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Nutanix, Inc.（NTNX）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Nutanix, Inc.的1.9倍（$1.2B vs $670.6M），Nutanix, Inc.净利率更高（9.3% vs -2.2%，领先11.5%），Nutanix, Inc.同比增速更快（13.5% vs -18.3%），ROKU, INC自由现金流更多（$298.4M vs $174.5M），过去两年ROKU, INC的营收复合增速更高（13.6% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
NTNX vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.9倍
$670.6M
营收增速更快
NTNX
高出31.7%
-18.3%
净利率更高
NTNX
高出11.5%
-2.2%
自由现金流更多
ROKU
多$123.9M
$174.5M
两年增速更快
ROKU
近两年复合增速
8.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $1.2B |
| 净利润 | $62.1M | $-27.4M |
| 毛利率 | 87.0% | 35.6% |
| 营业利润率 | 7.4% | 59.7% |
| 净利率 | 9.3% | -2.2% |
| 营收同比 | 13.5% | -18.3% |
| 净利润同比 | 107.5% | -361.0% |
| 每股收益（稀释后） | $0.21 | $0.57 |
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NTNXROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $670.6M | $1.4B | ||
| Q3 25 | $653.3M | $1.2B | ||
| Q2 25 | $639.0M | $1.1B | ||
| Q1 25 | $654.7M | $1.0B | ||
| Q4 24 | $591.0M | $1.2B | ||
| Q3 24 | $548.0M | $1.1B | ||
| Q2 24 | $524.6M | $968.2M |
净利润NTNXROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $62.1M | $80.5M | ||
| Q3 25 | $38.6M | $24.8M | ||
| Q2 25 | $63.4M | $10.5M | ||
| Q1 25 | $56.4M | $-27.4M | ||
| Q4 24 | $29.9M | $-35.5M | ||
| Q3 24 | $-126.1M | $-9.0M | ||
| Q2 24 | $-15.6M | $-34.0M |
毛利率NTNXROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 87.0% | 43.5% | ||
| Q3 25 | 87.2% | 43.4% | ||
| Q2 25 | 87.0% | 44.8% | ||
| Q1 25 | 87.0% | 43.6% | ||
| Q4 24 | 86.0% | 42.7% | ||
| Q3 24 | 85.2% | 45.2% | ||
| Q2 24 | 84.8% | 43.9% |
营业利润率NTNXROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 7.4% | 4.7% | ||
| Q3 25 | 4.8% | 0.8% | ||
| Q2 25 | 7.6% | -2.1% | ||
| Q1 25 | 10.0% | -5.7% | ||
| Q4 24 | 4.6% | -3.3% | ||
| Q3 24 | -2.2% | -3.4% | ||
| Q2 24 | -2.2% | -7.4% |
净利率NTNXROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | 9.3% | 5.8% | ||
| Q3 25 | 5.9% | 2.0% | ||
| Q2 25 | 9.9% | 0.9% | ||
| Q1 25 | 8.6% | -2.7% | ||
| Q4 24 | 5.1% | -3.0% | ||
| Q3 24 | -23.0% | -0.9% | ||
| Q2 24 | -3.0% | -3.5% |
每股收益（稀释后）NTNXROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.21 | $0.55 | ||
| Q3 25 | $0.14 | $0.16 | ||
| Q2 25 | $0.22 | $0.07 | ||
| Q1 25 | $0.19 | $-0.19 | ||
| Q4 24 | $0.10 | $-0.24 | ||
| Q3 24 | $-0.50 | $-0.06 | ||
| Q2 24 | $-0.06 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-668.6M | $2.7B |
| 总资产 | $3.3B | $4.4B |
| 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NTNXROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $780.4M | $2.3B | ||
| Q3 25 | $769.5M | $2.3B | ||
| Q2 25 | $872.6M | $2.3B | ||
| Q1 25 | $1.1B | $2.3B | ||
| Q4 24 | $716.6M | $2.2B | ||
| Q3 24 | $655.3M | $2.1B | ||
| Q2 24 | $598.0M | $2.1B |
股东权益NTNXROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $-668.6M | $2.7B | ||
| Q3 25 | $-694.5M | $2.6B | ||
| Q2 25 | $-711.4M | $2.6B | ||
| Q1 25 | $-807.7M | $2.5B | ||
| Q4 24 | $-685.3M | $2.5B | ||
| Q3 24 | $-728.1M | $2.5B | ||
| Q2 24 | $-619.5M | $2.4B |
总资产NTNXROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.3B | $4.4B | ||
| Q3 25 | $3.3B | $4.4B | ||
| Q2 25 | $3.1B | $4.3B | ||
| Q1 25 | $3.0B | $4.2B | ||
| Q4 24 | $2.2B | $4.3B | ||
| Q3 24 | $2.1B | $4.3B | ||
| Q2 24 | $2.8B | $4.1B |
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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $174.5M | $298.4M |
| 自由现金流率自由现金流/营收 | 26.0% | 23.9% |
| 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 | $640.0M |
8季度趋势，按日历期对齐
经营现金流NTNXROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $196.8M | $107.7M | ||
| Q3 25 | $219.5M | $127.6M | ||
| Q2 25 | $218.5M | $109.7M | ||
| Q1 25 | $221.7M | $138.7M | ||
| Q4 24 | $161.8M | $79.3M | ||
| Q3 24 | $244.7M | $68.7M | ||
| Q2 24 | $96.4M | $23.4M |
自由现金流NTNXROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $174.5M | $106.6M | ||
| Q3 25 | $207.8M | $126.5M | ||
| Q2 25 | $203.4M | $108.6M | ||
| Q1 25 | $187.1M | $136.8M | ||
| Q4 24 | $151.9M | $76.8M | ||
| Q3 24 | $224.3M | $67.6M | ||
| Q2 24 | $78.3M | $22.5M |
自由现金流率NTNXROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 26.0% | 7.6% | ||
| Q3 25 | 31.8% | 10.4% | ||
| Q2 25 | 31.8% | 9.8% | ||
| Q1 25 | 28.6% | 13.4% | ||
| Q4 24 | 25.7% | 6.4% | ||
| Q3 24 | 40.9% | 6.4% | ||
| Q2 24 | 14.9% | 2.3% |
资本支出强度NTNXROKU
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 0.1% | ||
| Q3 25 | 1.8% | 0.1% | ||
| Q2 25 | 2.4% | 0.1% | ||
| Q1 25 | 5.3% | 0.2% | ||
| Q4 24 | 1.7% | 0.2% | ||
| Q3 24 | 3.7% | 0.1% | ||
| Q2 24 | 3.4% | 0.1% |
现金转化率NTNXROKU
| Q1 26 | — | — | ||
| Q4 25 | 3.17× | 1.34× | ||
| Q3 25 | 5.68× | 5.14× | ||
| Q2 25 | 3.45× | 10.45× | ||
| Q1 25 | 3.93× | — | ||
| Q4 24 | 5.41× | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
