0M | $-754.0M | ||
| Q1 24 | $484.0M | $-1.3B |
自由现金流NTAPRIVN
| Q4 25 | $78.0M | $-1.1B | ||
| Q3 25 | $620.0M | $-421.0M | ||
| Q2 25 | — | $-398.0M | ||
| Q1 25 | $338.0M | $-526.0M | ||
| Q4 24 | — | $856.0M | ||
| Q3 24 | $300.0M | $-1.2B | ||
| Q2 24 | $567.0M | $-1.0B | ||
| Q1 24 | $448.0M | $-1.5B |
自由现金流率NTAPRIVN
| Q4 25 | 4.6% | -89.0% | ||
| Q3 25 | 39.8% | -27.0% | ||
| Q2 25 | — | -30.5% | ||
| Q1 25 | 20.6% | -42.4% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | 19.5% | -131.9% | ||
| Q2 24 | 34.0% | -89.6% | ||
| Q1 24 | 27.9% | -126.5% |
资本支出强度NTAPRIVN
| Q4 25 | 2.9% | 36.0% | ||
| Q3 25 | 3.4% | 28.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | 2.9% | 27.3% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | 2.7% | 31.7% | ||
| Q2 24 | 2.8% | 24.4% | ||
| Q1 24 | 2.2% | 21.1% |
现金转化率NTAPRIVN
| Q4 25 | 0.42× | — | ||
| Q3 25 | 2.89× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.29× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.38× | — | ||
| Q2 24 | 2.11× | — | ||
| Q1 24 | 1.55× | — |
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
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
