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Nutanix, Inc.（NTNX）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是Nutanix, Inc.的1.1倍（$737.8M vs $670.6M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 9.3%，领先0.8%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 13.5%），Nutanix, Inc.自由现金流更多（$174.5M vs $58.5M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 8.9%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
NTNX vs RHP — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $737.8M |
| 净利润 | $62.1M | $74.5M |
| 毛利率 | 87.0% | 41.4% |
| 营业利润率 | 7.4% | 19.4% |
| 净利率 | 9.3% | 10.1% |
| 营收同比 | 13.5% | 13.9% |
| 净利润同比 | 107.5% | 3.0% |
| 每股收益（稀释后） | $0.21 | $1.12 |
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
| Q4 25 | $670.6M | $737.8M | ||
| Q3 25 | $653.3M | $592.5M | ||
| Q2 25 | $639.0M | $659.5M | ||
| Q1 25 | $654.7M | $587.3M | ||
| Q4 24 | $591.0M | $647.6M | ||
| Q3 24 | $548.0M | $550.0M | ||
| Q2 24 | $524.6M | $613.3M | ||
| Q1 24 | $565.2M | $528.3M |
| Q4 25 | $62.1M | $74.5M | ||
| Q3 25 | $38.6M | $34.9M | ||
| Q2 25 | $63.4M | $71.8M | ||
| Q1 25 | $56.4M | $63.0M | ||
| Q4 24 | $29.9M | $72.3M | ||
| Q3 24 | $-126.1M | $59.0M | ||
| Q2 24 | $-15.6M | $100.8M | ||
| Q1 24 | $32.8M | $42.8M |
| Q4 25 | 87.0% | 41.4% | ||
| Q3 25 | 87.2% | 40.9% | ||
| Q2 25 | 87.0% | 49.7% | ||
| Q1 25 | 87.0% | 44.4% | ||
| Q4 24 | 86.0% | 40.4% | ||
| Q3 24 | 85.2% | 43.1% | ||
| Q2 24 | 84.8% | 48.4% | ||
| Q1 24 | 85.6% | 41.5% |
| Q4 25 | 7.4% | 19.4% | ||
| Q3 25 | 4.8% | 15.0% | ||
| Q2 25 | 7.6% | 21.1% | ||
| Q1 25 | 10.0% | 19.8% | ||
| Q4 24 | 4.6% | 18.6% | ||
| Q3 24 | -2.2% | 19.3% | ||
| Q2 24 | -2.2% | 27.4% | ||
| Q1 24 | 6.6% | 18.2% |
| Q4 25 | 9.3% | 10.1% | ||
| Q3 25 | 5.9% | 5.9% | ||
| Q2 25 | 9.9% | 10.9% | ||
| Q1 25 | 8.6% | 10.7% | ||
| Q4 24 | 5.1% | 11.2% | ||
| Q3 24 | -23.0% | 10.7% | ||
| Q2 24 | -3.0% | 16.4% | ||
| Q1 24 | 5.8% | 8.1% |
| Q4 25 | $0.21 | $1.12 | ||
| Q3 25 | $0.14 | $0.53 | ||
| Q2 25 | $0.22 | $1.12 | ||
| Q1 25 | $0.19 | $1.00 | ||
| Q4 24 | $0.10 | $1.12 | ||
| Q3 24 | $-0.50 | $0.94 | ||
| Q2 24 | $-0.06 | $1.65 | ||
| Q1 24 | $0.12 | $0.67 |
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 | $780.4M | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-668.6M | $750.2M |
| 总资产 | $3.3B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $780.4M | $471.4M | ||
| Q3 25 | $769.5M | $483.3M | ||
| Q2 25 | $872.6M | $420.6M | ||
| Q1 25 | $1.1B | $413.9M | ||
| Q4 24 | $716.6M | $477.7M | ||
| Q3 24 | $655.3M | $534.9M | ||
| Q2 24 | $598.0M | $498.4M | ||
| Q1 24 | $679.2M | $465.3M |
| Q4 25 | $-668.6M | $750.2M | ||
| Q3 25 | $-694.5M | $758.5M | ||
| Q2 25 | $-711.4M | $800.4M | ||
| Q1 25 | $-807.7M | $531.5M | ||
| Q4 24 | $-685.3M | $549.0M | ||
| Q3 24 | $-728.1M | $551.9M | ||
| Q2 24 | $-619.5M | $562.6M | ||
| Q1 24 | $-611.7M | $529.9M |
| Q4 25 | $3.3B | $6.2B | ||
| Q3 25 | $3.3B | $6.2B | ||
| Q2 25 | $3.1B | $6.1B | ||
| Q1 25 | $3.0B | $5.2B | ||
| Q4 24 | $2.2B | $5.2B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.8B | $5.1B | ||
| Q1 24 | $2.7B | $5.1B |
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 | $196.8M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $174.5M | $58.5M |
| 自由现金流率自由现金流/营收 | 26.0% | 7.9% |
| 资本支出强度资本支出/营收 | 3.3% | 14.4% |
| 现金转化率经营现金流/净利润 | 3.17× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $772.8M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | $196.8M | $164.7M | ||
| Q3 25 | $219.5M | $205.2M | ||
| Q2 25 | $218.5M | $122.5M | ||
| Q1 25 | $221.7M | $98.2M | ||
| Q4 24 | $161.8M | $166.6M | ||
| Q3 24 | $244.7M | $218.1M | ||
| Q2 24 | $96.4M | $184.3M | ||
| Q1 24 | $186.4M | $7.5M |
| Q4 25 | $174.5M | $58.5M | ||
| Q3 25 | $207.8M | $135.4M | ||
| Q2 25 | $203.4M | $53.0M | ||
| Q1 25 | $187.1M | $-14.5M | ||
| Q4 24 | $151.9M | $76.0M | ||
| Q3 24 | $224.3M | $85.7M | ||
| Q2 24 | $78.3M | $78.8M | ||
| Q1 24 | $162.6M | $-72.0M |
| Q4 25 | 26.0% | 7.9% | ||
| Q3 25 | 31.8% | 22.9% | ||
| Q2 25 | 31.8% | 8.0% | ||
| Q1 25 | 28.6% | -2.5% | ||
| Q4 24 | 25.7% | 11.7% | ||
| Q3 24 | 40.9% | 15.6% | ||
| Q2 24 | 14.9% | 12.9% | ||
| Q1 24 | 28.8% | -13.6% |
| Q4 25 | 3.3% | 14.4% | ||
| Q3 25 | 1.8% | 11.8% | ||
| Q2 25 | 2.4% | 10.5% | ||
| Q1 25 | 5.3% | 19.2% | ||
| Q4 24 | 1.7% | 14.0% | ||
| Q3 24 | 3.7% | 24.1% | ||
| Q2 24 | 3.4% | 17.2% | ||
| Q1 24 | 4.2% | 15.0% |
| Q4 25 | 3.17× | 2.21× | ||
| Q3 25 | 5.68× | 5.88× | ||
| Q2 25 | 3.45× | 1.71× | ||
| Q1 25 | 3.93× | 1.56× | ||
| Q4 24 | 5.41× | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | — | 1.83× | ||
| Q1 24 | 5.68× | 0.17× |
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
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
