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Nutanix, Inc.（NTNX）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是Nutanix, Inc.的1.4倍（$906.4M vs $670.6M），Rollins, Inc.净利率更高（11.9% vs 9.3%，领先2.6%），Nutanix, Inc.同比增速更快（13.5% vs 10.2%），Nutanix, Inc.自由现金流更多（$174.5M vs $111.2M），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
NTNX vs ROL — 直观对比
营收规模更大
ROL
是对方的1.4倍
$670.6M
营收增速更快
NTNX
高出3.3%
10.2%
净利率更高
ROL
高出2.6%
9.3%
自由现金流更多
NTNX
多$63.3M
$111.2M
两年增速更快
NTNX
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $906.4M |
| 净利润 | $62.1M | $107.8M |
| 毛利率 | 87.0% | — |
| 营业利润率 | 7.4% | 16.1% |
| 净利率 | 9.3% | 11.9% |
| 营收同比 | 13.5% | 10.2% |
| 净利润同比 | 107.5% | 2.5% |
| 每股收益（稀释后） | $0.21 | $0.22 |
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NTNXROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $670.6M | $912.9M | ||
| Q3 25 | $653.3M | $1.0B | ||
| Q2 25 | $639.0M | $999.5M | ||
| Q1 25 | $654.7M | $822.5M | ||
| Q4 24 | $591.0M | $832.2M | ||
| Q3 24 | $548.0M | $916.3M | ||
| Q2 24 | $524.6M | $891.9M |
净利润NTNXROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $62.1M | $116.4M | ||
| Q3 25 | $38.6M | $163.5M | ||
| Q2 25 | $63.4M | $141.5M | ||
| Q1 25 | $56.4M | $105.2M | ||
| Q4 24 | $29.9M | $105.7M | ||
| Q3 24 | $-126.1M | $136.9M | ||
| Q2 24 | $-15.6M | $129.4M |
毛利率NTNXROL
| 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NTNXROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 7.4% | 17.5% | ||
| Q3 25 | 4.8% | 21.9% | ||
| Q2 25 | 7.6% | 19.8% | ||
| Q1 25 | 10.0% | 17.3% | ||
| Q4 24 | 4.6% | 18.1% | ||
| Q3 24 | -2.2% | 20.9% | ||
| Q2 24 | -2.2% | 20.4% |
净利率NTNXROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 9.3% | 12.8% | ||
| Q3 25 | 5.9% | 15.9% | ||
| Q2 25 | 9.9% | 14.2% | ||
| Q1 25 | 8.6% | 12.8% | ||
| Q4 24 | 5.1% | 12.7% | ||
| Q3 24 | -23.0% | 14.9% | ||
| Q2 24 | -3.0% | 14.5% |
每股收益（稀释后）NTNXROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.21 | $0.24 | ||
| Q3 25 | $0.14 | $0.34 | ||
| Q2 25 | $0.22 | $0.29 | ||
| Q1 25 | $0.19 | $0.22 | ||
| Q4 24 | $0.10 | $0.22 | ||
| Q3 24 | $-0.50 | $0.28 | ||
| Q2 24 | $-0.06 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $-668.6M | $1.4B |
| 总资产 | $3.3B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资NTNXROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $780.4M | $100.0M | ||
| Q3 25 | $769.5M | $127.4M | ||
| Q2 25 | $872.6M | $123.0M | ||
| Q1 25 | $1.1B | $201.2M | ||
| Q4 24 | $716.6M | $89.6M | ||
| Q3 24 | $655.3M | $95.3M | ||
| Q2 24 | $598.0M | $106.7M |
总债务NTNXROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NTNXROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $-668.6M | $1.4B | ||
| Q3 25 | $-694.5M | $1.5B | ||
| Q2 25 | $-711.4M | $1.4B | ||
| Q1 25 | $-807.7M | $1.4B | ||
| Q4 24 | $-685.3M | $1.3B | ||
| Q3 24 | $-728.1M | $1.3B | ||
| Q2 24 | $-619.5M | $1.2B |
总资产NTNXROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.3B | $3.1B | ||
| Q3 25 | $3.3B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $3.0B | $2.9B | ||
| Q4 24 | $2.2B | $2.8B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.8B | $2.8B |
负债/权益比NTNXROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $174.5M | $111.2M |
| 自由现金流率自由现金流/营收 | 26.0% | 12.3% |
| 资本支出强度资本支出/营收 | 3.3% | 0.8% |
| 现金转化率经营现金流/净利润 | 3.17× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $772.8M | $621.1M |
8季度趋势，按日历期对齐
经营现金流NTNXROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $196.8M | $164.7M | ||
| Q3 25 | $219.5M | $191.3M | ||
| Q2 25 | $218.5M | $175.1M | ||
| Q1 25 | $221.7M | $146.9M | ||
| Q4 24 | $161.8M | $188.2M | ||
| Q3 24 | $244.7M | $146.9M | ||
| Q2 24 | $96.4M | $145.1M |
自由现金流NTNXROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $174.5M | $159.0M | ||
| Q3 25 | $207.8M | $182.8M | ||
| Q2 25 | $203.4M | $168.0M | ||
| Q1 25 | $187.1M | $140.1M | ||
| Q4 24 | $151.9M | $184.0M | ||
| Q3 24 | $224.3M | $139.4M | ||
| Q2 24 | $78.3M | $136.4M |
自由现金流率NTNXROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 26.0% | 17.4% | ||
| Q3 25 | 31.8% | 17.8% | ||
| Q2 25 | 31.8% | 16.8% | ||
| Q1 25 | 28.6% | 17.0% | ||
| Q4 24 | 25.7% | 22.1% | ||
| Q3 24 | 40.9% | 15.2% | ||
| Q2 24 | 14.9% | 15.3% |
资本支出强度NTNXROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 3.3% | 0.6% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 2.4% | 0.7% | ||
| Q1 25 | 5.3% | 0.8% | ||
| Q4 24 | 1.7% | 0.5% | ||
| Q3 24 | 3.7% | 0.8% | ||
| Q2 24 | 3.4% | 1.0% |
现金转化率NTNXROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 3.17× | 1.41× | ||
| Q3 25 | 5.68× | 1.17× | ||
| Q2 25 | 3.45× | 1.24× | ||
| Q1 25 | 3.93× | 1.40× | ||
| Q4 24 | 5.41× | 1.78× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.12× |
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% |
ROL
暂无分部数据
