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Nutanix, Inc.（NTNX）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Nutanix, Inc.的1.2倍（$828.2M vs $670.6M），Rithm Capital Corp.净利率更高（13.2% vs 9.3%，领先4.0%），Rithm Capital Corp.同比增速更快（508.5% vs 13.5%），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
NTNX vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$670.6M
营收增速更快
RITM
高出495.0%
13.5%
净利率更高
RITM
高出4.0%
9.3%
两年增速更快
NTNX
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $828.2M |
| 净利润 | $62.1M | $109.5M |
| 毛利率 | 87.0% | — |
| 营业利润率 | 7.4% | 29.9% |
| 净利率 | 9.3% | 13.2% |
| 营收同比 | 13.5% | 508.5% |
| 净利润同比 | 107.5% | 27.7% |
| 每股收益（稀释后） | $0.21 | $0.12 |
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
营收NTNXRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $670.6M | $1.5B | ||
| Q3 25 | $653.3M | $1.1B | ||
| Q2 25 | $639.0M | $1.2B | ||
| Q1 25 | $654.7M | $768.4M | ||
| Q4 24 | $591.0M | $2.1B | ||
| Q3 24 | $548.0M | $619.5M | ||
| Q2 24 | $524.6M | $1.2B |
净利润NTNXRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $62.1M | $85.0M | ||
| Q3 25 | $38.6M | $221.5M | ||
| Q2 25 | $63.4M | $311.7M | ||
| Q1 25 | $56.4M | $78.8M | ||
| Q4 24 | $29.9M | $290.2M | ||
| Q3 24 | $-126.1M | $121.7M | ||
| Q2 24 | $-15.6M | $235.6M |
毛利率NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | 87.0% | — | ||
| Q3 25 | 87.2% | — | ||
| Q2 25 | 87.0% | — | ||
| Q1 25 | 87.0% | — | ||
| Q4 24 | 86.0% | — | ||
| Q3 24 | 85.2% | — | ||
| Q2 24 | 84.8% | — |
营业利润率NTNXRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 7.4% | 13.8% | ||
| Q3 25 | 4.8% | 21.4% | ||
| Q2 25 | 7.6% | 25.2% | ||
| Q1 25 | 10.0% | 7.4% | ||
| Q4 24 | 4.6% | 23.8% | ||
| Q3 24 | -2.2% | 7.3% | ||
| Q2 24 | -2.2% | 23.6% |
净利率NTNXRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 9.3% | 5.7% | ||
| Q3 25 | 5.9% | 20.0% | ||
| Q2 25 | 9.9% | 25.6% | ||
| Q1 25 | 8.6% | 10.3% | ||
| Q4 24 | 5.1% | 14.0% | ||
| Q3 24 | -23.0% | 19.7% | ||
| Q2 24 | -3.0% | 19.2% |
每股收益（稀释后）NTNXRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.21 | $0.09 | ||
| Q3 25 | $0.14 | $0.35 | ||
| Q2 25 | $0.22 | $0.53 | ||
| Q1 25 | $0.19 | $0.07 | ||
| Q4 24 | $0.10 | $0.50 | ||
| Q3 24 | $-0.50 | $0.20 | ||
| Q2 24 | $-0.06 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-668.6M | $9.1B |
| 总资产 | $3.3B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | $780.4M | $1.8B | ||
| Q3 25 | $769.5M | $1.6B | ||
| Q2 25 | $872.6M | $1.6B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $716.6M | $1.5B | ||
| Q3 24 | $655.3M | $1.6B | ||
| Q2 24 | $598.0M | $1.2B |
总债务NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益NTNXRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $-668.6M | $8.4B | ||
| Q3 25 | $-694.5M | $8.5B | ||
| Q2 25 | $-711.4M | $7.9B | ||
| Q1 25 | $-807.7M | $7.8B | ||
| Q4 24 | $-685.3M | $7.8B | ||
| Q3 24 | $-728.1M | $7.7B | ||
| Q2 24 | $-619.5M | $7.3B |
总资产NTNXRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.3B | $53.1B | ||
| Q3 25 | $3.3B | $47.2B | ||
| Q2 25 | $3.1B | $44.3B | ||
| Q1 25 | $3.0B | $45.3B | ||
| Q4 24 | $2.2B | $46.0B | ||
| Q3 24 | $2.1B | $42.3B | ||
| Q2 24 | $2.8B | $42.0B |
负债/权益比NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $174.5M | — |
| 自由现金流率自由现金流/营收 | 26.0% | — |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | 3.17× | — |
| 过去12个月自由现金流最近4个季度 | $772.8M | — |
8季度趋势，按日历期对齐
经营现金流NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | $196.8M | $-114.6M | ||
| Q3 25 | $219.5M | $-2.0B | ||
| Q2 25 | $218.5M | $-557.1M | ||
| Q1 25 | $221.7M | $1.4B | ||
| Q4 24 | $161.8M | $-1.8B | ||
| Q3 24 | $244.7M | $768.1M | ||
| Q2 24 | $96.4M | $-55.7M |
自由现金流NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | $174.5M | — | ||
| Q3 25 | $207.8M | — | ||
| Q2 25 | $203.4M | — | ||
| Q1 25 | $187.1M | — | ||
| Q4 24 | $151.9M | — | ||
| Q3 24 | $224.3M | — | ||
| Q2 24 | $78.3M | — |
自由现金流率NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | 26.0% | — | ||
| Q3 25 | 31.8% | — | ||
| Q2 25 | 31.8% | — | ||
| Q1 25 | 28.6% | — | ||
| Q4 24 | 25.7% | — | ||
| Q3 24 | 40.9% | — | ||
| Q2 24 | 14.9% | — |
资本支出强度NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 2.4% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.4% | — |
现金转化率NTNXRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.17× | -1.35× | ||
| Q3 25 | 5.68× | -9.22× | ||
| Q2 25 | 3.45× | -1.79× | ||
| Q1 25 | 3.93× | 18.03× | ||
| Q4 24 | 5.41× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -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
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
