vs
Nutanix, Inc.（NTNX）与TKO Group Holdings（TKO）财务数据对比。点击上方公司名可切换其他公司
TKO Group Holdings的季度营收约是Nutanix, Inc.的1.5倍（$1.0B vs $670.6M），Nutanix, Inc.净利率更高（9.3% vs -0.2%，领先9.5%），TKO Group Holdings同比增速更快（61.6% vs 13.5%），过去两年TKO Group Holdings的营收复合增速更高（28.4% 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。
TKO Group Holdings是美国体育及体育娱乐上市企业，成立于2023年9月12日，由奋进集团（Endeavor）子公司、终极格斗冠军赛（UFC）母公司Zuffa与职业摔跤品牌世界摔角娱乐（WWE）合并组建，主营综合格斗、职业摔跤赛事运营及相关娱乐内容业务。
NTNX vs TKO — 直观对比
营收规模更大
TKO
是对方的1.5倍
$670.6M
营收增速更快
TKO
高出48.2%
13.5%
净利率更高
NTNX
高出9.5%
-0.2%
两年增速更快
TKO
近两年复合增速
8.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $670.6M | $1.0B |
| 净利润 | $62.1M | $-2.4M |
| 毛利率 | 87.0% | — |
| 营业利润率 | 7.4% | 5.5% |
| 净利率 | 9.3% | -0.2% |
| 营收同比 | 13.5% | 61.6% |
| 净利润同比 | 107.5% | -107.7% |
| 每股收益（稀释后） | $0.21 | $-0.07 |
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NTNXTKO
| Q4 25 | $670.6M | $1.0B | ||
| Q3 25 | $653.3M | $1.1B | ||
| Q2 25 | $639.0M | $1.3B | ||
| Q1 25 | $654.7M | $1.3B | ||
| Q4 24 | $591.0M | $642.2M | ||
| Q3 24 | $548.0M | $681.3M | ||
| Q2 24 | $524.6M | $851.2M | ||
| Q1 24 | $565.2M | $629.7M |
净利润NTNXTKO
| Q4 25 | $62.1M | $-2.4M | ||
| Q3 25 | $38.6M | $41.0M | ||
| Q2 25 | $63.4M | $98.4M | ||
| Q1 25 | $56.4M | $58.4M | ||
| Q4 24 | $29.9M | $31.0M | ||
| Q3 24 | $-126.1M | $23.1M | ||
| Q2 24 | $-15.6M | $59.1M | ||
| Q1 24 | $32.8M | $-103.8M |
毛利率NTNXTKO
| 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NTNXTKO
| Q4 25 | 7.4% | 5.5% | ||
| Q3 25 | 4.8% | 15.4% | ||
| Q2 25 | 7.6% | 28.1% | ||
| Q1 25 | 10.0% | 18.7% | ||
| Q4 24 | 4.6% | 15.9% | ||
| Q3 24 | -2.2% | 20.0% | ||
| Q2 24 | -2.2% | 30.0% | ||
| Q1 24 | 6.6% | -33.4% |
净利率NTNXTKO
| Q4 25 | 9.3% | -0.2% | ||
| Q3 25 | 5.9% | 3.7% | ||
| Q2 25 | 9.9% | 7.5% | ||
| Q1 25 | 8.6% | 4.6% | ||
| Q4 24 | 5.1% | 4.8% | ||
| Q3 24 | -23.0% | 3.4% | ||
| Q2 24 | -3.0% | 6.9% | ||
| Q1 24 | 5.8% | -16.5% |
每股收益（稀释后）NTNXTKO
| Q4 25 | $0.21 | $-0.07 | ||
| Q3 25 | $0.14 | $0.47 | ||
| Q2 25 | $0.22 | $1.17 | ||
| Q1 25 | $0.19 | $0.69 | ||
| Q4 24 | $0.10 | $0.28 | ||
| Q3 24 | $-0.50 | $0.28 | ||
| Q2 24 | $-0.06 | $0.72 | ||
| Q1 24 | $0.12 | $-1.26 |
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 | $831.1M |
| 总债务越低越好 | — | $3.8B |
| 股东权益账面价值 | $-668.6M | $3.7B |
| 总资产 | $3.3B | $15.5B |
| 负债/权益比越低杠杆越低 | — | 1.01× |
8季度趋势，按日历期对齐
现金及短期投资NTNXTKO
| Q4 25 | $780.4M | $831.1M | ||
| Q3 25 | $769.5M | $861.4M | ||
| Q2 25 | $872.6M | $535.1M | ||
| Q1 25 | $1.1B | $470.9M | ||
| Q4 24 | $716.6M | $525.6M | ||
| Q3 24 | $655.3M | $457.4M | ||
| Q2 24 | $598.0M | $277.5M | ||
| Q1 24 | $679.2M | $245.8M |
总债务NTNXTKO
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.7B |
股东权益NTNXTKO
| Q4 25 | $-668.6M | $3.7B | ||
| Q3 25 | $-694.5M | $3.8B | ||
| Q2 25 | $-711.4M | $4.3B | ||
| Q1 25 | $-807.7M | $4.2B | ||
| Q4 24 | $-685.3M | $4.1B | ||
| Q3 24 | $-728.1M | $4.0B | ||
| Q2 24 | $-619.5M | $4.0B | ||
| Q1 24 | $-611.7M | $4.0B |
总资产NTNXTKO
| Q4 25 | $3.3B | $15.5B | ||
| Q3 25 | $3.3B | $15.5B | ||
| Q2 25 | $3.1B | $15.3B | ||
| Q1 25 | $3.0B | $15.0B | ||
| Q4 24 | $2.2B | $12.7B | ||
| Q3 24 | $2.1B | $12.8B | ||
| Q2 24 | $2.8B | $12.7B | ||
| Q1 24 | $2.7B | $12.7B |
负债/权益比NTNXTKO
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | 0.98× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 0.68× |
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 | $309.9M |
| 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NTNXTKO
| Q4 25 | $196.8M | $309.9M | ||
| Q3 25 | $219.5M | $416.8M | ||
| Q2 25 | $218.5M | $396.2M | ||
| Q1 25 | $221.7M | $162.8M | ||
| Q4 24 | $161.8M | $56.8M | ||
| Q3 24 | $244.7M | $236.5M | ||
| Q2 24 | $96.4M | $230.7M | ||
| Q1 24 | $186.4M | $59.3M |
自由现金流NTNXTKO
| 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NTNXTKO
| 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NTNXTKO
| 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NTNXTKO
| Q4 25 | 3.17× | — | ||
| Q3 25 | 5.68× | 10.16× | ||
| Q2 25 | 3.45× | 4.03× | ||
| Q1 25 | 3.93× | 2.79× | ||
| Q4 24 | 5.41× | 1.83× | ||
| Q3 24 | — | 10.22× | ||
| Q2 24 | — | 3.90× | ||
| 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% |
TKO
| World Wrestling Entertainment Segment | $359.6M | 35% |
| IMG Segment | $247.6M | 24% |
| Media Rights Production And Content | $222.6M | 21% |
| Partnerships And Marketing | $93.3M | 9% |
| Live Events And Hospitality | $72.2M | 7% |
| Other | $29.4M | 3% |
| Consumer Products Licensing And Other | $13.2M | 1% |
