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Nutanix, Inc.（NTNX）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是Nutanix, Inc.的1.6倍（$1.0B vs $670.6M），Nutanix, Inc.净利率更高（9.3% vs 2.4%，领先6.9%），Nutanix, Inc.同比增速更快（13.5% vs 9.6%），越洋钻探自由现金流更多（$321.0M vs $174.5M），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
NTNX vs RIG — 直观对比
营收规模更大
RIG
是对方的1.6倍
$670.6M
营收增速更快
NTNX
高出3.9%
9.6%
净利率更高
NTNX
高出6.9%
2.4%
自由现金流更多
RIG
多$146.5M
$174.5M
两年增速更快
RIG
近两年复合增速
8.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $1.0B |
| 净利润 | $62.1M | $25.0M |
| 毛利率 | 87.0% | 42.0% |
| 营业利润率 | 7.4% | 23.0% |
| 净利率 | 9.3% | 2.4% |
| 营收同比 | 13.5% | 9.6% |
| 净利润同比 | 107.5% | 257.1% |
| 每股收益（稀释后） | $0.21 | $0.13 |
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NTNXRIG
| Q4 25 | $670.6M | $1.0B | ||
| Q3 25 | $653.3M | $1.0B | ||
| Q2 25 | $639.0M | $988.0M | ||
| Q1 25 | $654.7M | $906.0M | ||
| Q4 24 | $591.0M | $952.0M | ||
| Q3 24 | $548.0M | $948.0M | ||
| Q2 24 | $524.6M | $861.0M | ||
| Q1 24 | $565.2M | $763.0M |
净利润NTNXRIG
| Q4 25 | $62.1M | $25.0M | ||
| Q3 25 | $38.6M | $-1.9B | ||
| Q2 25 | $63.4M | $-938.0M | ||
| Q1 25 | $56.4M | $-79.0M | ||
| Q4 24 | $29.9M | $7.0M | ||
| Q3 24 | $-126.1M | $-494.0M | ||
| Q2 24 | $-15.6M | $-123.0M | ||
| Q1 24 | $32.8M | $98.0M |
毛利率NTNXRIG
| Q4 25 | 87.0% | 42.0% | ||
| Q3 25 | 87.2% | 43.2% | ||
| Q2 25 | 87.0% | 39.4% | ||
| Q1 25 | 87.0% | 31.8% | ||
| Q4 24 | 86.0% | 39.2% | ||
| Q3 24 | 85.2% | 40.6% | ||
| Q2 24 | 84.8% | 38.0% | ||
| Q1 24 | 85.6% | 31.5% |
营业利润率NTNXRIG
| Q4 25 | 7.4% | 23.0% | ||
| Q3 25 | 4.8% | -163.1% | ||
| Q2 25 | 7.6% | -97.6% | ||
| Q1 25 | 10.0% | 7.1% | ||
| Q4 24 | 4.6% | 13.7% | ||
| Q3 24 | -2.2% | -51.2% | ||
| Q2 24 | -2.2% | -6.9% | ||
| Q1 24 | 6.6% | -0.4% |
净利率NTNXRIG
| Q4 25 | 9.3% | 2.4% | ||
| Q3 25 | 5.9% | -187.1% | ||
| Q2 25 | 9.9% | -94.9% | ||
| Q1 25 | 8.6% | -8.7% | ||
| Q4 24 | 5.1% | 0.7% | ||
| Q3 24 | -23.0% | -52.1% | ||
| Q2 24 | -3.0% | -14.3% | ||
| Q1 24 | 5.8% | 12.8% |
每股收益（稀释后）NTNXRIG
| Q4 25 | $0.21 | $0.13 | ||
| Q3 25 | $0.14 | $-2.00 | ||
| Q2 25 | $0.22 | $-1.06 | ||
| Q1 25 | $0.19 | $-0.11 | ||
| Q4 24 | $0.10 | $-0.14 | ||
| Q3 24 | $-0.50 | $-0.58 | ||
| Q2 24 | $-0.06 | $-0.15 | ||
| Q1 24 | $0.12 | $0.11 |
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 | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $-668.6M | $8.1B |
| 总资产 | $3.3B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资NTNXRIG
| Q4 25 | $780.4M | $620.0M | ||
| Q3 25 | $769.5M | $833.0M | ||
