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NetApp（NTAP）与西联汇款（WU）财务数据对比。点击上方公司名可切换其他公司
NetApp的季度营收约是西联汇款的1.7倍（$1.7B vs $982.7M），NetApp净利率更高（17.9% vs 6.6%，领先11.3%），NetApp同比增速更快（2.8% vs 0.0%），过去两年NetApp的营收复合增速更高（3.0% vs -1.9%）
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。
西联汇款是总部位于美国科罗拉多州丹佛市的跨国金融服务企业，在全球范围内为个人及机构用户提供便捷的跨境汇款、支付等相关金融服务，凭借广泛的服务网点覆盖和成熟的业务体系，在跨境资金流转领域拥有较高的行业知名度。
NTAP vs WU — 直观对比
营收规模更大
NTAP
是对方的1.7倍
$982.7M
营收增速更快
NTAP
高出2.8%
0.0%
净利率更高
NTAP
高出11.3%
6.6%
两年增速更快
NTAP
近两年复合增速
-1.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $982.7M |
| 净利润 | $305.0M | $64.7M |
| 毛利率 | 72.0% | — |
| 营业利润率 | 23.4% | 12.5% |
| 净利率 | 17.9% | 6.6% |
| 营收同比 | 2.8% | 0.0% |
| 净利润同比 | 2.0% | -47.6% |
| 每股收益（稀释后） | $1.51 | $0.41 |
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NTAPWU
| Q1 26 | — | $982.7M | ||
| Q4 25 | $1.7B | $972.0M | ||
| Q3 25 | $1.6B | $985.3M | ||
| Q2 25 | $1.7B | $983.6M | ||
| Q1 25 | $1.6B | $938.7M | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.5B | $993.4M | ||
| Q2 24 | $1.7B | $1.0B |
净利润NTAPWU
| Q1 26 | — | $64.7M | ||
| Q4 25 | $305.0M | $114.4M | ||
| Q3 25 | $233.0M | $139.6M | ||
| Q2 25 | $340.0M | $122.1M | ||
| Q1 25 | $299.0M | $123.5M | ||
| Q4 24 | $299.0M | $385.7M | ||
| Q3 24 | $248.0M | $264.8M | ||
| Q2 24 | $291.0M | $141.0M |
毛利率NTAPWU
| Q1 26 | — | — | ||
| Q4 25 | 72.0% | 33.6% | ||
| Q3 25 | 70.4% | 34.7% | ||
| Q2 25 | 68.9% | 34.6% | ||
| Q1 25 | 69.8% | 34.0% | ||
| Q4 24 | 71.0% | 35.0% | ||
| Q3 24 | 71.3% | 34.2% | ||
| Q2 24 | 70.5% | 35.0% |
营业利润率NTAPWU
| Q1 26 | — | 12.5% | ||
| Q4 25 | 23.4% | 19.1% | ||
| Q3 25 | 19.8% | 20.5% | ||
| Q2 25 | 20.1% | 19.6% | ||
| Q1 25 | 22.1% | 18.9% | ||
| Q4 24 | 20.8% | 17.5% | ||
| Q3 24 | 18.3% | 16.6% | ||
| Q2 24 | 21.9% | 18.7% |
净利率NTAPWU
| Q1 26 | — | 6.6% | ||
| Q4 25 | 17.9% | 11.8% | ||
| Q3 25 | 14.9% | 14.2% | ||
| Q2 25 | 19.6% | 12.4% | ||
| Q1 25 | 18.2% | 13.2% | ||
| Q4 24 | 18.0% | 37.9% | ||
| Q3 24 | 16.1% | 26.7% | ||
| Q2 24 | 17.4% | 13.8% |
每股收益（稀释后）NTAPWU
| Q1 26 | — | $0.41 | ||
| Q4 25 | $1.51 | $0.36 | ||
| Q3 25 | $1.15 | $0.43 | ||
| Q2 25 | $1.64 | $0.37 | ||
| Q1 25 | $1.44 | $0.36 | ||
| Q4 24 | $1.42 | $1.14 | ||
| Q3 24 | $1.17 | $0.78 | ||
| Q2 24 | $1.36 | $0.41 |
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 | $909.2M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $986.0M | $910.5M |
| 总资产 | $9.6B | $8.1B |
| 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NTAPWU
| Q1 26 | — | $909.2M | ||
| Q4 25 | $3.0B | $1.2B | ||
| Q3 25 | $3.3B | $947.8M | ||
| Q2 25 | $3.8B | $1.0B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.2B | $1.5B | ||
