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Nutanix, Inc.（NTNX）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
Rivian Automotive, Inc.的季度营收约是Nutanix, Inc.的1.9倍（$1.3B vs $670.6M），Nutanix, Inc.净利率更高（9.3% vs -63.1%，领先72.3%），Nutanix, Inc.同比增速更快（13.5% vs -25.8%），Nutanix, Inc.自由现金流更多（$174.5M vs $-1.1B），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs 3.3%）
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。
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。
NTNX vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.9倍
$670.6M
营收增速更快
NTNX
高出39.3%
-25.8%
净利率更高
NTNX
高出72.3%
-63.1%
自由现金流更多
NTNX
多$1.3B
$-1.1B
两年增速更快
NTNX
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $1.3B |
| 净利润 | $62.1M | $-811.0M |
| 毛利率 | 87.0% | 9.3% |
| 营业利润率 | 7.4% | -64.8% |
| 净利率 | 9.3% | -63.1% |
| 营收同比 | 13.5% | -25.8% |
| 净利润同比 | 107.5% | -9.0% |
| 每股收益（稀释后） | $0.21 | $-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NTNXRIVN
| Q4 25 | $670.6M | $1.3B | ||
| Q3 25 | $653.3M | $1.6B | ||
| Q2 25 | $639.0M | $1.3B | ||
| Q1 25 | $654.7M | $1.2B | ||
| Q4 24 | $591.0M | $1.7B | ||
| Q3 24 | $548.0M | $874.0M | ||
| Q2 24 | $524.6M | $1.2B | ||
| Q1 24 | $565.2M | $1.2B |
净利润NTNXRIVN
| Q4 25 | $62.1M | $-811.0M | ||
| Q3 25 | $38.6M | $-1.2B | ||
| Q2 25 | $63.4M | $-1.1B | ||
| Q1 25 | $56.4M | $-545.0M | ||
| Q4 24 | $29.9M | $-744.0M | ||
| Q3 24 | $-126.1M | $-1.1B | ||
| Q2 24 | $-15.6M | $-1.5B | ||
| Q1 24 | $32.8M | $-1.4B |
毛利率NTNXRIVN
| Q4 25 | 87.0% | 9.3% | ||
| Q3 25 | 87.2% | 1.5% | ||
| Q2 25 | 87.0% | -15.8% | ||
| Q1 25 | 87.0% | 16.6% | ||
| Q4 24 | 86.0% | 9.8% | ||
| Q3 24 | 85.2% | -44.9% | ||
| Q2 24 | 84.8% | -38.9% | ||
| Q1 24 | 85.6% | -43.8% |
营业利润率NTNXRIVN
| Q4 25 | 7.4% | -64.8% | ||
| Q3 25 | 4.8% | -63.1% | ||
| Q2 25 | 7.6% | -85.5% | ||
| Q1 25 | 10.0% | -52.8% | ||
| Q4 24 | 4.6% | -38.1% | ||
| Q3 24 | -2.2% | -133.8% | ||
| Q2 24 | -2.2% | -118.7% | ||
| Q1 24 | 6.6% | -123.3% |
净利率NTNXRIVN
| Q4 25 | 9.3% | -63.1% | ||
| Q3 25 | 5.9% | -75.3% | ||
| Q2 25 | 9.9% | -85.7% | ||
| Q1 25 | 8.6% | -44.0% | ||
| Q4 24 | 5.1% | -42.9% | ||
| Q3 24 | -23.0% | -125.9% | ||
| Q2 24 | -3.0% | -125.8% | ||
| Q1 24 | 5.8% | -120.1% |
每股收益（稀释后）NTNXRIVN
| Q4 25 | $0.21 | $-0.66 | ||
| Q3 25 | $0.14 | $-0.96 | ||
| Q2 25 | $0.22 | $-0.97 | ||
| Q1 25 | $0.19 | $-0.48 | ||
| Q4 24 | $0.10 | $-0.67 | ||
| Q3 24 | $-0.50 | $-1.08 | ||
| Q2 24 | $-0.06 | $-1.46 | ||
| Q1 24 | $0.12 | $-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 | $780.4M | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-668.6M | $4.6B |
