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Nutanix, Inc.（NTNX）与TFI International Inc.（TFII）财务数据对比。点击上方公司名可切换其他公司
TFI International Inc.的季度营收约是Nutanix, Inc.的1.4倍（$921.9M vs $670.6M）
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。
TFI International Inc.是加拿大知名运输物流企业，总部位于魁北克省蒙特利尔市圣洛朗区，业务覆盖加拿大、美国、墨西哥，主营零担运输、包裹快递、物流服务、整车运输四大板块，拥有加拿大规模最大的零担业务及卡车车队，2021年营收位列北美零担及整车运输商第六位，运营卡车超1.4万辆。
NTNX vs TFII — 直观对比
营收规模更大
TFII
是对方的1.4倍
$670.6M
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $921.9M |
| 净利润 | $62.1M | — |
| 毛利率 | 87.0% | — |
| 营业利润率 | 7.4% | 8.4% |
| 净利率 | 9.3% | — |
| 营收同比 | 13.5% | — |
| 净利润同比 | 107.5% | — |
| 每股收益（稀释后） | $0.21 | — |
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NTNXTFII
| Q4 25 | $670.6M | — | ||
| Q3 25 | $653.3M | $921.9M | ||
| Q2 25 | $639.0M | $2.0B | ||
| Q1 25 | $654.7M | $2.0B | ||
| Q4 24 | $591.0M | — | ||
| Q3 24 | $548.0M | $1.0B | ||
| Q2 24 | $524.6M | $2.3B | ||
| Q1 24 | $565.2M | $1.9B |
净利润NTNXTFII
| Q4 25 | $62.1M | — | ||
| Q3 25 | $38.6M | — | ||
| Q2 25 | $63.4M | $98.2M | ||
| Q1 25 | $56.4M | $56.0M | ||
| Q4 24 | $29.9M | — | ||
| Q3 24 | $-126.1M | — | ||
| Q2 24 | $-15.6M | $117.8M | ||
| Q1 24 | $32.8M | $92.8M |
毛利率NTNXTFII
| 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NTNXTFII
| Q4 25 | 7.4% | — | ||
| Q3 25 | 4.8% | 8.4% | ||
| Q2 25 | 7.6% | 8.4% | ||
| Q1 25 | 10.0% | 5.8% | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | -2.2% | 9.5% | ||
| Q2 24 | -2.2% | 9.2% | ||
| Q1 24 | 6.6% | 8.1% |
净利率NTNXTFII
| Q4 25 | 9.3% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 9.9% | 4.8% | ||
| Q1 25 | 8.6% | 2.9% | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | -23.0% | — | ||
| Q2 24 | -3.0% | 5.2% | ||
| Q1 24 | 5.8% | 5.0% |
每股收益（稀释后）NTNXTFII
| Q4 25 | $0.21 | — | ||
| Q3 25 | $0.14 | — | ||
| Q2 25 | $0.22 | — | ||
| Q1 25 | $0.19 | — | ||
| Q4 24 | $0.10 | — | ||
| Q3 24 | $-0.50 | — | ||
| Q2 24 | $-0.06 | — | ||
| Q1 24 | $0.12 | — |
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 | — |
| 总资产 | $3.3B | — |
| 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NTNXTFII
| Q4 25 | $780.4M | — | ||
| Q3 25 | $769.5M | — | ||
| Q2 25 | $872.6M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $716.6M | — | ||
| Q3 24 | $655.3M | — | ||
| Q2 24 | $598.0M | — | ||
| Q1 24 | $679.2M | — |
股东权益NTNXTFII
| Q4 25 | $-668.6M | — | ||
| Q3 25 | $-694.5M | — | ||
| Q2 25 | $-711.4M | — | ||
| Q1 25 | $-807.7M | — | ||
| Q4 24 | $-685.3M | — | ||
| Q3 24 | $-728.1M | — | ||
| Q2 24 | $-619.5M | — | ||
| Q1 24 | $-611.7M | — |
总资产NTNXTFII
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.7B | — |
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NTNXTFII
| Q4 25 | $196.8M | — | ||
| Q3 25 | $219.5M | — | ||
| Q2 25 | $218.5M | — | ||
| Q1 25 | $221.7M | — | ||
| Q4 24 | $161.8M | — | ||
| Q3 24 | $244.7M | — | ||
| Q2 24 | $96.4M | — | ||
| Q1 24 | $186.4M | — |
自由现金流NTNXTFII
| 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NTNXTFII
| 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NTNXTFII
| 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NTNXTFII
| 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% |
TFII
暂无分部数据
