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英伟达（NVDA）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
英伟达的季度营收约是帕兰提尔科技的48.4倍（$68.1B vs $1.4B），英伟达净利率更高（63.1% vs 43.3%，领先19.8%），英伟达同比增速更快（73.2% vs 70.0%），英伟达自由现金流更多（$34.9B vs $764.0M），过去两年英伟达的营收复合增速更高（61.7% vs 48.9%）
英伟达是总部位于美国加利福尼亚州圣克拉拉的科技企业，1993年由黄仁勋、克里斯·马拉科夫斯基、柯蒂斯·普里姆联合创立。公司主营图形处理器（GPU）、系统级芯片（SoC）及应用程序接口（API）产品，覆盖数据科学、高性能计算、游戏、移动与车载应用等领域，是全球知名的头部科技企业之一。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
NVDA vs PLTR — 直观对比
营收规模更大
NVDA
是对方的48.4倍
$1.4B
营收增速更快
NVDA
高出3.2%
70.0%
净利率更高
NVDA
高出19.8%
43.3%
自由现金流更多
NVDA
多$34.1B
$764.0M
两年增速更快
NVDA
近两年复合增速
48.9%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $68.1B | $1.4B |
| 净利润 | $43.0B | $608.7M |
| 毛利率 | 75.0% | 84.6% |
| 营业利润率 | 65.0% | 40.9% |
| 净利率 | 63.1% | 43.3% |
| 营收同比 | 73.2% | 70.0% |
| 净利润同比 | 94.5% | 670.4% |
| 每股收益（稀释后） | $1.76 | $0.24 |
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NVDAPLTR
| Q1 26 | $68.1B | — | ||
| Q4 25 | $57.0B | $1.4B | ||
| Q3 25 | $46.7B | $1.2B | ||
| Q2 25 | $44.1B | $1.0B | ||
| Q1 25 | $39.3B | $883.9M | ||
| Q4 24 | $35.1B | $827.5M | ||
| Q3 24 | $30.0B | $725.5M | ||
| Q2 24 | $26.0B | $678.1M |
净利润NVDAPLTR
| Q1 26 | $43.0B | — | ||
| Q4 25 | $31.9B | $608.7M | ||
| Q3 25 | $26.4B | $475.6M | ||
| Q2 25 | $18.8B | $326.7M | ||
| Q1 25 | $22.1B | $214.0M | ||
| Q4 24 | $19.3B | $79.0M | ||
| Q3 24 | $16.6B | $143.5M | ||
| Q2 24 | $14.9B | $134.1M |
毛利率NVDAPLTR
| Q1 26 | 75.0% | — | ||
| Q4 25 | 73.4% | 84.6% | ||
| Q3 25 | 72.4% | 82.4% | ||
| Q2 25 | 60.5% | 80.8% | ||
| Q1 25 | 73.0% | 80.4% | ||
| Q4 24 | 74.6% | 78.9% | ||
| Q3 24 | 75.1% | 79.8% | ||
| Q2 24 | 78.4% | 81.0% |
营业利润率NVDAPLTR
| Q1 26 | 65.0% | — | ||
| Q4 25 | 63.2% | 40.9% | ||
| Q3 25 | 60.8% | 33.3% | ||
| Q2 25 | 49.1% | 26.8% | ||
| Q1 25 | 61.1% | 19.9% | ||
| Q4 24 | 62.3% | 1.3% | ||
| Q3 24 | 62.1% | 15.6% | ||
| Q2 24 | 64.9% | 15.5% |
净利率NVDAPLTR
| Q1 26 | 63.1% | — | ||
| Q4 25 | 56.0% | 43.3% | ||
| Q3 25 | 56.5% | 40.3% | ||
| Q2 25 | 42.6% | 32.6% | ||
| Q1 25 | 56.2% | 24.2% | ||
| Q4 24 | 55.0% | 9.5% | ||
| Q3 24 | 55.3% | 19.8% | ||
| Q2 24 | 57.1% | 19.8% |
每股收益（稀释后）NVDAPLTR
| Q1 26 | $1.76 | — | ||
| Q4 25 | $1.30 | $0.24 | ||
| Q3 25 | $1.08 | $0.18 | ||
| Q2 25 | $0.76 | $0.13 | ||
| Q1 25 | $-4.49 | $0.08 | ||
| Q4 24 | $0.78 | $0.03 | ||
| Q3 24 | $0.67 | $0.06 | ||
| Q2 24 | $5.98 | $0.06 |
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 | $10.6B | $7.2B |
| 总债务越低越好 | $8.5B | — |
| 股东权益账面价值 | $157.3B | $7.4B |
| 总资产 | $206.8B | $8.9B |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资NVDAPLTR
| Q1 26 | $10.6B | — | ||
| Q4 25 | $60.6B | $7.2B | ||
| Q3 25 | $56.8B | $6.4B | ||
| Q2 25 | $53.7B | $6.0B | ||
| Q1 25 | $43.2B | $5.4B | ||
| Q4 24 | $38.5B | $5.2B | ||
| Q3 24 | $34.8B | $4.6B | ||
| Q2 24 | $31.4B | $4.0B |