| Q2 25 | $872.6M | $377.0M | ||
| Q1 25 | $1.1B | $263.0M | ||
| Q4 24 | $716.6M | $560.0M | ||
| Q3 24 | $655.3M | $435.0M | ||
| Q2 24 | $598.0M | $475.0M | ||
| Q1 24 | $679.2M | $446.0M |
总债务NTNXRIG
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B | ||
| Q1 24 | — | $6.8B |
股东权益NTNXRIG
| Q4 25 | $-668.6M | $8.1B | ||
| Q3 25 | $-694.5M | $8.1B | ||
| Q2 25 | $-711.4M | $9.4B | ||
| Q1 25 | $-807.7M | $10.2B | ||
| Q4 24 | $-685.3M | $10.3B | ||
| Q3 24 | $-728.1M | $10.2B | ||
| Q2 24 | $-619.5M | $10.7B | ||
| Q1 24 | $-611.7M | $10.5B |
总资产NTNXRIG
| Q4 25 | $3.3B | $15.6B | ||
| Q3 25 | $3.3B | $16.2B | ||
| Q2 25 | $3.1B | $17.8B | ||
| Q1 25 | $3.0B | $19.0B | ||
| Q4 24 | $2.2B | $19.4B | ||
| Q3 24 | $2.1B | $19.5B | ||
| Q2 24 | $2.8B | $20.3B | ||
| Q1 24 | $2.7B | $19.9B |
负债/权益比NTNXRIG
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.65× |
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 | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $174.5M | $321.0M |
| 自由现金流率自由现金流/营收 | 26.0% | 30.8% |
| 资本支出强度资本支出/营收 | 3.3% | 2.7% |
| 现金转化率经营现金流/净利润 | 3.17× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $772.8M | $626.0M |
8季度趋势，按日历期对齐
经营现金流NTNXRIG
| Q4 25 | $196.8M | $349.0M | ||
| Q3 25 | $219.5M | $246.0M | ||
| Q2 25 | $218.5M | $128.0M | ||
| Q1 25 | $221.7M | $26.0M | ||
| Q4 24 | $161.8M | $206.0M | ||
| Q3 24 | $244.7M | $194.0M | ||
| Q2 24 | $96.4M | $133.0M | ||
| Q1 24 | $186.4M | $-86.0M |
自由现金流NTNXRIG
| Q4 25 | $174.5M | $321.0M | ||
| Q3 25 | $207.8M | $235.0M | ||
| Q2 25 | $203.4M | $104.0M | ||
| Q1 25 | $187.1M | $-34.0M | ||
| Q4 24 | $151.9M | $177.0M | ||
| Q3 24 | $224.3M | $136.0M | ||
| Q2 24 | $78.3M | $49.0M | ||
| Q1 24 | $162.6M | $-169.0M |
自由现金流率NTNXRIG
| Q4 25 | 26.0% | 30.8% | ||
| Q3 25 | 31.8% | 22.9% | ||
| Q2 25 | 31.8% | 10.5% | ||
| Q1 25 | 28.6% | -3.8% | ||
| Q4 24 | 25.7% | 18.6% | ||
| Q3 24 | 40.9% | 14.3% | ||
| Q2 24 | 14.9% | 5.7% | ||
| Q1 24 | 28.8% | -22.1% |
资本支出强度NTNXRIG
| Q4 25 | 3.3% | 2.7% | ||
| Q3 25 | 1.8% | 1.1% | ||
| Q2 25 | 2.4% | 2.4% | ||
| Q1 25 | 5.3% | 6.6% | ||
| Q4 24 | 1.7% | 3.0% | ||
| Q3 24 | 3.7% | 6.1% | ||
| Q2 24 | 3.4% | 9.8% | ||
| Q1 24 | 4.2% | 10.9% |
现金转化率NTNXRIG
| Q4 25 | 3.17× | 13.96× | ||
| Q3 25 | 5.68× | — | ||
| Q2 25 | 3.45× | — | ||
| Q1 25 | 3.93× | — | ||
| Q4 24 | 5.41× | 29.43× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 5.68× | -0.88× |
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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