| Q3 24 | $3.0B | $1.1B | ||
| Q2 24 | $3.3B | $1.0B |
总债务NTAPWU
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.9B | ||
| Q3 25 | $2.5B | $2.5B | ||
| Q2 25 | $3.2B | $2.5B | ||
| Q1 25 | $2.0B | $2.5B | ||
| Q4 24 | $2.0B | $3.0B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.1B |
股东权益NTAPWU
| Q1 26 | — | $910.5M | ||
| Q4 25 | $986.0M | $957.8M | ||
| Q3 25 | $975.0M | $925.4M | ||
| Q2 25 | $1.0B | $883.6M | ||
| Q1 25 | $995.0M | $939.4M | ||
| Q4 24 | $892.0M | $968.9M | ||
| Q3 24 | $929.0M | $652.7M | ||
| Q2 24 | $1.1B | $440.8M |
总资产NTAPWU
| Q1 26 | — | $8.1B | ||
| Q4 25 | $9.6B | $8.3B | ||
| Q3 25 | $9.7B | $7.8B | ||
| Q2 25 | $10.8B | $8.0B | ||
| Q1 25 | $9.0B | $8.3B | ||
| Q4 24 | $9.0B | $8.4B | ||
| Q3 24 | $9.3B | $7.7B | ||
| Q2 24 | $9.9B | $8.0B |
负债/权益比NTAPWU
| Q1 26 | — | — | ||
| Q4 25 | 2.52× | 3.01× | ||
| Q3 25 | 2.55× | 2.70× | ||
| Q2 25 | 3.11× | 2.83× | ||
| Q1 25 | 2.00× | 2.61× | ||
| Q4 24 | 2.23× | 3.04× | ||
| Q3 24 | 2.58× | 3.29× | ||
| Q2 24 | 2.09× | 4.88× |
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 | $109.0M |
| 自由现金流经营现金流 - 资本支出 | $78.0M | — |
| 自由现金流率自由现金流/营收 | 4.6% | — |
| 资本支出强度资本支出/营收 | 2.9% | 4.8% |
| 现金转化率经营现金流/净利润 | 0.42× | 1.68× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流NTAPWU
| Q1 26 | — | $109.0M | ||
| Q4 25 | $127.0M | $135.4M | ||
| Q3 25 | $673.0M | $260.4M | ||
| Q2 25 | — | $-300.0K | ||
| Q1 25 | $385.0M | $148.2M | ||
| Q4 24 | — | $134.0M | ||
| Q3 24 | $341.0M | $212.1M | ||
| Q2 24 | $613.0M | $-33.8M |
自由现金流NTAPWU
| Q1 26 | — | — | ||
| Q4 25 | $78.0M | $115.5M | ||
| Q3 25 | $620.0M | $252.7M | ||
| Q2 25 | — | $-7.8M | ||
| Q1 25 | $338.0M | $144.8M | ||
| Q4 24 | — | $119.7M | ||
| Q3 24 | $300.0M | $205.1M | ||
| Q2 24 | $567.0M | $-38.9M |
自由现金流率NTAPWU
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 11.9% | ||
| Q3 25 | 39.8% | 25.6% | ||
| Q2 25 | — | -0.8% | ||
| Q1 25 | 20.6% | 15.4% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | 19.5% | 20.6% | ||
| Q2 24 | 34.0% | -3.8% |
资本支出强度NTAPWU
| Q1 26 | — | 4.8% | ||
| Q4 25 | 2.9% | 2.0% | ||
| Q3 25 | 3.4% | 0.8% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | 2.9% | 0.4% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 2.7% | 0.7% | ||
| Q2 24 | 2.8% | 0.5% |
现金转化率NTAPWU
| Q1 26 | — | 1.68× | ||
| Q4 25 | 0.42× | 1.18× | ||
| Q3 25 | 2.89× | 1.87× | ||
| Q2 25 | — | -0.00× | ||
| Q1 25 | 1.29× | 1.20× | ||
| Q4 24 | — | 0.35× | ||
| Q3 24 | 1.38× | 0.80× | ||
| Q2 24 | 2.11× | -0.24× |
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% |
WU
暂无分部数据