总债务NVDAPLTR
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.5B | — | ||
| Q3 25 | $8.5B | — | ||
| Q2 25 | $8.5B | — | ||
| Q1 25 | $8.5B | — | ||
| Q4 24 | $8.5B | — | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $9.7B | — |
股东权益NVDAPLTR
| Q1 26 | $157.3B | — | ||
| Q4 25 | $118.9B | $7.4B | ||
| Q3 25 | $100.1B | $6.6B | ||
| Q2 25 | $83.8B | $5.9B | ||
| Q1 25 | $79.3B | $5.4B | ||
| Q4 24 | $65.9B | $5.0B | ||
| Q3 24 | $58.2B | $4.5B | ||
| Q2 24 | $49.1B | $4.1B |
总资产NVDAPLTR
| Q1 26 | $206.8B | — | ||
| Q4 25 | $161.1B | $8.9B | ||
| Q3 25 | $140.7B | $8.1B | ||
| Q2 25 | $125.3B | $7.4B | ||
| Q1 25 | $111.6B | $6.7B | ||
| Q4 24 | $96.0B | $6.3B | ||
| Q3 24 | $85.2B | $5.8B | ||
| Q2 24 | $77.1B | $5.2B |
负债/权益比NVDAPLTR
| Q1 26 | 0.05× | — | ||
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.11× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.20× | — |
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 | $36.2B | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $34.9B | $764.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 54.3% |
| 资本支出强度资本支出/营收 | 1.9% | 0.9% |
| 现金转化率经营现金流/净利润 | 0.84× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $96.7B | $2.1B |
8季度趋势，按日历期对齐
经营现金流NVDAPLTR
| Q1 26 | $36.2B | — | ||
| Q4 25 | $23.8B | $777.3M | ||
| Q3 25 | $15.4B | $507.7M | ||
| Q2 25 | $27.4B | $539.3M | ||
| Q1 25 | $16.6B | $310.3M | ||
| Q4 24 | $17.6B | $460.3M | ||
| Q3 24 | $14.5B | $419.8M | ||
| Q2 24 | $15.3B | $144.2M |
自由现金流NVDAPLTR
| Q1 26 | $34.9B | — | ||
| Q4 25 | $22.1B | $764.0M | ||
| Q3 25 | $13.5B | $500.9M | ||
| Q2 25 | $26.2B | $531.6M | ||
| Q1 25 | $15.6B | $304.1M | ||
| Q4 24 | $16.8B | $457.2M | ||
| Q3 24 | $13.5B | $415.8M | ||
| Q2 24 | $15.0B | $141.3M |
自由现金流率NVDAPLTR
| Q1 26 | 51.2% | — | ||
| Q4 25 | 38.8% | 54.3% | ||
| Q3 25 | 28.8% | 42.4% | ||
| Q2 25 | 59.4% | 53.0% | ||
| Q1 25 | 39.5% | 34.4% | ||
| Q4 24 | 47.9% | 55.3% | ||
| Q3 24 | 45.0% | 57.3% | ||
| Q2 24 | 57.5% | 20.8% |
资本支出强度NVDAPLTR
| Q1 26 | 1.9% | — | ||
| Q4 25 | 2.9% | 0.9% | ||
| Q3 25 | 4.1% | 0.6% | ||
| Q2 25 | 2.8% | 0.8% | ||
| Q1 25 | 2.7% | 0.7% | ||
| Q4 24 | 2.3% | 0.4% | ||
| Q3 24 | 3.3% | 0.5% | ||
| Q2 24 | 1.4% | 0.4% |
现金转化率NVDAPLTR
| Q1 26 | 0.84× | — | ||
| Q4 25 | 0.74× | 1.28× | ||
| Q3 25 | 0.58× | 1.07× | ||
| Q2 25 | 1.46× | 1.65× | ||
| Q1 25 | 0.75× | 1.45× | ||
| Q4 24 | 0.91× | 5.83× | ||
| Q3 24 | 0.87× | 2.92× | ||
| Q2 24 | 1.03× | 1.08× |
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
NVDA
| Compute | $51.3B | 75% |
| Networking | $11.0B | 16% |
| Gaming | $3.7B | 5% |
| Professional Visualization | $1.3B | 2% |
| Automotive | $604.0M | 1% |
| OEM And Other | $161.0M | 0% |
| Inventory Purchase Obligations In Excess Of Projections | $31.0M | 0% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