| 总资产 | $3.3B | $14.9B |
| 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NTNXRIVN
| Q4 25 | $780.4M | $6.1B | ||
| Q3 25 | $769.5M | $7.1B | ||
| Q2 25 | $872.6M | $7.5B | ||
| Q1 25 | $1.1B | $7.2B | ||
| Q4 24 | $716.6M | $7.7B | ||
| Q3 24 | $655.3M | $6.7B | ||
| Q2 24 | $598.0M | $7.9B | ||
| Q1 24 | $679.2M | $7.9B |
总债务NTNXRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益NTNXRIVN
| Q4 25 | $-668.6M | $4.6B | ||
| Q3 25 | $-694.5M | $5.1B | ||
| Q2 25 | $-711.4M | $6.1B | ||
| Q1 25 | $-807.7M | $6.2B | ||
| Q4 24 | $-685.3M | $6.6B | ||
| Q3 24 | $-728.1M | $5.9B | ||
| Q2 24 | $-619.5M | $6.8B | ||
| Q1 24 | $-611.7M | $8.1B |
总资产NTNXRIVN
| Q4 25 | $3.3B | $14.9B | ||
| Q3 25 | $3.3B | $15.2B | ||
| Q2 25 | $3.1B | $15.6B | ||
| Q1 25 | $3.0B | $15.5B | ||
| Q4 24 | $2.2B | $15.4B | ||
| Q3 24 | $2.1B | $14.3B | ||
| Q2 24 | $2.8B | $15.4B | ||
| Q1 24 | $2.7B | $15.7B |
负债/权益比NTNXRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 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 | $196.8M | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $174.5M | $-1.1B |
| 自由现金流率自由现金流/营收 | 26.0% | -89.0% |
| 资本支出强度资本支出/营收 | 3.3% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流NTNXRIVN
| Q4 25 | $196.8M | $-681.0M | ||
| Q3 25 | $219.5M | $26.0M | ||
| Q2 25 | $218.5M | $64.0M | ||
| Q1 25 | $221.7M | $-188.0M | ||
| Q4 24 | $161.8M | $1.2B | ||
| Q3 24 | $244.7M | $-876.0M | ||
| Q2 24 | $96.4M | $-754.0M | ||
| Q1 24 | $186.4M | $-1.3B |
自由现金流NTNXRIVN
| Q4 25 | $174.5M | $-1.1B | ||
| Q3 25 | $207.8M | $-421.0M | ||
| Q2 25 | $203.4M | $-398.0M | ||
| Q1 25 | $187.1M | $-526.0M | ||
| Q4 24 | $151.9M | $856.0M | ||
| Q3 24 | $224.3M | $-1.2B | ||
| Q2 24 | $78.3M | $-1.0B | ||
| Q1 24 | $162.6M | $-1.5B |
自由现金流率NTNXRIVN
| Q4 25 | 26.0% | -89.0% | ||
| Q3 25 | 31.8% | -27.0% | ||
| Q2 25 | 31.8% | -30.5% | ||
| Q1 25 | 28.6% | -42.4% | ||
| Q4 24 | 25.7% | 49.4% | ||
| Q3 24 | 40.9% | -131.9% | ||
| Q2 24 | 14.9% | -89.6% | ||
| Q1 24 | 28.8% | -126.5% |
资本支出强度NTNXRIVN
| Q4 25 | 3.3% | 36.0% | ||
| Q3 25 | 1.8% | 28.7% | ||
| Q2 25 | 2.4% | 35.5% | ||
| Q1 25 | 5.3% | 27.3% | ||
| Q4 24 | 1.7% | 18.9% | ||
| Q3 24 | 3.7% | 31.7% | ||
| Q2 24 | 3.4% | 24.4% | ||
| Q1 24 | 4.2% | 21.1% |
现金转化率NTNXRIVN
| Q4 25 | 3.17× | — | ||
| Q3 25 | 5.68× | — | ||
| Q2 25 | 3.45× | — | ||
| Q1 25 | 3.93× | — | ||
| Q4 24 | 5.41× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 5.68× | — |
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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
