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Nutanix, Inc.（NTNX）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Nutanix, Inc.的季度营收约是Royalty Pharma plc的1.1倍（$670.6M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 9.3%，领先25.2%），Nutanix, Inc.同比增速更快（13.5% vs 4.8%），过去两年Nutanix, Inc.的营收复合增速更高（8.9% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
NTNX vs RPRX — 直观对比
营收规模更大
NTNX
是对方的1.1倍
$622.0M
营收增速更快
NTNX
高出8.7%
4.8%
净利率更高
RPRX
高出25.2%
9.3%
两年增速更快
NTNX
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $622.0M |
| 净利润 | $62.1M | $214.2M |
| 毛利率 | 87.0% | — |
| 营业利润率 | 7.4% | 62.4% |
| 净利率 | 9.3% | 34.4% |
| 营收同比 | 13.5% | 4.8% |
| 净利润同比 | 107.5% | 2.9% |
| 每股收益（稀释后） | $0.21 | $0.49 |
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NTNXRPRX
| Q4 25 | $670.6M | $622.0M | ||
| Q3 25 | $653.3M | $609.3M | ||
| Q2 25 | $639.0M | $578.7M | ||
| Q1 25 | $654.7M | $568.2M | ||
| Q4 24 | $591.0M | $593.6M | ||
| Q3 24 | $548.0M | $564.7M | ||
| Q2 24 | $524.6M | $537.3M | ||
| Q1 24 | $565.2M | $568.0M |
净利润NTNXRPRX
| Q4 25 | $62.1M | $214.2M | ||
| Q3 25 | $38.6M | $288.2M | ||
| Q2 25 | $63.4M | $30.2M | ||
| Q1 25 | $56.4M | $238.3M | ||
| Q4 24 | $29.9M | $208.2M | ||
| Q3 24 | $-126.1M | $544.0M | ||
| Q2 24 | $-15.6M | $102.0M | ||
| Q1 24 | $32.8M | $4.8M |
毛利率NTNXRPRX
| 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% | — | ||
| Q1 24 | 85.6% | — |
营业利润率NTNXRPRX
| Q4 25 | 7.4% | 62.4% | ||
| Q3 25 | 4.8% | 70.1% | ||
| Q2 25 | 7.6% | 36.3% | ||
| Q1 25 | 10.0% | 94.0% | ||
| Q4 24 | 4.6% | 60.9% | ||
| Q3 24 | -2.2% | — | ||
| Q2 24 | -2.2% | 50.2% | ||
| Q1 24 | 6.6% | -13.0% |
净利率NTNXRPRX
| Q4 25 | 9.3% | 34.4% | ||
| Q3 25 | 5.9% | 47.3% | ||
| Q2 25 | 9.9% | 5.2% | ||
| Q1 25 | 8.6% | 41.9% | ||
| Q4 24 | 5.1% | 35.1% | ||
| Q3 24 | -23.0% | 96.3% | ||
| Q2 24 | -3.0% | 19.0% | ||
| Q1 24 | 5.8% | 0.8% |
每股收益（稀释后）NTNXRPRX
| Q4 25 | $0.21 | $0.49 | ||
| Q3 25 | $0.14 | $0.67 | ||
| Q2 25 | $0.22 | $0.07 | ||
| Q1 25 | $0.19 | $0.55 | ||
| Q4 24 | $0.10 | $0.46 | ||
| Q3 24 | $-0.50 | $1.21 | ||
| Q2 24 | $-0.06 | $0.23 | ||
| Q1 24 | $0.12 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $-668.6M | $9.7B |
| 总资产 | $3.3B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资NTNXRPRX
| Q4 25 | $780.4M | $618.7M | ||
| Q3 25 | $769.5M | $938.9M | ||
| Q2 25 | $872.6M | $631.9M | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $716.6M | $929.0M | ||
| Q3 24 | $655.3M | $950.1M | ||
| Q2 24 | $598.0M | $1.8B | ||
| Q1 24 | $679.2M | $843.0M |
总债务NTNXRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益NTNXRPRX
| Q4 25 | $-668.6M | $9.7B | ||
| Q3 25 | $-694.5M | $9.6B | ||
| Q2 25 | $-711.4M | $9.5B | ||
| Q1 25 | $-807.7M | $9.8B | ||
| Q4 24 | $-685.3M | $10.3B | ||
| Q3 24 | $-728.1M | $10.3B | ||
| Q2 24 | $-619.5M | $9.8B | ||
| Q1 24 | $-611.7M | $9.9B |
总资产NTNXRPRX
| Q4 25 | $3.3B | $19.6B | ||
| Q3 25 | $3.3B | $19.3B | ||
| Q2 25 | $3.1B | $18.3B | ||
| Q1 25 | $3.0B | $17.6B | ||
| Q4 24 | $2.2B | $18.2B | ||
| Q3 24 | $2.1B | $18.0B | ||
| Q2 24 | $2.8B | $17.7B | ||
| Q1 24 | $2.7B | $16.1B |
负债/权益比NTNXRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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NTNXRPRX
| Q4 25 | $196.8M | $827.1M | ||
| Q3 25 | $219.5M | $702.6M | ||
| Q2 25 | $218.5M | $364.0M | ||
| Q1 25 | $221.7M | $596.1M | ||
| Q4 24 | $161.8M | $742.5M | ||
| Q3 24 | $244.7M | $703.6M | ||
| Q2 24 | $96.4M | $658.2M | ||
| Q1 24 | $186.4M | $664.6M |
自由现金流NTNXRPRX
| 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 | — | ||
| Q1 24 | $162.6M | — |
自由现金流率NTNXRPRX
| 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% | — | ||
| Q1 24 | 28.8% | — |
资本支出强度NTNXRPRX
| 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% | — | ||
| Q1 24 | 4.2% | — |
现金转化率NTNXRPRX
| Q4 25 | 3.17× | 3.86× | ||
| Q3 25 | 5.68× | 2.44× | ||
| Q2 25 | 3.45× | 12.06× | ||
| Q1 25 | 3.93× | 2.50× | ||
| Q4 24 | 5.41× | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | 5.68× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
